
So, if you haven't yet read Steve Jobs official and lengthy dismissal of Flash as "the past", here are his Thoughts on Flash.
Since they have been dissected here and there by all kinds of tech pundits, many coming down on one side or the other, I won't bother with examining the individual points of the essay, or discussing who is "right" and who is "wrong".
I think it's more interesting to look at what one might be able to tell by reading between the lines.
#1 - Apple is prepared to dump Adobe
The first thing we can infer is that Apple is apparently not afraid of any repercussions by Adobe, and doesn't mind throwing whatever partnership was in place into possible jeopardy, including Adobe's development of software for the Mac.
What that says to me is that Apple believes it can (or will) replace all of that software, and/or that a lot of it will cease to be relevant within the next 18 months or maybe a bit longer. I say 18 months because that's generally Adobe's development cycle for their suites, and interestingly enough this announcement is timed just as the release of CS5, the latest (and first fully Cocoa-ported) version, is about to become available. This could be because Apple does in fact intend to replace the key components of what Adobe offers, or that they think the whole OS landscape will change enough to make software like Adobe's irrelevant, or that they just don't think it is that valuable compared to what other developers can offer - or a combination of all three.
Apple already has video editing covered, and Aperture covers a lot of the functionality of Photoshop. As I mentioned in an earlier article, I think there's a good chance we could see Apple produce an HTML5 authoring application, which would overlap with Flash and perhaps Dreamweaver as well. That would leave Apple with only Illustrator to replace.
Or, let's say Apple believes strongly enough that the world is going mobile and multi-touch that they are planning to shift their whole OS effort in that direction. Maybe they are in a position where all of Adobe's current software will then be obsolete if not rewritten by Adobe. And maybe Adobe has already made it clear they have no intention of porting to keep up with another Apple OS transition.
OR, let's say Apple has just looked around at the software landscape and would just as soon nurse some promising new software into dominance as continue to deal with Adobe - Pixelmator over Photoshop, Lineform over Illustrator, and Coda, Espresso or Flux over Dreamweaver. At some point it would seem that a full rewrite/rethink is in order by Adobe. Maybe in Steve Jobs' opinion, that point has been reached.
#2 - Apple wants Flash gone off more than just its own mobile platforms
The second thing we can take from the letter is that Apple apparently has a vested interest in undermining Flash, not just keeping it off their platforms. I don't remember Steve Jobs writing an open letter about why floppy discs were no good. Apple just decided to go without it and moved on. The open letter means Apple wants it gone, not just unsupported on their mobile platforms.
As I've mentioned before, I believe this is about control of the video marketplace, not about the OS, although ultimately video may be enough of a part of the OS experience that this is splitting hairs. If content publishers everywhere are streaming their video using Flash, then Apple, and others, will be forced to deal with Flash. There have been signs aplenty that Apple may have something big up its sleeve related to video (front and back cameras on iphone, giant server farm in North Carolina, etc), and I believe whatever it is will probably go off a lot smoother if Flash is not the defacto means of video consumption for consumers.
#3 - There's something we don't know
The third item we can assume based on the letter is that something has to have gone on behind the scenes here between Apple and Adobe that is not public knowledge at this point. It may be just that a combination of Apple treading on Adobe's feet with Aperture and Final Cut Pro finally got to Adobe, or that Apple asked Adobe to yet again make a change to whatever OS shift they have planned next and Adobe said no. It's very hard to believe that this shot was fired out of the blue, as Adobe would have us believe.
Adobe at one point was surprisingly forthright with sharing a vision of the future in which Flash ran on every device and made the OS irrelevant. The mobile market was key to this strategy. With Microsoft also recently coming down on Apple's side, it seems perhaps both major OS makers have finally decided to cut Flash off at the knees. While I think Adobe will and should fight against this, I hope they don't completely bet the farm on Flash at this point. Adobe should have a strong future with or without Flash - hopefully they are not so hell-bent on world domination via Flash that they let their core strength of making tools for designers and other content creators wither. Regardless of what is going on with Apple, I think Adobe is at an inflection point where they may need to choose which is more important - Adobe's future as an OS challenger and enterprise software provider (embodied in initiatives like Flash as a platform, Acrobat and Omniture), or its future as the pre-eminent maker of design tools.
Follow Michael Tuminello, Director of Product for Unicast on Twitter @mtumi