Here is my new model:
- layer 0 - hardware is relevant again - no more only beige boxes with a different brand sticker. The innovation on phone hardware is very real and happening with hardware and sensors integration.
- layer 1 - this is the platform - one heck of a battle is brewing at that level and competition is going to get more fierce.
- layer 2 – the services – caught in between layer 1 and layer 2 because some will be coming from the platform, and others will be from the outside, independent services. This is the new kid on the block for me, I didn’t realize it could play such a big role as to have its own layer.
- layer 3 - the app layer – lots of innovation happening making everyone’s head spin already, and it’s only starting. Connectivity and BigData working hand in hand is bound to yield a lot more to make our lives better.
No ones owns the full stack and it’s really a good thing. Competition is good. I think the battle for the platforms and ecosystems is only starting with MS entry and to some extent RIM’s unclear way forward. It’s going to get ugly. The platforms are after my data; they want to lock me down. The applications are after my data too - do they want to know me to ultimately sell me more stuff. Owning the data and collecting analytics about me rhymes with loads of cash for those guys. An independent service layer is a really good thing, as long as there are many providers of services.
- Think dropbox getting bigger and offering more than file sharing, like they are tipping their toe in with the mobile photo upload sync released recently. I hope this will force the hands of Google, MS, and Apple, just like apps developers to integrate dropbox like they would integrate Flickr.
- It’s a source of innovation; more services can be created that will collect specific data from the ever growing list of sensors we are using.
- It also had the drawback that it’s now one more place where data is going to be collected about us.