Nintendo has designated Apple (AAPL) as the “enemy of the future.”
Well, I agree. The iPhone and iPad are existential threats to Nintendo. Unfortunately the war is already over. The converged gaming, communication, computing, entertainment device has triumphed. And this is sad–because Shigeru Miyamoto, the design genius behind Nintendo, is a true visionary.
When Shigeru saw that the world had changed and video games were slipping from the computing avant-garde to irrelevance, he decided to target a new market that would use the video game platform in a radically different way. Instead of over-caffeinated teenagers and aging executives who are experiencing mid-life crises, he targeted families, in particular women:
The gesture-based interface that Shigeru pioneered with Wii will dominate gaming and home based communication and computing. Within three-years, families will routinely stand in front of their large format screens gesturing, talking, commanding, playing. But Nintendo, unless it undergoes a radically transformation, will not be providing the experience.
The gesture, voice and touch memes will coalesce into an environmentally stable set. We will touch the devices that we hold. We will gesture to the devices that we hang on walls. We will command our devices to obey whenever it is convenient and effective. The company that realizes this vision wins.The contenders: Apple, Microsoft, Google, HP.
My top pick?
If Steve Jobs decides that Apple is smart enough to figure out how to turn Apple TV from a hobby into a real product, Apple wins. If not, the field is wide-open for the converged device players. Kindle, Nook, Wii they are all heading to extinction.