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Callionica

@mark @dmitriid @stevestreza Apple, like us, has historical evidence that Google prefers to follow Apple than compete. Android is not very different than iOS. Apple may even have personal relationships or contracts that make Google’s position more likely to be that of follower than competitor. Google could surprise us all though. EU regulations certainly give Google reason to break with Apple’s direction and I would hope they’d capitalise on it if Apple withheld features in EU.

2 comments
Callionica

@mark @dmitriid @stevestreza I think Apple is not risking much by _threatening_ to withhold features: they can change their mind at any time, so small competitors would be taking a big risk trying to compete in those areas and Google will be competing anyway. They do risk confusing and annoying EU customers, but I guess they think the sabre-rattling helps negotiations with the EU or they’re doing it to manage stock market expectations.

dmitriid

@callionica @mark @stevestreza

I doubt that Google is institutionally capable of doing anything in this regard. Ads are their only revenue source, and this permeates every decision they make.

Add to that the many internal warring factions, and you get a surprisingly disfunctional company that shifts directions almost every year.

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