Siri, Yelp and Calling The Next Thing in Mobile
I’ve made a habit of successfully predicting where things are going in the mobile world over the last few years.
6 months ago when Siri launched, I talked about the largely ignored Yelp integration with Siri. I predicted Yelp and Apple’s relationship would improve and they would further integrate into Siri and create tons of value for Yelp. Well, I was the only person not surprised at the lone new feature of Siri in iOS 5.1; deeper Yelp integration.
Here’s the official post from Yelp confirming the integration. And there’s tons of other coverage everywhere else because Yelp is publicly traded.
Add this to my list of predictions in mobile that have paid off. Here are the others:
Android - I started working on an Android app at the end of 2008. I told everyone it was the next big OS, carriers would all eventually get on board as an alternative to iPhone, and BB would still matter but slowly die off. I even did an interview with Google at Google I/O in May of ‘09 (there was only 1 Android phone at that time) stating exactly why I thought Android was the next big platform. Now it IS the biggest platform.
Foursquare - One month after they launched I called Naveen (while he was still working out of a coffee shop) to say “let’s partner.” Pretty sure my next call with Dennis was in a coffee shop too. Fast forward to today… 20 million users, a $600 million valuation. On the other side - millions of dollars worth of partnership press, and 300,000 young/urban/social fans for a traditional brand (Zagat).
Augmented Reality - 6 months before Yelp’s “monocle”, I launched NRU — an augmented reality restaurant finder on Android. At PaidContent Mobile 2010 I called this a cool but gimmicky step 1 of AR, with step 2 being when we can bring AR to a lightweight wearable device with visual processing to compensate for GPS accuracy (Google AR Goggles anyone?). I still say even the Google AR glasses will be a little “too soon”. Maybe by version 3 or version 4 they’ll be in the right spot.
Foodspotting - I reached out to them at launch and built their first brand partnership. I could see Alexa and Ted were doing this right. 2 million users later, 1 million food photos later, and a ton of floundering copycats… I expect these guys to be a serious acquisition target of a larger player in the local space within the next year. No large company could realistically generate and collect these photos themselves… you need a very unique type of userbase to do this. Their photos are a valuable asset for anyone serious about taking on local food.
Flipboard - While some content providers panicked at launch, I helped curate and ensure content was feed smoothly when the app went public. 2010 App of the Year, 5 million users. And a traditional print brand gets front and center in the Food section of what would become the essential content consumption experience on tablets.
Ad Supported Android (Angry Birds!) - A few years ago at Harvard Business School I said the launch of an ad supported Angry Birds was the future of Android. Meanwhile many people were shocked a top selling iPhone app was being given away for free. The CEO of Angry Birds (Rovio) was in the audience and thanked me. Are these guys the next Zynga?
iPad - Fine, this was a no brainer to some. But you had to “believe” if you were crazy enough to decide on your own to produce an app in the period between Steve Job’s announcement speech and launch app submission day (less than 60 days). That app went on to be #33 on the all-time top selling iPad apps list.
Android Tablets would be DOA - I said these were not going to work any time soon because the reasons why Android would (and did) work does not apply to Android tablets. There was a lot of hype as they were in development and I remember Eric Schmidt holding one at some event to try to hype it up. I refused to spend any time developing for Android tablets. Turns out it was the right call.
Windows Phone Merger - At an Augmented Reality event in 2010, I said Microsoft will wait until after the holiday season, continue to see soft WP7 sales and either buy Nokia or RIM as their only way to force themselves into the market even though it still won’t work. I didn’t think it would happen 4 months later… I thought they might give it a second soft holiday season. Ultimately they all but purchased Nokia and killed what was the most widespread mobile OS in the world (Symbian, which I mourned since I owned a Psion PDA in middle school. The amazing multitasking OS that Psion ran would later be rebranded as Symbian). For the record, I said Nokia should just move to Android…
Two More Mobile Bets - I’m not saying what they are, but you should probably talk to me about Consmr if you are interested…