Peak Google? Do iPhone and iPad sales keep Larry Page up at night edition.
Larry Page is a 40-something multi-billionaire.
And maybe we should feel sorry for him.
Google, back when Bill Clinton was President, crafted a superior (stationary) web search algorithm with a serendipitous manna-from-heaven business model (for PC-based searched) and quickly became one of the richest, most profitable, most fearsome companies in the history of the world.
And they rule the Internet. And they have spent tens of billions after tens of billions in data farms, operating systems, browser platforms, content and more to ensure that, flesh-eating plant-like, they lure each and everyone of us in, and make sure we (can) never leave. Server farms, Android, Chrome, free books, free videos, free apps, free email, mobile ecosystem, stationary web ecosystem, turn-by-turn GPS, maps, spreadsheet, word processing, phone number, voice mail, analytics, payments services, travel services, restaurant services, coupons, blogging platforms, social media, video chat and much much more.
Google makes so much money on wired search and by inserting themselves between you and other's content that have probably *given away* more in the last ten years than *all companies combined in the history of the planet*.
All to draw us in and make sure we never leave.
But news of the past few days, while America has been on holiday, suggests that despite giving away tens of billions, it simply may not be enough to stop the onslaught of Apple.
Which charges each and every customer a princely fee for its products and services.
Google has already told you, when trying to deflect their monopoly status, that the majority of mobile web searches happen over Apple's iOS platform, and not from the much larger Android platform. That's merely one datapoint:
The Apple Shopper: Mobile shopping was led by Apple, with the iPhone and iPad ranking one and two for consumers shopping on mobile devices (5.4% and 4.8% respectively). Android came in third at 4.1%. Collectively iPhone and iPad accounted for 10.2% of all online retail traffic on Black Friday.
The iPad Factor: Shoppers using the iPad led to more retail purchases more often per visit than other mobile devices with conversion rates reaching 4.6% compared to 2.8% for overall mobile devices.
Surgical Shopping Goes Mobile: Mobile shoppers demonstrated a laser focus that surpassed that of other online shoppers with a 41.3% bounce rate on mobile devices versus online shopping rates of 33.1%.
Google makes *all* its money form advertising. Nearly all of it from PC-based advertising. The web is rapidly going mobile. Despite all that they give away, including Android, search, Wallet, daily deals and more, Apple is trouncing Android.
What of the future? That, too, is not certain:
For 22 years, Piper Jaffray researchers have been asking American teenagers what they want for Christmas, and for the past four years Apple (AAPL) products have been moving steadily up the wish lists.
All told, according to a note to clients issued Monday by senior research analyst Gene Munster, 11.2% of the 5,700 teenagers surveyed this fall named one Apple product or another. Except for iPods, the trend was up across the board.
It's a survey. We can't know the future. But we do know that odds are high that mobile is the future of the web and teenagers are the future of, well, us. And right now, Apple is preferred. Despite all that Google gives away.
Larry Page must sit up late and night and wonder what in God's name it will take for Google to give away to keep us all locked inside the Google web
The problem, of course, is that despite being the global experts on "the web", Google, since all their money comes from advertising, allowed their focus to fixate on advertising, not on the evolution of the web. And the web is evolving very fast.
And Apple can *thrive* with only a 15% mobile device market share.
Google will grow increasingly desperate. A rich, desperate company will, dear reader, give away far more than it has to date.
Free music? Free movies? How about free WiFi -- everywhere? Or, free data plans, free broadband?
Cash?
Do not enter Google's web for cheap. Choose Apple. Make Google still more desperate. And demand your own princely sum from them.
One of those driverless cars, perhaps.