Join the Acquired Limited Partner program! https://kimberlite.fm/acquired/ (works best on mobile) Ben & David examine Google’s 2005 purchase of Android for a rumored $50M, undeniably one of the best technology acquisitions of all time. But will it top the list of these tough graders? Tune in to find out. Topics covered include: * Welcome new listeners! We quickly review the show format for newbies. * Community spotlight: Patagonia on a Budget from community member Matt Morgante (@mattm on Slack) * Andy Rubin’s career trajectory and what made him “born to start Android" * The undeniable “cool factor” of the Danger Sidekick in the early/mid-2000’s, including fans such as Larry Page, Sergey Brin and… Turtle from Entourage * Android’s original ambition to build an operating system for… digital cameras * WebTV founder Steve Perlman is pretty much the best friend ever * Google’s own perspective on Android as their “best deal ever" * The Android team’s reaction to Steve Jobs unveiling the iPhone in January 2007, and redesigning the initial launch hardware * Announcing Android and—equally importantly—the Open Handset Alliance (“OHA”) * The much-talked-about "mobile holy wars", between Android’s “open” platform and Apple’s “closed” platform * The less-talked-about US carrier wars with the iPhone + AT&T in one camp, and everyone else in the Google / OHA camp (including “Droid Does”) * A quirk of history: HTC at one point acquires a majority share in Beats, resulting a short-lived period of Beats-branded Android phones (still available on Amazon!) * The real battleground for Google in the mobile platform wars: the economics of “default search” (briefly known thanks to the Oracle/Java lawsuit against Google) * Google’s detour into smartphone hardware with the acquisition (and subsequent divestiture) of Motorola * The “fork-ability” of Android via the Android Open Source Project (versus “Google Android”), and the rise of Xiaomi, Cyanogen, Kindle Fire and other platforms * The ecosystem economics of the Android business for Google * “Defensive” versus “offensive” acquisitions, and protecting Google’s core search business * Could (or would) Google have built an Android-like platform without acquiring Android the company (or having Andy Rubin)? * Framing the technology world’s shift to mobile within (surprise) Ben Thompson’s Aggregation Theory * The current “moving up the stack” of the competitive playing field as the mobile landscape matures * Grading: Android versus Instagram?
Followups: * Waze launches Carpool in the Bay Area. Much consternation ensues on the Uber board.
Hot Takes: * The iPhone 7 (and AirPods) announcement
The Carve Out: * Ben: Business Adventures by John Brooks, Bill Gates’ favorite business book * David: Ezra Edelman's fantastic 5-part ESPN documentary on O.J. Simpson, O.J.: Made in America