Peter Kafka

Recent Posts by Peter Kafka

Google Loves Apple’s Quattro Deal

grind-cheeringGoogle took time from its superphone frenzy yesterday to applaud something a competitor did: The search giant lead a public cheer for Apple (AAPL), which just bought mobile ad network Quattro.

Google’s logic here is straightforward: If other big companies are buying mobile ad networks, then Washington can’t possibly be upset with us for buying AdMob.

And note that Google (GOOG) is also cheering on other mobile ad network mergers and acquisitions that have yet to happen but that the industry now expects, especially from rival Microsoft (MSFT). From Google’s Public Policy Blog:

Today’s news that Apple is acquiring one of AdMob’s competitors, Quattro Wireless, is further proof that the mobile advertising space continues to be competitive. And with more investments and acquisitions in the space, including from established players like Apple and Google, that’s a sign that vigorous growth and competition will continue. That’s ultimately great for users, advertisers and publishers alike.

Of course, there’s only one player here with a dominant lead in Web advertising, so only one of them is going to get significant regulatory scrutiny, no matter how many more deals we see.

Anyway, if Google is looking for other arguments to appease the Feds, how about this one: You can’t monopolize a market that doesn’t exist yet. And while everyone’s sure that mobile advertising will be a big deal one day, it won’t be for a while.

Meanwhile, check out this great “slow clap” montage!


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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik