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Ben Horowitz picks Apple over Google for mobile platformsThe venture capitalist talks about the brewing battle between Google's Android and Apple iOS at Business Insider's Ignition West conference today in San Francisco. Henry Blodget, Business Insider editor in chief, moderates the discussion.
It looks.. The product I saw, like oh, it's a market share battling. Android is geting more market share to financial analysts, it's like... Well, but Apples's getting more profit share and that really is Apple's goal. I don't think Apple is doing anything in their product strategy that says we're going for a market share, it also says we're going for profit share. If Apple can sustain like having a better product or, you know, in some important dimensions then it may be a sustainable situation. So, there's this one simple question, you gotta take all the money at Andrews and Horowitz and bet it on one of two stocks, Google or Apple? Which is it gonna be? I'd put all my money on either of that at this point, they're both extremely strong and very, very, you know, have incredibly good positions in the market. You know, on the margin, if I had to pick one, I guess I'd pick Apple, and I'm not sure why.