Showing posts with label Steve Jobs. Show all posts
Showing posts with label Steve Jobs. Show all posts

Monday, December 24, 2012

Google, Apple, Amazon, Facebook: Coalition Partners


Google, Apple, Amazon, Facebook. True, these are the tech giants at the cutting edge, and it is but natural that they might have turf wars - good for the consumer - but I still see it as them working together to eat up more and more of the traditionally offline action. More and more advertising will move to the digital realm. More and more searching will happen online. More and more buying will happen online. More and more socializing will have online components.


Analysis: Amazon, Google on collision course in 2013
Lurking in the shadows for both Google and Amazon is Facebook with its own search and advertising ambitions. .... "Amazon wants to be the one place where you buy everything. Google wants to be the one place where you find everything, of which buying things is a subset.... So when you marry those facts I think you're going to see a natural collision." .... 96 percent of Google's $38 billion in 2011 sales came from advertising. ..... But Amazon's newly developed "DSP" technology, which taps into the company's vast store of consumer purchase history to help marketers target ads at specific groups of people on Amazon.com and on other websites, could change all that. ... "From a client's perspective, the data that Amazon owns is actually better than what Google has.....They know what you just bought, and they also know what you are right now trying to buy." ..... By showing ads for products that it may not actually sell on its own website, Amazon establishes itself as a starting point for consumers looking to buy something on the Web.

Can Google Challenge Apple Without Apple's Manufacturing Prowess?
Steve Jobs did the marketing pizazz, it was Cook who really built that chain capable of churning out tens of millions of pieces of a new product in the first quarter after release. ..... They can actually execute on a large scale out there in the physical world.

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Friday, December 14, 2012

Why Apple Can't Do TV


Apple can't do TV. It is because Apple thinks TV is a software problem. When Steve Jobs failed with that paradigm he started saying it was not software, it was the industry that was refusing to play along that was the problem. That was progress on his part, but that was not it.

Could Apple Do TV?
Has Apple Peaked?
Touch Is Transient

TV is a broadband problem, or rather a slow broadband problem. The key to reshaping TV is helping move to gigabit broadband speeds. At that universal speed you will have reshaped both TV and movies.

G For Giga, G For Google

Apple is nowhere close to entering that paradigm. Tim Cook wants to take another shot at the TV thing. But he will fail. He is still a prisoner to the thinking that says TV is a software problem.

Not.
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Thursday, December 13, 2012

Larry Page Speaks

“Our job is to think of the thing you haven’t thought of yet that you really need.”

Fortune Exclusive: Larry Page on Google
was only Page's second wide-ranging conversation with a print publication since becoming CEO of Google in April 2011 ..... 70-minute discussion ...... It's my job and my personality never to be satisfied. ..... I've been saying the same thing about search in some sense for ten years or so. The perfect search engine would really understand whatever your need is. It would understand everything in the world deeply, give you back kind of exactly what you need. .... The fact that a phone has a location is really helpful for monetization. .... I view a whole bunch of things as additive that you can do on mobile that you couldn't do before. And I think with those things, we're going to make more money than we do now. ..... I think there's no company you would choose that would be better positioned to transition and innovate in mobile advertising and monetization. We've got all the pieces we need to do that going forward. ...... In general I think there's a tendency for people to think about the things that exist. Our job is to think of the thing you haven't thought of yet that you really need. ..... All the big technology companies are big because they did something great. I'd like to see more cooperation on the user side. The Internet was made in universities and it was designed to interoperate. And as we've commercialized it, we've added more of an island-like approach to it, which I think is a somewhat a shame for users. ......... it's actually hard to get people to work on stuff that's really ambitious. It's easier to get people working on incremental things ..... We had 18 different ways of sharing stuff before we did Plus. Now we have one way that works well ...... we actually need to understand things and we need to understand things pretty deeply. People are a component of that. ..... if you're vacation planning. It would be really nice to have a system that could basically vacation plan for you. It would know your preferences, it would know the weather, it would know the prices of airline tickets, the hotel prices, understand logistics, combine all those things into one experience. And that's kind of how we think about search. ....... we're very good at accepting worldwide payments ..... I think I have great advisors. There's a lot of people in our ecosystem and board members and so on who I rely on, and Sergey, as well, and Eric. ..... But I think again I'm a little bit in uncharted territory because I think what I'm trying to do is not -- I can't point to another company and say, "I want to do what they're doing." So I'm trying to cause something to happen, and it's not obvious how to make it happen. ....... As we start up new things, as we're working on new areas, as change needs to happen, I tend to get very deep. Then I make sure I have the right team and the right people are in place, and I'm confident they're doing the right thing. And then I'm gone for a long time. I might be gone for a quarter. ...... I don't see any particular reason why we shouldn't be much bigger, more impactful than we are now.


Larry Page: Google should be like a family
Nine Juiciest Bits From Google CEO Larry Page’s Fortune Interview
Larry Page: Steve Jobs and I were friendly 'at times'
Google CEO Larry Page: Can’t We All Say Kumbaya?
Google CEO discusses Apple relationship, mobile plans, and driverless cars in 70-minute interview
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Friday, December 07, 2012

Could Apple Do TV?


Man goes to moon. Does man then go to Mars? iPhone/iPad have been the moon. But TV is Mars. Steve Jobs tried and failed at TV. I am not optimistic about Tim Cook's chances of delivering on TV. TV is like cancer, it is like poverty, it is not any one thing. TV continues to be bigger than the whole of the Internet.

Apple could coast for a few years just on iPhones and iPads. But after that it enters Microsoft, Steve Ballmer territory. It matures. I hope I am wrong though.

Has Apple Peaked?


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