Imagine you are a mapping company and which means you create, update and sell maps – like the Ordnance Survey. But look out – see who is now eating your lunch and providing maps for free:
Bing provides maps for free – that’s because Microsoft makes its money on desktop software and increasingly enterprise software.
Google provides maps for free – that’s because its primary revenue model is ads on search results
TheAA provides maps for free – it’s primary revenue model is roadside assistance insurance.
So, wow, my old revenue model just got shot to pieces but not by direct competitors undercutting me, but by indirect competitors.
So, in the software market, where feature copying is rife, (check out this discussion on Playfish v Zynga) everybody who is not my friend… is my enemy?