2010年7月18日星期日

Killing Skype

There has been some buzz created by filtering TechCrunch a desktop application built using the Google Voice Platform Gizmo last week.

Most rumors have been fueled by speculation about whether or when the desktop application will be released. Many have proclaimed that this is a move that would put the voice of Google in direct competition with Skype.

Some have even suggested that the desktop application Google Voice may be a murderer of Skype or at least become a strong competitor.

The reality is that the murder of Skype, or even made a considerable hole in their businesses, not be easy for the voice of Google, even with a desktop application. Here's why:

There is no motivation for change - Most Skype users use Skype for things like Skype to Skype calls, video chat, collaboration and cheap international calls. While Google can get new voice to imitate these features, why would a Skype user switch? Google Voice has to come with something that motivates current users of Skype for change. Ah, not to mention the toll free number - I am sure that Skype could provide the same thing.
Poor career - Google has a poor track record of success outside its core business of search and advertising. The probability of two successful companies maceration (Gizmo5 and GrandCentral) and under one roof and eliminate the leader of the market is very small - no matter how much money you have.
Privacy Issues - Google Voice course is free and serves a purpose, but at some point people will eventually become wary of the amount of data that can be freely giving Google (which is selling this to advertisers). It's just a matter of time before people realize that in many cases, Google is as bad as Facebook is when it comes to sharing data with third parties.
Business Model - At some point the voice of Google will have direct entry or act as a channel that creates indirect income (IE monetized by advertising). At this time the voice of Google is popular, but it's free. How many paid $ 5 - $ 10 a month for it? Not sure. Besides calling the ad support has proven time and again to be a failed business model. Now the money could be the sale of minutes (outbound), however, it is increasingly difficult to do.
In the end, a desktop application Google Voice undoubtedly increase the attractiveness and usage. But it seems to offer more than what can already be found with Skype (and others).

Not just a game changer, not enough to kill Skype is probably not a big dent in their business.