Friday, September 3. 2010Twitter will help Information Overload?
Reading Stowe Boyd's blog, I saw this GigaOm post about Twitter's Ev Williams talk:
Stowe's view is that:
My view is more quantitative - aka volume driven - when you have to rely on Twitter for the heavy lifting email does today, it too will move from interesting but throwaway stuff to royal pain in the arse, mainly because it will shift from recreational to workload adding - and in fact if you look at Twitter clients they are becoming increasingly like email clients in functionality, as my colleague Dave Short predicted they would end up looking like several years ago. Also, for twitter to really reduce my Information Overload it needs far better filtering (which Mr Williams admitted in the talk). News from the Datamining Coalface
Good article in The Economist that looks at the wide range of datamining activity on Social Nets - firstly, it breaks marvellously benign new ground:
..broadening data mining to include analysis of social networks makes new things possible. Modelling social relationships is akin to creating an “index of power”, says Stephen Borgatti, a network-analysis expert at the University of Kentucky in Lexington. In some companies, e-mails are analysed automatically to help bosses manage their workers. Employees who are often asked for advice may be good candidates for promotion, for example. Crime can be reduced....
Secondly, it finds the real influencers, good and bad: TELECOMS operators naturally prize mobile-phone subscribers who spend a lot, but some thriftier customers, it turns out, are actually more valuable. Known as “influencers”, these subscribers frequently persuade their friends, family and colleagues to follow them when they switch to a rival operator. The trick, then, is to identify such trendsetting subscribers and keep them on board with special discounts and promotions. People at the top of the office or social pecking order often receive quick callbacks, do not worry about calling other people late at night and tend to get more calls at times when social events are most often organised, such as Friday afternoons. Influential customers also reveal their clout by making long calls, while the calls they receive are generally short. Marvellous, I hear you say - what can go wrong? Well, nothing except the amount of data about you that they want, and all the other things they can predict with it - like your infidelities for example (believe me, you can...). But it is not going to go away: The market for such software is booming. By one estimate there are more than 100 programs for network analysis, also known as link analysis or predictive analysis. The raw data used may extend far beyond phone records to encompass information available from private and governmental entities, and internet sources such as Facebook. IBM, the supplier of the system used by Bharti Airtel, says its annual sales of such software, now growing at double-digit rates, will exceed $15 billion by 2015. In the past five years IBM has spent more than $11 billion buying makers of network-analysis software. Gartner, a market-research firm, ranks the technology at number two in its list of strategic business operations meriting significant investment this year. And its getting easier - 5 years ago I needed all I'd learned in an MSc in Engineering doing what what was effectively Stats and Operations Research, but now: A decade ago IBM employed experts with PhDs in mathematics to study social networks, according to Mark Ramsey, the firm’s head of business analytics for eastern Europe, the Middle East and Africa. Today, college graduates can operate analysis software handling enormous quantities of data. Bharti Airtel employs only about 100 analysts to keep tabs on its 135m subscribers. I was at an early futurology session on this about 10 years ago, the endgame was succinctly described as being able to predict the "Net Present Value of your Future Spend". You have been warned........ iTunes Bloatware - and its antidote
Had to install iTunes to set up an iPhone for a friend the other day, finished it all nearly 100Mb of bloatware and 1 hour later. WTF sez I, what could possibly justify such a huge program just for that? Well, I stumbled upon this Xconomy post about the Why:
If you’re not convinced about iTunes’ cruftiness, let me take you on a tour of the program’s main functions. This is a long list, but bear with me: As Tim O'Reilly notes, iTunes bloatware may be the undoing of the Apple bid for Global Domination. And it starts insidiously - I wish I'd read Jas Dhaliwal's post on how to avoid megabloatage first:
Please excuse me now - me and iTunes are going to have a little tete a tete about slimming...... Future of the Web - Romantics vs Pessimists ?
Two totally different views of the Future Of The Internet crossed my desk within hours today.
Firstly, Tom Coates at dConstruct banging the Romantic Future drum (as noted by One Man and His Blog): [Tom] was drawing a parallel between the work of King Darius in the year A Long Time Ago BC, who built a new transport network across Persia, and transformed the country as a result. (Prior to that, princes of Persia had to jump across roofs to get around). And in the Pessimism Corner, the Economist noting that the roses in the garden are starting to smell a bit off: Three sets of walls are being built. The Economist notes that: [many of] the incentives that used to favour greater interconnection now point the other way. Suggesting that “The Web is Dead”, as Wired magazine did recently [broadstuff take on that is over here], is going a bit far. But the net is losing some of its openness and universality. Now, the Economist is obviously for the Free Trading ideal, but is noting that it is no done deal and that instead a Balkanisation is breaking out, simply because it is easier to make capital gain (financial, social or political) by walling off rather than interconnecting. So - who is correct - the Coatesian Romantic or the Rational Economic Pessimist? Well, of course they both are - to an extent. Coates is telling us what is possible if you follow the technology, the Economist is pointing out what is probable if you follow the money. I would like to believe the former, but incline to the view that the latter is increasingly more likely as, to borrow a point by Edmund Burke, "All that is necessary for the triumph of evil is that good men do nothing" - or in the case of this industry, that so many people use the walled garden services with such joyful abandon is actually worse than "doing nothing". We can only hope, as does the Economist - ironically for a Free Trade rag - that outside entities (Good Guy Governments and Corporates that Do No Evil) can come in and lead by example or even stir things up a bit. After all, it has always worked before..... Thursday, September 2. 2010The Cash Machine that goes Ping!
Apple has released a new social network around music, called Ping! This post is not to bury it, nor even to praise it, but to understand why they have launched Yet Another Social Network, especially into the crowded space of Music and the resounding cries of "where is Last.fm now" et al....
Giga Om says that Ping! is The Future of Social Commerce: My belief has only been affirmed by growth in the amount of data available. With 12 million songs and 250,000 apps, the best way for Apple to enhance the iTunes store – aka its shopping experience — is through the use of social. Back in 2007, I argued that social networking was merely a feature that had to be embedded into applications to enhance their value. Apple has done a great job of that, but it’s also gone one step further, not only by adding a social networking layer to iTunes, but by meshing it with its commerce engine, the iTunes Store. And it’s made this experience available on both the desktop and its devices. Our review of Lala strategy is over here by the way From MySpace onwards "Social" music has failed to deliver the goods, for a whole host of reasons but primarily its not a big enough "Social Object" to capture enough attention for a full grown sustainable Social Net. Music is a subset of why and how we interact with people, not a reason (in fact, based on some of my friends' musical tastes its probably a reason to drop people....). Now, GigaOm is sounding Ping's praises from the rafters, but whether they were paid to do it or not, I ain't buying it as the Future of Social Commerce. My hypothesis is that "Social" and "Commerce" are uneasy bedfellows at best. But Apple are no fools, they will know all this. In fact, I would hypothesize that Apple does not need this to be a sustainable social network. All it needs is for a sufficiently large crew of volunteers to add sufficient folksonomic aggregation data around iTunes to ramp up its purchasing attractiveness some more. No, the real play here is harnessing this to the iTunes store - this is all about selling more songs, not about being sociable. It's about getting a Folksonomy going - Folks do the heavy lifting (recommendations etc), Apple gets the economic benefit (aka the loot in extre spending). I await with eager anticipation the use of kickbacks to "influential" super-users. Think Social Recommendation Engine, not Social Network. And of course, getting some more behavioural data about YOU never hurts in the Social Network game... Wednesday, September 1. 2010Apple TV and the fight for the Home Controller
There has been quite a bitter fight going on for the last 8 years or so (ever since Broadband reared its head) for the ownership of the Device That Lets (Comms and) Entertainment Into Your Home. Various Set Top Boxes (cable, satellite) held sway but over the 'noughties have had to duke it out with increasingly powerful multifunctional routers, IPTV boxes, 'net connected games machines, New New STB's like Boxee and of course MyPCTV (my PC controlling the TV set) which has held sway in Chez Broadstuff for some 4 years now, especially since BBC's iPlayer came into use.
Next up is the new Apple TV - or more accurately, the Apple Set Top Box That Controls the TV. It is definitely smaller and more stylish the Old Set Top Boxes (no doubt there will now be a rush to be thin, small and black among other STB makers). But, while the chatterati all ooooh their way to their Applegasms, it is time for us more sanguine types to look at the overall value chain and ask "what has changed". The old Apple TV was a download and play (iTunes) model, the new one has streaming deals with TV stations and no memory at all. There is no new technology at play here, nothing in the value chain that doesn't exist already, no new "gee whiz" device - what is interesting is that Apple has done a complete shift of value chain model, from download to stream (because that is what most people like). The really fascinating bit of this picture however, is if you go up one step in the system diagram. Apple now has a plethora of screens and devices that all interact with each other and with an end to end delivery value chain, from content via aggregation to user device. They don't own the distribution piece, but they have made deals with Moble Telcos that no one believed possible beforehand. I await similar with TV Co's (they have already pushed streaming prices down from $2.99 to $0.99). Appls pricing is now coming in at $99, a lot cheaper than most other STB's that don't come attached to large bundles of bloatvid. And that is where it gets interesting. The big prize has always been to control the Home Multi-media Controller, and this Apple TV device - plus the apparent ubiquitous rollout of a new IOS4 operating system across all their devices - is another move in the Apple play to surround and then own that piece of turf. By the way, I am no Aple fanboi, but I have been using the Apple Value Chain diagram in consulting to clients since iTunes came out, and what amazes me is that no other big player has replicated it as they have stormed moble music, mobile telephony/smartphones, the mobile web, tablest and starting now, Quad Play in the home. Incidentally, I believe this is a more robust strategy than Google TV, as SAI notes: Specifically, Google wants to turn your TV into a computer. Apple says people specifically don't want computers on their TV. Who will win? This is not even a question by 2010, so I think Google strikes out at first base - we set up usage experiments with the MyPCTV concept in 2006/7, its clear that the TV is not a computer, but is part of a complex "4 screen" (TV, PC, Tablet, Mobile) end user world. But more than that, the real thing Apple has going for it is that end to end value delivery system which Google hasn't replicated - not in Mobile (albeit they are putting a lot of effort in belatedly with Android), and not in Video. Oh, and they own the end device - s. Never forget that............... This does not of course mean they will win - but what they are positionng themselves to do is cream off a lot of early adopters, take massive market share early on with high margins products, make it expensive to roll them back. Monday, August 30. 2010Do people grow out of Location based services?
The New York Times on Location based services:
Venture capitalists have poured $115 million into location start-ups since last year, according to the National Venture Capital Association, and companies like Starbucks and Gap have offered special deals to users of such services who visited their stores. The Fist Generation services (Loopt, Dopplr etc) have by and lerge failed to gain traction. So far what has worked with 2nd generation location based services is game based rewards (eg becoming mayor of a place) but these rewards are ultimately about bribery (eg becoming mayor gets you a free offer). Shopkick plays for the endgame by giving you money off coupons when you shop at a certain shop - it's the online equivalent of newspaper coupon clipouts. But never fear, the CEO of Loopt claims that people born after 1981 (ie below 30) have lower privacy requirements, and thus a larger demographic will emerge year by year:
So, two contradictory views - the NYT arging that the market is limited, the CEO of Loopt arguing that the only way is up. I have another explanation for the people after 1981 being less privacy aware, and this is simply that they are young and have less to lose - as the NYT notes:
In other words, perhaps at (about) 30 people start to have responsibilities, and for various reasons become far less interested in displaying their location. Sunday, August 29. 2010Incubating a Seed Investment Bubble
Interesting hypothesis from Elias Bizannes about an emerging seed Investment bubble - he did the maths on Y Combinator:
Y Combinator for example has funded 206 companies to date. At an average $10k in capital as well as $600 in travel costs (applicant companies can get up to $600 in reimbursement costs), they've put at least $2m in seed capital and assuming 10-20% of companies get accepted (an assumption by us), then reimbursed travel costs are between $450-900k. (Note: this is extremely conservative to the point of unrealistic, as companies receives $10k per person so the cost is actually closer to double or $4m in seed investment -- but we're doing this to prove a point.) I am looking at this article for 2 reasons, viz: - I haven't done the maths he has, but judging by the number of articles (and people I have met recently) that are popping up around the "seed investor" ecosystem it makes me think of "Incubators 2.0" (remember them, they bombed in the Dotcom boom), and it just smells like there is a bubble coming. Also, there is considerable turmoil in VC-land as its economics change, and one can see that one strategy a lot of newer companies are using is to charge into the "funding gap" where Angels (and VCs) have traditionally feared to tread. And, as Fred Wilson recently pointed out, the issue is not te $Xm investment that is key for the funder, its the 2-3 times $Xm follow up investment that really allows them to take value - if the Seed Funds have kept it, that is. (Where are) the Women Entrepreneurs in Tech?
The WSJ had a go at the dearth of women in Tech (by which I think they mean ICT, as in my experience there are loads of women chemists and biologists) and asked why:
Only about 11% of U.S. firms with venture-capital backing in 2009 had current or former female CEOs or female founders, according to data from Dow Jones VentureSource. The prestigious start-up incubator Y Combinator has had just 14 female founders among the 208 firms it has funded. Various Tech worthies stepped in, none so much as TechCrunch, who points to quite a well known problem for conference organisers:
Unfortunately this is one of those areas where a lot of very "sensitive" people live, so it is virtually impossible to have a rational, fact based conversation (just try and imply that the science continually implies that male and female brains are different for example. ). Also, people tend to neglect the simple maths. I did a BSc and an MSc in Engineering, and men outnumbered women at least 10:1 in both degrees. It starts there, with the basic ratios skewed like that. It won't get better until that ratio changes. Also - for what its worth, my own experience from managing, working with and being managed by women is that:
And here is the rub - when it comes to the wire, and it's your *ss on the line too, you give the task to someone who has enough confidence and enough competence. So the question is threefold:
Until these issues can be honestly addressed, there will always be a problem with women entrepreneurs in IT. Update - Following a few Twitter exchanges, Shefaly Yogenrda has written a very thoughtful piece in response and JP Rangaswami takes an interesting viewpoint about exclusio. Saturday, August 28. 2010Patenting the Bleedin' Obvious![]() Crank Handle 2.0 - did someone really grant a patent for this? Paul Allen's company is suing all the websites with deep pockets because he has a patent on how a website is designed (see above) - NYT Digits Microsoft co-founder Paul Allen’s Interval Licensing is suing 11 companies, including tech giants Apple and Google, alleging patent infringement. Below, a look at the patents in the lawsuit. The implications of these are fairly widespread, as these things really are going back to trying to patent crank handles (an abuse of the early days of patents in the UK, which forced early steam engine pioneers to use moon and sun gears). We've built examples of nearly of all these things over the last 5 years or so and knew nothing of Mr Allen's patents, coming up with them quite independently (along with many other people I'm sure) because - surprise, surprise - this is the only real way to do them. I bet there are loads of people out there with circuit diagrams in powerpoint going back 15 years that look just like this, its just that - silly us - we never thought to patent anything so bloody obvious! In fact surely some of the pre internet systems would have prior art here, never mind the early push systems? As with Facebook trying to trademark English words that are 500 years old, sadly the US system all too often rewards deep pockets, not deep intelligence. What is needed, apart from a radical shakeup of the US patenting system, is - in my opinion - in patents like these is for the next level down - how they do some of this to be patented, not this level. Addendum - and that the plaintiffs actually be making something, not just amassing patents and handing out lawsuits
(Page 1 of 222, totaling 2217 entries)
» next page
|
QuicksearchMore Broad StuffFor More Information about Broadsight:
Contact us Broadsight website Articles To sign up for Broadstuff on other services: Broadstuff - the Twitter edition Broadstuff - the Jaiku edition Broadstuff - the FriendFeed edition Subscribe to Broadstuff via email Books we are reading: Alan Patrick (@freecloud) 's Twitter FeedPoll of the WeekWill Augmented reality just be a flash in the pan?
Archives Syndicate BroadstuffCategories
Creative Commons LicenceBlog Administration |
