It’s just that the tide of Android devices is going to be primarily composed of “free with contract” uglies, not the kind of cool phones that compete with the iPhone. (Which is not to downplay cool Android phones, which I suspect will get more competitive, not less.)

Once upon a time there were some innovative farmers that developed a new hybrid crop that could satisfy the hunger of a growing population. This crop grew best in large farms which had to be situated far from where people lived. The food was so tasty and production could scale so quickly that it became necessary and possible to build a novel way to deliver this food to the population. The farmers built their own transportation network, which they called a “railway”.

To be more precise, analysts value the wave of growth of every new product and heavily discount the post-growth phase assuming commoditization. There is no value assigned to Apple for extending market reach to the mass market.

Even with all those reasons, I just can’t believe that there is still only one Android app that I can look at and say: “yes, that’s what I am talking about.”

Even if all the above reasons for not developing for Android are true, it would still seems highly unusual that I was only able to find one good app.

The best guess I have has to be that the “market share” is just not that high, thus not making it “worth” it for developers to make amazing apps for the platform.

The premise of the stock market today is therefore that being innovative in technology is meaningless. Innovations are valuable but there is no such thing as an innovation process. If there was such a thing then we could measure it and put a number of its value. Until then innovation is nothing more than a spin of the roulette wheel.