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Platform or Perish

As Google and Facebook vie to buy fast-growing apps for billions, I have one big question: Where is everyone else?

If Google and Facebook believe WhatsApp and messaging are strategic enough to pay $19 billion or more to own them, what are Apple, Amazon, Samsung or Twitter thinking? (Let’s ignore the fact that WhatsApp may not have wanted to sell to them and think of it from the point of view of how hard these companies should have tried to buy the startup.)

Perhaps they see themselves as being in different businesses. Or they think Larry Page and Mark Zuckerberg are a little bit nuts. Time will tell on the second, but I think the verdict on the first is already clear.

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