Netizen

Friday, October 15, 2010

The Inbox: Like Search Before Google

Image via WikipediaThe inbox continues to be the wild, wild west of the computing experience. Email is still the dominant application. Before Google came along, the feeling was search was done and over with. That is why Yahoo refused to buy Google, despite being given the chance by the Google founders. Yahoo already had a search box. Why bother? AltaVista was king.

It is not possible the inbox is done and over with, even though the last major innovation with the inbox was when Google gave one gigabyte of space, and that too on April Fool's day. You had to see it to believe it.

Is it like when you borrow too many books from the library and do not get around to reading them all? Whose fault is that? Your having only 24 hours in your day is not the tech sector's problem. That perhaps is not even God's problem.

Google did a good job of expanding your inbox. And the search function in Gmail is great. And the newly launched Priority Inbox is great too. But the inbox has a long way to go. Your social graph is made up of concentric circles and your inbox has to reflect that. Not all emails are equally important.

There has to be the option to visually read emails. So you collect all emails from this one person and you visually read 100 of them at once. You should have the option to form word clouds out of those 100 emails with the option to jump over to an individual email from that word cloud, if the desire should take wings.

Fred Wilson: The Impact Of Priority Inbox: I get a lot of email and I can't get to all of it regardless of what email client I use. Other Priority Inbox users might actually read through Everything Else. But I don't and can't. ..... Google has solved a huge problem for me and potentially created a huge problem for emailers.

So how do you get hold of a celebrity like Fred Wilson? You tweet them. You leave a comment at their blog. If it is worth their time to read, they will read. They might even tweet back, or reply to a comment. But don't be counting on it. It is not like you have a right to his time, especially when he also has only 24 hours in a day.

That Thing Between The PC And The Smartphone

Image via WikipediaSteve Jobs, when he unveiled the iPad, claimed that the iPad was that thing between the PC and the smartphone. He famously called the PC the truck and the iPad the car. I disagreed. I did not think, I don't think the iPad is that thing between the PC and the smartphone. It is one of the things in that space, but the definitive device between the PC and the smartphone has not arrived yet. Whatever it is, it will try to render both the PC and the smartphone unnecessary.

Apple Insider: Apple component allocations point to new form factor sub-notebook: Activity within Apple's supply chain throughout the better part of 2010 has shown signs that the Mac maker is gearing up to introduce a new notebook that doesn't fit into any of its existing hardware designs ...... d a new MacBook Air .... "true" multi-touch Macs.

Something that is not as small as the smartphone, but approaches it in weight would be nice. The screen has to be decent size. You should be able to make and receive calls. There has to be the webcam option. Could you fit a camera into it?

But then major advances in the software behind the keyboard have made the tablet more appealing. If you can type away on the tablet like on a netbook, I mean.

And in the mean time Apple's shares keep getting pricier. Steve Jobs is on a roll.

Thursday, October 14, 2010

Texting Teens

Image via Wikipedia

Nielsen Wire: U.S. Teen Mobile Report: Calling Yesterday, Texting Today, Using Apps Tomorrow: No one texts more than teens (age 13-17), especially teen females, who send and receive an average of 4,050 texts per month. ..... Texting is currently the centerpiece of mobile teen behavior. 43 percent claim it is their primary reason for getting a cellphone, which explains why QWERTY input is the first thing they look for choosing their devices. ..... All of this texting activity has come at the expense of voice. .... popular apps such as Facebook, Pandora or YouTube.

The teens of today are the adults of tomorrow. Teens are trend setters. The shift from texting to apps is early stage but is pretty telling.

Sculley: Scum

Image by tsevis via Flickr

Cult Of Mac: John Sculley: The Secrets of Steve Jobs’ Success [Exclusive Interview]: In 1983, Steve Jobs wooed Pepsi executive John Sculley to Apple with one of the most famous lines in business: “Do you want to spend the rest of your life selling sugared water or do you want a chance to change the world?” ...... Sculley is best known today for forcing Jobs’ resignation after a boardroom battle for control of the company. ...... “It’s impressive how he still sticks to his same first principles years later.” ..... “I don’t see any change in Steve’s first principles — except he’s gotten better and better at it.” ..... “I don’t have any contact with Steve these days,” Sculley said in one of our initial emails setting up the meeting. “He’s still mad he got pushed out of Apple 22 years ago… ...... beautiful design .... At that time, nobody was doing this in Silicon Valley. ...... Apple wasn’t just about computers. It was about designing products and designing marketing and it was about positioning.” ....... ‘How can I possibly ask somebody what a graphics-based computer ought to be when they have no idea what a graphic based computer is? No one has ever seen one before.’ ...... showing someone a calculator, for example, would not give them any indication as to where the computer was going to go ....... a perfectionist to the end. ..... He felt that the computer was going to change the world and it was going to become what he called “the bicycle for the mind.” ...... He was a person of huge vision.” ...... He’s a minimalist. .... He simplifies complexity.” ..... ability to reach out to find the absolute best, smartest people ..... extremely charismatic and extremely compelling in getting people to join up with him and he got people to believe in his visions even before the products existed .... he personally did all the recruiting for his team. He never delegated that to anybody else. ” ..... At the other level he is working down at the details ..... “bozos.” That was his term for organizations that he didn’t respect. ..... “I can’t remember more than a hundred first names so I only want to be around people that I know personally. ....... Steve would shift between being highly charismatic and motivating and getting them excited to feel like they are part of something insanely great. And on the other hand he would be almost merciless in terms of rejecting their work until he felt it had reached the level of perfection ....... Bill was brilliant too — but Bill was never interested in great taste. He was always interested in being able to dominate a market. ..... . He was not a designer but a great systems thinker. .....

Steve Jobs Should Never Have Been Fired

Proves my point. This guy was too dumb to even have contemplated firing Steve Jobs. You have to at least be in Steve Jobs' league to have the option to make a decision like that. Sculley and other scums cost Apple a full decade and more.

Cult Of Mac: Apple Cracks 10% PC Market Share For First Time in Decades: Apple had 10.4% of U.S. PC shipments in Q3, making it the fourth largest computer maker in the U.S. ..... Lenovo showed the strongest growth among the top five vendors worldwide. ....

Yahoo Under Attack

Image representing Yahoo! as depicted in Crunc...

Image via CrunchBase

Wall Street Journal: AOL, Private-Equity Firms Explore Bid for Yahoo: devising a bold plan to marry two big Internet brands facing steep challenges...... The discussions are preliminary and don't include Yahoo. ...... Shares of Yahoo jumped 13% ..... one of the best-performing tech stocks of the day...... A big chunk of Yahoo's current market value comes from its Alibaba stake. ..... Yahoo and AOL discussed a merger in 2008, as Yahoo weighed a $45 billion takeover offer from Microsoft Corp. Microsoft eventually pulled its bid ..... Bartz has improved Yahoo's profitability by cutting costs, but revenue hasn't grown much and the company faces other problems..... more than 600 million people use its home page, email service or other sites every month

This is Tim Armstrong trying to do the Larry Ellison thing. Larry Ellison went after PeopleSoft. I have no dog in this fight. I am just on the sidelines watching the drama. But AOL is not Oracle size. And Yahoo is not PeopleSoft size. Actually AOL and Yahoo are two similar size companies with similar problems/challenges. They both used to be number one, and now perhaps they never are going to get back the throne. Jimmy Carter also retired.

Wait, they are not similar size companies. AOL is a two billion dollar company, Yahoo is a 20 billion dollar company. Tim Armstrong has started to believe his own PR, or maybe he is reading too many of Mike Arrington's blog posts. Arrington has been quite hostile to Carol Bartz over an extended period of time.

Jerry Yang and David Filo, the founders of Yahoo!

Image via WikipediaShould not the talk be of merger? But AOL did try that once. That marriage was a spectacular disaster. Buying or merging is the easy part, integrating is the hard part. Larry Ellison seems to be good at both. But then he starts with the advantage of Oracle's size and muscle. Oracle will still perhaps do the next big thing in its space. AOL and Yahoo are not even trying to do the next big thing. For now they are still figuring out what their space is.

Perhaps Tim Armstrong got too much of a boost from buying TechCrunch. The buzz got to him or something. TechCrunch might be the top tech blog, but in terms of a business it is pretty small. It is actually very small. TechCrunch is an asteroid to Yahoo's Mars.

Nothing Yahoo could have done on its own would have boosted its share price by 13%. That's a big jump. Congrats Carol. Make some more Alibaba moves. Google just went into wind farms.

Bloomberg: Yahoo Said to Hire Goldman to Handle Takeover Approaches: The private-equity funds have weighed raising $10 billion to $12 billion ..... Yahoo also owns 35 percent of Yahoo Japan Corp., operator of the nation’s most visited Web portal. ..... a reverse merger with AOL gaining managerial control .... . Time Warner CEO Jeff Bewkes said in December 2008 that talks about possible deals for AOL were under way with Yahoo, Microsoft and Google Inc. When those talks didn’t lead anywhere, Time Warner opted for a spinoff.

AllThingsD: Yahoo’s Stock Acts Like It’s in Play–Because It Kind of Is, as Predators Circle: assessing the situation aggressively ..... the key players in the growing soap opera are the execs who run Yahoo-affiliated companies in Japan and China. That would be Masayoshi Son of Yahoo Japan and Jack Ma of the Alibaba Group ..... any approach would have to be nonhostile ..... Armstrong, said sources, has not shied away from the idea of Yahoo acquiring AOL and installing him as CEO with Bartz as chairman. ...... Although AOL has also been trying to turn itself around and is in a much less powerful position than Yahoo, Wall Street likes Armstrong’s story for AOL as a modern-day media and media distribution company. ..... “At least he has a narrative that is believable,” said one big investor in both companies. “Bartz has no vision.”

Microfinance: The Next Big Thing?

Image representing Kiva as depicted in CrunchBase

Image via CrunchBase

TechCrunch: Kiva President On The Next 5 Years And Why Zynga Is Their Biggest Rival (TCTV): a never-ending fight for eyeballs and discretionary income. .... If building a real farm on Kiva can be as compelling as building a virtual farm on Facebook ..... the integration of game mechanics, social tools, mobile and new philanthropic verticals like green and water loans ...... Kiva will raise $1 billion in microloans by 2015..... loans to US citizens ..... Kiva is currently raising $1 million every six days. .... Shah and co-founder Matthew Flannery ..... making sure that the feedback loop between the person that they’re trying to help is really strong and broad

What was after search? Social. What was after social? Social gaming. What's after social gaming? I'd love that next big thing to be microfinance. You should not have to wait for white guys like Bill Gates and Bill Clinton to retire before the next big problem in the Global South can be tackled. The problems in the Global South have to tackled with Kiva ferocity, with GroupOn ferocity. Crowd sourcing is where it is at.

Racism caused the Great Recession. There was all this surplus capital. And instead of pumping all that into global microfinance and global infrastructure projects for certain 10% annual returns, the wise guys on Wall Street pumped it into existing houses in America through nefarious schemes, and the whole

Image representing Zynga as depicted in CrunchBase

Image via CrunchBaseeconomy collapsed. It was only a matter of time. They did not create wealth. They built a huge, big house of cards.

The beauty of crowd sourcing is there is no one person, or one committee responsible. Everyone is in. There is no center. Once the basic message is clear, there is a riot.

Microfinance needs to be packaged better. It has to be parceled out in to small chunks at both ends. It is not just about the small businessperson at the other end. It also has to be about the small investor at this end. People should be able to invest $100, or $1000 at a time, preferably $100. You walk in to a store like you might walk in to buy a lottery ticket, or you might step in for a Western Union money transfer. For $100 you also get to receive emails about the person at the other end who received the loan. You get emails from Kiva.

Kiva, I think, is in a trillion dollar industry. The biggest thing Kiva could do is morph from being a non profit organization to being a for profit company with IPO ambitions. That is the only way it could beat Zynga. Could it beat Zynga? I think it could. Sure thing. Make micro lending fun. I never spent a dime on Farmville. But I would love to put $100 into some farm in Uganda if the experience had Farmville like fun.

Image via WikipediaOnly a for profit company could deliver that. You hire top talent by becoming a for profit company with IPO ambitions.

There is room for 100 Zynga size companies in this space.

Micro lending is not just for the Global South. It is also what needs to be pumped into the inner cities in America. The challenge for Kiva is to enrich the feedback loop.

Image representing Matthew Flannery as depicte...

Image via CrunchBase

Physically Aware Internet

Pete Hartwell: Mashable: How a Physically Aware Internet Will Change the World: the first “Internet” looked nothing like it does today. .... we still haven’t even scratched the surface. .... connecting computers to sensors so that valuable new information can be created automatically without human data entry ..... sensors tackling our world’s largest issues: safety, security and sustainability. ..... A network of biochemical sensors can understand where and how food is being produced and stored by “smelling” it. ...... our computers are blind, deaf and numb to the world around us. We need to give them senses. ..... With billions, perhaps even trillions of sensors, we can begin to understand not just how the world is behaving, but how we are affecting it..... sensor networks are one of the principal ways we can use technology to address some of our most pressing global challenges like disease, pollution and climate change. ...... CeNSE, which stands for “Central Nervous System of the Earth” .... this is all coming sooner than you may think

To Natural User Interface

This is about moving from the internet of computers and the internet of human beings to the internet of things. This includes capturing real time data from not only objects but plants and other animals as well.

This is the tool that the climate change challenge has been waiting for. We need to know what's going on. And that we is not a royal we, it is a collective we. Anybody with internet access should be able to get a detailed view of the harm being done to the earth's ecosystem. That will elevate the consciousness level of humanity, and multitudes of people will demand the right things be done, and the democratic system will deliver.

The idea of having to sit in front of a computer to access the internet has been given a slap by the smartphone, but even the smartphone makes for a weird Homo Sapien, the one that is ogling at the small screen at all uncomfortable hours.

The internet is going to liberate itself from the screen and go everywhere.

Wednesday, October 13, 2010

David Kirkpatrick: "Zuck Is Not An Asshole"

"Mark Zuckerberg is not an asshole!"
- David Kirkpatrick (Twitter, Wordpress)
The Facebook Effect, by David Kirkpatrick | Facebook
David Kirkpatrick - The Daily Beast

Lauren Indvik @laureni moderating.

Grrls In Tech Wednesday: Facebook Writer

There was another event next door, which is where I ended up at first.

"Please remind me how we know each other," a guy shook my hand and asked me.

"We don't know each other," I said. "You are here for the Facebook event, right?"

Nope.

I went next door to the right address, same street address. The event had a penthouse venue. I was one of the early people to show up. I said hello to the first four people who had showed up.

I went inside to where the event was to be. Ends up one of my friends was an organizer. When I stepped out, I spotted Audrey Buchanan who I first met at an Al Wenger event. I had no idea this was the building she worked in.

Edelman, 250 Hudson St.

I stepped out on to the roof. There I met David Kirkpatrick himself. He had visited my blog post where I had talked about him, he said. (To Make Sense Of The Facebook Movie) That was sweet to know.

Kyle Cameron I have gotten to know from going to many events. Got to sit next to Rebecca Narayana. We promised to become Facebook friends. She is married to an Indian.

Talk about mind meld, David Kirkpatrick and I both blogged about solar panels the day of this event. Fred Wilson calls it mind meld. His post. Mine.

The final person I got to know was Gary Sharma. The Bay Area birthed Craig's List. New York City birthed Gary's Guide.

PALO ALTO, CA - OCTOBER 06: Facebook founder ...

Image by Getty Images via @daylife

Solar Panels To Roll Out

Image via Wikipedia

Technology Review: Clearing the Way for Cheap, Flexible Solar Panels: lightweight, flexible panels that are cheap to ship and easy to install (by unrolling them over large areas). .... The protective film is a multilayer, fluoropolymer-based sheet that can replace glass as the protective front cover of solar panels ..... Glass has been the armor of choice because it's cheap, weather-resistant, and durable enough to last decades. .... Blending solar panels into roofs also can overcome aesthetic objections .... a plastic film that is 23 micrometers thick, much thinner than the 3,000-micrometer glass typically found on solar panels today .... Flexible solar panels also can be larger than glass panels

Slow but sure innovation in clean tech is happening. One just wishes it were happening much faster.

Offshoring The Wind Harvesting: Google Wind

A Simpler Route to Plastic Solar Cells
Giving Plastic Solar Cells an Energy Boost
Pushing Plastic Solar Cells

To Natural User Interface

3d Fantasy Yellow House made with 3D Studio Max

Image via Wikipedia

Technology Review: Microsoft's 3-D Strategy: Microsoft has joined the wave of companies betting that 3-D is the next big thing for computing. .... treating the device as a natural extension of how they interact with the world around them. ..... have people shopping and searching in 3-D as well. .... move computing from today's graphical user interfaces to the "natural user interface" ..... gesture and voice .... a natural interface frees up attention and concentration so that they can focus better on the task at hand .... processing high-definition, 3-D video in real time would strain the capabilities of most home computers today .... the average person views 3-D technology as something used on special occasions, not as a day-to-day technology

The graphical user interface itself was a huge jump. Before that you had to enter exotic commands into your machine. The natural user interface - or 3D computing - promises to be a similar big jump, comparatively a bigger jump.

Just like a big chunk of humanity never bothered with landlines and went straight to mobile phones, I can see the same thing happening with the natural user interface. The natural user interface could end up the majority of humanity's first introduction to the full fledged computing experience.

A computer is not a tool. Computing is an environment.

eMarketer: Email Still Tops Facebook for Keeping in Touch: 86% of survey respondents said they used email to share content, while just 49% said they used Facebook ..... ages 18 to 24, reverses the trend, with 76% sharing via Facebook, compared with 70% via email. .... Rather than focusing on sharing content they thought the recipients would find helpful or relevant (58%), most respondents cared more about what they thought was interesting or amusing (72%).

Technology Review: Craig Mundie's Cloud Vision: cloud computing--the trend shifting computer processing and storage away from desktop computers and onto distributed computers across the Internet. .... Traditional procedural programming languages tend to mask or in fact squeeze out the inherent parallelism in many problems just as a byproduct of the structure of the languages. How you get programs to be correct at larger and larger scales across this distributed concurrent environment is another problem. ...... "Look, I just expect to be able to listen to my music no matter what device I happen to pick up." .... what I call this composite platform, where you've got a balanced set of roles between what you expect the cloud to provide and what you expect the clients to provide themselves.

The 2010s Belong To New York City

In tech, the 2010s belong to New York City, the way the late 1990s belonged to Silicon Valley. New York City has a good start. The 2010s belong to the mobile web, or at least the first half clearly does. And the mobile web - unlike the big screen web, which itself is a pretty global phenomenon - is the most global of phenomena. And New York City is the most global of cities. NYC has a geographical advantage.

Did New York City Just Buy TechCrunch? I Think We Did
Microsoft-Oracle: Unlikely Alliance Against Android
Fred Wilson: A Tale Of Two Cities

That is not me discounting nanotech. Nanotechnology swept the Nobel prizes this year. That should tell you. If you could find the right nano startups to invest in right now, you could be looking at some astronomical returns in a decade, but it is not easy to pick winners. Much activity ends up being froth.

An IP Address For Your Heart

When it comes to web technology, this coming decade I think belongs to New York City.

Broadway show billboards at the corner of 7th ...

Image via Wikipedia
The Valley has matured. Let them build hardware and data centers. Let them do search. But then Google is a bi-coastal company. A lot of people don't realize the size of Google's presence in New York City. They have rented out an entire block. Some day I am going to go check it out.

This is not me discounting clean tech. It is my firm belief America could see a second industrial revolution based on clean tech. This is not me discounting biotech either. But then NYC could do nano, clean and bio as good as anyone else too. Thanks to the subway, we already are one of the lower carbon emission cities in the country. And we stand to benefit from Google Wind.

Offshoring The Wind Harvesting: Google Wind

A Sophisticated Like Button

ReadWriteWeb: I Like to Dislike! Facebook Introduces Comment Voting, Threads: now allows users to up- and down-vote other comments ..... comments are not only threaded, meaning each user can reply directly to another user, but more information is shown on each person, including their job and company, or network, and their comment record. The system also allows for up- and down-voting ..... Each comment begins with one point and a vote up or down raises or lowers that rating by a point. .... your comment stays at the top, so you can manage your comment and conversation ..... the move certainly encroaches on the territory of commenting systems like Disqus, Echo and Intense Debate. .... with more active posts rising to the top and negating the usual newest to oldest order. Allowing users to vote on posts and on individual comments could really alter the entire dynamic of Facebook.

It was only a matter of time. I knew something like this was bound to happen. The like button was going to be more sophisticated. And it is getting there. The open graph just became more useful. Facebook comments just became more useful. Now it has become more possible to navigate updates that might collect hundreds of comments. This is called scaling.

The Facebook Blog: More Ways to Stay Secure: If you have any concerns about security of the computer you're using while accessing Facebook, we can text you a one-time password to use instead of your regular password. ..... Simply text "otp" to 32665 on your mobile phone (U.S. only), and you'll immediately receive a password that can be used only once and expires in 20 minutes. ..... the ability to sign out of Facebook remotely

Millions And Millions

Image representing Steven Carpenter as depicte...

Image via CrunchBaseSteven Carpenter

TC Teardown: 13 Ways To Get To $10 Million In Revenues (Part I)

cheap to start but expensive to achieve scale

TC Teardown: 13 Ways To Get To $10 Million In Revenues (Part II)

media, paid service, and physical commerce ..... search, gaming, social networks, and new media ..... marketplace, video, commerce, retail, subscription, music, lead generation, hardware and payments ..... Video ad rates are typically amongst the highest in online media ($15-$20 CPM) ..... audio ads are not actionable, and display ads often get ignored (music apps tend to stay open in a browser tab in the background). ..... we will see an explosion of innovative hardware companies over the next few years

Steven Carpenter has done a good job of demystifying here, perhaps too good a job. I think the money is in the mystery. A business is much more than the sum of its parts. And there is that creative part, the human element to the sauce. Each startup really is unique, although it is perfectly plausible for a Steven Carpenter to come along and box them up into a few swift categories.

"It can be done over and over again," Sam Walton said. He was talking about reinventing retailing, of course.

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Friday, October 15, 2010

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Wednesday, October 13, 2010

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