Noam Bardin, CEO of Waze, just took the stage here at D:Dive Into Mobile, taking part in a wide-ranging discussion hosted by Liz Gannes. Aside from dodging questions about potential acquisitions, Bardin made no bones about how he saw the future of mobile playing out. Of course, this is a man who spends essentially no time focused on the desktop web -- given that Waze is mobile only, one shouldn't be surprised. According to Bardin, "the next five years will be about fighting for time with users," and he pointed to Facebook Home as the de facto example of that.
Rather than crafting their own OS and "doing what Microsoft has done -- fighting a war that ended five years ago" -- Facebook decided to make a time play on a massive OS. From there, Bardin confessed that in major markets, he sees Waze as Google's "only real competition."Read more