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The two companies have been working closely since first deeply integrating Twitter into iOS 5. Twitter has been often talked about as a great way of Apple to inject social into its lifeblood if they were to acquire it. From an internal skill set perspective, it's not obvious that Apple can understand social and take advantage of its evolution from here, without having a lot of internal talent who live and breathe social. Tim Cook said in an AllThingsD interview last year that Apple has to be social but that doesn't mean it has to own a social network. As Mayer has been saying of late, the Yahoo properties map on very well to the top 10 list of activities of what people do most on mobile.ģ. Mail, Flickr, and their core properties would fit very well into prominent positioning in iOS. Yahoo (YHOO) could be a great fit and Marissa Mayer would be an ideal head of Apple mobile Internet Services. Apple does need more external talent with these skills injected into the organization. Google was never perfect out of the blocks with their Internet Services but they do seem to be on a roll lately. Sadly though, consumers seem to be getting more and more impatient in waiting around for Apple. The thinking seems to be internally: we don't need to be first to market with great services, we just need to get to market. Apple is again taking a go slow and grind it out approach to these. As the battle between mobile OS's continues to heat up over the coming years, rolling out amazing Internet Services will become more important, not less. This has received some attention quite a bit over the last few months on blogs and in the press and it deserves to. As Facebook (FB) and Google (GOOG) continue to develop these services, they have a lot of in house knowledge on scaling these up. Very few people know that, when iCloud launched, it relied heavily on Amazon (AMZN) Web Services and Microsoft (MSFT) to deliver their first cloud functionality.
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Such a deal would still make a lot of sense. That deal would have made enormous sense for Apple - not just for tagging on to Dropbox's momentum but for bringing in that domain-specific knowledge into Apple. There was a reason that they tried to buy Dropbox. The question is - does Apple have enough cloud talent inside the company to continue to grow and develop iCloud? It's debatable. Today, most people think that, just because they built some big server farm in North Carolina. There was the initial launch of it which marred with issues but they seemed to work their way around them. We never hear much about this issue now that they've launched iCloud and it's worked reasonably well so far. When he's with investors, he's certainly not showing his hand by talking about these issues.ġ. Maybe he does and he's actively working on them behind the scenes. And I hope he sees the 5 big problems facing Apple at the moment. Now, I like Tim Cook and I believe he's an under-rated CEO and he's taking a lot of heat at the moment from investors.