Opinionated
…it ain’t nobody’s business but my own :-)
Internet and TV, are we at the tipping point?
Walt Mossberg today reviewed a couple of new technologies that allow you to beam video from a PC to a TV wirelessly. Pretty cool, but IMHO there is not a big demand for this.
More interesting is the discussion about whether we are at the tipping point between TV and the internet, where more and more people will get their video from the Internet.
In the video below Walt is a sceptic, but his ...
Deportalization and Internet Advertising
Glam hired a new guy today. Techcrunch, VentureBeat and PaidContent all posted about it.
All of the reporting on this hire focus on Glam's coup in getting their man, and on their profitability heading into Q4. There is little in the way of analysis, which is probably quite reasonable on a news-filled Monday morning here on the West Coast..
As TechCrunch's Jason Kincaid reports:
Glam Media h...
Real Time Streams
John Borthwick has captured in words what many have been grappling with in a less articulate way for about 18 months. The new paradigm we need to think about the internet has finally emerged.
This snippet outlines the broad trend:
Start with this constant, real time, flowing stream of data getting published, republished, annotated and co-opt’d across a myriad of sites and tools. The s...
In Defense of “nothing”
Columnist Henry Porter is generally considered to be a wise observer of the human condition. Today, in an article in the UK Guardian owned Sunday, The Observer, he blew it ..... badly. As a newspaper man he ought to have been aware of his almost certain bias and perhaps counted to ten before pushing "send". And, given that he didn't, his editor should have saved him from himself after the fact,...
RSS has peaked! – Forrester. Nope, it hasn’t! – Me
Forrester released a report today ($279 download if you want it). Titled "What's holding RSS back?" it claims that only 11% of Internet consumers use RSS and that those who have not don't understand it.
Steve Rubel at Micro Persuasion responds that :
"..while feed adoption may have crested the idea of online opt-in communications is just getting going. The Facebook newsfeed, Twitter and Frie...
OpenID and Data Portability
Nicolas Popp - a leading advocate of Open Identity and data solutions - posted on his VeriSign blog today following the rather heated discussions that have ensued since Google announced its Friend Connect product recently.
Nico's employer - VeriSign - along with Microsoft, Yahoo, Google, AOL and others, is a member of the board of the OpenID foundation.Nico's primary argument (emphasis mine) is...
Google and the newspapers
Over the long labor day weekend Google announced a serious change in the way Google News will relate to the various wire services and the newspaper industry. The change could have a dramatic impact on the traffic Google News sends to newspaper web sites. There have been several commentaries on the developments and Techmeme has been a great source tracking them.
The New York Times, ironica...
Google passes $300 Mark
Wow!
Here is the minute it happened:
Suw Charman and Doc Searls Breasts
Posted By: Keith Teare on June 21, 2005 in Web 2.0 - Comments: No Comments »
I’m at the SuperNova Conference in San Francisco (http://www.supernova2005.com). Suw Charman seems to be suggesting that Doc Searls is busty 
New Blog
Posted By: Keith Teare on June 11, 2005 in Archimedes Ventures - Comments: No Comments »
Mike Arrington has just launched a new blog under the Archimedes Ventures umbrella. It is going to track developments in Web 2.0, including company and product launches, people, events and so on. Techcrunch.com is the name. The RSS feed is here.
Technorati Tags: Archimedes
Apple and Intel
Posted By: Keith Teare on June 7, 2005 in Strategy - Comments: No Comments »
The news is of course everywhere. But what does it all mean. Here are some random thoughts:
- Steve Jobs is a great decision maker. Despite the obvious risks and short term concerns (stock price, consumer confusion and so on) he had made a call to shift Apple up a gear by embracing a chip roadmap that can serve for a decade or more. Two years from now the stock holders will be cheering. Five years from now he will be lionised as a saviour.
- Apple had no choice. IBM just isn’t able to deliver.
- CPU flavor is increasingly unimportant. The fact that an OS can run on top of many different architectures (look at Linux) is now normal. An OS vendor is not locked in to any particular CPU vendor.
- Even OS’s are fairly unimportant. Most of the software we all use runs on top of any CPU and any OS.
- The future is about content and the ability of a company to serve its customers. These make hardware and even OS’s a commodity. Want margins, get into the software as service business real fast (like iTunes for example). These may also drive hardware sales. Without them there will be no sales.
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