Fascinating take on Google by Benedict Evans from earlier this week:
Apps cut off Google’s reach, both to get data into its systems, since apps are opaque, and to surface data out to internet users, since any search in Yelp’s specialist app is a search that wasn’t on Google, and such apps are stronger on mobile than on the desktop. Apps reduce Google’s reach in both senses. This of course is why (like Facebook) it has been pursuing deep links, and is probably also one reason why it is keeping Chrome OS warm as a standby mobile platform. But it also means that Google has conflicting incentives - as a provider of services, should it try always to make things as part of the web, or embrace the new experiences that apps and everything else happening on smartphones can provide? What would the web search team say if Hangouts became a development platform, for example?
Just yesterday, Google announced a new search initiative on Android: now, users will be able to find content inside apps they don't have installed (powered by App Indexing), start downloading an app within search, and continue their activity directly into the just-downloaded app.
As explained by Frederic Lardinois at TechCrunch:
Here is what all of this will look like in practice: say you are searching for a recipe and Google’s algorithms determine that there is an app that has just the right recipe for black forest cake for you. You will now see a carousel with relevant apps and a prominent install button right next to them. From there, you’re taken to the Google Play store to install the app. Once the app is installed, you simply click “continue” and the app will open with the content you were looking for.