On 9to5mac there’s an article stating that youtube is removed from iOS6 beta4.
Now, why would Apple do this? Here’s a few suggestions:
1) Apple (and Google) know that the future is in the profiles / platform. Without profiles, preferences, social connections and authorization, you basically are a consumer of someone else’s platform. This is why facebook and twitter are so important to Apple. Apple acknowledges that it simply can’t compete with FB. Google has tried a zillion of times to compete, but keeps failing.
2) Video is hot. Youtube is has always been very popular. It has grown tremendously, and the last couple of years people use youtube as a radio station. Luckily we have spotify, itunes match and other competitors. Apple doesn’t need youtube anymore. They might still support it somewhere as a channel in “Videos”, but it won’t be a standalone app anymore.
3) Video on mobile is hot. Socialcam and viddy are what youtube used to be. They capture your moments and you share it on facebook. Socialcam and viddy are in the same league as instagram.
4) Apple is preparing updates to AppleTV, which will be the center of your media. It’s priced cheap, so people will jump in easily. That way they will be vested in Apple products, and more halo effects will appear. People can easily have 3 AppleTVs in a single home, because Airplay is da bomb. Consoles will have to run for their money.
Since about 6 months Apple has dramatically changed their strategy to online/network/clouds, and video is one piece of this. Here are the dots, I’ll let you connect them:
- iCloud (Mountain Lion has deeper integration)
- Facebook integration
- Twitter integration
- Share and watch pictures (the fancy, pinterest rival)
- Share and watch videos (socialcam or viddy)
- Listen to music (itunes match)
- Apple wants to destroy Google, which I can totally understand, even though I’m a huge fan of a lot of google products.
This brings me to the MS/AAPL partnership (their servers run MS stuff, and MS started creating office for the iPad). Both Microsoft and Apple have Google as their competitor. I think they agreed to beat google.. Microsoft can take care of server stuff (no xserve etc..), and Apple may have the whole consumer market. Microsoft too knows that windows can’t last too long on the client side.
So VCs, if you want a quick buck, contact viddy or socialcam. Pay a major premium and take the risk ;)
Oh, as always I’m long $AAPL
Anyways. back to coding some games!