Showing posts with label Hewlett-Packard. Show all posts
Showing posts with label Hewlett-Packard. Show all posts

Saturday, November 24, 2012

StartUp Ideas

Image representing Rajat Suri as depicted in C...
Image via CrunchBase
Paul Graham does not blog often. But when he does he churns out an instant classic.

How To Get StartUp Ideas
The way to get startup ideas is not to try to think of startup ideas. It's to look for problems, preferably problems you have yourself....... The very best startup ideas tend to have three things in common: they're something the founders themselves want, that they themselves can build, and that few others realize are worth doing. Microsoft, Apple, Yahoo, Google, and Facebook all began this way. ...... the most common mistake startups make is to solve problems no one has. ..... you can either build something a large number of people want a small amount, or something a small number of people want a large amount. Choose the latter. ...... Microsoft was a well when they made Altair Basic. There were only a couple thousand Altair owners, but without this software they were programming in machine language. Thirty years later Facebook had the same shape. Their first site was exclusively for Harvard students, of which there are only a few thousand, but those few thousand users wanted it a lot. ....... The founders of Airbnb didn't realize at first how big a market they were tapping. Initially they had a much narrower idea. They were going to let hosts rent out space on their floors during conventions. They didn't foresee the expansion of this idea; it forced itself upon them gradually. All they knew at first is that they were onto something. That's probably as much as Bill Gates or Mark Zuckerberg knew at first. ....... You want to know how to paint a perfect painting? It's easy. Make yourself perfect and then just paint naturally. .......... It was not so much because he was a programmer that Facebook seemed a good idea to Mark Zuckerberg as because he used computers so much. If you'd asked most 40 year olds in 2004 whether they'd like to publish their lives semi-publicly on the Internet, they'd have been horrified at the idea. But Mark already lived online; to him it seemed natural. ....... Live in the future, then build what's missing. ....... Drew Houston realizes he's forgotten his USB stick and thinks "I really need to make my files live online." Lots of people heard about the Altair. Lots forgot USB sticks. The reason those stimuli caused those founders to start companies was that their experiences had prepared them to notice the opportunities they represented. ...... anyone reasonably smart can probably get to an edge of programming (e.g. building mobile apps) in a year. Since a successful startup will consume at least 3-5 years of your life, a year's preparation would be a reasonable investment. ..... software is eating the world, and this trend has decades left to run. ..... not absolutely necessary (Jeff Bezos couldn't) .... The Facebook was just a way for undergrads to stalk one another. ..... Live in the future and build what seems interesting. ...... It's no coincidence that Microsoft and Facebook both got started in January. At Harvard that is (or was) Reading Period, when students have no classes to attend because they're supposed to be studying for finals. ...... Worrying that you're late is one of the signs of a good idea. ...... Whether you succeed depends far more on you than on your competitors. ...... The search engines that preceded them shied away from the most radical implications of what they were doing—particularly that the better a job they did, the faster users would leave. ...... Most programmers wish they could start a startup by just writing some brilliant code, pushing it to a server, and having users pay them lots of money. They'd prefer not to deal with tedious problems or get involved in messy ways with the real world. ...... The unsexy filter is similar to the schlep filter, except it keeps you from working on problems you despise rather than ones you fear. ..... Hotmail began as something its founders wrote to talk about their previous startup idea while they were working at their day jobs. ...... The next best thing to an unmet need of your own is an unmet need of someone else. ..... When Rajat Suri of E la Carte decided to write software for restaurants, he got a job as a waiter to learn how restaurants worked. ...... Traditional journalism, for example, is a way for readers to get information and to kill time, a way for writers to make money and to get attention, and a vehicle for several different types of advertising. It could be replaced on any of these axes (it has already started to be on most). ....... after Steve Wozniak built the computer that became the Apple I, he felt obliged to give his then-employer Hewlett-Packard the option to produce it. Fortunately for him, they turned it down, and one of the reasons they did was that it used a TV for a monitor, which seemed intolerably déclassé to a high-end hardware company like HP was at the time .. And the reason it used a TV for a monitor is that Steve Wozniak started out by solving his own problems. He, like most of his peers, couldn't afford a monitor. .... ..... The prices of gene sequencing and 3D printing are both experiencing Moore's Law-like declines. ..... Live in the future and build what seems interesting.
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Wednesday, January 18, 2012

Secretive Apple

Steve & Apple Inc.Image by marcopako  via FlickrApple's ways are so different from Google's and yet they go neck and neck. It is a study in contrasts. No free lunch? Come on.

Fortune: The secrets Apple keeps
Undercover meetings! Stealth product developments! The world's most successful company is obsessed with privacy. ..... for a corporation so frequently discussed, Apple is poorly understood. Its products are ubiquitous, but information about the institution is scarce -- which is exactly how Apple wants it ..... The business world keeps nattering on about the importance of corporate transparency, yet the most successful company in the world is beyond opaque. ...... Apple employees know something big is afoot when the carpenters appear in their office building. New walls are quickly erected. Doors are added and new security protocols put into place. Windows that once were transparent are now frosted. Other rooms have no windows at all. They are called lockdown rooms: No information goes in or out without a reason. ...... If it hasn't been disclosed to you, then it's literally none of your business. ...... the link between secrecy and productivity is one way that Apple (AAPL) challenges long-held management truths and the notion of transparency as a corporate virtue. ...... at Apple everything is a secret. .... loose-lips-sink-ships mentality: A T‑shirt for sale in the company store, which is open to the public at 1 Infinite Loop, reads: I VISITED THE APPLE CAMPUS. BUT THAT'S ALL I'M ALLOWED TO SAY. ....... Apple's airy physical surroundings belie its secretive core. ..... Unlike Google's famously and ridiculously named "Googleplex," where a visitor can roam the inner courtyards and slip into an open door as employees come and go, Apple's buildings are airtight. Employees can be spotted on the volleyball courts from time to time. More typically, visitors gaping into the courtyard will see a campus in constant motion. Apple employees scurry from building to building for meetings that start and end on time. ...... "And half the folks can't tell you what they're doing, because it's a secret project that they've gotten hired for." ....... Outside, Apple is revered. Inside, it is cultish ...... "There's only one free lunch at Apple, and it's on your first day" ...... the rationale is that when Apple launches a product, if it's been a secret up until the launch, the amount of press and coverage and buzz that you get is hugely valuable to the company. 'It's worth millions of dollars' ...... Apple's powerful senior vice president of product marketing, has been known to compare an Apple product launch to a blockbuster Hollywood movie opening weekend. ...... Apple fanboys camp out in front of Apple stores in anticipation of new Apple product releases in a way that is reminiscent of the lines that once greeted a new installment in the Lord of the Rings or Star Wars franchises ..... so they don't steal the thunder from existing products. If consumers know exactly what's coming, they may hold off on a purchase for fear it will be superseded by the next generation. .......... announcing products before they are ready gives the competition time to respond, raises customer expectations, and opens a company up to the carping of critics who are bashing an idea rather than an actual product. ...... Unfathomably, HP later "pre-announced" the sale of its PC business, inflicting immeasurable damage on a unit that accounted for nearly a third of its sales. (HP's board fired its CEO, Léo Apotheker, shortly after the announcement about the PC unit.) ....... Valley engineers love to swap stories about their work, but Apple engineers have a reputation for keeping to themselves. ..... "It's best in general not to talk about work." The mentality makes Apple stand out in the tech world. ..... People working on launch events will be given watermarked paper copies of a booklet called Rules of the Road that details every milestone leading up to launch day. In the booklet is a legal statement whose message is clear: If this copy ends up in the wrong hands, the responsible party will be fired. ...... You had to sign extra-special agreements acknowledging that you were working on a super-secret project and you wouldn't talk about it to anyone -- not your wife, not your kids. ...... "He'd say, 'Anything disclosed from this meeting will result not just in termination but in the prosecution to the fullest extent that our lawyers can.' This made me very uncomfortable. You have to watch everything you do. I'd have nightmares." ....... Company lore holds that plainclothes Apple security agents lurk near the bar at BJ's and that employees have been fired for loose talk there. It doesn't matter if the yarn is true or apocryphal. The fact that employees repeat it serves the purpose. ...... the Apple way is to mind one's own business. This has a side benefit that is striking in its simplicity: Employees prevented from butting into one another's affairs will have more time to focus on their own work. Below a certain level, it is difficult to play politics at Apple, because the average employee doesn't have enough information to get into the game. Like a horse fitted with blinders, the Apple employee charges forward to the exclusion of all else. ...... "We have cells, like a terrorist organization ... Everything is on a need‑to‑know basis." ...... Organization charts, typical fare at most big companies, don't exist at Apple. That is information employees don't need and outsiders shouldn't have. ...... the internal Apple Directory. This electronic guide lists each employee's name, group, manager, location, e-mail, and phone number, and might include a photograph. ..... The executive team, a small council of advisers to the CEO, runs the company, assisted by a cadre of fewer than 100 vice presidents. But rank doesn't always confer status at Apple. Everyone is aware of an unwritten caste system. The industrial designers are untouchable, as were, until his death, the cadre of engineers who had worked with Steve Jobs for years, some dating to his first stint at Apple. A small group of engineers carries the title of DEST, distinguished engineer/scientist, technologist. These are individual contributors with clout in the organization but no management responsibilities. ..... In terms of corporate coolness, functions such as sales, human resources, and customer service wouldn't even rate. ..... it isn't uncommon for employees to go places their boss cannot. ...... By and large, Apple is a collaborative and cooperative environment, devoid of overt politicking. The reason for the cooperation, according to former insiders, is the command-and-control structure. ...... Apple's culture may be cooperative, but it isn't usually nice, and it's almost never relaxed. ...... "The fighting can get personal and ugly. There's a mentality that it's okay to shred somebody in the spirit of making the best products." ...... "It's a culture of excellence," this person noted. "You don't want to be the weak link. There is an intense desire to not let the company down." ...... Apple's culture is the polar opposite of Google's, where fliers announcing extracurricular activities -- from ski outings to a high-profile author series -- hang everywhere. At Apple, the iTunes team sponsors the occasional band, and there is a company gym (which isn't free), but by and large Apple people come to work to work. "At meetings, there is no discussion about the lake house where you just spent the weekend," recalled a senior engineer. "You get right down to business." ...... "There is not a culture of recognizing and celebrating success. It's very much about work." Said another: "If you're a die-hard Apple geek, it's magical. It's also a really tough place to work." ..... Apple pays salaries that are competitive with the marketplace -- but no better. A senior director might make an annual salary of $200,000, with bonuses in good years amounting to 50% of the base. Talking about money is frowned upon at Apple. ..... "Sitting in a bar and seeing that 90% of the people there are using devices that your company made -- there is something cool about that, and you can't put a dollar value on it."

Saturday, December 04, 2010

Larry Eyeing HP Now

Image representing Hewlett-Packard as depicted...Image via CrunchBase
Larry Ellison unveils the XImage by plαdys via Flickr
Wall Street Journal: Ellison Says Oracle Will 'Go After' H-P: Mr. Ellison said the new hardware—a "supercluster" of Sparc-based servers—set a record for online transaction processing, a measure of performance for running database software, "for any database running on any computer at any time." ..... "We think the H-P machines are vulnerable. We think they're slow," Mr. Ellison said. "We're going to go after them in the marketplace with better software, better hardware and better people, and we're going to win market share." ..... "I like IBM, and I don't want to tease them very much." ....... Oracle and H-P were once close partners. In 2008, Oracle announced an exclusive partnership with H-P to offer a system bundled with Oracle database software—dubbed Exadata—only to drop that arrangement and substitute Sun hardware as a result of the acquisition.
Larry Ellison thinks in terms of enemies. And in Apothepo he has found one. Getting rid of Apothepo is not going to get Larry to take his eyes off of HP, but that might help a little, just a little. But HP is going to exhibit self destructive behavior by sticking to Apothepo for as long as possible.

Tuesday, November 09, 2010

Larry Ellison Cracks Me Up

Image representing Hewlett-Packard as depicted...Image via CrunchBaseReuters: Oracle enlists private eyes to find HP CEO
Oracle Corp has hired private investigators to track down Hewlett-Packard CEO Leo Apotheker, believing testimony by the former SAP chief will help its efforts to claim about $4 billion in damages for software theft .... Oracle has subpoenaed Apotheker -- who began his job only last Monday -- but HP has refused to accept the subpoena, saying the U.S. software corporation is trying to harass him. .... their new chief, whose appointment surprised Wall Street and Silicon Valley ..... Oracle and Europe's top software maker are engaged in a legal battle that has transfixed Silicon Valley ...... Apotheker's lawyers at Gibson Dunn & Crutcher also 
Image representing SAP as depicted in CrunchBaseImage via CrunchBaserefused to accept the subpoena. If he is overseas, Oracle will be unable to serve him and have to await his arrival in California
I can see the point behind the lawsuit. SAP admitted guilt a long time ago. And I can see why Apothepo needs to be deposed. I guess I even see the point in hiring detectives. But it does get quite dramatic at that point. That hiring detectives part is signature Larry Ellison.

Wednesday, October 27, 2010

Larry Is Not Done Yet

Larry Elllison on stage.Image via WikipediaLarry Ellison is not done, if he is ever done.
Reuters: Oracle CEO claims can prove wrongdoing by new HP CEO: Hewlett-Packard Co's incoming CEO oversaw a scheme to steal Oracle's software by rival SAP AG..... Oracle seeking some $2 billion in damages ..... Then HP hired SAP's former CEO, Leo Apotheker, to replace Hurd and named former Oracle COO Ray Lane as its chairman. ..... Ellison said in a statement that Oracle intends to subpoena Apotheker, but it could not do so because the executive has been living outside the jurisdiction of the San Francisco area court that will try the case..... Apotheker is due to start work on Monday at HP ..... "A few weeks ago I accused HP's new CEO, Leo Apotheker, of overseeing an industrial espionage scheme centering on the repeated theft of massive amounts of Oracle's software. A major portion of this theft occurred while Mr. Apotheker was CEO of SAP," Ellison said .... "HP's Chairman, Ray Lane, immediately came to Mr. Apotheker's defense by writing a letter stating, 'Oracle has been litigating this case for years and has never offered any evidence that Mr. Apotheker was involved.' Well, that's what we are planning to do during the trial that starts next Monday."

Saturday, October 09, 2010

PC Consolidation: End Of PC Era

Image representing IBM as depicted in CrunchBaseImage via CrunchBase
BusinessWeek: HP, Oracle Lead Acquisition Spree Tearing Down Tech Barriers: The race to add businesses hearkens back to the early days of corporate computing, when IBM’s dominant mainframes included home-grown chips, software, storage and networking technology. With the advent of the PC, these technology areas split up into their own industries.
I am glad the writer drew this parallel between the mainframe and the PC, because just like that consolidation symbolized the end of the mainframe era, this current consolidation symbolizes the end of the PC era. The PC is running its final lap right very now.

The smartphone is here. The 2010s belong to the smartphone. The mobile web will engulf all of humanity. Big screen broadband will have to eventually get there, but it will not get there first.

The smartphone is an addition to the ecosystem. The smartphone does not replace the PC, it was not meant to. But there is going to be a device that will reside somewhere between the PC and the smartphone. I don't think the netbook is it, I don't think the tablet is it. But they look like siblings, sure.

The PC might stick around, but not at the center of the universe.

"(C)hips, software, storage and networking" will splinter all over again.

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Putting My Money On Larry Ellison

Larry Ellison cropImage via Wikipedia
BusinessWeek: HP, Oracle Lead Acquisition Spree Tearing Down Tech Barriers: broken down decades-old barriers between industries ..... HP, Oracle, IBM, Cisco Systems Inc. and Dell Inc., with a collective $100 billion in cash, have said they plan to keep making acquisitions. ..... The buyers are pursuing a vision of cloud computing, which lets customers store their software in massive data centers, rather than in the computer room down the hall. Record- low borrowing costs have helped spur the deals. ..... “Nobody wants to be Californicated by Cisco.” .... Oracle, the world’s second-largest software company, snapped up almost 70 companies in the past five years
I am putting my money on Larry Ellison. The guy, for one, has a track record, and a loud mouth, and a big stick. I don't know if you have been following, but the dude spent the past few years eating up all the small fish in his pond. He bought company, after company, after company. PeopleSoft made news, the rest did not make the same kind of news.

Now the shark is after the big fish. This guy has an attitude about him. He will jump into the water first and learn to swim later. Only, he knows how to swim. But the attitude is he would jump in even if he did not know how to swim.

The underbelly of this whole drama is that Larry Ellison is seriously trying to emulate his best friend, Steve Jobs. Steve Jobs has always integrated hardware and software, and so Larry Ellison was going to do the same thing. Steve Jobs got Apple to surpass Microsoft in market value, and now Larry wants Oracle to surpass Microsoft's market value, never mind that Bill Gates long retired.

HP is in for some tough times. And they just stepped on their own foot by hiring Thepo. That was not a good idea. When I say that was not a good idea, I am talking "strictly business."



This fight could last a few years, and most definitely will be worth watching.

Larry, give me data centers that are the size of servers.

HP Keeps Making News
The Leo Apotheker Is Human Drama
Larry's Antics
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HP Keeps Making News

Larry EllisonImage by plαdys via Flickr
Ben's Blog: Ben Horowitz: In Defense of Standards, Ethics, and Honest Financial Reporting at Hewlett-Packard: my business partner, Marc Andreessen, is on the board of directors of Hewlett-Packard. I note that I have no inside information, and this blog post is based purely on published material. In 2007, I sold Opsware, the company that I founded and ran to Hewlett-Packard for $1.6B. I worked at Hewlett-Packard from 2007 to 2008 as an executive in the software business. Recently, my old company Hewlett-Packard has been in the news—and not in a good way. ....... HP employs over 300,000 people. ..... Jodie Fisher had more access to the CEO and was paid more than 99.9% of HP’s workforce, despite having no traditional qualifications. ...... It is not an easy thing to fire a popular, highly successful CEO.
Something tells me this drama is far from over. The Oracle-HP alliance is now a full blown rivalry. This is about money. Like they say, follow the money. Oracle is now firmly in the hardware business as well, and HP feels eaten up. Oracle can do hardware, but could HP do Oracle-like software?

This is not about people getting along, or not getting along. This is about the money. And Larry Ellison might be dramatic, but he is first and foremost a businessman. His flare ups are market signals. Watch them and you are watching an industry churning.

This fight has quite a few rounds to it.

The Leo Apotheker Is Human Drama
New York Times: A Double Standard at H.P.: Oracle and H.P. had once been the closest of partners, with the latter selling the industrial-strength hardware that ran Oracle’s industrial-strength software. But that partnership appears to be dissolving. ..... Larry Ellison, Oracle’s flamboyant founder ..... “Hiring him had nothing to do with fighting Oracle,” said Ray Lane, the former Oracle (!) president who is set to become H.P.’s chairman next month. “The board chose Léo because he was the best available athlete.” .... Apotheker was likely to further traumatize the already demoralized H.P. staff. ..... “If you wanted to find someone who represented the diametrical opposite of the H.P. way, it is Léo,” said Jason Maynard, a veteran technology analyst with Wells Fargo Securities. “He is tough as nails and chews glass for breakfast.” ...... the same board that viewed Mr. Hurd’s minor expense account shenanigans as intolerable has chosen as its new C.E.O. someone involved — however tangentially — with the most serious business crime you can commit. ..... the chance to embarrass H.P. and its new C.E.O. is likely to be irresistible to Oracle and Mr. Ellison. Which will mean yet more egg on the faces of the H.P. directors.

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Friday, September 10, 2010

2D Space Time

Technology Review: Why Spacetime On The Tiniest Scale May Be Two-Dimensional: The latest thinking about quantum gravity suggests that spacetime is two-dimensional on the smallest scale. .... nobody is quite sure whether the terms 'space' and 'time' have any reasonable meaning at this scale..... there is a growing number of indicators (evidence is too strong a word) that point to that conclusion...... recent work in loop quantum gravity, high temperature string theory, renormalization group analysis applied to general relativity and other areas of quantum gravity research, all hints at a two dimensional spacetime on the smallest scale. In most of these cases, the number of dimensions simply collapse in a process called spontaneous dimensional reduction as the scale reduces ..... one of time and one of space

This space time talk reminds me of when I was at a Science House MeetUp months and months back (Thank you FBI, I no longer show up for Science House MeetUps) and this super smart Indian guy was going on and on about ridiculously small structures. And I remember putting in my word to suggest just like we found nuclear energy at the nucleus level, perhaps there are stores of energy at even smaller scales.

My Talk On Social Media At The Science House MeetUp
The Science House MeetUp
Obama's Got Momentum: He Could Defy History In November

James Jorasch who runs Science House later gently nudged me in the direction of algae. There is a lot of clean energy that can be tapped at the algae level, we don't have to go that small, he seemed to suggest.

Although this 2D space-time talk is quite speculative at this point.

In The News

Google Voice Blog: Fast Access To Google Voice With Android Widgets
Wall Street Journal: Digits: ‘Censored’ Gone; Craigslist Could Go Before Congress:adult services listings, which critics say had become an online red light district..... the House Judiciary Committee has scheduled a hearing on domestic minor sex trafficking ..... shutting down adult services “makes it less easy and less convenient and less normative to buy a child online for sex.”

Wall Street Journal: Digits: Online Measurement Creates A Muddle For Web Journalists: there is such a cacophony of information that it “impedes editorial decision-making” .... Chartbeat .. gives a minute-by-minute picture of what people on a site are reading, searching for, and so on. ..... Talking Points Memo .... news of Al and Tipper Gore’s divorce was doing better than news about the Rolling Stone profile of General Stanley McChrystal, so editors quickly moved the Gore item to a more prominent spot ..... the Daily Beast site: In October of last year, Nielsen measured the audience at 1 million; comScore counted 2.2 million; and the Daily Beast itself said it saw 4 million.

Wall Street Journal: Digits: Analysis: The H-P Suit Against Mark Hurd: his severance could be worth more than $35 million.

Wall Street Journal: Digits: Apple’s Review Guidelines: ‘We Don’t Need Any More Fart Apps’

New York Times: Bits: Betaworks And The Times Plan A Social News Service: News.me that is being developed in collaboration with The New York Times. ..... TweetDeck, a popular desktop client for Twitter, and Web tools like Bit.ly, a URL shortener, and Chartbeat, a real-time Web analytics service. ..... The Times Company, which participated in Betaworks’ most recent round of financing ...... “From the Times’s perspective, we think this is a really interesting way for a company like ours to foster an entrepreneurial culture through a start-up” ..... So far this year, Bit.ly has unshortened more than 30 billion clicked links .... Bitly.TV

New York Times: Bits: SAP Looks To Benefit From The Oracle Tempest:To most in the technology industry, Larry Ellison’s latest adventure — the rapid-fire hiring of Mark V. Hurd, ousted Hewlett-Packard chief executive, and the resulting Silicon Valley fireworks — is entertainment......McDermott called the Sun purchase “Oracle’s wild move into hardware.” ..... “What Apple has done in the consumer space, we’ll do in business applications,” he said.

New York Times: Bits: Ex-Sun Chief Gets Healthy With New Venture: “leverage technology in pursuit of better health.” .... the company will develop software and services to help people keep track of their health information and to create direct links between patients and health care providers.

New York Times: Bits: Apple Lifts Restrictions For App Approvals: In an about-face, Apple announced Thursday that it would change some of the strict and perplexing rules for developers ....Earlier in the year reports circulated that the Department of Justice and Federal Trade Commission were negotiating who could begin making antitrust inquiries to Apple over its stringent App Store restrictions.

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Monday, September 06, 2010

Hurd: From HP To Oracle

Steven Paul Jobs, called Steve Jobs, co-founde...Image via Wikipedia
New York Times: Former H.P. Chief May Move To Oracle: In an e-mail to The New York Times, Mr. Ellison called the H.P. board’s action “the worst personnel decision since the idiots on the Apple board fired Steve Jobs many years ago.” .... Oracle, which Mr. Ellison founded 30 years ago, is the world’s largest database software maker; Mr. Ellison has been its only chief executive. For years, the company has been a close partner with H.P., which sells computing systems and services to corporations. But since Oracle’s acquisition of Sun Microsystems, in a deal that closed early this year, Oracle and H.P. have become competitors in the market for computer hardware..... Ellison remains heavily involved in Oracle, but the day-to-day operations are largely overseen by two presidents .... During his tenure, H.P. surpassed I.B.M. as the No. 1 technology company, as revenue increased to $115 billion a year, from $80 billion.

I have not read up much on this Hurd story, and I am reading now only because Larry Ellison seems to have become personally involved.

What happened?

Mark Hurd was the top guy at HP. He was never accused of having sexual relations with a marketing consultant to the company. Looks like the two had dinner together.

It is like finally the FBI said, Martha Stewart has not been proven guilty of what she was originally accused of, but since we went after her, we have decided she lied to us on one small detail of when were investigating, so Martha went to jail for a few months because she was not found guilty of what they thought she was guilty of. That was mediocre, sexist men going after a rare woman entrepreneur, a billionaire.

Mark Hurd did not have a relationship with this woman. He had dinner. Originally the HP Board thought maybe some form of impropriety took place. But by the time they found out that was not the case they realized they had already been going after him. So they had to get him for something.

And so they found some small detail.

I have not read much up on Hurd. Actually for the longest time I was angry they kicked Carly Fiorina out and got someone else.

Larry's language is pretty strong. I agree with the Apple idiots part. Steve Jobs and Larry Ellison are best friends. This perhaps gives Larry an opportunity to express again his anger at Steve Jobs' ouster from Apple back in the 1980s. That might be motivation enough. Otherwise Hurd is no Steve Jobs. Even Larry would agree. But the point is taken. They should never have fired Steve Jobs.

At the end of the day what has happened is Oracle has made a smart human resource move.

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Monday, August 16, 2010

Hulu Still Struggling With Business Model

An evil plot to destroy the world. Enjoy! (Log...Image via Wikipedia
New York Times: Hulu Is Said to Be Ready for an I.P.O.: Hulu, the rapidly growing hub for online television and movies ..... the company currently makes little in the way of profit..... plans to add a $9.99-a-month subscription service soon alongside its core advertising-supported business ....rival video-streaming services like Netflix .... its three-year history .... Hulu aimed to be a counterweight to YouTube and other free video sites..... Demand Media, a publisher of articles and video based on search engine inquiries .... features content from most major TV networks .... Hulu’s powerful content providers have pushed the company to offer a more traditional subscription model, concerned that its ad-supported business is not generating enough revenue
Saavn's Great Business Model For Movies

There is something to be said of subscription models, but having to rely on them too much tells me there has not been as much innovation with business models as there has been with technology.

Hulu has attempted to be an answer to the wild west that is YouTube. Although there has been some convergence as YouTube has done a much better job lately of the platform being able to respect copyright, and letting content creators make some money.

Video use will only grow online. And hopefully business innovation will happen. But mind boggling business innovation has not happened yet. We are still in the early stages.

In The News

New York Times: Dell To Buy Data Storage Company For $1.15 Billion: 3Par
Telegraph: Adobe Chief Shantanu Narayen Believes He Doesn't Need Apple Or The iPad: Apple, the $223bn (£143bn) big-hitter that is the world's second largest company ..... Adobe chief executive Shantanu Narayen began his career at Apple ...... . It's the future of mobile that's at stake here ..... Adobe has cemented its role as a partner to other technology groups in recent years, working with 19 of the world's 20 top mobile phone handset companies, including Motorola, HTC, RIM, Hewlett-Packard WebOS and Google, to bring Flash Player to their mobile devices. ..... Some 23 of the top 25 European companies, as measured by Forbes magazine, use Adobe products, as do 23 of the top 25 global banks and all the top 10 European banking groups. ..... nothing to do with technology and everything to do with business models .... We're mission-critical to the companies we work with." ..... Adobe Systems was this year ranked in the InterBrand survey as one of the top 100 brands in the world for the first time. ..... He grew up in Hyderabad, India ..... he began his career at Apple, then worked as a director of desktop and collaboration products for Silicon Graphics, before co-founding Pictra, a company that pioneered the idea of digital photo-sharing over the internet. ..... his mission is to make Adobe critical to the products of all digital content providers, as technologies converge in the next stage of the internet. Steve Jobs wants that as well, of course. Watching this duo fight it out promises to be fascinating.
Boy Genius Report: Motorola DROID Pro, World Edition And Tablet All Found In Verizon Wireless Systems: Verizon Wireless is gearing up to launch a barrage of Android handsets and devices
VentureBeat: An Atom Bomb Aimed At Intel: Smooth-Stone Raises $48M For Low-Power ARM Server Chips: which consume small amounts of power....data center computers, where energy use has become the biggest expense..... “Our goal is to completely remove power consumption as an issue for the data center. Imagine that change for companies with a large presence on the Internet”
TechCrunch: VCs And Super Angels: The War For The Entrepreneur: Publicly everyone gets along just great...... the disruptive force of a new breed of angel investors ..... Pick the wrong investor and you’ve closed the door on others...... Until very recently there was an established pecking order with venture capitalists. ...... the rise of the cheap startup. ..... Often there’s no need to go past an angel round of funding until it’s time to decide between selling and doing a big marketing push. ..... These angels are fast and nimble and they are hanging out with the entrepreneurs at events, incubators, etc. They are in the fray, while many of the old VCs remain above it all, waiting for the entrepreneurs to come to them, hat in hand. ...... Y Combinator, which has spawned some 200 plus startups in just a few years, could be considered the king of this ecosystem ...... McClure has a $30 million fund. Dixon has a $50 million fund. .... it’s easier for a good idea to attract the cash it needs
TechCrunch: Wireless Is Not Different. You Can’t Be Half-Open:the future of the Internet, the wireless Internet....There is no such thing as being half-open (it’s like being half-pregnant)..... The broad principles should be the same: whenever possible, all bits should be treated equally ..... Google’s and Verizon’s proposed rules ... would prohibit broadband providers on the wired Internet (like DSL, cable, and fiber) from discriminating against any kind of “lawful” Internet content or application over another. They also would prohibit wired broadband providers from taking payments to deliver Internet traffic from one Website faster than anyone else’s. ...... One man’s prioritization is another man’s discrimination.....Net neutrality does not mean that everybody gets to download an unlimited amount of BitTorrent movies onto their cell phones. It simply means that all bits are treated equally, even when they are blocked.
GigaOm: Foursquare’s Future Slowly Takes Shape:Foursquare wants more folks to use its application-programming interface (API), and thus build an ecosystem around Foursquare’s data..... bring a cost-per-action business model to the real world, perhaps either supplanting or complementing traditional forms of advertising. ...... if there is a possibility of retail outlets, such as J.Crew, using Foursquare as a beacon for flash sales. ...... 21st century equivalent of loyalty rewards .... Adding a reward to checking-in turns the somewhat frivolous activity into something more valuable. ..... a growing number of startups that are trying to reinvent what is essentially the coupons business ..... Everyone from Yahoo to Google has viewed local advertising (long the preserve of newspapers and yellow pages) with lustful eyes, with little or no success. ..... By marrying geo-location to behavior targeting and adding commerce on top, one can finally start to see some answers
Fortune: Google's Motives For Abandoning Net Neutrality: Google underestimated the public's desire for true net neutrality over both wireless and wired services ..... Google's PR department, from people I've spoken to, seem to have been taken aback by the reactions. ..... Google has products in development that are going to need even more support, from all carriers. ..... AT&T (T), T-Mobile and Verizon's next generation networks are LTE, which doesn't carry voice separately like traditional 3G networks. The carriers are going to have to use data in the same way that Vonage or Skype currently do, over IP. Packet prioritization is a must in this case. ...... Google will soon be its own ISP as well. ...... So when Google's interests were only in data centers, it was completely beneficial to be net neutral. Now that Google is moving out of the data center into your house with devices and OSes and even wires, the priorities are realigned. It would be realistic to expect their stance on net neutrality to realign as well.

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Saturday, July 10, 2010

Andy Grove On Creating Jobs

Image representing Vivek Wadhwa as depicted in...Image via CrunchBase
Andy Grove has done a good job of throwing light on a big problem. The Great Recession ended, the downslide stopped, but the jobs never came back. America still has an urgent need to move from 10% unemployment to 5%. I couldn't argue with the sense of urgency Andy Grove feels.

But Vivek Wadhwa offers better solutions. Vivek's thoughts are more forward looking. (Tweet from Vivek)

I was surprised by the stimulus bill in 2009. It was big on roads and bridges and so very small on broadband. Here was America's chance to make one big leap towards becoming a full fledged information economy, and it put most of that money into old school roads and bridges.

America has to think in terms of how to become a country that is 75% college educated. That asks for a rethink of what a college is in the first place. Universal broadband, textbooks online, journal articles online, lectures in video format online, massive online and offline socializing. There is much demand for jobs in the education and health sectors.

America has always created new industries, and it has to continue doing so. Even old jobs, and old products have to be imbued with new technology to create new stuff. Electric cars are still cars, but they are the new kind.

China seems to be taking the lead on one of those next generation industries: clean tech. But if America could have collaborated with Russia in space exploration during the thick of the Cold War, China and America are not even at war. Win win situations have to be created.

Putting the country to work with goals of universal education and universal health could lead to job creation programs like during the New Deal.

America used to be a country where most people were farmers. America could not forever have been a country where most people were factory workers. That would have been one stagnant country. The Great Recession has also been an opportunity to reinvent this country and take it onto a new path. It is time to create new companies, new jobs and new industries all over again.

The jealousy of hundreds of millions in China rising out of poverty is a false jealousy. That jealousy is self-defeating. Those are hundreds of millions of new consumers that America could take a bite at. Look at it that way.

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BusinessWeek: Andy Grove: How America Can Create Jobs
Startups are a wonderful thing, but they cannot by themselves increase tech employment. Equally important is what comes after that mythical moment of creation in the garage, as technology goes from prototype to mass production. This is the phase where companies scale up. They work out design details, figure out how to make things affordably, build factories, and hire people by the thousands. Scaling is hard work but necessary to make innovation matter. ..... In 1968 two well-known technologists and their investor friends anted up $3 million to start Intel ..... We had to build factories, hire, train, and retain employees, establish relationships with suppliers, and sort out a million other things before Intel could become a billion-dollar company. Three years later the company went public and grew to be one of the biggest technology companies in the world. By 1980, 10 years after our IPO, about 13,000 people worked for Intel in the U.S. ....... Some companies died along the way or were absorbed by others, but each survivor added to the complex technological ecosystem that came to be called Silicon Valley. ...... Today, manufacturing employment in the U.S. computer industry is about 166,000, lower than it was before the first PC, the MITS Altair 2800, was assembled in 1975 ....... Meanwhile, a very effective computer manufacturing industry has emerged in Asia, employing about 1.5 million workers—factory employees, engineers, and managers. ....... The largest of these companies is Hon Hai Precision Industry, also known as Foxconn. The company has grown at an astounding rate, first in Taiwan and later in China. Its revenues last year were $62 billion, larger than Apple (AAPL), Microsoft (MSFT), Dell (DELL), or Intel. Foxconn employs over 800,000 people, more than the combined worldwide head count of Apple, Dell, Microsoft, Hewlett-Packard (HPQ), Intel, and Sony (SNE) . .......for every Apple worker in the U.S. there are 10 people in China working on iMacs, iPods, and iPhones. ..... Five years ago a friend joined a large VC firm as a partner. His responsibility was to make sure that all the startups they funded had a "China strategy," meaning a plan to move what jobs they could to China...... there was a time in this country when tanks and cavalry were massed on Pennsylvania Avenue to chase away the unemployed. It was 1932
BusinessWeek: Vivek Wadhwa: Why Andy Grove Is Wrong About Job Growth
his proposed solution—levying a tax on the products of offshored labor—will do nothing more than resurrect the ghost of the 1930s Smoot-Hawley tariff. Many historians credit this tariff with igniting a global trade war that contributed to the Great Depression. ...... We cannot recapture a bygone era. ...... Intel ... 72 percent of its revenue now comes from abroad. ....... I doubt that even the most depressed regions of America would want to be home to factories that pollute the environment, pay minimum wage, and work at the profit margins of these sweatshops. ...... From 1977 to 2005, existing companies were net job destroyers, losing 1 million net jobs per year. In contrast, new outfits in their first year added an average of 3 million jobs annually. ...... the cycle of destruction of old industries and the creation of the new has given the U.S. its greatest global advantage. Protecting old industries isn't the best way to reduce unemployment; it is a sure road to downsizing. ....... globalization will disrupt industries and cause job losses in one industry while creating jobs in another. ....... We need to have the concept of lifelong education become part of our culture. Education doesn't end when you graduate from college; that is when it begins. ....... most high-growth companies are founded by middle-aged workers who have extensive industry experience, want to capitalize on their idea, and want to build wealth before they retire ....... we need to recruit the world's best and brightest to the U.S. and do all we can to keep here those already in the U.S. ........ during the recent tech boom, immigrants founded more than half of Silicon Valley's startups. In recent times, they have contributed to more than a quarter of U.S. firms' global patents and helped boost U.S. competitiveness. These skilled workers tend to be highly educated, to understand foreign cultures and markets, and to be highly entrepreneurial. ........ building mechanisms to break the innovation logjam at the source—the nexus between the scientists who make the discoveries, the universities that market the discoveries to the world, and the entrepreneurs with domain experience who could take these discoveries and turn them into products. ...... China, India, and many other countries have learned the secrets of America's success—its open economy and capitalist ways. They are trying very hard to become like us. Let's not become like they used to be.
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