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simondotau | 17 days ago

Your framing fits well for the Nexus era and even the earliest Pixel iterations, where Google’s hardware largely functioned as a reference implementation and ecosystem lever, nudging OEMs into making better devices.

However, the current Pixel strategy appears materially (no pun intended) different. Rather than serving as an “early adopter” pathfinder for the broader ecosystem, Pixel increasingly positions itself as the canonical expression of Android—the device on which the “true” Android experience is defined and delivered. Far from nudging OEMs, it's Google desperately reclaiming strategic control over their own platform.

By tightening the integration between hardware, software, and first-party silicon, Google appears to be pursuing the same structural advantages that underpin Apple’s hardware–software symbiosis. The last few generations of Pixel are, effectively, Google becoming more like Apple.

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