I agree with him. Why pay for tile’s subscription when you can track For free. And everyone and their uncle will make cheap tile knock-offs that undercut tile on price.
Tile will move to the Android market and only be able to address 80% of the International market and 60% of the U.S. market (unfortunately, just none of it that wants to spend money on a monthly service).
Just like Spotify and so many of the others, they just want Apple to create a captive market for them. Oh well.Tile never really wanted “openness” - they wanted the ability to replace apple’s walled garden with their own.
There are a million services/products that Apple/Amazon/Google have yet to address. Companies that try to address them have two choices develop some protectable IP that prevents competition (and requires them to be bought), or accept that their market exists only until it becomes profitable to make it worth it for their host platform to clone their service in a more naturally integrated way. At that point they either need to have created another service that leveraged their existing customers or have made enough money to retire (I guess they can always find another job - maybe at the platform company).