Today's mega-bold launch of Google TV confirms a new chapter in the battle we all knew was underway between two giants. Both Apple and Google will do well, regardless of what the bloggers rant and rave about. Consumers will benefit from the increasing competition and the markets that pop up will be large and fast to grow, spawing great new enterprises.
Your startup could exploit this fray.
Great startups want lots of fog, dust clouds blinding people, confusion and buzzing everywhere. In that disarray lie many amazing opportunities for great startups. It is where you want to be.
Waiting for confirmation of the new spaces will be too late. Investors are already looking for fresh ideas in this battleground. Yours could be one of them.
For example, we've seen amazing startups emerge from the dust clouds of giants battling to be microprocessor gorilla (spawned an entire paradigm shift: the personal computer). Giants doing operating system battles spawned Lynux and many related new enterprises. The list of similar phenomena is very long.
Such battles generate opportunities so large that the new space quickly divides into splinters, each of which grows rapidly into large market segments. You want to be leader of one of them. That propels you to gorilla domination.
Think of the amazing applications and casual games and services businesses that exploded after the arrival of the iPhone. Today's battle will spawn even greater startups.
Today's new wave is about the television sets that can connect wirelessly with the Internet ("smart TVs, Internet TVs, connected TVs, whatever you want to name them).
It is about the battle for a better user television experience and what can be better than the current expensive couch potato cable experience.
It includes all the implications for fresh business models with vast streams of revenue shared between strategic partners.
The service ideas are in themselves mind boggling. So are the hardware opportunities (and all the internal components). And on and on.
Most of all, this is about "first to get it right" for one of the many new categories in a giant paradigm shift. Your company could be one of them.
BOTTOM LINE: When giants go to battle, smart startups are attracted to the fray and find many opportunities to exploit. Your job is to spot a new category and quickly get started on entering it. That swift moving gives you a chance to be first to get it right. Meanwhile the giants will continue their battle. Your opportunity will continue. If you figure out how to convert your idea into a competitive advantage that competitors consider unfair, you'll become the gorilla of the new category. I'm cheering for you.