Android

“Google made Android open source. And by making the Android operating system open source, They were able to have their own forked versions that they were able to install on phones with partners like HTC and Samsung and others that they could then have their sea…”

“When you look subsequently at how much money they've spent in AR and VR, spending half a quarters of that cash could have given them the chance to disrupt Android and iOS in 2010 and 11, which in hindsight is obviously a no brainer bet, right?”

“They're down to 15 to 25 dollars for these Android phones in India.”

“Close to 80% of global handsets are run on Android forks.”

“I mean, the acquisitions where Google has been really successful have been broad, horizontal platform plays like Android.”

“Our workshopping this issue has pretty much convinced me that it should be four companies. Search, advertising, YouTube, and Android, because I think Android could be a standalone business because of the value of the search default.”

“That's certainly one strategy we're pursuing is a kind of Android play, if you like, a crossroad as a kind of robotics, almost an OS layer, cross robotics. But there's also some quite interesting things about vertically integrating our latest models with speci…”

“Now today the China ecosystem actually follows the global ecosystem which is good from the standpoint that every mobile phone in China, it doesn't run Google Android, but it runs a version of Android, and it leverages the app ecosystem that comes off of Androi…”

“It might end up being a situation like Apple and Android, where Android got a lot of market share, but Apple's where all the monetization was.”