Who has the biggest and best platform for the sale, payment and delivery of digital content? Apple does, with their iTunes/App Store ecosystem.
Who has the best tablet? Hint: it's optimized for the sale, payment and delivery of digital content. Answer: Apple, with their iPad.
Who has the world's biggest book store? Amazon. The world's best eReader? Kindle (yes, it's better than iPad, at least as a eReader).
Who has the world's biggest -- and best -- online and mobile shopping platform? Amazon.
Yes, there's an (obvious) point to all this.
Amazon is going to build an iPad killer. And a Roku killer. And a Apple TV and Google TV killer. How do I know this.
Cause it's obvious. As big as Amazon is most of their money still comes from the sale of: books, music, video.
All are rapidly moving into the cloud, liberated from their physical forms. Right now, Apple could sit tight and believe that, as with the Kindle app, they can continue to capture the lion's share of digital (book) content even on non-Amazon devices. But this is awfully risky. Understand, with the iPhone and iPad, Apple is not losing digital media sales to Amazon. Amazon is losing them to Apple. Book by book. Video rental by video rental. They can't sit idly by and let the market become balkanized or worse, owned by Apple.
I expect them to offer a tablet by 2011 at the latest. Designed for books and video to start. Then games. Probably also music. I do not expect this to be an Android tablet. Android OS is not optimized for the consumption or delivery of media. Amazon will want to build a device that plays to its strenghts of scale, the full range -- and largest number -- of content for sale, that uses its cloud, that is designed at least as much for women as for men.
With respect to gaming, from Engadget:
Amazon's gaming related job postings are starting to bear exotic fruit having just nabbed Microsoft's Director of Game Platform Strategy, Andre Vrignaud. Vrignaud started with Microsoft in 2002 as Director of Xbox Live Platform Strategy and more recently helped manage Microsoft's overall gaming platform strategy with a hand in figuring out how to roll out Xbox Live on Windows Phone 7. Obviously, this leads to speculation that Amazon is looking to expand further into digital games as it's already done with music, video, and digital books. And with Amazon working on non-Kindle hardware with ambitions for dual-screen readers, well, we'd say the question isn't what, but when?
Nice, succinct statement from Engadget.


