Another theory on Google's dropping H.264

Horace Dediu has another theory on why Google is dropping support for the H.264 video codec:

I rather think that Google’s decision is a misguided emphasis on technical details in lieu of engaging in a deep strategic re-evaluation.

Don’t miss the interesting comparison to Apple’s decision to go with the PowerPC over Intel processors back in the day.

I’m sort of obsessed with this decision by Google not because of its effect on me personally, but because I’m curious as to how companies come to these kinds of decisions. It’s complex and fascinating.