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European Tech Analysis

100 billion App downloads

Posted on 2. June 2013 Written by Marcel Weiss

100 billion App downloads

“The sheer weight of Android units will generate more downloads but on a per device basis the iOS devices do seem to consume more apps and the gap is not narrowing.”

The gap remains.

Filed Under: Links

Posted on 23. April 2013 Written by Marcel Weiss

‘Supposed to sell’, according to analysts, who, as I once said in a column for Macworld, are little more than guessers for the most part. Even if Apple’s grown since this point last year, it won’t be enough. Even if Apple announced it had in fact sold three iPhones to everyone in the world and a passing visitor from Alpha Centauri who will still be able to use the iPhone because the new antenna is now that good, analysts would grumble that, really, Apple should have sold four phones to everyone and is doomed for not securing the lucrative Proxima Centauri market.

Apple was supposed to sell X | Revert to Saved: A blog about design, gaming and technology

Public discussions on Apple have become quite strange over the last years. See also John Moltz.

https://newnetland.com/2013-04-supposed-to-sell-according-to-analysts-who-as/

Filed Under: Links

Tumblr introduces ads, mobile first

Posted on 22. April 2013 Written by Marcel Weiss

Tumblr Staff:

It works very simply: Every now and then you’ll see posts from our partners as you scroll through your mobile Dashboard.

The ad within the stream is the new standard.

Interesting that they go mobile first. AdAge:

 Users of Tumblr’s iOS and Android apps will see up to four ads per day, and they’ll be differentiated with a dollar-sign icon with beams shooting out of it, just as they are in the two existing placements. A Tumblr spokesperson said these ads will ultimately migrate to desktop computers but offered no timetable. 

[..]

The decision to roll out ads in mobile stream first also underscores just how quickly the mobile ad market is growing. U.S. mobile advertising will be a $7.29 billion industry in 2013, according to reported issued by eMarketer this month, an upward revision of $100 million from December. 

Facebook and Twitter only began showing mobile ads in 2012.

Filed Under: Links Tagged With: ads, tumblr

Posted on 10. April 2013 Written by Marcel Weiss

Google tries to make a business succeed through having a huge amount of _flow_ in terms of data, traffic, queries and information that is indexed. So think about this idea of them tapping into a vast stream. The more volume that is flowing through the system the more revenue they generate. As so given this very rough analogy I try to sharpen it up by saying: imagine it more as a river. And even more than a river, as a watershed, a river basin. Perhaps a giant basin the size of a continent. The business is, let’s say, capturing fish at the mouth of the biggest river, before it exits into the ocean at its delta. And so your job (as Google) is to catch fish mostly at one point. It’s the most efficient way to catch fish because you have the most flow of water at that point and building nets is not trivial. But in order for you to improve your business, to create more opportunity, presumably, you want to essentially have more water flowing. And so how would you do that? Think of the Mississippi river. If you’ve got a net down at the bottom of the river, the question is how would you engineer, through civil engineering, or shaping the earth itself, a way of catching more fish. The answer I think, in terms of the way Google might be thinking, is that they want to create more sources of water. So they would look to connect tributaries and lakes. “How about having another river join our river?” Let’s make sure that we have “everything east of the Rockies” flow into our river system.

Making rain | asymco

That is a great analogy.

Googles business model puts them in a unique position. Big parts of the web became complementary goods to Google. But that is a concept that is not easy to grasp.

https://newnetland.com/2013-04-google-tries-to-make-a-business-succeed-through/

Filed Under: Links Tagged With: google

Facebook Leans In

Posted on 5. April 2013 Written by Marcel Weiss

Facebook Leans In

parislemon:

An extensive look at the future of Facebook’s business by Kurt Eichenwald for Vanity Fair. As he notes:

Then came the miracle of television. And once again, advertisers were flummoxed. Photographs and drawings on signs and in newspapers—sure. Ad copy read over the radio airwaves—got it. But television, with moving pictures—what were they supposed to do with that?

The thought that advertising won’t work online in a variety of ways is and has always been a joke. It needs to be different depending on the format (mobile vs. desktop web, etc). But with so many eyeballs, it will be bigger than all of the other mediums. Probably combined. Soon.

Filed Under: Links

What the Steamship and the Landline Can Tell Us About the Decline of the Private Car – Emily Badger – The Atlantic Cities

Posted on 16. March 2013 Written by Marcel Weiss

What the Steamship and the Landline Can Tell Us About the Decline of the Private Car – Emily Badger – The Atlantic Cities

“This prediction sounds bold primarily for the fact that most of us don’t think about technology – or the history of technology – in century-long increments: “We’re probably closer to the end of the automobility era than we are to its beginning,” says Maurie Cohen, an associate professor in the Department of Chemistry and Environmental Science at the New Jersey Institute of Technology. “If we’re 100 years into the automobile era, it seems pretty inconceivable that the car as we know it is going to be around for another 100 years.””

Filed Under: Links

Posted on 8. March 2013 Written by Marcel Weiss

The company is following an Apple-like strategy. This involves finding a big market—Nest Labs reckons that there are some 250m thermostats in homes, restaurants, office buildings and shops in America alone—that has seen little innovation and then shaking it up by producing a smart, elegant device at a premium price. With its rotating stainless-steel control wheel, its sleek industrial design and its clever software, the Nest thermostat feels a lot like the first iPod in spirit. And all of this fits into Mr Fadell’s broader vision of where technology is heading. People have long dreamt of the day when the devices they bring into their homes work with one another straight out of the box. But Mr Fadell is convinced that an “internet of things”, in which smart machines can communicate easily with their owners and one another, is around the corner. “In ten years’ time it will be as mundane as a paper clip,” he claims—thanks to several trends.

Brain scan: The podfather, part III | The Economist

Life cycle questions for companies. More important than ever.

https://newnetland.com/2013-03-the-company-is-following-an-apple-like-strategy/

Filed Under: Links

Market dynamics from PC to mobile

Posted on 3. March 2013 Written by Marcel Weiss

Market dynamics from PC to mobile

“Consider that the PC has historically been purchased by IT departments which led to a monoculture of Windows which led to a persistent leadership for Microsoft.

The music player created dominance around iTunes mostly because the distribution model for music labels was baked-in. With network effects, the iPod quickly gained and perpetually retained market share leadership.

The smartphone business initially favored Symbian and BlackBerry because they had the market access through operators. After the touch UI became dominant (and incumbents failed to respond in a timely manner), Apple and Google took leadership as soon as they accepted the operator distribution model. Android in particular is especially resonant with operators and has been developed with their requirements in mind.

The tablet business is more like the PC business but without enterprise requirements or patterns of purchase. This has meant that app/content ecosystems and retail distribution were the key gating factors. The story is still unfolding but so far Microsoft has not found a foothold while iOS and Android and Amazon have.

That leads to the question of how will smart TVs be sold and which business model (or go-to-market strategy) will succeed.”

A concise summary by Horace Dediu.

Filed Under: Links

Could Open Source Software Be Put Into The Public Domain Instead?

Posted on 3. March 2013 Written by Marcel Weiss

Could Open Source Software Be Put Into The Public Domain Instead?

“The key point is that the code without the community that creates it is pretty much dead. A company may gain a short-term advantage in taking public domain code and enclosing it, but by refusing to give back its changes, it loses any chance of collaborating with the coders who are writing the future versions. It will have no influence, and no way of raising issues of particular concern that help it with its products. Instead, it will have to keep up the development of its own version of the code single-handed. That’s likely to be costly at best, and may even be impossible except for the very largest companies (Apple is an example of one that has succeeded, basing its Mac OS X operating system on the free BSD version of Unix.)”

Filed Under: Links

Smart TVs have a serious communication problem | Ars Technica

Posted on 20. February 2013 Written by Marcel Weiss

Smart TVs have a serious communication problem | Ars Technica

“The IPTV control schemes of yore are, to put it lightly, design nightmares. Keyboards that were either fat and ugly or miniaturized for one hand, and mice or touchpads that have to work with poorly scaled displays for viewing, typing, or manipulating text. Those controls may have been better than using a remote’s hard buttons to scroll around an alphabet on a screen and enter text letter by letter, but not by much. In newer remotes, some of the more inscrutable buttons are eliminated and replaced with keyboards. Their settings may be offloaded to an interactive onscreen menu, but that doesn’t make access any quicker or less complex.”

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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