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European Tech Analysis

Amazon is not a media company

Posted on 28. July 2013 Written by Marcel Weiss

Amazon is not a media company

Bendict Evans:

“Amazon is not a media company; it’s a leveraged play on the conversion of the entire economy (or as much of it as possible) to ecommerce.”

Filed Under: Links Tagged With: amazon

Netflix UK users will get to stream new Breaking Bad episodes just a day after US broadcast

Posted on 28. July 2013 Written by Marcel Weiss

Netflix UK users will get to stream new Breaking Bad episodes just a day after US broadcast

What if Netflix and the likes become the go-to licensing partners abroad for US TV?

Why that would make sense you ask? Think lots of countries worldwide and transaction costs.

Who in a few years will be able to deliver worldwide? Exactly.

Filed Under: Links Tagged With: Disclosure: I own shares, Netflix

LinkedIn On A Roll

Posted on 28. July 2013 Written by Marcel Weiss

LinkedIn On A Roll

“It’s been pretty obvious from the stock price, but LinkedIn, which I’ve written about every so often, is really on a roll lately. The influencer content play (which I will admit I’ve been part of, in a small way) is a clear winner, the company is enjoying very positive press, and its premium services are getting really interesting as well.”

John Battelle is impressed and so am I.
LinkedIn has a clear vision and right now it seems to be doing everything right. I have said that for years: In a lot of ways LinkedIn is the biggest threat to Twitter.

Filed Under: Links Tagged With: Disclosure: I own shares, LinkedIn

ē The (alleged) 13-inch iPad and the triumph of thin clients

Posted on 28. July 2013 Written by Marcel Weiss

ē The (alleged) 13-inch iPad and the triumph of thin clients

“While a classic thin architecture moves processing to the server, enabling cheaper clients, those clients still have a GUI, mouse and keyboard. In other words, the experience is largely the same as a fat client, minus the superior performance and responsiveness. Tablets, however, are orthogonal to PCs; they are inferior in some ways (performance, text entry), but superior in others (size, battery life, touch). They have a reason-to-own other than price.

Thinking about capabilities beyond processing casts Microsoft’s Windows 8 troubles in stark relief. Windows 8, with it’s mixture of touch and WIMP-interface is the ultimate fat client. But by combining so many capabilities, it necessarily compromises them as well.

Today’s thin clients, on the hand, specialize. A pure tablet is superior for touch-based applications; a pure PC is superior for keyboard-and-mouse ones. An e-ink reader is superior for reading, and a 13-inch iPad would be superior for (in my case) drawing and making music. And while many people now use two devices, I think that’s only the beginning (I’m personally at four and the 13″ iPad would be number five).”

The always insightful Ben Thompson.

Filed Under: Links Tagged With: mobile, post PC era, tablets, Windows 8

Why I’m Not Switching From the iPhone | TIME.com

Posted on 28. July 2013 Written by Marcel Weiss

Why I’m Not Switching From the iPhone | TIME.com

“What we need to recognize about today’s smartphone market is that although smartphones have high penetration in developed markets, we don’t have high penetration of mature smartphone owners. Many hundreds of millions of consumers are on their first or second smartphone; these customers have not yet had sufficient years of exposure to these devices for their preferences to coalesce. It makes sense, then, that we still see evidence in the market today of a certain percentage of people trying out different platforms in order to identify what they like and don’t like.”

That is a very important point.

Filed Under: Links Tagged With: Android, iOS, mobile

Posted on 26. June 2013 Written by Marcel Weiss

Netflix has long puzzled the traditional TV industry by refusing to give out ratings for its original shows, despite the fact that House of Cards, in particular, seemed to have turned into a hit, both loved by critics and audiences alike. But the company has been dismissive of this kind of feedback, with Chief Content Officer Ted Sarandos telling me earlier this year that the absolute number of people who tune into a single episode doesn’t matter all that much. “When you say 10 million people watch a show, that really doesn’t tell you anything,” he said when I met him at an industry conference in February. Instead, Netflix is looking to cultivate dedicated niche audiences, and is paying very close attention to the ways its subscribers are interacting with each piece of content. If they watch en episode of a show, are they opting to watch the second one as well? If they go from watching a movie to a TV show episode, does it fit into a pattern that lets you predict about what they’re going to watch next?

Netflix’s decision to renew Hemlock Grove shows its algorithms are working — paidContent

https://newnetland.com/2013-06-netflix-has-long-puzzled-the-traditional-tv/

Filed Under: Links

Posted on 25. June 2013 Written by Marcel Weiss

There’s a reason why they, and we, are confused about this. Our ideological sympathies are not good predictors at this point of how we feel about issues of digital privacy and electronic freedom. The fact that these issues don’t have a clear ideological colouration yet is important because they are among the most crucial issues of the 21st century. They are crucial because our identities and social selves, in this century, increasingly reside online. They are crucial because money, in this century, increasingly accrues to holders of intellectual property, particularly to those who control the ways we engage in online commerce—the very same companies (Google, Yahoo, Apple, Verizon) that hold the databases which the NSA accesses via PRISM. In this century, digital knowledge is the key to both property and power. Good algorithms and massive amounts of data are what you need to have in order to succeed in retail, to defend your country from attack, or to run a successful presidential campaign. Anxiety over digital rights and freedoms is a driving issue for people under 40, and it cuts across partisan and ideological lines.

Snowden: Psych! | The Economist

https://newnetland.com/2013-06-theres-a-reason-why-they-and-we-are-confused/

Filed Under: Links

Posted on 6. June 2013 Written by Marcel Weiss

I believe Berlin has the best shot in the Western world outside of Silicon Valley at becoming a place with a true tech startup ecosystem. I don’t just mean a place where one or two great companies are born — that can happen pretty much anywhere. I mean a place with an enduring ecosystem powered by a network effect that gets stronger over time. Like what Hollywood is for entertainment, London and New York are for big finance, Milan and Paris are for fashion, and Silicon Valley is for technology.

Berlin’s Network Effect Will Make It A Global Startup Center | TechCrunch by Matt Cohler of Benchmark Capital

https://newnetland.com/2013-06-i-believe-berlin-has-the-best-shot-in-the-western/

Filed Under: Links Tagged With: Berlin

In Conversation: Vince Gilligan — Vulture

Posted on 5. June 2013 Written by Marcel Weiss

In Conversation: Vince Gilligan — Vulture

I’ll tell you, I am grateful as hell for binge-watching. I am grateful that AMC and Sony took a gamble on us in the first place to put us on the air. But I’m just as grateful for an entirely different company that I have no stake in whatsoever: Netflix. I don’t think you’d be sitting here interviewing me if it weren’t for Netflix. In its third season, Breaking Bad got this amazing nitrous-oxide boost of energy and general public awareness because of Netflix. Before binge-watching, someone who identified him- or herself as a fan of a show probably only saw 25 percent of the episodes. X-Files fans would say to me, “I love that show. I’m a big fan.” I’d say, “Well, did you see this episode?” “No. I didn’t see that one. Which ones did you write?” And every episode they’d mention would be one I didn’t write. But it’s a different world now.

Filed Under: Links Tagged With: breaking bad

Don’t give me this “We Used to Do Big Things” Crap. We do. | Discursive

Posted on 4. June 2013 Written by Marcel Weiss

Don’t give me this “We Used to Do Big Things” Crap. We do. | Discursive

“The Linux kernel trumps the moonshot both in terms of engineering effort and societal impact by a few orders of magnitude. The kernel is the largest, most complex collaborative effort in the history of the species. That may sound somewhat grandiose, but it’s very much true. The Linux kernel is over 17 million lines of code and is growing at an average rate of 3,500 lines per day. Nearly 1,300 developers contribute to Linux with versions like 2.6.25 generating more than 12,000 patches. The Linux kernel powers over 93% of the TOP500 Supercomputers. The kernel is at the heart of Android which has a nearly 60% share of the mobile operating system market with 1.5 million device activations a day. The kernel also powers millions of servers across companies that have transformed the way we consume information and communicate with one another such as Yahoo, Google, Facebook, and Twitter.”

Filed Under: Links

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Analysis and links to articles on the big picture of the tech industry and the networked information economy.

Author: Marcel Weiss is a writer, consultant and fighter for pareto-optima. He is thinking and linking from Berlin, Germany.

contact: marcel@neunetz.com

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