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re: Apple Or Android? May The Battle Continue.
Posted on 3/30/24 at 10:36 am to Dam Guide
Posted on 3/30/24 at 10:36 am to Dam Guide
quote:
It’s kinda fricked we are talking about using the DOJ to force Apple to integrate what is for all purposes a Google product into their messaging app. RCS is pretty much Google in this country. It’s not SMS or MMS functionality you are using, it’s Google Jibe.
The device OS market is essentially binary so of course Google essentially owns the other half. This isn't a novel case. Google, Facebook, Microsoft and others have all face similar network gaming anticompetitive cases in the past seeking similar portability outcomes. Thats usually going to mean Company A has to at some level integrate with Company B and/or C, D, E, etc. I think we can all agree that SMS/MMS is dead as far as todays uses and expectations go, but native messaging has been replaced with iMessage and RCS. If we want to preserve native messaging and an open messaging platform then Apple has to budge.
IMO a level of interoperability is the best path forward for the consumer as it reduces the switching cost for existing users of either platform and promotes a more competitive and innovative playing field where consumers are picking the device that best suits their needs instead of picking devices based on market share and messaging compatibility. Portability is always going to be in the best interest of the consumer and the worst interest of the Company seeking to retain and fleece customers through high switching cost for existing users.
The other option is to do nothing. But, if we are content to let native messaging die and "let the market decide" which messaging platform wins, we are basically putting network effects on steroids. Then whoever holds the most market share will continue to be able to exploit consumers with high switching cost for existing users and low switching cost for new users. In the end the consumer suffers and a company ends up with a monopoly on messaging or even worse devices. Its not far fetched to imagine as we move further and further away from being able to use SMS/MMS as a fallback for native messaging that at some point native messaging will no longer work between Apple and Android. And having or relying on another messaging platform rise to the top to fill that void doesn't solve the underlying issue of using network effects to hold consumers hostage.
1
Posted on 3/30/24 at 2:11 pm to Fat Batman
quote:
The device OS market is essentially binary so of course Google essentially owns the other half. This isn't a novel case. Google, Facebook, Microsoft and others have all face similar network gaming anticompetitive cases in the past seeking similar portability outcomes. Thats usually going to mean Company A has to at some level integrate with Company B and/or C, D, E, etc. I think we can all agree that SMS/MMS is dead as far as todays uses and expectations go, but native messaging has been replaced with iMessage and RCS. If we want to preserve native messaging and an open messaging platform then Apple has to budge.
IMO a level of interoperability is the best path forward for the consumer as it reduces the switching cost for existing users of either platform and promotes a more competitive and innovative playing field where consumers are picking the device that best suits their needs instead of picking devices based on market share and messaging compatibility. Portability is always going to be in the best interest of the consumer and the worst interest of the Company seeking to retain and fleece customers through high switching cost for existing users.
The other option is to do nothing. But, if we are content to let native messaging die and "let the market decide" which messaging platform wins, we are basically putting network effects on steroids. Then whoever holds the most market share will continue to be able to exploit consumers with high switching cost for existing users and low switching cost for new users. In the end the consumer suffers and a company ends up with a monopoly on messaging or even worse devices. Its not far fetched to imagine as we move further and further away from being able to use SMS/MMS as a fallback for native messaging that at some point native messaging will no longer work between Apple and Android. And having or relying on another messaging platform rise to the top to fill that void doesn't solve the underlying issue of using network effects to hold consumers hostage.
The market may still decide to go elsewhere as they did in Europe. These actions though could lead to a much bigger and much worse monopoly than the one the government is fighting against if they force Apple to use Jibe. Google in complete control of native messaging is a disastrous move from a monopoly standpoint.
I suspect they will go more in the opposite direction and make their own proprietary version as Google has done and make it compatible with Universal Profile and only the functionality of Universal Profile will be compatible between the two.
Reading up on it, Apple's push to RCS is not being driven by the EU, China is the reason for this one. China's carriers are pushing their own version of RCS and to stay in that market, Apple will have to offer it. That definitely means not Jibe.
This post was edited on 3/30/24 at 2:14 pm
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