Mills:
I did imply “downside” as regards the Siri application specifically…
I agree entirely that the purchase deal validates a clear new,
exciting and vast market potential, I just wanted Siri in particular on another
device! ;-)
Peter
From: Mills Davis [mailto:lmd@xxxxxxxxxxxxxx]
Sent: Fri, 30 April 2010 05:42
To: [ontolog-forum]
Cc: Peter F Brown (Pensive)
Subject: Re: [ontolog-forum] Apple purchases Siri
Peter,
Not at all. There is no downside.
Apple's acquisition of Siri is a bellwether event signaling major market
opportunities to come.
First, the Siri acquisition means
that Apple will be tailoring its operating systems to handle dynamic semantic
applications for smart devices (and laptops) in an ecosystem where small
developers can get paid for innovations. That's not a bad thing. That's a good
thing.
Second, as for the Google
vs. Apple vs. Microsoft vs carriers competitive landscape, see Morgan Stanley's
“(Global) Mobile Internet Report” for more background on
the magnitude of the stakes and the opportunities. This report includes my
favorite quote of the year (so far):
"Mobile Internet is largest market opportunity
we’ve seen in the history of the Technology sector.”
Important ramifications for cloud computing in both
consumer and enterprise contexts. The MS report has four treatments. Each
piece is available online at www.ms.com/techresearch.
Third, Siri is more than a
product; it is the poster child for a new category of products and services.
With this in mind, who cares if Siri is on an Android or whatever? Apple's
acquisition validates that AI and semantics are the coming thing in mainstream
consumer (and professional, and office, etc.) markets. Someone else can
and will build something Siri-like for other platforms. That only means more
opportunity for all of us.
On Apr 30, 2010, at 12:35 AM,
Peter F Brown (Pensive) wrote:
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