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Innovation Speed = (Moore's Law*Metcalfe's Law)/Patent Lawsuit Activity

January 25, 2012

Yesterday I was engaged in a conversation with TMC senior editor Peter Bernstein and we were discussing the pace of innovation and whether there is some formula which can explain how much more quickly things are happening today. Interestingly I also had a conversation today with TMC webmaster and author Robert Hashemian where we were going over Apple’s earnings and how fast mobile leadership has changed – from Motorola to Nokia to Motorola to Microsoft to RIM to Apple to Google. And all these massive marketshare swings took place more or less in the last decade.

Back to the discussion with Peter – my takeaway from the conversation (I feel he has a slightly different opinion which hopefully he will expound upon in the future) is that Moore’s Law and Metcalfe’s Law working together are accelerating innovation and lubricating new business models. Obviously email is just one tool which has benefitted from these laws – think about how you can now create and respond to virtually all your email from a smartphone now.

Trends and Surprises Regarding Google's 2011 Advertisers

January 25, 2012

Google’s 2011 revenues were $37.9 billion last year and 96% of that money came from ads. Now I know what you are thinking. Where is all that money coming from? Well thankfully, the people at Wired put together an infographic that explains it all.

Bain Capital, Romney, Vulture Investing and 15% Tax Rates

January 23, 2012

A shout out to investors everywhere

I haven’t seen this level of funding in the tech space in years – I would go so far as to say the amount of funding is the greatest I’ve seen since 2000. I don’t believe we are exceeding 2000 levels but it is encouraging to see that investors believe that tech makes a solid investment.

Before I begin with which markets have gotten money, let me make a shout out to the investors in the world.

How Megaupload Takedown Hurts Cloud Computing

January 22, 2012

How self-destructive US policies are hurting hiring and industry
One of the biggest concerns regarding the passage of SOPA is that entire domain names could be blocked by federal authorities due to a single offending blog or web page. In this past week, major websites such as Wikipedia and Google engaged in an education campaign in order to have consumers put pressure on politicians who eventually reversed course on their support of the bill.

On a side note – as a conservative – the fact that a Republican, Representative Lamar Smith was the biggest proponent of this bill is horrifying. He should be thrown out of office by his constituents at the first possible chance.

Moreover, any politician who ever supported the bill should suffer the same fate.

But what is even scarier than theoretical web takedowns is actual ones and this week we saw Megaupload removed from the web because it allegedly engaged in activities which promoted pirating copyrighted material. Now if you aren’t a user of the site – and I never have been to my knowledge, you may be led to believe the US government was in its rights to take down a site designed solely to break the law.

But the challenge here is there are many users who used Megaupload for legitimate uses like sharing and storing files.








Monkeybars Lets Social Could Cut Out Middlemen

January 20, 2012

Think of all the ways technology has changed commerce. Most every city for example was littered with photo processing huts and with the advent of sites like ofoto, now part of Kodak and entire layer of businesses between the buyer and seller was wiped out. Likewise, mall owners have seen the pain caused by Amazon and other ecommerce sites. Craigslist crippled the newspaper classified business; Google has massacred all sorts of industries by sucking the life out of advertising profitability and moreover ravaging the direct mail industry.

The Worst News Day so far for Google and Apple

January 20, 2012

This has been a rough news day for Apple and Google – it started with information regarding a class-action lawsuit pertaining to handshake no-poaching agreements and from there we have news of just how onerous the iBooks 2 policies are for new authors. Now it’s back to Google where the company seems to be “tying” a term used to describe a company with a dominant position in one space used to force users to purchase a product or service they do not want.

It turns out the search engine leader – many would call a monopoly is forcing account users to join Google+. MSNBC details a work-around but who knows if it will last.

Apple's Great Products Allow Legal Gouging

January 20, 2012

Cupertino, you seem to be becoming more driven by lawyers than product designers

A dizzying number of lawsuits related to patents is a fact of life at Apple. Steve Jobs himself mentioned that Google’s Android represents betrayal and the company has made no secret of the fact that they want to take this free OS out at the knees.

But what doesn’t get as much press is the legal requirements you must deal with if you want to be part of the Apple ecosystem. Case in point is the company’s recent foray into educational books. Apple allows anyone to use an app to become part of the Apple iBooks 2 book store.

Google-Apple No-Poach Antitrust Lawsuit Expands

January 20, 2012

You remember a few years back when Apple and Google were exposed as having an agreement not to poach each other’s employees? Well it seems there are some new companies which also took part in this handshake agreement not to steal employees. They are Pixar, Lucasfilm, Adobe, Intel, and Intuit. Next week a class-action civil lawsuit will be heard in San Jose regarding the matter.

Can Incumbent Companies be Disruptors?

January 14, 2012

Business disruption through technologies they never saw coming is fascinating to me. I have been fortunate enough to be in the technology and communications spaces at a time when the pace of change has been breathtaking.

Consider for example in the 1980s when Rockwell one of the leading ACD manufacturers collaborated with IBM to enable computer-telephony integration or CTI. As a point of reference an ACD is an automatic call distributor and is the machine that asks you to press one if you are calling about domestic travel and so on.

Kindle Fire Costs Apple Perhaps a Billion Dollars in December

January 3, 2012

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