Wednesday, August 18, 2010

The Web Not Yet Ready For The Video Format

LAS VEGAS - JANUARY 07:  An image of football ...Image by Getty Images via @daylife
Los Angeles Times: Google TV Plan Is Causing Jitters In Hollywood: Many worry that Silicon Valley will upend the entertainment industry just like the Internet ravaged the music and newspaper industries. .... Google revolutionized the way people access information. Now it wants to transform how people get entertainment. .... enabling viewers to watch TV shows and movies unshackled from the broadcast networks or cable channels on which they air ....entertainment industry executives fear Google TV will encourage consumers to ditch their $70 monthly cable and satellite subscriptions in favor of watching video free via the Internet. ... Google doesn't yet know how it will make money on Google TV ....for the movie studios and television networks to use the limitless storage capacity of the Web to make their libraries of programs available whenever someone wants to watch .... Google touted the software as presenting a new opportunity to make more money from TV shows distributed online.... In demonstrations with network executives, Google TV confused one network's shows for a rival's. On another occasion, it listed the several ways a popular prime-time show could be watched online and on TV — except on the network's own website.

It's not just business models that seem to be struggling. The very first bottleneck is speed. Even with broadband it takes several seconds to load a static webpage. That is too slow. We need speeds that are 100X, perhaps 1000X.

There has been immense downward pressure on the prices of hardware and software. Software has become free for the most part. Hardware prices have come down drastically. But the ISP busines is so archaic, there the prices have been sticky. Capitalism is dysfunctional in the ISP business. Speeds don't go up, prices stay where they are. That is some major dysfunction.

I urge my president to please look into this.

Hulu Still Struggling With Business Model
Saavn's Great Business Model For Movies

In The News

1Up: Google Shows The Future Of Browser Games
TechCrunch: Chrome Web Store Slated For October Launch, Google Taking A Mere 5% Cut Of Revenue:developers now have a strong incentive to develop and promote the web versions of their applications over their native counterparts
TechCrunch: Confirmed: Facebook Rolling Out A New Slimmer, Sexier Like Button


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Tuesday, August 17, 2010

The Web Lifestyle And Company Cultures

Image representing Mark Zuckerberg as depicted...Image via CrunchBaseThese three articles below are great reads on the web lifestyle and the company cultures of Google and Facebook.
BBC: Cult Of Less: Living Out Of A Hard Drive: Chris Yurista, a Washington, DC resident who lives out of a backpack, claims digital technology has replaced the need for his home and his possessions ..... Mr Sutton sold or gave away most of his assets, apart from his iPad, Kindle, laptop and a few other items ..... a "few" articles of clothing and bed sheets for a mattress that was left in his newly rented apartment. ..... credits his external hard drives and online services like iTunes, Hulu, Flickr, Facebook, Skype and Google Maps for allowing him to lead a minimalist life. ..... the internet has replaced my need for an address ...... Yurista has taken to the streets with a backpack full of designer clothing, a laptop, an external hard drive, a small piano keyboard and a bicycle - an armful of goods that totals over $3,000 (£1,890) in value ...... spends much of his time basking in the glow emanating from his Macbook, earns a significant income at his full-time job as a travel agent and believes his new life on the digital grid is less cluttered than his old life on the physical one. ...... he no longer has to worry about dusting, organising and cleaning his possessions ...... his new intangible goods can continue to live on indefinitely with little maintenance. ...... replaced his bed with friends' couches, paper bills with online banking ...... "you never know where you will sleep". ...... And like a house fire that rips through a family's prized possessions, when someone loses their digital goods to a computer crash, they can be devastated. ...... some people have gone as far as to threaten suicide over their lost digital possessions and data. ..... He says if a complete map of our brains was uploaded to a computer and a conscious, digital replica of ourselves was created, we could, in theory, continue to live forever on a hard drive along with our MP3s and e-books.
GigaOm: The Early Facebook Employee Exodus:Employees who leave are often emboldened by their work on such an influential and widely used product, and want to start their own companies. Others are burned out. Still others feel stifled by the company’s management structure......And just last week Ruchi Sanghvi, the company’s first female engineer who wrote the blog post announcing the then-radical Facebook news feed back in 2006 (and in doing so became the target of subsequent user outrage), left as well. ....... Others are getting engaged and married (sometimes to each other) and starting to have kids. They’re far removed from the early days of Facebook Proms ...... One frustration of early employees is that they’ve had limited upward mobility as Facebook has matured. With the exception of VP of Product Chris Cox, Mark Zuckerberg’s management team consists of outside hires, a good number of them from Google. ...... receiving avid investor interest in their new projects ..... Some leave to found startups that are related to Facebook, but aren’t priorities internally ..... examples of Facebook employees leaving to work at Google and Twitter ...... Facebook has chosen a distinctive method of regenerating the young startup mojo that it may be losing in this early employee exodus: buying young startups. ..... efreshes the company’s stable of 4-year stock option vesting cycles, along with delivering a fresh dose of entrepreneurial chutzpah.
GigaOm: Google Is From Mars and Facebook Is From Venus:The search company is like graduate school, filled with big brains working on complicated problems, while the social network doesn’t think as much about the deep implications of things; it just does them......Google is more technically focused, in that staffers there “value working on hard problems, and doing them right… things are often done because they are technically hard or impressive [and] on most projects, the engineers make the calls.” ....... when projects are undertaken at the search company, “the code is usually solid, and the systems are designed for scale from the very beginning. There are many experts around and review processes set up for systems designs.” ..... engineers and technical specs rule the day at Google ..... Zuck [CEO Mark Zuckerberg] spends a lot of time looking at product mocks, and is involved pretty deeply with the site’s look and feel
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A Ridiculously Good Blog Search Engine

Image representing Blogger as depicted in Crun...Image via CrunchBaseI have said Google does not need social envy, instead what it needs is a ridiculously good blog search engine and ridiculously good Twitter search results. (Google Does Not Need Social Envy) What would a ridiculously good blog search engine look like?

First, it can not look like the regular Google search engine. It has to be inherently a personal experience. I should not need a separate blogroll. The blog search engine should be so good at managing my blogroll, it should be that good.

Just like Gmail took the concept of email to a whole new level, the Google blog search engine should take the concept of a blogroll to a whole new level. Following blogs on Blogger is not it. Google Reader is not it. All three have to be integrated to offer a more seamless, much more beautiful of an experience.

Blogging is a social activity. Blogs are not just information. Perhaps Google should go ahead and buy Disqus and integrate it firmly into Blogger.

And there has to be an autosearch feature. The engine is constantly searching for blog posts on topics of interest to me and serving them in beautiful ways.

Good old search where you type in words into that blank box, that is so, well, Google. That is the starting point of the current Google blog search engine, and that is so bogus.
ReadWriteWeb: Google CEO Suggests You Change Your Name to Escape His Permanent Record:teenagers should be entitled to change their names upon reaching adulthood in order to separate themselves from the Google record of their youthful indiscretions ..... the dominance of search will give way to recommendation technology ..... requires a lot of targeting and artificial intelligence ..... the CEO of history's greatest privacy-killing machine.
Wall Street Journal: Google and the Search for the Future: Where once everything seemed to go the company's way, along came Apple's iPhone, launching a new wave of Web growth on a platform that largely bypassed the browser and Google's search box..... 200,000 Android smartphones were being activated daily ..... a doubling in just three months ...... coming soon is Chrome OS, which Google hopes will do in tablets and netbooks what Android is doing in smartphones, i.e., give Google a commanding share of the future and leave, in this case, Microsoft in the dust...... how to preserve Google's franchise in Web advertising, the source of almost all its profits, when "search" is outmoded..... more and more searches are done on your behalf without you needing to type ...... "The thing that makes newspapers so fundamentally fascinating—that serendipity—can be calculated now. We can actually produce it electronically" ..... "The power of individual targeting—the technology will be so good it will be very hard for people to watch or consume something that has not in some sense been tailored for them." ..... "As you go from the search box [to the next phase of Google], you really want to go from syntax to semantics, from what you typed to what you meant. And that's basically the role of [Artificial Intelligence]. I think we will be the world leader in that for a long time." ...... the sheer impracticality of net neutrality on mobile networks where demand is likely to outstrip capacity for the foreseeable future. ..... make sure its every move is "good for consumers" and "fair" to competitors. ....... regulation is unnecessary because Google faces such strong incentives to treat its users right ...... Schmidt awards Facebook his highest accolade, calling it a "company of consequence." ..... Google captured the search wave and shows every sign of positioning itself successfully for the mobile wave. As for the waves after that, your guess may be as good as Mr. Schmidt's.
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Facebook Doing Location Is Like Google Doing Social, Almost

Facebook logoImage via WikipediaChecking in is not the starting point of your Facebook experience, and that is why Facebook is not a threat to FourSquare in the location space. If Facebook is smart, it will just help its users more closely integrate FourSquare into their Facebook experience. One thing I would like is to have the option to have a much greater control over who I share my check-ins with.

But chances are Facebook will try and offer a FourSquare substitute. I am looking at Twitter here. Facebook "learned" features from Twitter and FriendFeed. It outright bought FriendFeed. Buying FourSquare is not an option. Copying FourSquare is harder than copying Twitter.

This Is Not Happening: King Dennis

FourSquare is inherently a mobile web thing. You could add blogging features to my Gmail account, but Gmail is a different experience. You could argue Facebook has also thrived in the mobile web environment. But it started as a big screen web native. The mobile version is Facebook Lite. There is no FourSquare Lite. I have felt stupid every time I have visited the FourSquare homepage on the big screen web. It feels like sitting in a bus that is not moving.

I have no idea how Facebook will roll out location. It was inevitable that it was going to, but the details have not been obvious to me personally. It is because there is an inherent conflict in what I think Facebook should be doing in the location space, and what I suspect it might end up doing instead in that space. And so I have decided to just wait and watch.

Facebook could not have stayed away from the location space, but it has the option to do it right.

TechCrunch: As Facebook Location Looms, Has Foursquare Entered The Pantheon Of Services?: it seems highly likely the Facebook is going to take a platform approach to location. That is, they’re more likely to federate other location streams (such as Foursquare’s) while they themselves remain fairly cautious with their own location services..... Facebook likely has a deal in place with Localeze to build out a massive place database that they’ll then populate with all this data they’re federating and creating on their own.....I remember very well when it seemed like just about everything I read on the Internet said that Twitter was the dumbest service ever imagined and it would never go anywhere .....they run the risk of becoming the Friendster of location
AllThingsD: What Will Facebook Be Announcing Wednesday? Location, Location, Location!: Facebook will finally be rolling out its own geo-location offering .... a long time coming, as Facebook has noodled on how to incorporate the hot trend
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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.

Multisource political news, world news, and entertainment news analysis by Newsy.com

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Sunday, August 15, 2010

China Is The Reason Google Did Verizon

net neutrality world logoImage via WikipediaWhile I have been busy blogging for Reshma 2010 over at my other blog Barackface, the biggest tech story I seem to have missed is the Google-Verizon pact on Net Neutrality. For the longest time Google was the loudest voice for net neutrality. What gives? What has brought about this about turn?

I think Google's losing fight in its China tussle is the reason. Google did the right thing, but it did not get the tech industry support it expected. China kept hammering Google, and kept hammering some more. Soon enough the tussle was no longer even news. That loneliness got to Google. And so this is Google saying to the American people, if the Chinese people being denied free speech does not bother you, maybe it would not bother you either if you were yourselves denied net neutrality. How do you like them apples?

Sergey Brin's Is The Right Stand

Google, Verizon And Net Neutrality
New York Times: The Google/Verizon Payment Plan: The F.C.C. should have an expanded role in regulating what is rapidly becoming the most important channel of communication in the world. ...... The Google/Verizon proposal gives broadband providers lots of leeway to offer preferential treatment to some and to choke off others. ..... the two companies propose to exempt wireless communication from most government regulation — a serious error ...... the Verizon-Google proposal ..... Google, Verizon And Net Neutrality ..... propose freeing wireless broadband — the fastest growing part of the Internet — from any antidiscrimination restrictions..... Verizon and AT&T control about 60 percent of wireless subscribers and 80 percent of Americans live in areas with only two wireline broadband providers. Consumers will lose if wireless goes unregulated.....ensure that the open Internet survives into the future.
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Thursday, August 05, 2010

Google Does Not Need Social Envy

Image representing Slide as depicted in CrunchBaseImage via CrunchBase
Microsoft could not have become Google. We should not be surprised Google has not been able to become Facebook. Facebook is not Twitter. Twitter is not FourSquare.

I have been arguing at this blog that it just is not in Google's DNA to do social. Being very good at information necessarily clashes with you becoming very good at social. There is a clash.

But social is big and getting bigger. What is Google to do?

I think Google should focus on the information and search aspects of social.

I'd love to have a ridiculously good blog search engine. And I'd love to have ridiculously good Twitter search results.

And Facebook is not doing Android, Google is. That is big one.

The Chrome OS is a really big one.

It is not possible for one company to come up with everything. That is unrealistic. That is not possible. Google is still doing cutting edge work. But it is not doing all cutting edge work. That is reality.



Om Malik: Slide, Vic Gundotra, The Un-Social Reality of Google
The world’s largest search engine covets a key to the magical kingdom called the social web. It would do anything to become part of that exclusive club that, for now, is the domain of Mark Zuckerberg’s Facebook and to some extent, Twitter..... Having failed to hire a head of social, Google decided to put its man for all seasons, Vic Gundotra, in charge of social. .... Social is more than just features ..... what it can’t do is internalize empathy. It doesn’t know feelings. It doesn’t comprehend that relationships are more than a mere algorithm .... the social web is moving toward a future where serendipity replaces search.....Buying Slide, investing in Zynga or launching Google Me are great ideas in theory, just as is the idea of me playing baseball!
Erich Schmidt: ReadWriteWeb: Google CEO Schmidt: "People Aren't Ready for the Technology Revolution"
"There was 5 exabytes of information created between the dawn of civilization through 2003," Schmidt said, "but that much information is now created every 2 days, and the pace is increasing...People aren't ready for the technology revolution that's going to happen to them." .... user generated content .... "If I look at enough of your messaging and your location, and use Artificial Intelligence," Schmidt said, "we can predict where you are going to go." ...... "Show us 14 photos of yourself and we can identify who you are. You think you don't have 14 photos of yourself on the internet? ..... diseases and other crises will become predictable as well ..... "In our lifetimes," Schmidt says, "we'll go from a small number of people having access to information, to 5 billion people having all the world's knowledge in their native language."
Eric Schmidt on What the Web Will Look Like in 5 Years
Schmidt envisions a radically changed internet five years from now: dominated by Chinese-language and social media content, delivered over super-fast bandwidth in real time. Figuring out how to rank real-time social content is "the great challenge of the age" .....Today's teenagers are the model of how the web will work in five years - they jump from app to app to app seamlessly. ....... Within five years there will be broadband well above 100MB in performance - and distribution distinctions between TV, radio and the web will go away. ..... "We can index real-time info now - but how do we rank it?" ..... Not discussed were distributed social networking, structured data, recommendations, presence data and other factors that could complicate Google's plans.
Is Spamming Twitter Good Google SEO?
tweeting the same link over and over can boost a page's rank ..... Too many tweets over a certain period of time will be noticed by Google's algorithm. Tweets are just one of many "signals" Google uses to determine rank and cannot be as easily gamed
Google Says It "Overestimated" Complete Block of Web Search in China [UPDATED]
Google had been automatically redirecting google.cn to google.hk, its uncensored site in Hong Kong, but stopped that practice earlier this month and simply included a link to google.hk on the google.cn site in order to pacify Chinese lawmakers.
Android Phones Go to War
a social-networking type of display where soldiers interact as "buddies" and track each others' movements on the battlefield. ..... soldiers would carry smartphones with them into battle ..... Military satellites can focus in on minute features you can't see when using consumer-grade technology like Google Earth, so the software installed on RATS could potentially zero in on facial features or be used to read license plates..... the Indian military is another potential customer for this Android-based technology
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Whatever Happened To Google Wave?

Image representing Eric Schmidt as depicted in...Image by Eric Schmidt / Google via CrunchBase
CNet: Eric Schmidt On The Demise Of Google Wave
"Our policy is we try things," the Google CEO said, hours after the company announced it was halting development of the complex real-time communication tool. "We celebrate our failures. This is a company where it is absolutely OK to try something that is very hard, have it not be successful, take the learning and apply it to something new." ..... "As a culture we don't over-promote products...we tend to sort of release them and then see what happens." .... a panel in which he said that society is not ready for all the changes technology is foisting upon it..... a range of issues ranging from Android and Chrome OS to China to competition with Microsoft to a rumored deal with Verizon on Net neutrality.
My personal excitement over Google Wave ended on a personally unpleasant note. But that might have saved me some time.

Google Wave For The Masses
I Now Have Google Wave
Anil Dash On Google Wave
Bill Gates, Chrome OS, Natal, Wave
Blog Carnival: Google Wave
Google Wave API Google Group: Got To Undo The Ban On Me
Google Wave Protest
Google Wave API Google Group: Stalinist Mindset
The Google Wave Developer Community Will Be Vibrant
Five Blind Men And Google Wave
A Little Trouble At The Google Wave API Google Group
Lessons From The Open Source Community For The Wave Community
Google Wave Developer Community: Asking For A Culture?
Google Wave: Organizations Will Go Topsy Turvy
Google Wave: Enormous Buzz
Possible Google Wave Applications And Innovations
Google Wave Architecture: Designed For Mass, Massive, Global Innovation
The Google Wave Architecture
Google Wave Ripples
Is Google Wave Social Enough To Challenge Facebook, Twitter?
Of Waves And Tsunamis
Google Wave: Wave Of The Future?
Google Wave: If Email Were Invented Today
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Tuesday, August 03, 2010

Amazon's Amazing Cloud

Larry Elllison on stage.Image via Wikipedia
GigaOm: How Big is Amazon’s Cloud Computing Business? Find Out in 2010, AWS will generated about $500 million in revenues and will grow this to $750 million by 2011. By 2014, it would bring in close to $2.54 billion in revenues. ..... the total market for AWS type services .. will eventually grow to $15-to-$20 billion in 2014 ...... the total global cloud market in 2010 will be $22 billion and $55 billion in 2014..... Amazon was smart to bet early and bet big on the cloud computing opportunity

Larry Ellison on the Charlie Rose show in the late 1990s in an aside derided Amazon as being in the business of "selling books." But Amazon through its amazing cloud service has gone on to revolutionize computing in ways Jeff Bezos never imagined when he started out. He started out wanting to sell books. Amazon built its infrastructures for its own use, but upon building realized it had too much excess capacity. What to do? Necessity is the mother of invention, like the cliche goes.

There are so many big, wonderful dot coms in existence today that owe their existence to Amazon. Jeff Bezos took the electricity out of the equation. You don't need to have your own personal generator. You simply plug in.

Software as utility, hardware as utility: these were once revolutionary concepts.

We need some major revolutions in the ISP business so all humanity can come online. That is very important to the future of computing.

You Can Create An Android App Too, Anyone Can
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Post Wintel

MUNICH, GERMANY - OCTOBER 07:  Chief Executive...Image by Getty Images via @daylife
The Economist: The End Of Wintel THEY were the Macbeths of information technology (IT): a wicked couple who seized power and abused it in bloody and avaricious ways. ...... the two firms’ supposed love of monopoly profits and dead rivals. ..... increasingly seen as yesterday’s tyrants. Rumours persist that a coup is brewing to oust Steve Ballmer ..... “Intel Architecture”, the set of rules governing how software interacts with the processor it runs on. ..... the Wintel marriage is crumbling. ...... The Wintel marriage is now threatened, oddly enough, by technological progress. Processors grow ever smaller and more powerful; internet and wireless connections keep speeding up. This has created both centripetal and centrifugal forces, which are pushing computing into data centres (huge warehouses full of servers) and onto mobile devices— ...... The shift to mobile computing and data centres (also known as “cloud computing”) has speeded up the “verticalisation” of the IT industry. ...... now firms are becoming more vertically integrated. ...... Apple .. is building a huge data centre ....... Having lost its battle with the European Commission, for instance, Microsoft must now give Windows users in the European Union a choice of which web browser to install. ...... Microsoft has made big bets on cloud computing. It has already built a global network of data centres and developed an operating system in the cloud called Azure. The firm has put many of its own applications online, even Office, albeit with few features. What is more, Microsoft has made peace with the antitrust authorities and even largely embraced open standards. ....... Microsoft’s mobile business is in disarray. ...... in tablet computers, Microsoft is behind, too ..... Paul Otellini .. is pinning his hopes on a new family of processors called Atom. Rather than making these chips ever more powerful, Intel is making them ever cheaper and less power-hungry ....... ARM’s chips guzzle little power and cost much less than Intel’s, because its licensing fees are low and most customers use foundries (contract chipmakers) to make them. .... Intel’s position seems safe as long as Moore’s Law holds ..... Microsoft has yet to deliver a competitive version of Windows for smart-phones and tablets ..... Meego, an open-source operating system for mobile devices. Microsoft, by cuddling up to ARM, will be able to build chips of its own. ..... Oracle, Cisco and IBM will vie for corporate customers; Apple and Google will scramble for individuals (see table). IT, like the world, is becoming multipolar.

Like Bill Gates once said, success is a lousy teacher. But that does not explain it fully, or even a big part of it. This is about the tectonic forces in innovation, in technology. This is ultimately about hurricane size clouds.

The big company of one era does not end up also being the big company of another era. That is the nature of the beast.

Wintel was a PC era marriage. And the PC era has been ending for a while now. You end up facing a classic problem. How do you lose your love for the big revenue sources and go for the little innovative products that might (or might not) become big tomorrow, but if they become big, they will become big by eating into your current big products? No wonder it is almost always some outsider doing that munching and crunching.

As IT fans out into ever larger data centers and ever more powerful mobile devices, we have entered the era of welcome fragmentation. The PC used to be the center of the computing universe. The PC will still be around, but it will be just one creature in the vast tech ecosystem. It will be just one galaxy in the tech universe.

Like is supposed to happen in functional capitalism: the consumer wins.

The Economist
  1. World economy: The rising power of the Chinese worker
  2. Bullfighting in Catalonia: The land of the ban
  3. Turkey and its rebel Kurds: An endless war
  4. Wealth, poverty and compassion: The rich are different from you and me
  5. Climate change: Warming world
  6. Lexington: Arizona, rogue state
  7. Afghanistan: Don't go back
  8. China and the death penalty: High executioners
  9. Unemployment benefits: Read this shirt
  10. America, Afghanistan and Pakistan: Kayani's gambit
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Social, Gaming, Email

Nielsen Wire: What Americans Do Online: Social Media And Games Dominate Activity Americans spend nearly a quarter of their time online on social networking sites and blogs, up from 15.8 percent just a year ago (43 percent increase) ... Americans spend a third their online time (36 percent) communicating and networking across social networks, blogs, personal email and instant messaging. ..... “Despite the almost unlimited nature of what you can do on the web, 40 percent of U.S. online time is spent on just three activities – social networking, playing games and emailing .... Online games overtook personal email to become the second most heavily used activity behind social networks
I like how blogs have been included in the top category of social. I am not surprised. That speaks to my experience. I have said time and again at this blog that Blogger continues to be my social media platform of choice.

The big news is search is no longer king. That begs the question, will social as we know it still be king in 2015? I doubt that. These titles are not known to last. There is always another hit movie. Social will stay big, but at some point it is going to recede into the background like search. Search used to be king. Who is the next king? You have to ask. (This Is Not Happening: King Dennis)

Or maybe search was never king, it was email. Email is social. If the next king will also be in the social space, that has to confirm our suspicions that the internet is primarily a communication tool. The internet is one big telephone. The internet is one big telephone more than one big library. But the trick is to be able to blur that line and claim it is one big telephone.

November 2005: Email, Search, News

Google keeps trying and keeps failing at social. Social is not in Google's DNA. But info is. Where Google could really shine is at social search. Give me a ridiculously good blog search engine. Give me ridiculously good Twitter search results. Google could do well in social, if it brought search to the table. Google's challenge is to blur the line between the telephone and the library and make claim the internet is one big library. That is tough to do.


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