So some random analyst firm that nobody has ever heard of just reported that Android outsold iPhone in the United States last quarter, and people are losing their mud saying it’s all over for Apple, this is the tipping point, it’s game over, and blah blah. We’re deploying our blog ninjas to shoot this thing down — see MG Sieg Heil of TechCrunch arguing here that Android isn’t really winning because it runs on like a thousand different phone models and fifteen hundred carriers, while we only have one; see Gruber arguing here that (a) the real news is that RIM is screwed; (b) most of Android’s success comes from Verizon; and (c) we’d be winning if the analysts counted iPads and iPod Touch units when the compared us to Android, which they should do, even though they should also count iPad as a portable computer when they’re doing computer market share because when you do that we’re like far and away the biggest computer maker in the world; and see Dan Frommer of Alley Insider saying here that sure Android is gaining share but guess what, Google doesn’t make any money on it and Apple is making more money than any other company in the history of the world, so nanny nanny boo boo.
See, what we’re doing these days is we make a list of talking points and instead of giving all of them to everyone we split them up and give everyone a different part of the list. Katie calls it the “croque-monsieur” because the effect is that all of these different spinning points melt together and cover up the news, like hot cheese oozing between delicious bread and disgusting foul ham.
And then I swoop in here and deliver all of the talking points in one nice neat basket. To recap:
1. Android is on lots of phones, we’re on one.
2. BlackBerry is getting killed by Android. So go look at BlackBerry. Seriously, go look at them. Their antennas are having problems too, just FYI.
3. Whatever problems we have can be blamed on AT&T, which is the shittiest carrier in the world.
4. You have to look at the software platform, not the hardware device. When you do that, iOS is winning.
5. We make money on phones and Google doesn’t.
But wait, there’s more. The truth is, we know Google is going to have more market share than we do. Heck, let’s just say it — they’re going to dwarf us. We don’t care. We would rather have 10 percent of a gorgeous beautiful pristine market that we can completely own and control (read: huge margins) than have 90 percent of a bucket of shit.
That’s why I say we didn’t lose the PC war with Microosoft, because frankly, we were never competing with Microsoft. Apple and Microsoft were doing two very different things. And equally frankly, even now, if we didn’t have iTunes and iPods and iPhone and iPad, even if we were only talking about the personal computer (desktops and laptops) market, I’d much rather have our business (Macs and OS X) than theirs. Honestly. This isn’t spin.
It cracks me up when people say we’re doing the same thing in mobile that we did in personal computers and how this is some colossal mistake and somehow, apparently, everybody at Apple is just so stupid or blind that we can’t see that we’re doing this all over again even though everyone else in the world can see it and how can this be happening and oh my goodness isn’t it awful?
But what would you suggest we do? License iOS to HTC and Samsung and Motorola and everyone else, and then hire a zillion support engineers to mop up every mess they make with all their Frankenstein monster hardware designs?
Friends, listen up. We know what we’re doing. We’re doing it on purpose. We don’t need to be the biggest. Is Porsche the biggest? Or Mercedes? Or BMW? No, and they don’t want to be. Neither do we.
In three years, maybe less, Android will be way bigger than us. And we’ll have the better business.