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Google announced their acquisition of Danny Hillis’s Metaweb, owners of Freebase which allows people to store data as entities, together with relationships.

This is a big step in the rise of Web 3.0, also known as the Semantic Web, which will allow machines to compute using human understanding or human knowledge to a certain extent. Google was already overtaken by the awesome WolframAlpha knowledge computation engine and had to close the gap.

Google writes that their acquisition will be used to enhance search for tougher questions which a search on pure keywords is lacking. That kind of search, to quote Google’s example of “colleges on the west coast with tuition under $30,000″, necessitates additional capabilities. These include the entity being queried, its type, its relationships with other entities, and so on.

Although the initial use will be to enhance search, right after this comes the automation of human understanding. With logical predicates, one will be able to construct a body of knowledge and infer deeper meaning from information available on the web.

For instance, “Google acquires Metaweb” can be broken down into the semantic relationships below (like Thomson-ReutersOpenCalais already does):

Acquirer: Google

Acquired: Metaweb

Relationship: Acquisition

Status: Confirmed.

Within the trading context, such a news headline could be used to automate Merger Arbitrage orders (Provided, of course that Metaweb was publicly traded).

Hence, to some extent at this point, computers will be able to ‘understand’ and interpret the meaning of human language and this information, in turn, could be used for further automation.

But beyond this step, with machine learning, comes the promise of an even wilder web, a web with sufficiently advanced understanding of human language, knowledge and mind, that it is indistinguishable from a sentient form.

Watch this video from Freebase to understand why entities are important:

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Tux, as originally drawn by Larry Ewing
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Foreword

This is a text I wrote in 2003, seven years ago, and I thought it important to repeat it here to see how many inroads Open-Source software has made in our lives, in the Enterprise and in Governments. I consider this foundational knowledge (you must also read all the linked information, especially the Microsoft Halloween Documents) and these are things I spent years in a LUG explaining to people interested in open source software. Many discussions revolved around the licenses as far as I can remember. A follow-up post will surely be in order to showcase and analyze how far we have come in just seven years and how pervasive open source is on the Web, in the Enterprise, in Governments worldwide, and generally, in our lives.

1. Introduction

This text introduces the history of GNU/Linux, Free and Open Source Software as well as their advantages in a succinct manner. Strictly speaking, it would be more precise to begin chronologically with GNU and Richard Stallman. However, I have preferred to mention what is more familiar before moving onto less known territory so as to enable the reader to connect the dots himself/herself more easily.

2. Linus Torvalds and Linux

Linux is an Operating System compatible with the Posix standard. Linux is an O.S. that is very secure, very fast, very robust, and above all, it is free and its source code is freely available.

Linux was initially an Operating System kernel, designed and developed originally solely by a young Finnish student, Linus Torvalds. In 1991, then aged 21, and in his second year of Information Systems studies at the University of Helsinki, Linus Torvalds began developing the Linux kernel. He started off on his own and on an affordable machine with an Intel 386 processor. Later on, however, he decided to make the kernel, as well as its source code, accessible to other people freely by putting them on FTP sites.

The reasons that motivated Torvalds to develop Linux were:

  • The high cost of the hardware and software necessary at the time to run a UNIX environment
  • The inadequate features and the slow reaction to positive feedback for the MINIX Operating system built by University Professor, Andrew Tanenbaum. MINIX was mostly used within academic circles.
  • The great delays suffered by the project of development of an Operating System for GNU, launched nearly 9 years before by Richard Stallman.

The free availability of the source code to the public had the result that a growing number of people were offering either feedback in the form of verbal descriptions or in the form of enhanced code to Linus. Ever since, the Linux system has always been continuously improved this way by the collaborative work of many people throughout the world. These collaborators usually work voluntarily, often during their spare time, and many do so for free.

More than ten years later, in our days, Linux is a system which is widely used in all fields where these characteristics are needed: dependability, security, robustness, speed, an economical approach, together with the possibility of customising the source code.

Linux can be found within commercial companies like Boeing, Government infrastructures, the Educational sector, and that of Research. N.A.S.A. also uses Linux.

Numerous enterprises have migrated their operations and their software to Linux for its strengths like robustness, security, and its positive economic impact on the bottom line. Many CGI effects in recent Hollywood blockbusters have been produced by software running on Linux. IBM is a great supporter of Linux. Oracle, PeopleSoft and SAP have all started migrating their product lines onto Linux.

Links:

3. Richard Stallman, GNU and the FSF

A particular license governs the use of the Linux source code, the GPL. The acronym stands for the GNU Public Licence, which stipulates, among other terms, that whoever modifies the source code has the duty of injecting the new source code back into the user community.

GNU is a project that existed prior to the advent of Linux, and launched by Richard Stallman. Stallman was a Harvard student who also worked for a long time in the MIT Artificial Intelligence Laboratory, the AI Lab. Within the AI Lab environment, there already existed a culture of source code sharing, so that all employees could bring their individual enhancements to benefit the community. These collaborations, together with the approach of code sharing, solved numerous problems with the hardware and the software at the time. In 1983-1984, Richard Stallman built this approach into a project, which became his life project, and in a way his masterpiece. The idea of GNU is to produce and promote a combination of Operating System and Free Software compatible with UNIX, for free if possible, or for a nominal fee to all those who would need such a system.

Within the GNU sphere, the notion of ‘Free’ as in ‘Free Software’ describes the following characteristics for the user, who can:

  • Use it freely,
  • Give it to somebody else freely,
  • Modify it freely,
  • Sell it if he/she wants,
  • Use part of it in another work, even in a commercial one (provided the license allows this)

Richard Stallman went on to found the Free Software Foundation, the FSF, specifically to promote the notions of freedom associated to Free Software. From his own individual effort, and later through the contribution of hundreds of other persons throughout the world, the GNU Project grew into a myriad of freely available software for the masses. For instance, GNU Emacs, the customisable multi-editor, and GCC, the set of GNU compilers, are software initially designed and coded by Richard Stallman, but to which others have contributed afterwards.

However, the Operating System planned by Richard Stallman, the GNU Hurd, remained in development for very long, which rendered his overarching project incomplete. Indeed, even though GNU software were becoming more numerous and freely available, one still needed the costly UNIX environments to use them while Stallman wanted to democratise access to both an Operating System and applications.

Links:

4. GNU/Linux, Internet collaborations and other synergies.

Therefore, it is thanks to the fusion of the concepts and applications of the GNU Project to the Linux Operating System that Richard Stallman’s dream could materialise. In fact, Stallman insists rightly, that what is commonly called a Linux distribution, should be more correctly named a GNU/Linux system.

A Linux distribution is in reality, a collection of GNU Software with the Linux Operating System, generally regrouped and distributed freely (FTP, CDROMS) or commercially (often in a box with CDROMS and printed manuals) by teams or by companies like Red Hat, SuSe, Mandrake, etc…

The advent of Linux also strongly benefited from the possibilities of distant collaboration offered by the pre-Web Internet core during the 1983-1995 period (e.g. mailing lists, Usenet, FTP, etc…). More recently, the development of open source projects has also relied on web-enabled collaborative frameworks like Sourceforge and Discussion Forums.

5. Eric Raymond and ‘Open Source’ Software.

Eric Raymond is one of the collaborators to the GNU project. Actually, he developed the SendMail software. In addition, he is a fine observer of the collaborative development process that is specific to the GNU/Linux, Free and Open Source Software realm.

In his many texts available online, among which “The Cathedral and The Bazaar”, he describes his view of why Open Source succeed where others fail. In his opinion, the approach of code sharing and open collaboration has enabled the development of the complex ensemble GNU/Linux. This is to be contrasted with many commercial companies that have whole development teams which falter over the rising complexity of software systems.

In other words, Eric Raymond believes that what explains the greater dependability, security and robustness of the software developed with this particular collaborative approach, is precisely the open collaborative development model with the freely available source code. According to him, this is partly explained because there is a growing number of collaborators. Hence, any bug will most probably be trivial and easily solvable to at least one or some of the collaborators. And within traditional software development in commercial endeavours, while the development times can be estimated, the time taken for the discovery and elimination of bugs often remains unknown.

In reality, there are examples whereby some bugs linked to security were eliminated within a one-day period, thanks to one or more collaborators via the Internet. This great reactivity is to be contrasted with a commercial company who will first deny the existence of the bug, and later take a timeframe of about two weeks to solve the problem. In the meantime, the system user finds himself stuck with a vulnerable environment.

In 1998, Netscape announced that the source code of its web browser would be made available freely. Raymond interprets this as the first example of consideration – by a commercial company – of the superiority of the Open Source Development and code-sharing model (as promoted by Stallman, Torvalds and the other numerous collaborators of the GNU/Linux environment).

Furthermore, he realised that it became necessary to better formalise and express the Open Source concepts because he extrapolated that in the future, there would be more close collaborations between commercial companies and the mostly altruistic and non-business oriented collaborators of the GNU/Linux project. He therefore decided to adopt the terms “Open Source”, rather than the “Free Software” championed by Richard Stallman. Apart from certain fine print details, globally, these terms can be interchanged without any problem in many cases. However, it seems the term “Open Source” is more common these days than “Free Software”.

Eric Raymond, therefore, launched “The Open Source Initiative“, an organisation which describes and promotes the advantages of Open Source Software.

Links:

6. GNU/Linux in Mauritius

GNU/Linux is present in Mauritius in various sectors. However, it is probable that GNU/Linux is subject to a weak visibility. It is with the perspective of making people more cognisant with these subjects: the Linux Operating System, the GNU applications, Free Software and Open Source that this text has been written.

The advantages for various sectors of the country, or for specific and strategic projects are numerous. Let’s take the Cybercity initiative as an example: all GNU/Linux products are strongly based on Open Protocols and Open Standards that are at the heart of Internet communication. Better still, studies have shown that some of the implementations of standard protocols and in the GNU/Linux products are the best in the world (e.g. the TCP stack).

This means that GNU/Linux adoption better prepares the country’s integration into the new world-scale economy, of which a great component is e-commerce via Internet, by going through an optimised economic investment. This, especially at a time when commercial companies are known for their monopolistic practices, their goals being to continually raise their software product prices, or lock-in the users within either exploitative licences or non-standard/closed protocols.

It is especially important to do a proper evaluation for specific and strategic projects within the Government because costs are often transmitted onto the citizens. Governments of various foreign countries have either decided to make strong evaluations of the GNU/Linux alternatives or decided to adopt them altogether within their projects or within their infrastructure. Countries which have considered GNU/Linux or are using Open Source software are: Brazil, Peru, France, Germany, USA, China, South Africa, England, Vietnam, India, and others.

If you are within the Government, the Private Sector, the field of Education, or a home user, for more information about GNU/Linux, Free Software and Open Source Software, it is highly advised to regularly visit the MLUG web site (see below).

The local GNU/Linux landscape consists, among others, of:

1. The Mauritius Linux User Group (also known as Linux User Group of Mauritius), for which this text was created.

One can visit the website or subscribe to the mailing list at M.L.U.G.

2. Linux User Group of the University of Mauritius

3. IBL, representing the company Red Hat which sells a well-known GNU/Linux distribution, and partner of IBM, a huge promoter and vendor of Linux products

4. Tuxcafé, a cybercafe entirely built with machines running GNU/Linux

5. Mauritians Using Linux Group or M.U.L.G.

Links:

More resources on Linux in Government:

Linux and Microsoft:

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Steve Jobs while presenting the iPad in San Fr...
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Hot on the heels of Google’s I/O 2010 aimed at Developers, Apple is set to launch its Worldwide Developer Conference tomorrow.

Here is what to expect or pay special attention to:

1. iPad

The North American and now International launch of the iPad is bound to make an appearance at the WWDC 2010. Expect to hear preliminary numbers on how the iPad is selling on the international markets.

The device paves the way for expectations about User Interface for the decade and beyond, and one day, the mouse and the desktop PC in their current form will feel archaic.

I expect a corporate call for Developers to support HTML5 and the H.264 video codec.

2. iPhone HD

The leaked iPhone 4G device should be unveiled at WWDC 2010, with the following

a. A front-facing video camera, which will help in video-conferencing
b. Swappable micro-SD storage
c. Fast ARM-based processor probably emerging from the it buyout of Intrinsity, which is an ARMH licensee, and who know how to combine ARM cores into low-power, high-speed multi-core system-on-a-chip devices.

3. Apple Gianduja

This is Apple’s replacement to Flash, and has been under development for more than a year already. It will enable Rich Internet Application Development using Apple’s own existing stable of Development Tools.

It is entirely likely that Gianduja will wow developers and end-users worldwide and will also be specially easy to use by developers to implement Web interfaces for transactional websites or applications.

On the other hand, expect the FTC or the DOJ to have a deeper look at Apple’s blockade against Adobe’s Flash technology for the iPhone and the iPad in the wake of this technology being launched because of possible anti-competitive practices.

Apple and Steve Jobs‘ view of what competition means is totally skewed and irrational these days as the CEO accuses Google of entering their turf of the Telephony market while they wouldn’t go into search, thereby conveniently forgetting the turf of so many traditional phone and mobile phone companies that Apple tread upon: Nokia, Sony-Ericsson, Research In Motion to name a few.

4. Apple’s TV & Music initiatives

Apple bought out Lala which streamed music to subscribers but shut down the services. As written about previously on YashLabs, I expect the Lala technology to resurface within iTunes in the cloud, and to stream to mobile devices like the iPad, the iPhones/iPod Touches and Apple TV.

With Google’s own announcement of Google TV, backed by a cluster of high-profile suppliers and partners like Sony, Logitech, Adobe and Dish Networks, I expect Apple to retaliate with new offerings of AppleTV, including a new pricing of a $99 device and possibly new partnerships or services from TV/Movie content providers.

5. Other devices and services?

Apple has been rather quiet about their new iMac and Macbook products. Maybe they will be talked about, but I have low expectations that they will be in the limelight. Apple does have amazing and new technologies for Developers that the latter should care about like GrandCentralDispatch and OpenCL though.

Their main competitor in the new era is Google and the latter bought out a secretive startup called AgniLux and who probably know how to optimize ARM cores by interconnecting them high-speed (with light I believe). This positions Google is a new space for optimizing high-speed and low cost servers.

I don’t think Apple will announce anything server-related for now although they do have a server version of Snow Leopard, the reason being that the chose iPhone O.S. for the ARM-based iPad instead of Snow Leopard. They will, therefore have to wait till they can optimize the operating system for ARM chips until they announce that type of offering.

There could be new iPod Touches with cameras, but Apple may wait for other conferences to announce them.

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Google + Apple = Gapple
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Following the Google I/O developer conference, it is good to make an update on Google’s sprawling offerings and business explorations and conclude as to what their strategy long-term is, which I do at the end of this post.

Google’s AdMob acquisition goes through

Last Friday, the FTC actually allowed the deal to go through and Omar Hamoui’s AdMob is now part of the Google stable. Apple’s foray into mobile advertising with Quattro Wireless must have helped the FTC make its decision.

I expect an additional lucrative revenue stream from Mobile Adverts for Google, as mobiles (smart phones, tablets) take over.

Google TV

At Google IO, during the Day 2 Keynote, Eric Schmidt unveiled Google TV. What I grasp from the keynote presentation and Google’s partners is that they will heavily back Adobe, especially Flash.

In fact, Vic Gundotra did send a jab toward Apple, using the latter’s own past words “It is a future we don’t want”, referring to access being controlled by one man, one company, one platform, just as Apple jabbed IBM in 1984 at the launch of the Mackintosh.

Google TV’s partners

On stage with Schmidt, featured Google’s partners:

  • Intel
  • Sony
  • Adobe
  • Logitech
  • Dish Networks

Augmented TV

What Google envisions is a social way of watching TV, or a melding of the web and television platforms. In this respect, it is ‘Augmented Television’.

Google’s strides with online video

The following events are very significant in my opinion, in semantics and timing, especially when taken in light of Apple’s own projects:

  • Google open-sources the VP8 codec
  • They open-sourced the VP8 codec which they obtained following the acquisition of On2. They are giving it away as a new format called WebM, which is in fact a version of the Matroska container, and which supports Ogg Vorbis Audio. Ogg Vorbis is open-source.

  • Google funds the Ogg Theora optimization on ARM platform
  • Google decided to finance the optimization of the open-source video codec for the ARM platform. This can mean only one or two things:
    - It’s about mobile video, as ARM has the best platform for mobiles & tablets computing, platform heavily relied upon by many licensees like Qualcomm, NVIDIA, Texas Instruments, Marvell, and several others.

  • Google acquires Global IP Solutions
  • This acquisition appears to me to be more about the actual Intellectual Property than the technology itself, but it does give Google access to interesting things, including, but not limited to:

    - Web-based, real-time, high-quality audio and video streaming
    - Web-based audio-conferencing and video-conferencing

  • Google acquires Episodic
  • This gives Google access to marketing data, but also a monetization platform for videos as well as great user experience experience (yes, you read that well).

  • Google acquires BumpTop
  • You may think that this is not related to online video, but in reality it is, albeit in an indirect way.

    As I mentioned in my post in 2007, BumpTop was more suited to touch-screens. This acquisition, therefore, can only mean that Google is making a big push for their tablet computing platforms, since BumpTop as is needs a bigger screen than that of smartphones and is not suited to the Desktop and mouse.

    Add this fact to the race of online video/video-conferencing acquisitions that Google is running and you can see that the Tablet platform, running Android or Chrome O.S. should ideally support video-conferencing, something that Apple forgot to include built-in in the iPad.

Google makes Core APIs accessible – Google Prediction API

Machine Learning, to me, is one of Google’s core strengths. It is therefore amazing to see them open up access to its Google Prediction API. Some critics will say that it’s a black box because you can’t choose the internal algorithm. I say that it is rather a blessing, because startups will be able to leverage Google’s algorithms and infrastructure to build their own technology for free or nearly free (some costs will apply when using Google Storage, which is necessary):

Google Prediction API

Another API Google offers is Google Latitude API, which will help with all those location-based services.

Conclusion on Google’s Strategy

  • It’s obvious that Google is focusing on mobile connectivity, ‘mobile’ here, being smart phones and tablet computers as well as probable laptops which will run Android or Chrome O.S.

    The new mobile tablets should feature video-conferencing heavily.

  • The fact that audio-conferencing technologies has also been acquired shows that Google may ramp up their VOIP services into full-fledged Business Telephony services. Look for Google Voice & Google talk integration with new audio and video-conferencing solutions going forward.
  • Google is removing risk in their online video offerings by funding the Ogg Theora video optimization and open-sourcing the VP8 codec.

    The risks are:

    1. The need to pay license fees for the H.264 codec favoured by Apple, which would impact their bottom line. Currently, they do support this codec, but they will, in the future, have the possibility of switching to their own. Open-Source, long-term is the better strategy.

    2. The possibility that Adobe’s Flash does not advance as well as Adobe has promised

  • The Core APIs opening means that Google is also poising as an alternate cloud platform for online startups to launch and scale easily. In this space, Google is trading on Amazon’s EC2 and S3 platforms, especially with Google App Engine too.
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    Silver
    Image via Wikipedia

    Is one of the greatest frauds in human history, as described in my previous blog post, on the verge to be uncovered to the masses?

    As I tweeted yesterday, based on a personal blog post by The New York Post’s Business Editor Michael Gray, the CFTC and the US DOJ are simultaneously launching civil and criminal probes against JP Morgan.

    The investigation is tied to an ongoing, alleged manipulation of the silver markets, whereby JP Morgan influences the price of silver to the downside artificially by manipulating the futures market, as revealed by whistleblower Andrew Maguire to the CFTC.

    JP Morgan is supposedly engaging in these actions because of the huge short position they accumulated since taking over Bear Stearns.

    The risks to the firm if a criminal suit is filed and won against it is that it will go down completely. The two simultaneous probes mirror the current crisis that Goldman Sachs is facing.

    In addition, once the artificially depressed price of silver is stopped, the physical precious metal value should explode.

    Media Blackout & Authoritative Blogging

    None of the big financial media outfits have reported a word on this up to now and I suspect there could have been a media blackout. You’ll find no information on the following:

    In addition, none of the following high-profile Financial bloggers have written anything about it either:

    Instead, you would have heard of it from the following (apart from Yashlabs):

    I expect JPM to take another big hit come monday morning as well as other financials and the markets overall.

    JP Morgan

    JP Morgan

    Silver ETF

    Silver ETF

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    Startup Lessons Learned

    Startup Lessons Learned

    Last Friday I attended the Startup Lessons Learned conference from San Francisco, which was simultaneously webcast in many other cities throughout the world.

    In Montreal, we were one of the cities with the biggest audience. It was an opportunity to connect with a lot of the Montreal Technology, VC & Business community, catching up with some old and new connections (Carl Mercier, Chris Scott, George Favvas, Daniel Haran, Felipe Coimbra, Daniel Drouet, Michael Lenczner, Alain Theriaut), and also… play with the iPad (thanks to Carl and Raymond for lending me their machines to tinker with).

    The event was made possible thanks to:

    Lean Startups – Concept and Methodology

    Lean Startups is both a concept and a crowd-sourced evolving methodology.

    As a concept, the gist of it is being adaptable and having the ability to optimize the lean startup iteration cycle, which is very different from an established company’s business cycle. What draws me to that school of thinking is the optimization. As a Software Engineer myself, that’s the essence of how I approach business, and practically anything I do in fact.

    As a methodology, it is quite rich and focused on integrating learning as an important goal for a startup.

    Raymond Luk and I talked about how it is analogous to the Toyota lean manufacturing concept and Gemba Kaizen.

    There is much, much more to it than what I wrote above, so I recommend you have a good look at the resources at the end of this post. For instance, the concepts of:

    • Minimum Viable Product
    • Business Model Discovery
    • Customer Discovery & Customer Development
    • Pivot
    • Build Cycle
    • Agile

    The People behind the Lean Startups community

    I first heard about Lean Startups/Startup Lessons learned through following the very excellent Hiten Shah on Twitter and his Startup Chat and through Eric Ries.

    Eric Ries, a Software Engineer is a driving force behind the concept of lean startup, and the instigator of it all.

    There’s a whole community and community feel around it too:

  • Dave McClure has a big involvement. You should check out his AARRR! presentation, very focused on using metrics intelligently.
  • Kent Beck made an interesting presentation, as did the people behind Aardvark, now part of the Google stable.
  • Steve Blank probably had one of the best presentations of the day, contrasting Enterprises and Startups.
  • All in all, a very interesting of presentations, panels and interviews.

    Some resources about the Startup Lessons Learned simulcast

    If you like startups, I recommend you watch the whole of it.

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    Apple Inc.
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    Total war continues to brew between these two behemoths this year as I predicted in ‘Clash of the Titans – Apple vs Google in 2010 and beyond‘ at the close of 2009.

    On January 5th, just as Google stepped onto Apple’s Smartphone & Telecommunication turf by launching the Google Nexus One, Apple retaliated by acquiring Quattro Wireless, a small mobile ad company. Actually, Apple initially wanted to buy AdMob, but Google stepped in with a better offer, thus thwarting Apple.

    iPhone O.S. 4.0 and a mobile Ad revolution

    With the Quattro Wireless acquisition, Apple announced a new Ad platform for iPhone O.S. 4.0 today.

    Moreover, with the insight that people spend time within apps on the iPhone rather than on searching the web like on the Desktop, Steve Jobs demonstrated a new way for mobile ads to engage users. The ads are shown in a small banner, which when clicked, opens up as an overlay on the screen, with interactive content within this new window, like a game, a video, etc…. Nothing else exists like this on mobiles yet.

    Apple will provide %60 of revenues back to developers, so the incentive to use Ads is quite good.

    That’s Punch number 1 to Google.

    The FTC follows up Apple’s punch by one of its own

    This is Murphy’s Law at Enterprise level: on the same day that Apple announces its revolutionary iAd platform, the FTC also announces that it is blocking Google’s acquisition of AdMob (update: the post linked to seems misleading – the title says the FTC has blocked the deal, but the content mentions the FTC is still gathering information. The article looks like it’s promoting a small OTC.BB stock within the context, so perhaps Google is not knocked out yet).

    Conclusion

    Apple seems to have an overwhelming lead over Google in the mobile space, especially with the following:
    1. Excellent, precise, intuitive multi-touch implementation
    2. Very wide user-base and lots of developers and existing apps
    3. Mobile Ad lead
    4. Superb gaming platform
    5. Relentless continuous improvement of its devices and platform: launch of the iPad and iPhone OS 4 (with multitasking)
    6. Superb App Store for distribution

    Google’s advantages are the following:
    1. Open platform and Open-source implementation
    2. Better search, cloud-computing, machine learning algorithms
    3. No agenda against Adobe Flash

    I expect Apple to continue to lead this space well into 2010 and beyond unless Google does something radical with the launch of Chrome OS and perhaps, as I wish, that they overturn the usual Telecom Industry with free/very low cost VOIP calls worldwide.

    What’s new with the Gizmo5 acquisition, Google?

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    Revolutionary Computing

    “Magical, Revolutionary” – these are the words on Apple’s website regarding the iPad.

    Although tablet computers have been around for long, these words are not too far-fetched. In fact, they are truly well-deserved as Apple is the first company which has succeeded in conceiving a combination of Operating System, Graphic User Interface and multi-touch screen whose use becomes intuitive and second-nature as we naturally interact with objects with our fingers in real life this way. They did this with the iPhone, the iPod Touch and are leveraging this technology in the iPad, which is a good form factor to enjoy this technology.

    Yes, I believe the iPad is going to be absolutely revolutionary in the way it allows for human-computer interaction and for mobility.

    Multi-touch implementation of Nexus One and iPhone compared

    Actually, I have a Google Nexus One phone, but the multi-touch screen implementation on a iPod Touch or iPhone is much more precise, I have used both extensively. Time and time again, you will have to press several times on the Nexus One, or it will lose its calibration and the precision will go haywire. The workaround is to lock it by maintaining the Power button pressed and then unlocking it as usual. This usually does the trick, but still, it is an annoyance that hopefully can be fixed in software soon.

    Usability and User Interface

    Apple has posted a whole new set of videos showing its upcoming iPad default applications as well as a few which can be bought from the iPad App Store when it’s launched. Beyond the already familiar iTunes, YouTube, Videos, Photos, etc…, it is interesting to see how they reworked the interface of Pages, Keynote and Numbers to incorporate multi-touch. Watch how Keynote allows multi-touch selection and re-ordering of the slides for instance.

    Mashable also shows a few iPad application videos, and watching Kobo’s reader brought some User Interface thoughts to me immediately. Watch the video of Kobo as well as Apple’s own iBooks and you will see that there is a lot of “let’s do it exactly as if it were a real book” occurring, like modeling the page actually turning in 3D like real paper would, and Kobo’s reader also has various bookmarks just like you would have one on a real book.

    Kobo on iPad from Kobo on Vimeo.

    This is a collection of rather unnecessary gimmicks in my view. Do you really want the ebook page to turn like a real paper, with all the delay that it entails? Do you really want to see badly-designed pseudo bookmarks hanging on top of the book covers and on the paper when you resume reading?

    I don’t. I have a very good e-reader software on the Nexus One called Aldiko, which looks a lot like Apple’s poached design for iBooks. On it, I have just set the page flipping to the lowest setting so that when I do want to change the page, it is almost instantaneous. The last thing I want when e-reading is to have the same delays and impracticalities of a real book. I’s rather use the computing platform to its fullest. Yes, I do like the features of bookmarks so that I can resume e-reading, but let it be a well-formatted list of links I saved and named, and not a 3D animation of a string-like bookmark going away before I can set my eyes on the content.

    Thus, this brave new world will have a whole arena for people and companies who will know how to find ingenious ways of leveraging the platform for what it is – a computer with a fantastically organi and intuitive human-computer interface – and not plague it with unnecessary gimmicks or features.

    How magazines of the future may look

    See also Wired’s demonstration of a prototype magazine for a tablet, which they showed st SXSW 2010:

    Wired rocks audience at SXSW with iPad demo from Mangrove on Vimeo.

    Intuitive interface. So easy a baby can use it

    Watch this toddler play with an iPhone:

    All babies, including the iPad, belong to their respective parents.

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    Google Nexus one for Canada Google’s Nexus one smartphone, built by HTC in close collaboration with Google is finally available in Canada since today.

    On Google’s website, you can order the phone and have it shipped to Canada. This version will work with 3G on Rogers wireless.

    This is one step is removing the link between carriers and handset manufacturers and as a commenter mentions in the Globe’s article, opens the door for greater competition and lower prices.

    Combine this with the recent announcement that Google wants to offer broadband as an ISP and even the FCC is pushing for a national broadband plan and my winning Deloitte MyTMT 2010 prediction that one day Google is going to ad-subsidize Telecom services is one step closer.

    The last mile in this is through the air: Free Wi-Fi or a Data plan.

    Google still has to reveal how it is going to integrate its Gizmo 5 acquisition with Google Voice and Android.

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    This morning, Google announced that they were planning to offer universal, ultra-high speed Internet access at a competitive price using 1 Gigabit per second fiber-at-home connections.

    Google therefore wants to become your favorite ISP. This will allow a new generation of applications and also enable them to continue to explore Music and Video delivery by broadband but also fits into grander plans.

    Back then in November 2007, when they bought Grand Central, I thought they would one day become a Telecommunications company. Owning the fiber, the infrastructure, the shop for the handsets and the apps are so many steps in VOIP Telecommunications domination.

    The last one would be proposing some kind of wireless access built on top of their own fibre ultra-high speed network.

    See also my prediction about how Google is poised to massively disrupt the Telecommunications Industry here:

    http://www.yashlabs.com/wp/2009/12/20/top-9-reasons-why-the-google-nexus-one-phone-beats-apples-iphone/

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    Image representing iPad as depicted in CrunchBase
    Image via CrunchBase

    The net and social streams are a-frenzy once more. Trust Steve Jobs and Apple to wow us all again tomorrow with the Apple tablet during the keynote.

    Things to expect with the Apple Tablet

    As I already argued, it will disrupt several industries at once including the Publishing industry, be it of books, music and movies. Your files will be stored in the cloud so that you will be able to access them on the go, with an online iTunes application.

    It’s going to make magazines fun again, and perhaps newspapers. I say perhaps because, while some newspapers which went online and which want to charge for online access may still be fun to read, I find that more and more, I get more cutting-edge, up-to-the-minute information on sites like TechCrunch, Read/WriteWeb and Mashable.

    Amazon’s Kindle and all other similar single-purpose devices are dead in the water with their B&W Screens.

    Few people have talked about this, but I expect that one of the major “killer-applications” of the Apple tablet is going to be mobile video-conferencing for the masses. Google missed out big time on the opportunity by not putting a front camera on the Nexus One although they have the Audible chip with the back-facing microphone to compensate for background noise. Apple is going to nail this big time and also incorporate a front-facing microphone in the new iPhone.

    More importantly, the Apple tablet will allow new ways of making art -painting and music.

    Imagine traveling with your tablet and composing music or drawing on the multitouch canvas and automatically uploading your creation to sites where you can sell them. This is, in many ways, liberating.

    In addition, Apple will re-use the very effective multi-touch UI with its particularly organic and intuitive feel into the tablet. For now, nobody does this better, not even Google with the Nexus One.

    What I don’t like about what Apple and Steve Jobs are doing with the tablet

  • Re-using iPhone O.S. instead of using MacOS X Snow Leopard. This means that until they announce iPhone O.S. 4.0, the device will still have some pain to multi-task properly and not be a general-purpose computing device of the age. Then again, Steve Jobs and Co. could surprise us tomorrow. If not, wouldn’t Google augmenting its forthcoming netbooks or tablets into full-fledged computers be a great thing?
  • Trying to sell an alternative web. Instead of transposing the existing open web onto the device, Apple wants to have it its own way, without Flash, etc… I am not too keen on this as it means getting in new ways of developing for the device as they will use something else than Flash to display magazines. However, could there be a good side to this? Maybe Apple will pave the way for accelerating a better user experience on the web.
  • Other things to expect at the announcement

  • Name: Apple iPad – most probably.
  • New Macbook Pros with more recent Intel Core i5, i7 chips.
  • iPhone O.S. 4.0, perhaps….
  • Several types of tablets, maybe…
  • Delay in actual commercial availability of the tablets, probable…
  • Oh, I forgot!: The price. It should be about $650-690 lowest. That’s because they’re already leveraging a lot of the existing technology and UI.
  • I can’t wait for the announcement tomorrow.

    In the meantime, we can dream:

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    deloitte TMT predictions 1
    Image by Eva Blue via Flickr

    I was at Deloitte’s TMT Prediction 2010 launch event yesterday morning at the Fairmont – The Queen Elizabeth Hotel. Here is a recap of the event and some thought on the predictions and the discussions we had during the event, including Google and Twitter. I’ll also write about Twitter and try to convince Duncan Stewart, the Director of Deloitte Canada Research: Technology, Media & Telecommunications, Life Sciences and GreenTech of why Twitter is a force to be reckoned with and is here to stay. In fact, by the time I finish this post, I have the intention of convincing any Business, Finance, Technology, Media or Telecommunication person reading it of the high value there is in following me, reading my blog and working with me for Business and Web Strategy, Industry and Business Analysis.

    Winning the MyTMT Prediction 2010

    This time around, Deloitte actually launched a competition called MyTMT prediction, opening it to the public. I was glad to be in the five finalists and also learn during the event that I won the competition with my prediction that Google is poised to massively disrupt the traditional Telecom Industry, to the applause of approximately 200 Business and Media people during the launch event yesterday, January 19th in Montreal.

    Business Strategy

    Many people have asked me what the prize was. It was recognition, from the Jury, from a big consulting firm like Deloitte and also many people in the Technology, Media and Telecommunication industries. I also won exposure, mingling with like-minded people, and participating in the conversation about foreseeing and predicting where Technology is bringing us and how it impacts our Businesses and lives. As Deloitte themselves argue, the value of the Predictions event is to

    explore emerging trends that will have an impact on Canadian businesses in 2010.

    and to

    helping their clients evaluate complex issues, develop fresh approaches to problems, and implement practical solutions.

    There are dedicated TMT practices in 45 countries in the Americas, EMEA, and Asia Pacific. DTT’s member firms serve 92 percent of the TMT companies in the Fortune Global 500. Clients of Deloitte’s member firms’ TMT practices include some of the world’s top software companies, computer manufacturers, semiconductor foundries, wireless operators, cable companies, advertising agencies, and publishers.

    About the research
    The 2010 series of Predictions has drawn on internal and external inputs including: conversations with TMT companies, contributions from DTT member firms’ 7,000 partners and senior practitioners specializing in TMT, discussions with financial and industry analysts, and conversations with trade bodies.

    Being able to foresee where things are going allows strategizing, planning for the long run. Being able to monitor things allow for swift changing of Business tactics so that the changing environment can have less deleterious effects.

    This is why Deloitte’s TMT Predictions 2010 is essential reading:

  • Technology Predictions 2010
  • Media Predictions 2010
  • Telecommunications 2010
  • Similarly, somebody reading my blog back then in 2005 would have already known the pitfalls of using Microsoft’s Internet Explorer based on quasi-prophetic words at the time, totally vindicated by the recent huge security debacle involving Microsoft, Google, China, and some other 30-odd U.S. firms this January:

    During and after these brushes with Justice, Microsoft officials have repeatedly been heard chanting the mantra “Innovation, Innovation. If Microsoft is broken into smaller pieces, we won’t be able to do our Innovation.”

    But see, before all this, by bundling their inferior Internet Explorer with Windows, they still managed to make IE the most used browser on the planet since they also force Windows down the throat of the PC-buying customer.

    But once they achieved this, what do you think they did with IE? Do you think they kept on innovating, adding features to it, sorting out the kinks, supporting Internet Standards?

    No, they sat on it for 3 years. And since IE is a security hazard, the flaws were rapidly exploited. Last year, there were countless storied of PCs being hijacked by spyware, popups everywhere, people tearing their hair off, going mad.

    All of this because Microsoft in intent on dominating a segment but does not really care about the customer, nor about innovation. And once they do, and every time a finger points at them, they will strive to cover everything up in marketing or P.R.

    Not only that, but the Mozilla team, true to Open Source spirit, regularly updated the browser. More specifically, they patched any flaw very rapidly.

    Typically, Microsoft will take weeks before even acknowledging a flaw, and if they patch it, the user is left with a vulnerable system for months.

    Internet Explorer 7 will still be flawed. The problem is Microsoft.

    MS’s IE7 will still be flawed. Microsoft still hasn’t learned to support open standards and they still haven’t learned to released a secure software. Instead they are still rushing bug-ridden software and covering it up with P.R. and marketing millions, the latest case being Visual Studio 2005.

    Then they also want you to get their Windows Defender anti-spyware software. How come they cannot patch their faulty software first and foremost?

    Microsoft hasn’t learned and won’t learn from its mistakes. It’s a monopoly and feels safe enough there. So it will rely on weird tactics for a long time. Like removing all trace of some Linux-bashing articles from the Internet. Like funding pseudo-neutral analysts to tout their software and bash alternatives. Like spreading Fear, Uncertainty and Doubt about alternate products. Like enabling only passport-registered people to post comments on their inane MS-marketing blogs. And who posts there? Well those who have MS passports, that is, MS employees primarily and who will do some mutual back-slapping hoping the community takes it up (astro-turfing – a fake grass root marketing approach). Like stubbornly not supporting Open Standards. Like pissing off customers, partners, and employees all at once. Like creating an artificial shortage of XBox 360.

    The choice is yours. Make the best one.

    You have the choice to try an alternative: the best browser in the world.

    Microsoft has been at it again: trying to minimize the seriousness of the security issues, while bashing other browsers. The Web, however, is quick to point out the flawed reasoning:

    Mashable – Microsoft downplays Internet Explorer security holes

    It takes years to change an ingrained company culture with blessings of wrongdoing from above, and knowing the software engineering advantages of open-source (“With enough eyeballs, all bugs are shallow” – Eric S. Raymond), I knew there were fundamental problems with the company itself.

    My point of view is validated today with entire governments like France and Germany saying no to Internet Explorer and urging to do the same, but only with 4 years of delay…

    So, if you would like to know what I think of where the future in Business and Technology lies, here are the essential posts you should read:

  • Revisiting past predictions – 2009
  • The essence of Google’s Success
  • Google Telecom, Hello!
  • Top 9 reasons why the Google Nexus One beats the iPhone
  • The Apple tablet and other industry disruptions signed Apple
  • Clash of the Titans – Google vs Apple in 2010 and beyond. That one was a whole two weeks before the nice BusinessWeek article.
  • And more predictions from me are here:

  • Technologies to watch for us 2010 and this decade
  • 10 Science, Business and Technology Predictions for the next decade 2010-2019
  • Predictions discussion

    a. Google

    After the presentation of my prediction, Duncan Stewart said “You nailed it. I think for everything, you nailed it. But I don’t agree with one thing”.

    And that was about how in the US, people are very used to a certain level of customer service. He does have a point, especially judging by the flood of questions and complaints regarding an issue with continuous switching between Edge and 3G networks. This got the Google-T-Mobile-HTC trinity passing a hot potato around for a while.

    Personally, I think it’s just growing pains for Google, but the bases of the innovative disruption are already there and the consumer will like that.

    Check out this very insightful text by Jon Stokes on Ars Technica where he describes how selling the handset unlocked and separately from the carrier changes the competitive landscape:

    Because AT&T has ensnared—and locked in—legions of consumers with the iPhone, the company’s incentive is to minimize their infrastructure spending so that they can maximize per-user profits. AT&T also has a motive to nickel-and-dime you to death, because it has you locked in with that amazing phone and its accompanying ETF.

    b. Twitter

    Asked by Michelle Blanc about what his thoughts on Twitter and its positive role in the aftermath of the Haiti disaster were, Duncan turned out not to be such a big fan of Twitter after all.

    Here is what I think Duncan should do to do to get more out of Twitter:

    1. Use TweetDeck (my favourite) or Seesmic (using it on Android since TweetDeck is not available and it’s very good indeed) to separate different streams into columns: “All Friends”, “Direct Messages”, “Mentions”. In TweetDeck, you can also add your Facebook column.

    2. If you like Finance, Trading and Investments,
    – register for StockTwits
    – download the Nasdaq QFolio app for the iPhone in the App store and follow what people are saying on StockTwits for each ticker.

    3. Follow people of interest, those with expertise and breaking news, through search or pre-existing lists on other people’s profiles or on TweetDeck’s homepage. e.g. Follow @howardlinzon, and @fredwilson

    Here is why I think Twitter is important:

    1. Nasdaq has built an iPhone app which leverages StockTwits, which itself leverages Twitter. I bet this is going to be important for algorithmic trading.

    2. Twitter has made deals with Google and Microsoft to the tune of $25M so that their realtime search results appear in the two giants’ traditional search engines

    3. Twitter has an ecosystem of 50,000 apps, and growing. It has become a platform where people use it for marketing and finance. This is crucial and there area many other details in my criteria for IPO selection in Two IPOs to look forward to in 2010.

    4. Remember IRC channels during the Iraq war? Twitter plays that role today, and much more. Breakout news happens there first, and much later on other channels.

    5. I was spending some night in New York and at one point in time there were insistent traffic of fire-trucks and I thought “This is not the city that never sleeps – it’s rather the city where you can never sleep”. My first reflex? Checking #NYC on Twitter to see if there was any danger in the vicinity. Similarly, Twitter will become essential for alerting you to any opportunities in your surroundings. That’s part of the power of real-time and location-based services.

    6. Twitter allows you to do social computing. Your trusted friends and contacts will help when you have a genuine question and if you are helpful too.

    7. Last but not least… Dell made $6.5M through Twitter channels sales in two years.

    Solar

    I was a bit disappointed to hear that solar would have some difficulties along the 2010 because of a supply glut. However, stumbling blocks can turn into stepping stones – this may be an opportunity to regularly stock up on the equities, value-averaging along the way until the big break provided the choice is made carefully.

    How Deloitte leveraged Social Media for TMT Predictions 2010

    Deloitte did very well in leveraging Social Media prior and up to the event. First, they decided to open up submissions from the public, leveraging user-generated content.

    They further leveraged several social media applications, services and strategies and Katheline Jean-Pierre has been a driving force behind that, and I actually learned about the MyTMT prediction through her Facebook and Twitter feeds.

    Deloitte was present on the Web, on Twitter, and on Facebook, together with UStream, YouTube etc…

    Deloitte called upon Laurent Maisonnave of ZeAgence to build upon his social media and video streaming skills – the event was filmed and streamed to Deloitte’s UStream channel in realtime over the web.

    They leveraged the Wildfire application for Facebook, which allows campaign management. Any participant could upload their videos and then invite their Facebook friends to vote through the Wildfire app embedded in Deloitte’s MyTMT web page.

    Before and during the event, Deloitte had communicated and prominently displayed its hashtag for the event (#TMTPrediction2010 or #TMTPred2010) for others to include in their Tweets.

    This morning, I was also flabbergasted to learn that my prediction was shown to 400 Business people at the event in Toronto.

    Actually, it will also be shown throughout Canada during Deloitte’s stops in major cities during their TMT Prediction events. I believe they are:
    Winnipeg, Quebec, Ottawa, Calgary, Halifax and Vancouver.

    Thanks Deloitte for this opportunity and kudos to the team, Duncan, Robert, Peter, Katheline, Laurent and the Jury members.

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    My submission is among the five finalists at the Deloitte Canada TMT Prediction, with Vincent Abry, Jenna Hoffman, Jean-Luc Sanscartier and Guillaume Bouchard. For the first time, Deloitte opened up predictions to the public, through a Wildfire application integrated with Facebook.

    The event is tomorrow at the Fairmont – The Queen Elizabeth in Montreal from 8 a.m. to 10 a.m.

    You can see all 5 finalists and their predictions over here.

    The submission by the NVI founder, Guillaume Bouchard smacks of marketing as the conversation underneath the submission sounds fake, which shouldn’t be surprising seeing that NVI does just that. However, it is true that the competition among mobile telecom manufacturers will heat up. In fact, all mobile devices will be implicated, including notebooks and tablets.

    My own submission has a very bad description on the page, which I tried to get corrected but visibly the incorrect description is still online:

    Additionally, Josh predicts that Google’s offering of the free turn-by-turn GPS, Chrome OS, along with free wi-fi service in 47 airports, will greatly impact the telecommunications industry.

    Totally not what I said as actually, this disruptive behavior by Google tells me they are not scared to disrupt industries at all and therefore they could disrupt the Telco industry. I just hope that the visual presentation makes that clear.

    It’s going to be a lot of fun attending and also seeing the main TMT prediction event tomorrow.

    Well done to the other participants too, Louis Cleroux, Kim Auclair, Ron Bunn, Arun Kirupananthan, Bernard Dahl. Laurent Marcoux also submitted a video, but unfortunately I could never see it for some reason.

    All in all, the Wildfire app. is great. However, some people have had trouble with their videos’ thumbnails not displaying properly in some sections, including me.

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    Google Nexus One

    Google Nexus One

    Following yesterday’s Google Nexus One launch, based on the reading habits of most people, who scan texts and read in an ‘F’ form, most people would have missed the following insights which are at the very end of the articles:

    From Tim O’Reilly, who noticed and amplified the buzz around Web 2.0 four years ago:

    Picasa and iPhoto both sport image recognition, but Apple has to train its algorithms on sample data sets, while Google gets to train Picasa on billions of user images. As Peter Norvig, Google’s chief scientist, once said to me, “We don’t have better algorithms. We just have more data.” Collective intelligence is the secret sauce of Web 2.0, and the future of all computing, and by locking user data into individual devices, Apple cuts itself off from this future. Rather than having MobileMe as a separate revenue add-on, Apple needs to make all of its applications web-connected by default, so that they can learn from all their users.

    What we see then is a collision of paradigms, perhaps as profound as the transition between the character-based era of computing and the GUI based era of the Mac and Windows. We’re moving from the era in which the device is primary and the web is an add-on, to the era in which a device and its applications are fundamentally dependent on the internet operating system that provides location, speech recognition, image recognition, social network awareness, and other fundamental data services.

    We’re in for an interesting ride. – Tim O’Reilly

    Good to see Tim quote Peter Norvig, who is an expert in AI. However, I think Norvig understates one of Google’s keystone algorithms: Machine Learning.

    From David Pogue (Pogue is wrong, the machine doesn’t lack a multi-touch screen – it’s software disabled, but Pogue has some insights too):

    But at the start, at least, the results are a pair of head-scratchers. The Nexus One is an excellent app phone, fast and powerful but marred by some glitches and missing features — a worthy competitor to the Droid, if not the iPhone. The Google phone store is a neat, centralized place to buy phones, but so far, it offers zero advantages over buying a T-Mobile phone any other way.

    Even so, you should root for the Google Store’s success, because the obnoxious policies and fees of the American cellphone companies have gotten out of control. Anything with even a fighting chance of putting power and choice back in your hands is cause for celebration.- David Pogue

    From Jon Stokes, comes a highly insightful take on how this disrupts the existing status quo that the marriage of carrier-subsidized handsets creates relative to telecommunications quality:

    Right now, with specific phone models available only on specific carriers, consumers must pick a carrier and phone combination. Many consumers actually pick a phone first, and then pick their carrier based on it (witness the mass customer defection to AT&T when the iPhone was announced). If you want to keep using that phone, you have to keep using that carrier. If you want to switch phones without incurring a huge early termination fee (ETF), then you’re limited to the selection that your carrier offers in your area.

    This is bad for consumers, but it’s great for carriers. Carriers don’t have to compete solely on network quality; rather, they compete based on a combination of network quality and phone selection. And because they compete partly (mostly?) on phone selection, their incentives are twofold:

    They want to offer the largest number of attractive, leading-edge phones in order to attract a user base, and
    They want to wring the most money out of that user base for the lowest possible cost.
    Incentive number 2 is why wireless networks have performance issues, and why AT&T’s network gets more complaints than all others. Call it the “iPhone curse,” after the “resource curse” that seems to leave oil-rich nations mired in petty tyranny. Because AT&T has ensnared—and locked in—legions of consumers with the iPhone, the company’s incentive is to minimize their infrastructure spending so that they can maximize per-user profits. AT&T also has a motive to nickel-and-dime you to death, because it has you locked in with that amazing phone and its accompanying ETF.

    In sum, as long as Apple’s red-hot iPhone keeps new customers coming to AT&T and keeps existing customers around in spite of the poor service quality, the carrier has little incentive to actually improve its network, and every incentive to cram as many iPhone users as possible onto each cell tower.

    If Google’s carrier-independent store succeeds spectacularly, it could break the curse. If the idea behind it succeeds, that could break the curse as well. Wouldn’t it be great if Apple ran a similarly carrier-independent iPhone store, or Nokia did the same with its smartphone lineup? I, for one, want to live in a world where a carrier competes for my business by being cheaper and faster than the next guy, and not because it has a phone I want. That’s why I’m rooting for Google’s store idea to catch on, regardless of what the Nexus One kills or doesn’t kill.

    Other interesting articles out yesterday and today which talk about mobile telecom industry disruption from Google, which I foretold in 2007 myself:

  • The Google Phone’s Disruptive Potential
  • Google’s biggest phone move: disrupting carriers by selling direct to you
  • A week after my “Clash of the Titans – Google vs Apple in 2010 and beyond”, The Financial Times has an article today by John Gapper, called “Google’s open battle with Apple”, which delves into how open or closed each company is.

    One thing both Apple and Google have learned is that a solely proprietary strategy has flaws, just as one of pure openness does. They compete by openly expanding their reach while staying partly closed.

    So take with a pinch of salt all manifestos about complete openness. Any company that is as valuable as Google is wilier than that. – John Gapper

    The thing is, in reality, it has always been true to compete aggressively around your core strengths in business. The fact that Google highly leverages open-source contributions bi-directionally gives it an optimizing edge that Apple does not have in the long-term.

    In other news, Apple ditches Intel for Qualcomm’s SnapDragon platform (update: actually, this links, says it’s NOT a SnapDragon), which already powers the Nexus One. Big win for Qualcomm, but also for ARM

    Additional good news for ARM: Marvell shows the first quad-core ARM-powered chip (Fortune/GigaOM).

    This does not bode well for Intel, which already had troubles launching the Larrabee chip, but also has a few lawsuits to contend with, including the notion of making its compiler work well only on its own chips.

    Bloomberg has a good article on the chip wars today and “How Intel is vulnerable now as people shift to mobile phones to surf”.

    Why Google trumps Microsoft on the Web, even if Microsoft buys Yahoo.

    Scott Karp, a professional blogger, has a good explanation: “Google is a web-native company”.

    The Wallstrip Edge – Howard Linzon

    Substitute MS for Apple above?

    2010 is turning out every bit as exciting as I thought it would be.

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    Google Nexus One

    Google Nexus One

    As expected, the first Google-branded phone launched today with a panel of invited bloggers and influencers, who each went home with both a Nexus One and a Sim Card to go with it.

    One audience member asked “Where’s the disruption, You’re Google, if you can’t do it, who can?”, to which the reply was “Baby steps”. It’s all about going forward in your plans stealthily, and I guess things would have been very different had the AdMod acquisition gone through smoothly. Apple retaliated by acquiring Quattro Wireless today itself, showing us how the clash between these two titans is heating up right into the start of 2010 as I wrote earlier, but I wonder how Apple is going to meld ads into the user experience.

    More disruption will occur when Google Voice and Google Talk and the Gizmo5 technology is integrated into the handset. Remember: it isn’t about the handset with Google. Google is leveraging its brand to change how you access Telecommunications. It’s about a vision of making business more efficient and grabbing market-share where others are sleeping on their laurels, and of course, serving the end-user.

    Read the complete specifications. Some noteworthy ones:

  • Qualcomm’s 1GHz SnapDragon is there as planned in its QSD 8250 incarnation. This thing can support up to 12 Megapixels for the camera and a resolution of 1280×720
  • The gorgeous 3.7-inch AMOLED touchscreen has 800 x 480 pixels resolution with a whopping 100,000:1 contrast ratio.
  • Photos can be location-tagged thanks to the AGPS receiver and integration with YouTube is seamless
  • All the features for Augmented Reality apps are available as mentioned in my previous post
  • Google’s speech-to-text is included so you can, among other things search by voice or command Google Earth by voice (or any apps with text fields basically)
  • Try the 3D tour here: http://www.google.com/googlephone/tour/

    Try the interface itself and order from here if you’re luckily living in the USA, Hong Kong and Singapore – No such luck for us Canadians as the message “Sorry, the Nexus One phone is not available in your country” attests:

    http://www.google.com/phone

    Price: US $529 unlocked, $179 with T-Mobile contract, and in spring, Verizon and Vodafone support are coming.

    Multi-Touch support

    Andy Rubin seemed to fumble a bit when asked about multi-touch on the Nexus One. “We’ll consider it” and “it’s a software issue” means that the hardware itself is capable of multi-touch.

    In addition, the Dolphin browser supports multi-touch.

    Flash support

    Adrian Ludwig from Adobe Systems demonstrates the forthcoming Flash support (it’s not there out of the box), but Apple’s Flash support for the iPhone is still broken as I wrote previously.

    Open handset alliance and Open-source

    No doubt this first incarnation is going to be hacked (hacked as in optimized by the Android/open-source community) to death as it relies on open-source, and so I expect many enhancements to be forthcoming and frequent. Google announced that a growing number of companies have joined the Open Handset Alliance from which Apple and Microsoft are conspicuously absent.

    More links to whet your appetite

    Phandroid’s review – where the iPhone trumps both the Droid and the Nexus one in a browser page loading test with scrolling.

    Tim O’Reilly’s long piece about it

    TechCrunch’s review

    Gizmodo’s overview.

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