iCloud’s real purpose: kill Windows

Apple’s announcements yesterday about OS X 10.7 pricing (cheap), upgrading (easy), iOS 5, and iCloud storage, syncing, and media service can all be viewed as increasing ease of use, but from the perspective of Apple CEO Steve Jobs they perform an even more vital function — killing Microsoft.

Here is the money line from Jobs yesterday: “We’re going to demote the PC and the Mac to just be a device – just like an iPad, an iPhone or an iPod Touch. We’re going to move the hub of your digital life to the cloud.”

Just like they used to say at Sun Microsystems, the network is the computer. Or we could go even further and say our data is the computer.

This redefines digital incumbency. The incumbent platform today is Windows because it is in Windows machines that nearly all of our data and our ability to use that data have been trapped. But the Apple announcement changes all that. Suddenly the competition isn’t about platforms at all, but about data, with that data being crunched on a variety of platforms through the use of cheap downloaded apps.

What this requires from Apple is a bold move that Microsoft would never make: Jobs is going to sacrifice the Macintosh in order to kill Windows. He isn’t beating Windows, he’s making Windows inconsequential.

Having been shown the way by Apple, I expect Google to shortly do the same thing, adding automated backup, synchronization and migration to Android and Chrome.

Both companies will be grabbing for data, claiming territory, and leaving Microsoft alone to defend a desktop that will soon cease to exist.

And what happens once all our data is in that iCloud, is there any easy way to get it back out? Nope. It’s in there forever and we are captive customers — trapped more completely than Microsoft ever imagined.

Apple and Google will compete like crazy for our data because once they have it we’ll be their customers forever.

This transition will take at most two hardware generations and we’re talking mobile generations, which means three years, total.

With no mobile market share to speak of and Windows 8 not due until 2013, Microsoft is likely to be too late to the party, with much of Redmond’s market cap transplanted eventually to Apple and Google.

Some will say this is unlikely because of Microsoft’s grip on enterprise sales, but consumers have been leading the IT market for the last decade and the mobile transition will only accelerate this trend.

The quicker Microsoft can turn itself into IBM the better for Redmond, because that appears to be their only chance.

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  12. Y Chan says:

    Getting rid of Windows based PC’s?

    Nuts.

    As an accountant I have over twenty years taxation and accounting data for my clients which can only be assessed by Windows based software —- and the tax act requires me to keep those data for at least six years.

    AND, last time I shop around, I cannot even find a workable Apples accounting software package that can handle HST, GST, PST. for various provinces, etc. in Canada for any size of businesses, not to mention filing various tax returns (personal, corporation, trust, etc.) based on the Apples plateform.

    Yes, if you simply want fun, go ahead with i-products. But for serious work in business and finance, even doing bookkeeping for mom-and-pop corner stores or that small hot dog stand, you simply cannot do away with Windows.

    • Kathy says:

      Nuts is right, and also nuts to people who think production graphics and text management can be done on an iPad, or even worse, an iPhone. Let’s not forget, I have to transmit those files to somebody else’s PC when they’re done, and that other person needs to be able to open them and screw them up and then send them back for me to fix.

      I probably have an old model in my head, but I’ve done whatever to activate iCloud for my iPhone and iPad – and I want to know – where is it? Why can’t I manage it? Why can’t I even see it? What if I want to erase something that’s there, and what if I want more than music and video and photographs “there” – wherever it is?

      There’s a lot of work gets done on a PC. I think Steve Jobs targeted the part of my brain that isn’t involved in work, the part that maybe shouldn’t care where the cloud is. The rest of my brain wants to see the cloud.

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