He's missing the #1 area where you can compete with Apple (at least for now) and why I think the Palm Pre will do well: carriers. Most people, even high-end smart phone users, choose their carrier first and their phone second. You'd lose sight of that reading TechCrunch or Engadget too much, but talk to people in middle America and you realize it's overwhelming. Be it due to laziness, marketing, employer discounts, c…
the #1 area where you can compete with Apple (at least for now) Your qualifier here explains why Gruber doesn't dwell on this. He wants a competitor to Apple that can succeed in the long haul, not a bunch of scavengers who survive for another year or two, picking off the edges of the market that Apple hasn't gotten around to steamrolling yet. Indeed, my off-the-cuff take on the state of the market is that Apple's car…
They did it because they thought they'd make more money that way, and maybe they did, and maybe they still will. Maybe they knew they'd sell 1/2 as many phones that way, but make 3x more per phone and therefore come out ahead, and maybe that math hasn't changed. Certainly AT&T will cling to the iPhone the way the Cavaliers will to LeBron.
Verizon doesn't need Apple. They'll steamroll AT&T with turds like the Blackberry Storm if they have to because they're far and away the best network in the U.S. and everybody loves them. Apple needs Verizon far more though, which means they won't get anywhere near the deal there they will from AT&T in terms of money, control, etc.
So if I had to bet (with someone who doesn't have insider info of course) I'd say we see continued exclusivity with AT&T. I wouldn't lay odds on it, but I'd take even money.