The theory of Internet Layers, how different players try to take control and what to expect in the future
August 27th, 2011This was a post I started to work on over a year ago. As always, other things comes in between and not being paid to blog real work have priority. However, this subject proved to be really interesting and I could see how the wheels of time where moving in direction of my assumptions. The only problem was difficulties in how to illustrate it in a good way, being the main reason for the delay.
Anyway, when I started I defined how access to online content is something that could be done from different layers; the desktop, mobile, social and app layer. I took the three players I felt was most important to illustrate it – Google, Facebook and Apple – all with different approaches to it.
At that point Facebook was the ruler of the social layer, both Google and Apple was on the other hand in the mobile and desktop, although in different forms.
Google managed to control Internet content access through Chrome, Android, Android Apps and Google services online.
Apple, such as Microsoft although not being in the comparison, has both its own desktop OS but also itunes which works closely with its mobile devices. So access could be controlled from the desktop, iPhone and with a not so successful attempt in the cloud, mobile.me
What happened then was a clear indication from both Google and Apple to strengthen certain fronts. Google launched Google+ and Apple launched iCloud. Apple is also making Mac OS moving closer to iOS, which makes me believe we will only have one OS in the end from Apple and one from Google. Integration is key and Apple is the one to look to. Google has made it work from the other direction, integrating Android with the Online Google Services removing the need to connect it to desktop for synchronisation. The addition of Google+ makes it even better where photos taken on the phone is immediately uploaded (something that starts rivaling my use of Flickr).
This forced me to rethink my layers and I changed the order as I realised also Chrome has entered into the apps layer.
So the change became that Android covers Mobile and Apps, Chrome covers Desktop and Apps, iOS mobile and Apps, and Facebook Social and Online content.
So how about facebook? Controlling social is no long-term position. I have claimed before that I don’t believe in them and I stick to that. From my point of view Facebook needs to do one of the following, move down and control another layer such as mobile (which makes more sense then desktop as developing nations such as China, mobile access is growing faster), or join forces with someone not present in social such as Apple or Microsoft. With mobile OS such as android they have all opportunities to get control of the OS, and it is probably just a matter of time before it becomes as easy to change mobile OS as it is to install a new browser on your desktop.
If for a quick moment take in Microsoft, which has not been mentioned, they have a similar situation as Apple. The completely dominate desktops, they have for a long been in mobile and now re-invented their presence, they have a dominant Instant Messenger (IM) that can relate to social, and they have MSN.com. Problem is they have not done it well or even to early so they lost momentum. They are already involved with Facebook which shows they are aware of what they are lacking.
I would dare to say that we are now approaching a scenario where we only have two layers to talk about, an access layer (access to online content) and a social layer. Google is currently the only one covering both.
So what to expect next? The traditional layers, where there is no integration between devices as in the good old times (Nokia are you listening?) will be gone and devices run the same OS, social is going to be an integrated part of access to online content, no matter from what device it is being done.
Each player needs to decide if they want to be part of setting the rules creating the eco-system or offer services and content on it and compete for the space. A scenario painted up is with Facebook moving down establishing itself as a “Face OS” side by side with Google and Apple.
An interesting aspect of thinking in these terms is that the game has changed. Previous rulers such as Nokia, Motorola etc has lost dominance for software companies. But, I do think that old content providers such as Yahoo could have a comeback if playing their cards right. No matter how good the services are, content is king and Google has come to power by making others content accessible. Someone like Yahoo has the users and the content, both external but also created by their own in contrast to Google. Yahoo also has a social service that is not used to its full potential, Flickr and the previous Delicious. So, Yahoo has all the assets but is lacking the vision.
Microsoft is currently creating the right alliances so they are to be watched. If joining forces with both Facebook and Nokia (remember Connecting People?) they would immediately grab a stronghold, and then cementing the desktop position with MSN moving closer to social interaction and Facebook integration (think Tencent’s QQ).
Players such as Sony also seems to think in the same terms but take another approach, the househould appliances approach. they are integrating TVs and other stuff with Sony Ericsson phones and Playstation. It could be an interesting way too but the social layer is missing? And this is something that Google is doing right, they are not establishing Google+ as a new walled community, instead it is put as a layer on top of all their services and slowly being integrated.
I still believe that Openid will be the key going forward, something not requiring you to establish new accounts, instead use an existing membership to interact on new ground. However, we are entering exciting times!









