a16z Podcast a16z Podcast: Google I/O -- A Three-Hour Tour (in 30 minutes)
Jun 26, 2014
Benedict Evans, a venture capitalist at Andreessen Horowitz, dissects the highlights and omissions of the epic three-hour Google I/O keynote. He reveals the lack of major Android updates and dives into new ventures like connected watches and automotive tech. Evans also contrasts Google Play with Apple’s App Store, citing revenue disparities. Additionally, he explores smartwatch design challenges and discusses the evolving relationship between apps and web technology, hinting at a future where mobile and web experiences seamlessly intertwine.
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Google Focused On 'Satellites' Not Core Android
- Google I/O emphasized peripherals (wearables, car, TV) more than major Android changes.
- Google presented Android as a broader platform with satellite products rather than one big OS shift.
Android Lags iOS In Developer Revenue
- Google Play paid out $5B in the last 12 months but still lags Apple in developer revenue.
- Android's lower ARPU stems from device mix, payment methods, and developer incentives to favor iOS.
User Economics Explain Platform Value
- Device price, regional mix, and payment infrastructure drive platform monetization differences.
- Developers follow money, so app availability and business models concentrate revenue on iOS.