John Bresee

The Droid is far more phone than I gave it credit for initially. It’s seems inconceivable but in the two weeks that the Droid has been available the Android OS has suddenly amassed 20% of the mobile internet traffic in the US.

RIM, which is the DOS of mobile Internet, is watching its awkward mobile traffic share swirl down the drain. One could reasonably guess that the market caps of the trailing providers will follow.

Palm, the inventor of the space, will likely be gone in a very short while. It’s sad as it is a once great company that made understandable wrong turns.

Microsoft is so busy competing in a raft of worlds that it perhaps did not determine that only one path mattered; mobile. They can lose the living room and even the server room but mobile was a must win. And in years of OS (CE, Mobile, etc.) releases they never seemed to be able to envision the endless vista that mobile truly represents.

It’s a two horse race now, Android vs. iPhone. It’s important not to understate that apple has created the fastest consumer technology growth ramp the world has ever seen. But Android is much closer than I thought was conceivable.

What matters is that for anyone looking at mobile development the paths will have to be bifurcated. Releasing apps for one world won’t be enough anymore…and we have yet to release even one. To find the world changing so quickly, even before entering the game is a frightening prospect from an enterprise planning point of view. I cling to the hope that where change is fastest is also where opportunity is greatest.

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