Wednesday, October 28, 2009

Google’s consumption of the mapping industry

Wilson Rothman (Gizmodo) has a great essay on Google’s consumption of TomTom, Garmin, and the map data industry. It isn’t just the new Droid-only Google Maps Navigation (Apple’s App Store non-rejection is pending). It’s also that Google has built their own US (and Canada?) map database. Google no longer needs the data they were buying from “Tele Atlas” and “Navteq”.

Presumably Apple or someone else will buy up the remnants of the mapping industry.

Google is a disruptive company. Per Rothman …

… This is not an attack of Google's business practices, but an explanation of the sort of destructive innovation that has made them so huge so fast … Though predecessors like Microsoft experienced similar explosive growth, and grew a similar sudden global dependence, we've never seen the likes of Google. The GPS business isn't the only one that will be consumed by its mighty maw before it's had its run…

Rothman is a bit too confident about Google’s ability to take down Office (Google Apps aren’t that good), but he’s right about things like Google Voice.

Next up? Chrome OS beta is out already. I expect to see the Google branded netbook within the next few months. We’ll see if they hit my $150 predictive WiFi price point (free with a Verizon/Google 2 year bandwidth-adjusted data contract).

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