So Sundar’s Google is going to get pressure from two different directions to increase revenue from the Android side. Externally, the shareholders and Wall Street have revenue and earnings targets that reflect huge future growth. Sooner or later Google needs to deliver or watch their stock price crumble. Internally, Google management’s self-preservation instincts will kick in, and they will move to reduce their dependence on iOS.
Google is already doing well within the smaller subset of their market that is iOS. So the bulk of their opportunity for revenue growth is going to have to come from Android. Gathering data to allow for more efficient advertising is what Google does best. The information at their fingertips is so huge it’s almost unimaginable, and they are only scratching the surface with what they can sell. They are like an oil company sitting on massive oil reserves who is voluntarily not drilling new wells so as not to spook the locals. But secretly, as public opinion turns their way, they have the plans drawn up for future expansion.
How would I know this? I don’t. But I’ve been in business long enough to know that companies always turn to their core competency when push turns to shove. When the game is on the line you always pass the ball to your clutch player. The breakup of Google signals that this happening already. The new Google is now in the spotlight and it's time to rise to the occasion. I also know that any self-imposed limits start to melt away as the realization that they are no longer needed solidifies. When this will happen is the only question.
If the masses want to give away their data for free who am I not to profit from it? Go Android!