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Six months ahead.

Android

My Best Friend, Google

Larry Page and Sergey BrinIn yesterday’s New York Times, columnist Farhad Manjoo wrote, “One way to think of Google is as an extremely helpful, all-knowing, hyper-intelligent executive assistant.”

And it’s only getting smarter. As Sundar Pichai, top banana at Google’s Android division, tells Manjoo of the near future: “If I go and pick up my kids, it will be good for my car to be aware that my kids have entered the car and change the music to something that’s appropriate for them.”

It’s an exciting prospect, though I must admit that so much connectedness raises some questions for my own young family, such as which song from “Frozen” Android will choose: “Let it Go” or “For the First Time in Forever”? What if just one kid wants to hear “In Summer”?

If a fight breaks out in the back seat, I hope Android will turn up the volume so I don’t have to listen to my children screaming and punching each other.

Here’s another thing: I am generally a good, straightforward person, but occasionally, when my husband thinks that I’m working tirelessly in our home office, I’m really downtown shopping at Neiman Marcus. If our Dropcam or Nest thermostat alerts Google to the fact that I’m away, and the GPS in my phone provides the rest of the clues as to my whereabouts, I wonder about some of the implications. For instance, could Google send me a discount code while I’m at the store? That would be terrific.

Google cofounder and CEO Larry Page tells Manjoo that people get “so worried about these things” like Google’s tracking us and profiting from our every move online and off, that we could miss out on the benefits of this new context aware world over which Google suddenly looks to have iron-clad control.

But with Page and Google cofounder Sergey Brin at the helm of this “single, hyperaware computing system,” what’s to worry about? (They will live forever, correct?)

The fact is I am done wasting time, changing the music in my car to suit my kids. I have more important things to do, and Google knows it, because it has already scanned this content of this post.

Photo: Peter Foley/EPA

Bubba Murarka: “We’re Underinvested as an Industry in Android”

bubba_lifestyle_001DFJ’s newest managing director, Bubba Murarka, knows a thing or two about mobile. He has numerous bets on mobile companies, both personal and professional; he blogs and closely follows the writings of top mobile analysts, including Horace Dediu; and, oh, yeah, he was the first product manager at Facebook to get behind Android. (StrictlyVC previously wrote about Murarka’s background, including his seven years at Microsoft, here.)

If you want to know about mobile trends, in short, you could do worse than talk with Murarka, which we did last week. Some outtakes from that conversation follow.

You’ve written that it’s no longer about iOS versus Android but which Android “versions” and “flavors” startups should get behind. Do you think the best days of the iOS are behind it?

There are two different ways to frame it – that it’s a zero sum game and only iOS or Android can win, or that both are important parts of the mobile ecosystem. I subscribe to the latter. But we’re underinvested as an industry in the Android portion of the ecosystem. Four out of five phones sold have Android on them. It’s an insanely big switch, and Android will be leaping to more and more types of devices. Google announced [last] week its new wearable platform. That means all wearables could conceivably run Android. Google announced at CES the Open Automotive Alliance, so they are porting the Android to the car. You can imagine over time that Android will be the defacto, default OS for everything. And in that world, you need to start — as a venture industry and startup community — making more bets on Android.

What’s the hold-up?

I think it’s harder in the Bay Area. I can count the number of Android phones I see carried in a day by entrepreneurs – it’s usually none. And I think it’s hard to imagine something that you don’t use every day. I do think there’s an underrepresented opportunity that startups are beginning to go after, but I’d say it’s still way less than 50 percent, which, to me, would seem reasonable.

You have a giant phone. Is this the future of smartphones? As importantly, where do you carry it?

I have a man purse. [Laughs]. No, it fits in my pocket. I have an Android phone and an iOS phone and got the [Samsung Galaxy] Note [to see how I’d use it]. And since getting it, I’m using my iPad a lot less because I don’t mind watching video on it.

If you look at where data consumption happens on mobile, more than 50 percent is video, so in that world, this bigger screen makes a lot of sense. [Taking into account] socioeconomic situations in other countries, where maybe they can’t afford to buy a phone and a tablet but one device, this also starts to make a lot more sense. You also get really crazy [good] battery life.

You’ve written about subscription opportunities over smart phones. What do you see coming?

Right now, people are pretty much subscribing to either storage or to music. I think communication apps are probably [going to become bigger and more capable of charging subscribers, too] like WhatsApp’s 99 cent [per year] model.

It wouldn’t surprise me to see others like game companies adopt that same kind of subscription model. So instead of offering in-app purchases, [they could] start to offer a dollar-per-month unlimited in-app purchasing. That creates a much more sustainable, predictable model. What happens if you just give everything to a user for 99 cents a month?

What about mobile multitasking? Do you see opportunities for startups to make that easier to do?

Android actually allows it. I can use two apps at the same time on my Note, though it’s a little clunky. There are rumors already about iOS 8 having some inner-app communication functionality, too, so I think there will be new ways to do it.

An opportunity I see specifically isn’t for a company to build an app themselves but rather to build their app to be embedded in other apps. Like, it would be interesting to me if Microsoft never shipped Office for iPad or iOS devices but rather shipped the Office Document Viewer; all of sudden, every app [would have] access to viewing and editing [in] a Microsoft Office doc, so now you [could] multitask within an application.

If you think about common problems that every app needs to solve, an interesting company is Layer [a communications platform that can be added to any mobile app by adding fewer than 10 lines of code]. It doesn’t have its own standalone messaging app; it’s messaging for other apps, all happening in the context of other apps. And that’s intensely powerful.