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by erifneerg 4976 days ago
Forstall may have been trying to do a move similar to what Jobs did when he returned to Apple. Jobs lost confidence in where the company was going and sold all but one of his shares. The maps may have called Forstall's "bluff".
1 comments

One thing is pretty certain. The decision to dump Google was probably made above Forestall's pay grade. I suspect that the decision to include Maps in the next release of iOS happened about the same time as the decision to dump the stock. Stock sale announced in May, Maps announced in June.
I wish this meme (that, in no uncertain terms, Apple dumped Google) woud die. This is a very large contract between two large, competing companies.

If I were looking only at the impact of the iOS decision, I would have a hard time believing that Google didn't tell Apple to piss off, but I think even that reading is far too simplistic.

Perhaps it is too simplistic, but the alternative Apple chose suggests hubris. I suspect that TomTom or Garmin or even OpenStreetMap would have been glad to partner with them to develop an app to replace Google Maps. Instead, Apple chose a homegrown solution, quality be damned and then threw TomTom under the bus when Maps was released half baked.

The decision to adopt not invented here as corporate policy backfired. Forestall was probably prescient enough to see where it was headed.

The problem is I can just as easily come up with a situation where Google is being "evil" and doing everything it can to screw Apple:

Apple and Google have become serious competitors. Apple realized that and started working on its mapping solution, but recognized it wasn't ready in time for iOS 6. Unfortunately, the license was going to run out before iOS 7, so a new contract would have to be negotiated[1].

Google came back and said "piss off" (or "pay $50/phone" or whatever "evil" terms you want). Apple couldn't make the terms work within their constraints, so quickly made a deal with Tom Tom and tried to integrate their data into the nascent mapping system[2].

The iOS 6 beta comes along and the data is nowhere near where it needs to be. Apple has a decision to make here and, with a choice of "go for it" or "pull a major feature in iOS 6.x"[3], they decide to cross their fingers and go for it.

Now, iOS 6 release hits. They know the maps aren't ready, but the bridges have been burned. Their choices now are "put some lipstick on a pig" or "pull a major feature from iOS 6.0". They decide on lipstick. Sometimes you get away with it; sometimes you don't. They didn't.

I'm not saying this is what happened!

My point is that when major companies are in "coopetition"[4], nothing is simple and obvious. Maybe Apple thought they could shroud everybody in a reality distorition field. It is possible, even plausible. I just don't think it is the most possible scenario, and it is tiring to hear it expressed as the "only" possible solution.[5]

1. http://daringfireball.net/2012/09/timing_of_apples_map_switc... (that's the best I've got to "source" the end of the Apple/Google deal happening before iOS 7 would release)

2. http://www.pcworld.idg.com.au/article/427347/apple_signs_glo...

3. iOS releases seem to have stabilized on an October time-frame. Based on my experience, it is unlikely that you could pull up the release of an OS by 6 months, so maps would have to change in a "dot" release.

4. https://en.wikipedia.org/wiki/Coopetition

5. Regardless of what really happened, I would have loved to be a fly on the wall in those meetings. Those would have been awesome bizdev meetings...unless Apple really did say "piss off". :)

The "Apple dumped Google" meme was started by Apple fans before the new maps got released. You can go back and read the triumphant proclamations of how much better the new maps was going to be now that the nasty Googlers where no longer holding them back that were written all summer.

If the new Maps had even been good enough they'd still be saying it. Instead they're now trying to backpedal, just like before Maps was widely believed to be a bit shoddy it was claimed to be an Apple "homegrown", from scratch data set, when clearly they mostly just bought in data, but still managed to screw that up by putting some pretty crappy business info on top of solid map data. Now the emphasis (and blame) shifts onto all the data suppliers whereas before they'd all have remain faceless (just like Gorilla Glass wasn't allowed to name Apple as a customer, and Samsung has to screenprint Apple logos onto their chips).

I thought Apple did licence Tom Tom data? The problem with maps is not the app, but quality of the data, which came from other sources.
Apple is using data from both Tom Tom and Open Street Map in the new iOS 6 maps.

http://www.theverge.com/2012/6/11/3078987/apple-tomtom-opens...

Agreed. Apple had a set of requirements, and Google had a set of requirements (both sets including, of course, the question of money), and they couldn't come up with a set of mutually agreeable terms, so they parted ways.

To place responsibility fully on either company is silly. No company of that size is simply going to say "no". There's always a price, and Apple decided it wasn't worthwhile.

I don't know, I think "Apple dumped Google" is more likely. Google saying "no you cannot license our maps in the future" seems like it would have leaked out by now. Google probably did have terms they required for renewal that Apple felt were unacceptable though. Or Apple felt it wasn't a healthy relationship going forward.
Wasn't it previously released or quoted from Eric Schmidt that Apple terminated their Google Maps contract far ahead of schedule? Jobs said he would spend every dollar in the bank and his last breath going thermonuclear on Google/Android so the meme, as it were, didn't just appear out of thin air.
If he dumped his shares based (even partially) on the decision to drop google maps, wouldn't that be insider trading? I don't really understand how top executives are able to trade in their own stock.