Google's Hidden Card: Become An ISP

Image via WikipediaSteve Jobs decided a long time ago that he wanted to do both hardware and software. Bill Gates' cofounder Paul Allen wanted the same. But Bill Gates vetoed the idea. He wanted to focus just on software. Software that will run on all kinds of hardware.

You could argue Bill Gates won the first round and Steve Jobs won the second round. But then Google was even more detached from hardware than was Microsoft. And yet Google bought Motorola, a hardware company. Granted it bought Motorola primarily for the patents to hit back in the Android fight. But there is no denying all that hardware.

Larry Page's Challenge

Google is going to build smartphones and tablets in-house. And that is not easy to do. Apple leads that herd.

Google, the king of search, made several clumsy efforts in the social space until it finally hit Google Plus. Google Plus is great, but it is no Facebook. And Google is well positioned in the Big Data space as well as next generation industries like driverless cars. Talk about hardware, software integration. A car is conspicuous hardware.

I think what though will set Google on the path to becoming the most valuable company in the world is Google getting into the ISP space. Hardware-software-connectivity integration beats hardware-software integration. (Not Hardware, Not Software, But Connectivity, One Gig Per Sec: This Is What I Am Talking About)

What would be some of the ingredients? One gigabit per second speed. Ad based. Use snooping technology. (Eric Schmidt's Cloud Computing And My IC Vision)

The snooping technology is that the ISP reads the web addresses of all the websites you visit and serves ads accordingly. It is like Gmail reads all your emails and serves relevant ads. Same thing. It will not be an invasion of privacy. It is machines reading.

Google as a global ISP would eclipse Google as the search engine of choice in terms of influence and revenue. That also might be the best way to conquer the mobile space with Android.

Farmville Has Not Been Loading For Me

Over a week back I called Steve Jobs a Pied Piper. (The iPad Is No Laptop Killer) My farmville game has not been loading since. Did Steve Jobs get someone to mess with my Flash?

I got started with Farmville in December. I was reading about it a lot. Finally I gave in. Obviously I started the poorest farmer in my neighborhood. Soon I was the richest. I was hooked to the game. I entered the fray out of business curiosity, and I ended up really appreciating some of the social aspects of the game.

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Then not long back a friend of mine who I did not know had more points than me befriended me and now he was the richest farmer in my neighborhood. I was working hard to win back my title, and that is when the Pied Piper episode happened.

I tried the usual remedies like uninstalling and reinstalling Flash. No effect whatsoever.

I am thinking perhaps I attained Farmville nirvana somewhere along the way, and there is nothing more left to do for me at Farmville. That is an explanation I could live with.

In the mean time I have focused my energies on blogging and actively commenting at other people's blogs. That also feels like farming.

Farmville Farmer's Market: My Idea

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The $100 Computer

Wow, it is happening.

My current business involvement is at the level of group dynamics, which I fancy to be at a whole different level from things like software, even biotech. Those are down there!

A few years back I was trying to launch a series of companies, which was at the level of software. I must admit I have toyed with the idea of an Internet Computer. IC. Like the PC succeeded the mainframes, the ICs would succeed the PC.

But it is already happening. And I am happy for it. The Indian $100 computer.

This is a big deal. One difference is it is not totally tied with the internet. It still does a bunch of offline stuff. Which is good. For the Indian context.



My vision was more of like a computer that is always online, and there is nothing to be done offline. You have Linux that supports Firefox, and that is all there is to it. And then you scale back to the hardware level and get rid of all the extra bells and whistles.

I am surprised Larry Ellison is not jumping on the idea bandwagon. The guy was trying to push something called a Network Computer back in 1995. It did not take off, but I think his vision, slightly modified, has oomph.

If you have ICs, all the data crunching happens on servers. And that is the only way Oracle could fathom taking over Microsoft.

But the thing about the computer industry is, it is a great marketplace. It is truly hard to predict winners. The situation stays fluid and rightly so.

I mean, if you are a dot com company, your competition is only a quick click or a quick Google search away. You sink and swim fast. But then you can also come back fast when you sink. If you keep working, and keep offering the very best you might have to offer.

I don't think the IC vision is going to be anything dramatic. The PC itself will likely morph beyond recognition.

There was Steve Jobs with his bells and whistles recently. He was boasting you can get weather reports on your PC with Apple's new operating system, and I am thinking, why would I want to do that? I already have been doing that online. Well, maybe not me, because I am not much of a weather person, but I mean, that option has been online for ages now. That is when I realized the PC is not going too far from here.

The online world is the new western frontier, and worldwide too.

No, it is not outsourcing. That term is so racist. People who realize Indians are no longer just subsistence farmers, they get thrown off balance. What is happening is new jobs are being created in India. Trade is a good thing. Just because that trade happens online and is worldwide does not make it suddenly bad.

Go India!