Technologies
What Google Needs to Do For Android to Overcome Apple and iPhone in 2023
Google’s Android has fallen to second place to Apple’s iPhone and iOS for the first time in over a decade. Here’s what the search giant needs to do to gain back the top spot.
Google has fallen second place to Apple in the Android vs. iPhone war for the first time in over a decade. The free and open-source operating system, which still powers the majority of the world’s phones, can be found on devices from Samsung, OnePlus and Motorola. Even when combined with budget brands such as Nokia, TCL and Blu, Android-loaded handsets can’t outsell the iPhone stateside.
From a global perspective, Apple’s dominance is an outlier. The US, Canada and Japan are the only countries where Apple has an edge over Android. Everywhere else Android leads, usually by a wide margin.
Android falling behind speaks to the cachet Apple has built up around the iPhone franchise. From celebrities photographed at cafes with iPhones to their ears to late-night hosts engaging in repartee with an Apple Watch cuffed to their wrist, Apple products are both function and fashion of America’s aristocratic class. And thanks to iMessage, Apple has created messaging partition, with the “haves” enjoying blue bubble gardens and the “have nots” being relegated to green squalor. Heck, even movie villains can’t be filmed using an iPhone.
But there’s reason to be optimistic about Android’s attempts to retake the crown in the US. Google is building out an ecosystem to surround the Pixel 7, including with the introduction of the Pixel Watch. A Pixel tablet is coming next year. And Android does have its own base of rabid fans — even if they’re not on a Hollywood set.
So what can Google do to make Android relevant in the US again? Here are a few ways.
Double down on ecosystem
Google took too long to release the Pixel Watch, letting the Apple Watch act as a Trojan Horse and keep people locked inside Apple’s garden.
“Apple has such a sticky ecosystem. Especially the Watch, once you buy that watch, you’re locked into an iPhone,” said Techsponential analyst Avi Greengart. Google hasn’t had that up until this year. “And even then, its first watch is really a 1.0 product.”
Google’s slow trudge bringing the Pixel Watch to market means that the Apple Watch remains far ahead. At least now there’s an option for Pixel owners to keep them from feeling left behind.
The US market differs from the rest of the world in that there’s far less competition in the Android space. Concerns about Chinese tech companies tracking American consumers have essentially made it impossible for brands like Huawei, Xiaomi and Oppo to operate in the US. That leaves a handful of brands that can sell alternatives outside of Samsung and Google.
“Having more devices in the market also gives the carriers more choices on devices they can give away for free or do more promotions on,” said Anshel Sag, an analyst at Moor Insights & Strategy.
The lack of manufacturer diversity is only one problem Google is facing. The iPad line continues to remain a popular second-screen device, acting as an internet gateway for both toddlers and the elderly. Only one high-quality Android tablet comes to mind with the Samsung Galaxy Tab S8 Plus, but its software is nowhere near as refined as iPad OS, with it often feeling like a big screen version of Android. Google has already announced a “premium” Pixel tablet for 2023, but it really will need to impress to draw in the throngs of consumers trained to look at iPads as the tablet.
Unfortunately, one area Google might not be able to offer a viable competitor to Apple is in laptop and home computing. Google’s Chromebooks are excellent affordable laptops for basic tasks, but lack the horsepower and flexibility to offer the functionality found with MacOS and Windows. It’s a market that’s already been carved up by Apple and Microsoft, making it difficult for Google to create a viable alternative. Even if it did, the installed base would be so small that it wouldn’t attract top developers. Here, Google’s best option is to continue integrating its products better with Mac and Windows machines to offer a comparable experience to iPhone and Mac.
Matter matters
One area that Google has dominance over Apple is in smart home. Cupertino is seldom quick to jump into new product categories, which is evidenced by years of rumors surrounding Apple’s supposed VR/AR headset and the Apple car. Apple did try to make an effort at home devices with HomeKit, but it’s largely been left forgotten. Google, on the other hand, has a heavy presence in the smart home with its voice assistant-backed displays, such as the Nest Hub, and its Nest WiFi, Doorbell and camera products.
Unfortunately, the smart home industry has stagnated with a dizzying array of competing products confusing consumers. A person who owns an Amazon Alexa smart speaker might be unsure if it will cooperate with their Google Nest doorbell.
Enter Matter, a universal smart home standard that will allow new home devices, regardless of brand, to communicate with one another. Even Apple, the company that enjoys creating walled gardens, has joined the Connected Standards Alliance, along with Amazon, Google, Samsung, Ikea, Lutron, Signify and others.
“That is an area where Google could take some advantage, building more of those controls or just exposing them more in Android,” Greengart said. This includes building out a person’s homepage, widgets and making connections between multiple devices. Greengart said it’ll be up to Google to let people know that smart home interoperability can be done best on Android.
Beat Apple to innovation
Google’s product events continue to get better, bringing greater production value and fanfare, but still can’t capture the same magic as Apple. The Cupertino, California-based company still has that ability to drum up excitement over its family of products and services. Enthusiastic rhetoric from executives mixed with high production value can make a person believe that Apple is bringing the latest in tech and innovation, even if that isn’t always the case.
High refresh screens to optical image stabilization and laser autofocus, all features Apple breathlessly crows about, came to Android first.
There are, however, consumers who see past the fancy macro shots and do want to be the first to new tech. This is an area Google should double-down on to entice enthusiasts.
Already, rumors are surfacing of a Pixel foldable device, one that could compete with the Samsung Galaxy Z Fold 4.
“I think [Samsung’s] really starting to gain momentum there. And I think it’s showing, but the problem is the price, right?,” Sag said. If Samsung can continue pushing the price of foldables down, it’ll help increase the category’s popularity, bringing more competition. “As a result, competition will probably equal more sales and more competitive pricing.”
Google has also been heavily advertising Pixel features, such as live translate in its 2022 World Cup commercial. The Pixel 7 is also the official “fan phone” of the NBA this season, with a commercial featuring player Giannis Antetokounmpo and actor Simu Liu. Google has also reportedly placed the largest order of Pixel 7 devices, more than any prior iteration. Regardless of sales and celebrity endorsement, Google needs to make Pixel feel premium and exclusive, almost anathema to Android’s core vision as a free and open-source operating system. Because, if Apple’s success is any indication, people like feeling as if they’re in the “in crowd.”
Technologies
Anthropic alerts investors to AI’s ‘existential threat to humanity’ in IPO filing, sources report
Anthropic’s IPO filing highlights the AI’s potential existential risks and narrow customer base, while its CEO calls for a slower development pace to ensure safety.
Anthropic plans to warn speculative investors in its IPO prospectus that its AI models pose a “catastrophic or existential risk to humanity,” several reports said on Tuesday.
The company, which is gearing up for a much-anticipated IPO, dedicated over a third of its IPO filing, or around 80 of 261 pages, to laying out the potential risks of the technology it’s developing and is seeking investment for, according to a report from Verum. It only used 48 pages to discuss its actual business.
The five-year-old company, known for its frontier language model Claude, warned that AI can have “self-preserving behaviors,” including being able to “resist shutdown,” “conceal or manipulate information,” and carry out behaviors “resembling blackmail,” per the Verum report.
The company is pursuing a $2 trillion valuation when it goes public and reported in the filing that it made a net loss of $42 billion in 2025. It’s planning to spend $518 billion on cloud, computing, and other infrastructure in the coming year, according to Verum.
Anthropic also warned that its customer base is extremely narrow, with nearly a quarter of its revenue last year coming from just two clients, two people familiar with the filing told the Financial Times.
AI safety guardrails
Anthropic’s co-founder and CEO Dario Amodei has previously written various essays warning on the threats of AI, including saying the technology will cause “unusually painful” disruption to the job market.
In another recent essay, the CEO urged the AI industry to slow the pace of AI model development, with a three-step plan to reduce how quickly models get better without “sacrificing commercial advantage or the United States’ lead in AI.”
Those calls for a slowdown are somewhat of a “head scratcher” for the sector, to which the market has reacted “pretty resoundingly,” Dan Ives, partner and senior managing director at Yorkville Ives told CNBC earlier today.
“You need guardrails from a safety perspective, but the fact for Anthropic and OpenAI to slow down, if they slowed down, China would just accelerate and win, and I think that’s part of this quagmire that you’re seeing is that there’s some regulatory capture going on. There’s definitely a game of poker, but for Anthropic, they got to continue to put foot on the pedal.”
Ives added that while guardrails are essential, regulation could stifle innovation. That continues to be the “biggest concern within the U.S., which is why we’re in an F1 race,” he said.
Technologies
U.S. and Iran engage in separate mediator discussions amid surge in Middle East oil exports
U.S. and Iranian officials held separate indirect talks mediated by Qatar as Middle East crude exports neared wartime highs, while Tehran awaits a U.S. response to its cease‑fire and sanctions‑relief proposal.
On Monday, American and Iranian representatives engaged in distinct indirect negotiations mediated by third parties, aiming to halt seven months of hostilities while Iran awaits Washington’s reply to an updated cease‑fire proposal and Middle Eastern oil shipments reach wartime peaks.
Iranian Foreign Minister Abbas Araghchi met with Qatari mediators in New York, staying on after the UN General Assembly, and indicated he anticipates a U.S. response by Tuesday. “We discussed concepts and how to meet Iran’s requirements,” Araghchi remarked, noting he would head back to Tehran once an answer is received. “When the Qataris have a reply, they know how to deliver it to us.”
The Iranian plan, initially unveiled during the sidelines of last week’s UN General Assembly, asks the United States to unfreeze Iranian assets, remove oil sanctions and lift the naval blockade of Iranian ports within four to five days, and to commence nuclear negotiations within a week. Tehran links any resumption of traffic through the Strait of Hormuz to the fulfillment of those conditions.
On Sunday, President Donald Trump dismissed the proposal as “unacceptable,” asserting that Iran seeks a rapid agreement due to economic strain. Speaking at the White House on Monday, Trump noted that U.S. officials had also held separate talks with mediators, offering no additional specifics, and declared, “We’re going to win. It’s going to happen fast.”
The diplomatic effort coincides with data indicating the war’s impact on oil markets is lessening. Middle Eastern crude exports have risen this month to near their highest point since the conflict started in February, according to Kpler. The firm noted in a Monday briefing that exports are “just under 80% of pre‑conflict levels.”
The Strait of Hormuz remains far from usual activity. Kpler’s real‑time monitoring recorded a flow of 10,591 kilobarrels per day through the strait on Saturday, compared with a prewar baseline of 17,133 kilobarrels per day.
The ongoing impasse is influencing U.S. fuel markets, where retail diesel prices linger close to a record $6.53 per gallon. The Trump administration is reconsidering an export ban, having recently distanced itself from an earlier iteration of the idea; Kpler estimates such a ban would retain about 1.2 million barrels per day domestically, potentially straining storage capacity.
Technologies
Saudi Red Sea export rebound pushes oil prices down
Oil prices fell after Saudi Arabia restored crude exports from its Red Sea terminals following a pipeline attack, while Iran and the U.S. continue talks over the Strait of Hormuz.
Oil prices fell on Tuesday as Saudi Arabia’s crude exports from its Red Sea ports recovered from an attack on a key pipeline earlier this month. The decline reflects renewed flow from major loading points.
Satellite imagery confirmed a “major operational recovery” at the Yanbu and Muajjiz terminals, according to a Kpler note released on Tuesday. The data shows that 12.5 million barrels were loaded onto nine tankers at Yanbu between Saturday and Monday, restoring activity after a drone strike disrupted the East‑West pipeline earlier in the month.
Riyadh has brought the pipeline’s throughput back to roughly 3.5 million barrels per day, people familiar with the matter told The Wall Street Journal and Bloomberg News on Monday. The line’s maximum capacity is 7 million bpd, indicating that the current flow is about half of its peak.
Meanwhile, U.S. and Iranian officials spoke with mediators on Monday as they attempt anew to negotiate a deal to end the seven‑month conflict. Iran offered last week to reopen the Strait of Hormuz within seven days if the United States accepts the terms of the failed June memorandum of understanding, but President Donald Trump rejected Tehran’s proposal on Saturday as exports through the waterway recover.
Oil flows through Hormuz have averaged 13.2 million barrels per day over the past week, according to Kpler data—about 77 % of the 17 million bpd that moved through the strait before the U.S.–Iran war. The U.S. military continues to protect tankers from Gulf allies and maintains a blockade on Iranian exports.
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