David Rosenthal: belief

Transcript context

…Especially that on-stage demo. Where it was actually three different phones that were used during the course of it because it can’t all work on the same phone. Yeah and they choreographed the entire thing. If Steve touched one thing at the wrong time or where it went off script, the whole demo would crash. Anyway, Apple is controlling everything about the UI of Maps on the phone. Google’s just providing the data. But of course, Google is also working on the smartphone of operating system of their own in Android, which they acquired in 2005. 2004–2005 was a big time of acquisitions for Google. We of course covered that on our Android episode. Then in 2008, when Android launches, of course it has Maps and Google Maps on it. And then when they update it in 2009, the next year with Android 2.0, Google adds turn-by-turn navigation to Maps on Android. This is huge. People knew at the time, this was the death knell of Garmin, TomTom, NavTeq, and all of these companies. I didn’t go back and looked it up, but I think their stocks dropped to 30% on the day of announcement. They’re worthless now. Meanwhile though, the Google Maps for the iPhone, you just see you blue dot. You know where you are, you can get a list of directions but you can’t get anything live.…

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