Paul Grim is a General Partner at venture capital firm SunBridge Partners and blogs on wireless issues at Grim Times.

As an investor, whenever a major consumer electronics launch creates a fuss (especially when it’s from the master himself), I try to step back and see the bigger picture. Is this a game changer in any way? Does it create real investment opportunities that didn’t exist before? What companies or technologies will be impacted by this? Can I make a buck here or not?
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Paul Grim is a General Partner at venture capital firm SunBridge Partners. He submitted this to VentureBeat.

Having survived the Nexus One barrage, it’s clear that many reviewers are missing the implications for wireless carriers and handset makers. They are not the losers, nor is Google the sole winner. As Android continues to gain traction, they will all become winners. The big deal, therefore, is not the Googlephone, but the GoogleOS (not Chrome, but Android).

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