Google must battle on at least six fronts simultaneously.
The Browser Front: Users have a choice between Internet Explorer (Microsoft), Firefox(Mozilla), Safari (Apple), and Google’s offering, Chrome. The speculation is that Facebook is interested in a browser, too, since Mozilla co-founder Blake Ross is an employee, but that hasn’t happened yet. More recently, the social browser RockMelt has captured some peoples’ interests, and last week secured $30M in financing, adding Facebook board members Jim Breyer and Marc Andreessen to its board. Andreessen obviously knows a thing or two about browsers. Though most browsers enable users to power their search by Google as an option, Googe’s Chrome offering isn’t the lead browser by market share, and not even in second place.
The Mobile Front: Apple’s iOS took the mobile world by storm in 2007 with the first iPhone. Then Google’s Android operating system roared alongside it, turning into a freight train of downloads, as Bill Gurley said, only recently to be slowed by Apple’s release of a phone with Verizon. While Android may have more installs, they don’t have the developer community to build killer apps because the Android marketplace (both for hardware and firmware) is highlyfragmented, whereas iOS is about symphonic convergence. All the along, there’s been ample speculation about whether Facebook was building its own mobile phone device, or as the company has publicly hinted, how it would integrate social layers into different mobile operating systems and platforms.