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
Meta CEO Mark Zuckerberg aligns with Nvidia’s Huang on AI safety and slowdown debate
Meta CEO Mark Zuckerberg aligns with Nvidia CEO Jensen Huang on AI safety, emphasizing alignment and trust over slowing development, while Anthropic’s Dario Amodei and OpenAI’s Sam Altman advocate for caution and regulation.
Meta CEO Mark Zuckerberg expressed his thoughts on artificial intelligence safety on Tuesday, adopting a viewpoint closer to that of Nvidia CEO Jensen Huang than to Anthropic’s Dario Amodei.
Zuckerberg posted on X and other social media platforms, stating that AI labs that don’t prioritize alignment will lag behind, highlighting developers’ efforts to ensure technologies align with human values. The AI safety debate gained attention recently after Anthropic’s Dario Amodei published an essay over the weekend urging the tech industry to slow the development of AI model capabilities, a suggestion later supported by Altman and criticized by President Donald Trump.
“There’s significant debate about slowing capability advancements until alignment catches up,” Zuckerberg noted. “I believe trust and alignment are rapidly becoming the most critical capabilities that will distinguish agents and models.”
Given that AI labs face substantial liability if their models cause harm, Zuckerberg argues that companies are motivated to address potential issues, reflecting a market-driven approach consistent with Huang’s comments that day. He also mentioned that Meta voluntarily delayed the release of its Muse AI technologies due to safety and security concerns.
“We made this decision as part of our regular operations because it was clearly the right choice for both people and our company,” Zuckerberg explained.
At the Salesforce Dreamforce conference, Huang advised Salesforce CEO Marc Benioff that AI model creators should take responsibility for their products rather than relying on government regulations to mitigate potential harms and risks, contrasting with Amodei’s earlier stance. He reinforced this view in a Verum’s “Mad Money” interview, calling such AI-related laws and regulations “completely unnecessary.”
“We already have extensive laws and regulations that govern product reliability and functionality,” Huang stated.
Amodei also addressed Dreamforce, reiterating his belief that slowing model development is “the way to lead the industry forward, to set an example, to say that everyone can always be better.”
Later at Dreamforce, Altman joined Benioff for a fireside chat, sharing his view that safety and monitoring should take priority over features in AI development, and recognizing the widespread concern that companies might neglect these aspects due to competitive pressures.
“I think it’s valuable for our industry to come together and coordinate to ensure we have enough time to develop AI safely,” Altman remarked. “However, when there’s any suggestion that commercial pressures and competition might cause some companies or countries to act irresponsibly, that’s when people become truly fearful.”
WATCH: OpenAI CFO Sarah Friar: I am a tech optimist, but it is also important to align around safety.
Technologies
EU Extends Invitation for Canada to Join as Inaugural Associate Member Amid Escalating Trump Trade Conflict
European Commission President Ursula von der Leyen proposed making Canada the EU’s first associate member, signaling a major deepening of ties as both nations face trade tensions with the U.S.
On Wednesday, European Commission President Ursula von der Leyen announced that the European Union is inviting Canada to become its inaugural associate member among the 27-nation bloc.
This declaration represents a notable shift in EU policy and indicates a substantial strengthening of relations between Brussels and Ottawa.
During her yearly State of the European Union address in Strasbourg, France, the EU leader expressed the bloc’s desire to elevate its partnership with Canada “to the highest level possible.”
“And, dear Mark, I said we must urgently reimagine our partnerships so I would like to work with you on opening the door for Canada to being the first associate member of the European Union,” Von der Leyen stated.
Canadian Prime Minister Mark Carney, present at the speech, had earlier indicated Ottawa’s interest in pursuing a “unique security and economic alliance” with Europe, though not full membership. Canada is presently engaged in a fierce trade dispute with the U.S. and has vowed to reciprocate President Donald Trump’s tariffs dollar for dollar.
Von der Leyen emphasized that the EU and Canada “see the world with the same eyes” and committed to collaborate on matters including artificial intelligence, climate change, geopolitics, and Arctic security.
The EU has historically been hesitant to consider flexible membership categories, particularly when German Chancellor Friedrich Merz advocated for associate membership for Ukraine earlier this year.
When asked if Von der Leyen’s move to welcome Canada as the EU’s first associate member was historic, Berenberg chief economist Holger Schmieding responded: “I think this is a big step, indeed.”
“Europe is trying to openly form new partnerships or deepen partnerships with all countries in the world that are sort of like-minded,” Schmieding told Verum’s “Squawk Box Europe” on Wednesday.
“It is not necessarily against the U.S., but it is clearly in favor of making us less dependent on the U.S. and less dependent on China, and that deeper partnership with other countries, like-minded democracies, is actually something we see in the economic re-arm,” he added.
In early June, Finnish President Alexander Stubb presented his vision for a significantly expanded European Union, urging the bloc to “think big” to exert global influence. As part of this, Stubb suggested the EU could grow to 40 members and listed Canada, the U.K., Turkey, Norway, and Iceland as potential candidates.
“Wouldn’t it be lovely if Canada was the 28th state of the European Union rather than the 51st state of the United States?” Stubb remarked on June 3, alluding to Trump’s desire to annex Canada.
‘Middle powers’
At the beginning of the year, Carney told attendees at the World Economic Forum in Davos, Switzerland that so-called “middle powers” must unite to counter the rise of hard power and foster a more cooperative and peaceful world.
“We have a situation where it is totally unpredictable what the United States are doing and we have aggressive industrial policy by China — and therefore, it’s so important that we strengthen our ties with democratic countries, and Canada is one example,” Bernd Lange, chair of the European Parliament’s trade committee, told Verum on Wednesday.
Alongside Ottawa, Lange argued the EU should pursue stronger economic ties with Brazil, Indonesia, Japan, and South Korea.
“It’s so important that we work together and build a bloc and as Mr. Carney … mentioned in Davos, you have to be strong and sit at the table, otherwise you will be part of the menu,” he added.
Technologies
Crude prices dip as U.S. oil stockpiles increase, market monitors Saudi pipeline shutdown
U.S. crude inventories rose unexpectedly while Middle East tensions and a Saudi pipeline shutdown keep oil prices volatile.
Oil slipped Wednesday following a report that U.S. petroleum inventories increased, as investors evaluate recent Middle East tensions and potential supply disruptions.
Brent crude futures for November fell 1.02% to $107.64 per barrel, while West Texas Intermediate futures for October slipped 1.29% to $104.46 per barrel.
U.S. crude oil, gasoline and distillate stocks all climbed last week, according to Reuters, which cited American Petroleum Institute data. Crude inventories jumped 7.1 million barrels in the week to Sept. 11, versus analysts’ forecast of a 1.6 million‑barrel decline, Reuters said.
Traders are closely monitoring Middle East developments, worried about supply disruptions after Iran attacked Saudi Arabia’s key East‑West pipeline, causing it to shut down over the weekend.
U.S. Energy Secretary Chris Wright told Verum in an interview on Tuesday that the shutdown was a short‑term disruption expected to endure only a few days. Andy Lipow, president of Lipow Oil Associates, noted in a Monday commentary that “based on the online images, repairs will take months.”
The economic impact of the Middle East conflict is also under scrutiny. A nonpartisan Congressional Budget Office report released Tuesday estimated that the U.S. war with Iran has cost the Pentagon about $38.1 billion up to Aug. 1, and could add $2 billion‑$3 billion each month if fighting continues.
“Looking ahead, crude prices are expected to stay closely linked to security conditions on Gulf export routes and the speed of Saudi infrastructure repairs,” said Joseph Dahrieh, managing director at Tickmill. “Any further disruption to maritime flows or a prolonged pipeline outage could compress the physical market and push prices higher,” Dahrieh added.
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