Mark Zuckerberg wants to learn the way Google used to fight Apple, but forgot the most important thing

Tram Ho

According to Business Insider (BI), Meta Corporation (Facebook) is trying to get rid of Apple’s influence by building a virtual universe platform as well as renaming the company to regain control of customer information files. .

This move is completely understandable after Apple changed its user privacy policy as well as quietly updated a new rule on the AppStore that makes any social network that charges to increase interaction must be divided by Apple 30% of revenue, thereby directly affecting Facebook and Instagram.

Mark Zuckerberg muốn học theo cách Google từng chống lại Apple, nhưng lại quên mất điều quan trọng nhất - Ảnh 1.

“Apple caused Facebook’s revenue to plummet when it changed its privacy policy,” said Benchmark analyst Mark Zgutowicz.

As a reminder, more than 95% of Meta’s revenue comes from mobile devices, and the company says that Apple’s new policy has reduced revenue of the world’s largest social network by at least $ 10 billion in 2022.

“It’s not surprising that Meta’s purpose is to replace the importance of the Apple ecosystem with another platform like the virtual universe,” said Needham analyst Laura Martin.

The BI newspaper said that CEO Mark Zuckerberg’s efforts are similar to what Google used to do with the Android operating system to get rid of Apple’s control with iOS on smartphones. However, this Facebook founder forgot an essential element to the success of Android.

Android vs Virtual Universe

More than 10 years ago, Google developed the Android operating system to compete with Apple. In Fred Vogelstein’s “Dogfight,” Google is said to have abandoned the original design for its Android phone in 2007 in favor of a redesign to resemble the iPhone.

Immediately, Apple’s co-founder Steve Jobs vehemently criticized Google, saying that Android is an illegal copy, a “stolen” product according to what is recorded in the book “Steve Jobs” of the company. Author Walter Isaacson published in 2011.

Mark Zuckerberg muốn học theo cách Google từng chống lại Apple, nhưng lại quên mất điều quan trọng nhất - Ảnh 2.

However, BI reports that there is a clear difference between Google’s move with Meta today when competing with Apple, which is a new direction with Android that has proven to have great potential when consumer demand. use with smartphones is very high.

Proof of this is that Apple sold 1 million first-generation iPhone products just 74 days after launch.

Google clearly saw the success of Apple and forced Android development to compete with iOS. The company also continuously invests in the smartphone segment to satisfy consumer needs with new trends.

Google’s rapid catching up has brought tangible results when Android is currently the dominant mobile operating system globally despite the popularity of the iPhone.

With Meta’s Virtual Universe, the story is more dangerous when CEO Mark Zuckerberg is pouring money into a product that has never been tested and considered whether they will appeal to users. Even the current technology is enough to underpin new products and when the virtual universe will dominate the world like Mark Zuckerberg’s dream is also questionable.

“I think Meta’s gamble is very risky and the main reason is that there is no clear evidence for the success of the virtual universe,” said expert Zgutowicz.

Many analysts on Wall Street also have a skeptical view of Meta’s ability to succeed.

“Even if the Virtual Universe technology is completed according to Mark Zuckerberg’s wishes, the question is whether Meta can really compete and become the winner in the race to provide virtual reality headsets. when both Apple and Google are big players in hardware manufacturing?”, expert Martin questioned.

Mark Zuckerberg muốn học theo cách Google từng chống lại Apple, nhưng lại quên mất điều quan trọng nhất - Ảnh 3.

Currently, Meta is faced with extremely difficult choices when the old business model that has been the main source of profit for the corporation is affected by the new policies of Apple. Meanwhile, building a new Virtual Universe platform is not cheap and costs a lot of money before it is proven successful.

Since establishing the Virtual Universe development division in 2021, Meta said the segment has lost more than $ 19 billion, causing many investors to turn away. One shareholder even wrote a letter to CEO Mark Zuckerberg urging this founder to change to stop this loss.

Meta’s shares have fallen more than 70% since the beginning of the year, but the Facebook founder immediately after the earnings report reaffirmed that the company will still pour billions of dollars into the dream of the Virtual Universe.

*Source: BIEN

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