Om Malik is reporting on several aspects of the coming Google Mobile operating system and/or “Google Phone” that will likely drive many phones and be available through several carriers which may include T Mobile and Sprint.
As noted before here at the blog, a Google mobile OS could be one of the most provocative applications in years. If the Google phones create a powerful ad distribution mechanism and place that on top of the data and voice services Google could reduce the cost of cellular service significantly (or keep the costs fairly high and rake in tons of mobile advertising revenues). In both cases Google wins big if their phone is widely adopted. Unlike the Social Network space where Google has a poor track record with Orkut, Google shines when developing great technology and combining it with advertising. For this reason I predict a huge Google win with the Google Phone.