Written 23 July 2012, but for some reason it never got posted. Better late than never I guess.
I tweeted (17 July 2012, 4:40am UTC+8):
There’s an interesting link between Yahoo!, Microsoft, Bing, Facebook and Nokia. The bigger picture is competition against Google, Apple
This was literally moments after the news broke that Marissa Mayer resigned from Google to become the CEO of Yahoo!. I thought I’d expand on this link that I see.
Search is today not something that Yahoo! cares about. Its served by Bing from Microsoft. Bing is also the default on Windows Phone, the operating system that Nokia has taken a bet on (when in the USA, I use a Lumia Windows Phone and cannot complain). Search on Facebook is also powered by Bing thanks to a deal that Microsoft has with Facebook. Bing is a strong contender to Google’s search, and this space is clearly still getting investment (see how DuckDuckGo recently got VC funding too).
Yahoo! has mail that is very popular (it might still be the most popular out there). Microsoft has Hotmail. Facebook has “Facebook messages”. Nokia canned Ovi mail services. Yahoo!, Microsoft Messenger and Facebook Messenger also has instant messenger (IM) capabilities. Imagine a day when they all interconnect? It would be a straight fight against Google Chat.
Picasa is Google’s photo sharing site. Today the stream might be Google+. Yahoo! still has Flickr which is the Picasa equivalent, and for streaming? Imagine if there was a quick link to Facebook. Nokia can build in sharing to Flickr and Facebook quickly from their phones (they already have been doing this from time-to-time between phone releases including their MeeGo stint).
Videos seem to be missing from this big picture. Google has YouTube, and the rest of them have nothing with the exception of Facebook.
Maps? Nokia has got great mapping technology loaded on the Windows phone. It can supply this quite easily to everyone.
I haven’t once mentioned Apple yet. They use other search engines (and maybe the longer term strategy is something like what the Dolphin browser does: use Siri to search multiple search engines and aggregate the results so the user has no idea what search engine is being used). They have their own messenger service in iMessages. They have their own photo & video storage site – the iCloud. For maps, they are using OpenStreetMaps after having ditched Google Maps. I see Apple building their own ecosystem and going it alone.
What about developer appeal? I see many a developer hacking on a Mac OS X laptop or a Linux laptop. With the Apple ecosystem, it is obvious to develop on OSX. With the Google Android ecosystem and the rest of their toolkit, its clear you can be OS-agnostic (they support Mac, Linux, Windows). With the Microsoft/Nokia ecosystem? It seems like you need a Windows box, and that automatically turns me away quite quickly (though upcoming HTML5/CSS/JavaScript will allow more development on this platform, in an OS-agnostic sense). Facebook is OS-agnostic too.
It is an exciting time ahead. All of this is great for consumers! Ecosystems are a building and it is awesome to see alliances being built