It's been a little while. But your voice is better.

My voice is better, I can actually talk now.

There's been a lot that has happened, including WWDC, a billion Facebook leaks, all this other stuff so let's dive into it. First thing that we're gonna talk about is actually pretty recent. I wrote a post a few days ago talking about Android and iPhone sales.

And basically why I believe the gist of the post is that Apple was letting Android win, and now it doesn't want to do that anymore.

This was my post from a year ago, which was very popular and unpopular with some people.

Its polarizing. I basically, and this wasn't my idea alone. There was an Android developer actually who had written a post saying, "If Verizon would just get the iPhone, no one's gonna use Android whatsoever." This was a year ago when he said this. And so I wrote a post basically ripping off of that. And saying, well is that true? What happens when, if and when, Verizon does get the iPhone.

It wasn't a done deal at the time of course. But, you know, speculation was leading up the fact that it was gonna happen. And sooner or later we all knew it was gonna happen. So, it happened, and now we can revisit it. Cause now we're about a quarter of the way, a quarter has passed since the Verizon iPhone came out so we have some actual data to back it up.

Just to back track a little bit, when the Verizon iPhone first came out, it seems like the reaction was sort of tepid.

I think that it's fair, I mean they sold something like 2.2 million or something like that over the first 2 months, something like that. But at the same time people were a little bit concerned about buying it because the anticipation was that the iPhone 5 would be coming out soon, because it's always come out in the summer.

I mean, it's always been released in June or July, and that's not the case this year. But that was hard to know at the time, no one knew for sure, and Apple of course wouldn't give any guidance to that.

So the point that's the point of view of your post. You can basically say that there have been, over the last month or two, a handful of reports after the initial launch.

There have been some market reports discussing the market share of Android versus the market share of iPhone, and Android.

In the United States.

In the United States. This is all about United States and that's actually one of the points of this segment. But in the United States, Android growth hasNo, no, no, it's not that high.

Yes, it is.

It depends on the report was doing really well and now the massive growth may have flight for a little while. So you think that this is because that the Verizon iPhone exists, that Android is ahead, I'm not a year ago.

So this is why windows phone is signing off.

Yeah. But windows phone sucks.

No it doesn't.

Yeah bdo better when thago the iPhone was on one carrier with basically two devices that you could buy. You could buy the new version or the older version for cheaper of the iPhone. Now, fast forward a year later, two carriers, the two biggest ones in the baiting that the new ones iPhone is coming up, and two phones are able to compete indicate that there has been some change in the last couple months that may or may not continue over the course of the nextnd the other thing, you talk a little bit about people holding off until the new iPhone they thought may have come out in June, like I was just

But, there was also pent-up demand prior to the launch of the Verizon iPhone.

Of course, of course. But, to your point, there's much more pent-up demand for the iphone and it's going to be on ATso excited right now, you don't understand it.

I mean, it just...

I'm a little nervous.

...want to say that I really do think that there's going to be a, like, The downfall of android, it's upon us. No, it's going to at least happen temporarily.

The green robot is falling.

I don't think you'll even dispute that, that when the iPhone 5 hits.

I think you're absolutely, I think the Verizon iPhone, there's plenty of demand for it, and I do think that when the iPhone 5 comes out and it comes out and it's on VerizonAt the sSome Android users, definitely will. Some of them wish they wereas wendroid coming out, Android 4.0.

Ice cream sandwich.

Yeah. Ice cream sandwich which may or may not be good. I don't know.

Well supposedly a little bit more like the Honeycombprobably not.

If it doesn't, I think your argument is totally, really gone.

You think people don't really care about 4G. People don't care about 4G because they haBroadband, because they are used to dial up. turn off 4G because the battery sucks on it...

OK.

...and it's not everywhere yet so, like, it's not even worthwhile to Well that's because the Samsung devices are terrible.

But you are ich is noticeable, In a few places.

The arost people have their phones for years at a time.

Unless you are an Android user and then they come out with the new best phone, three months later.

Exact same aand yet people still bought them and still buy them.

Yeah but that was a mistake.

Okay.

But what about the battery life. That's a legitimate thing.

I think they're obviously working on improving the ven if the battery isn't that great and we'll see, I would, for the option to be able, like in the moment when ll right", shrug my shoulder's, hit the little widget which Android has, and say I'll switch over to 4G then I switch back.

I think that what we're getting into now and this kind of leads in to what we'll . What we are getting in4G eb page, that's going to be pretty toughyeah Coke vs. Pepsi taste testing something like that. Okay, your welcome marketer peoplso the notification bar. Actually, of all the things that I saw, I saw whose eriously.

Android sucks be perfectly honest it looks like iApple It's not like the idea was new.

Well they wanted to perfect it and it's going to just work.

I really doubt it took them that long to perfect about, you know, but there's a few big selling points here, one of them is, yeah, notifications are great and everything, also the ability to sync wiredownloaded the iCloud stuff is going to be the big selling point. If it works, just works...

Right.

...as Apple says it does I think you're totally right. I think Apple's approach to this is the right approach for most people. I think the nhaving this drive in the Cloud.

Right.

I mean, it's all ready an idea that's hard for most of us to grasp in the first place and then telling them to manage where their files are.

Right. Another place to store my documents? Right.

Assume they understand what this is.

Right.

I think Apple's approach w, or maybe didn't sync quite right.

Right. In most part, people never have to think about it.

And I think Google sort of is starting to get that. I mean, I wouldn't be surprised if they start to tweak their wording a bit on how they've been talking about it with Android, and move away from kind of like, talking about kind of a backyour address show up there. Because they did talk about that a little bit last year at IO.

So the key, of course, we haven't seen how Apple's going to do it either. It's all about the execution. And there's reason to believe that they're, you know, they've been working on this long enough and that's why they've held it back, that they'll get the execution right. No guarantee that it will be right but I don't know, I'm pretty bullish on this stuff right now.

I absolutely am too. I think Apple their I Cloud stuff looks really compelling and I think Google needs to immediately copy, I mean, frankly Google has all this technology all ready done. Right?

Right.

They're masters of the Cloud. Right. And it's just their execution is not designed to...

They don't have a good front end for it.

Right.

Apple's the master of front end and Google's the master of back end and it's likargument with Google Docs, you don't necessarily have to been thinking about where you're saving your files, you just go to the site and it's there.

Right.

But at the same time, it doesn't feel like a native app.

No, because the tried to replicate what everyone has been doing on Window's PC's for all those years to try and convert those users over. And that's worked to some extent and it's been good for them but that really the way of the future, I mean, this is just like it worket rid of the stupid font in Honeycomb that looks In any case, I mean, I just think in going to the honeycomb tablet the Galaxies have, which I don't know if were actually going to have time to talk about it too much.

Yeah.

I 've been using that for several weeks now and it's just the device itself is really solid and so much unpleasantness compared to the iPad.

I mean, the browser is really the only thing that I use it for. Like, when I do, you know, take it out to try and get into it a little bit, it's like G-mail great, G-mail and it's just like, And so I downloaded, I also downloaded, we got it with Honeycomb the regular and then we got 3.1 came a few weeks later.

I downloaded that. I didn't real difference.

You can now re-size your widgets.

That's great. That's a great feature.

And it's also now not incredibly buggy, it's just somewhat buggy. It used to be like, you literally it was like fingers crossed, launching this app, is this going to work me off so this videos app that let's you rent movies.

Right.

It's only available on the Zand it's actually on sale to the general public since earlier this month and as far as I can tell, you can't get that applicationo it's stuff like I mean there's always been this prices that are running similar as this one.

What's the newest on OK, so you sort of like to begin with, I know you didn't like the web interface but you liked the idea of Google Music because this is the other big area where these two sides are going to compete with one another, because we doesn't seem that great.

it 's obviously there's different rights to all that kind of stuff.

So, when I heard what Apple is launching I didn't think it was, I mean, with no streaming.

At the same time they did get the matches.

Right, so you don't have to upload your entire...

I mean that's number one killer feature that you have to have.

People are not going to upload gigabytes of music.

I mean, even if it doesn't have streaming, provided you have a fast data connection.

Yeah, you can pull out whatever song you want to listen to.s far as my streams at Google Music, I've been using it on my phoneleft it running in the background for a while, and after like a week, it was done. I think it was probably done after 3 days, but I have more music than most people anyways. As far as hI use it on my phone all the time, go to the gym.

It does this caching stuff, so it saves songs you've already listened to.

Right. There's some issues if that's even legal.

Well it's just sort of like a matter of semantics. They're storing a file lawfully, it's not like you are being told it's there. It's just you don't have to stream it.

Right . But you know that they're arguing in the background, of course, with the music industry.

Don't think about it. Don't think about it. I'm sure the label's probably, like, wait, what's the difference between this on that file.

Yeah.

The main thing is though Google still doesn't have a music store.

Yeah, that's actually kind of frustrating we're, like, oh, I I don't know.

Let's move on to the next topic caa week ago. And it iswar now, you know, war.

You're at war. I just shrug my shoulders and go, like, same old same old.

I'm at war with Facebook because they seem to think that when we write something oh, we're just kind of I heard about this thing and you know it's like, "I've seen the dumbassed project. I know exactly what it is."

Dumbassed project? Take that, Facebook.

It 's not dumbass. It's smart. This is absolutely what they have to dotrying to pitch this. It's like, we're not trying to compete with Apple. They're only saying that because they're scared shitless of Apple. They are trying to compete with Apple and the thing is they should be trying to compete with Apple because what are they going to do when both Google and Apple are in control of basically the entire mobile ecosystem and they have no offeringthey do it.

What are they going to do? They have to figure out a way to get onto these phones, because this is really thehere everything is going.

Right.

The way that they do that is through the browser, through the the mobile browser.

So let's talk about what it is. A over the mobile browser. And right now they're targeting IOS, which you can imagine, Android and all the others.

So the idea is that you've got an HTML5 application.

Yes.

But it uses Facebook log in and payments.

Yes. It's basically like, so you know, right now you are on Facebook and you are playing one of the Zight now you can't do that on mobile. Noneone of the partners and asked them to write some of their games, or at least a demo game or something like that, in HTML5, and theyhe mobile big, big thing that they are going to be pushing, like, for the rest of this year.

For what it's worth, I actually heard someone, from spretty bad at this point.

Yeah, I think they are mostly demo apps. I saw one that was very rudimentary. I think it was actually a chess app. I think Facebook made a pirate chess app and that one of the things. I don't think I actually said anything about that but that is one of the thingsthe future of Facebook and to their making money and everything this is all done over the web and this away from Flash, get HTML 5 games on the iPhone and that's great.

But the thing they won't like is the credit system because that bypasses using the ipeople are still going to use the native apps versus going to this. But still, that's Facebook trying to get around and use their own credit system within these games.

I think it's the same reason why Apple finally relented when you're talking about the whole subscription modelalready being trained, like, you pay usingnow if Facebook keep hearing about this and we'll see whether or not it pans out. You often hear that in the future you're not going to be able to tell the difference between native and web apps.

Right.

And so, Apple probably recognizes tI think that they do, and that's why they've done a lot of work on mobile also uses, of course, for Chrome.

I think that they do recognize it. At the same time, like with some of the stuff they're doing with iCloud, it just seems like they're trying to make a new layer of things going on.

It's called lock Well, Apple's very good at itsome of these leaks that we got last week, some of thebecause they are the number one t's there because the feature had to be there.

Right.

But, it's just something you do when you're trying to waste time or whatever. And, I think this Facebook going after the ou take a quick picture, you can apply a filter, one of the screen shots showed. You can tag a location to it. You tag your friends into it which is big, obviously, because you have all the graphs already right there.

So, you're able to do that.

And it looks really nice. Whether or not they release this as a standalone app or, more recently, we've heard that it will just be within, because it's an iOS version we saw. It will be within the Facebook app itself. Still, it looks great. I don't know if it's the end all, be all Facebook Photos killer, but Apple's photo app will be that.

Right, sure.

Photo stream.

But it's interesting in the context of Twitter iOS, which is also announced during WWWC. Huge partnership.

That's such. I mean, Twitter lucked eally big deal.

It's integrated deeply into the iOS itself. They don't have the app installed by default, but you have a little button to install it if you want to. And you can just login from the settings screen with your credentials. And then basically any app you download can then use hooks to easily integrate within Twitter.

So, to pull all your followers, and pull the social graphs.

Which basically, it's sort of like with Facebook Connect. I mean...

Yes.

Everyone's talking about how Facebook got shunned or whatever by AppleTwitter, not just because most people are goI don't know who wouldn't. I mean their apps, just immediately populate over Twitter. Like, I mean, you could share easily; they have the built-in sharing mechanism right in there.

nd, so Facebook Connect has obviously been a really powerful login system.

Right.

And they've had sort of a swap between the Facebook app and the other application that's been there for a while.

Yes. Single sign-on.

Single sign-on, exactly. But I feel like a lot of developers were integrating Facebook, and not necessarily because they needed the social arena.

Yeah. because they need an easy login, right?

Yes. So now they can dothis...

Twitter wins that.

Twitter wins.

So obviously some applications are still going to do Facebook, because there is value in knowing who the friends are, And popubecause it'll be so easy to integrate. And out there, and a video even, that Facebook was originally going to be a partthat it was going to be part of iOS4, that obviously didn't happen.

Right.

So that relationship there with Apple, a little bit, and what does that mean for the Twitter and IOS relationship. It's just like it's all kind of paying into the same thing. So let's talk about the last thing, alright one You've had one.

Yeah, I've had a demo unit from Samsung for a few weeks. It's, you and I both saw it at the event right after IO. We went to a Samsung event and played around with it and shot some video with it. I wrote an initial reaction post, I think a few days laterPretty good, but a lot of the early reviews have been trashing it.

Right.

So I guess the first thing we s we got CR4impression of the real Chromestill not nearly as good as a Mact 's not that great. It's workable though. It Finally. So overall, it's a lot better. But the question is now why should you buy this thing? I mean it's five hundred dollars for the low end version for consumersYes .

I mean, there are netbooks out there that run all of windows ut I think that's the target audience,I mean, they need to make this thing, likeYes, subscription seem to make sense. And I think tUniversity, and they sayhen the University has the advantage of knowing that all their freshman have a notebook that they are able to bring to class, and they can put courses, or whatever online for it.

es, so it makes since from the subscription perspective, I don't think a lot of consumers are going to buy this thing, though, on Amazonlower, just actually using the deviceBut as far as like using the applications, I hathey don't feel like applications. They feel like links.

They're links to web apps.

I totally get offline access. Thatears which they were using for all that time so that's gone now. That not like and you don't even get them right now. So that is what they need to add and Its not that. I mean, even with the Google apps o iving anything, until you have offline accessure .

I'd imagine it's offline storage through these, HTRight .

...several months.partners , supposedly, that they're working with, but its gonna be rough going. They need to get the price down and they really need selling point for people. You get, whatever it is, 200 Mb free a month? Which isn't very much.

I mean, I think it's a matter of time until, say Apple's laptops and Windows Start shipping with wireless.

Right, I mean