Fred Wilson, the managing partner of two venture capital firms (Flatiron Partners and Union Square Ventures), pretty well knows what he’s talking about; he’s bet on successful companies like Delicious, Foursquare, and Twitter. So developers should know that he’s also in a sense betting on Android.
Yesterday, Wilson referred to some comScore stats concerning the mobile market, and then wrote, “Apple is stuck at about 25% of the smartphone market. RIM is losing share and Google is gaining share. If we have two more quarters like this past quarter, Google will have 37% market share, RIM will be at 29%, and Apple will be at 26%.”
Wilson thinks a scenario like this is plausible, too, although he granted that Apple could wind up with a higher market share as the iPhone heads to Verizon.
So Wilson wrote with Apple fanatics in mind, “One thing I am sure of is that developing solely for iOS, which is a very common thing I see out there, is not the right strategy unless you only want to serve 25% of the market.”
On a somewhat related note, the Gingerbread version of Android launched today, which should give Google a bump.