Friday, July 08, 2005

Google Again

I might as well rename this the Google blog. Where do they keep coming up with these new ideas? I think it is that all their worker bees are required to spend a day a week thinking up new ideas. Maybe that is the trick not emulated elsewhere. Like their click through text ads. It is turning the ad industry upside down.

Now Google is in news investing into a broadband over power lines company. Once something like that happens, Google stands to conquer the world. With universal broadband, the entire humanity is one mind. One big mind. One huge mind. Each particular human mind is but a neuron then.

You can't have internet access without electric power. And so marry the two. The electric power and broadband. Now that is revolution, it was not Lenin's 1917.

Plus, broadband is not one thing. It is a spectrum. There is really slow broadband like in the US, and a really fast one like in Korea. The electric line broaband is much faster than even the one in Korea. Now that would be broadband.



Google's got the vision. Kudos. Looks great from the angle of the end user.

Okay Google, now integrate MathML to Blogger. That is one gaping hole. And it is not even difficult. The know-how is already there. It just has not emerged a priority.

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Sunday, July 03, 2005

The $100 Computer

Wow, it is happening.

My current business involvement is at the level of group dynamics, which I fancy to be at a whole different level from things like software, even biotech. Those are down there!

A few years back I was trying to launch a series of companies, which was at the level of software. I must admit I have toyed with the idea of an Internet Computer. IC. Like the PC succeeded the mainframes, the ICs would succeed the PC.

But it is already happening. And I am happy for it. The Indian $100 computer.

This is a big deal. One difference is it is not totally tied with the internet. It still does a bunch of offline stuff. Which is good. For the Indian context.



My vision was more of like a computer that is always online, and there is nothing to be done offline. You have Linux that supports Firefox, and that is all there is to it. And then you scale back to the hardware level and get rid of all the extra bells and whistles.

I am surprised Larry Ellison is not jumping on the idea bandwagon. The guy was trying to push something called a Network Computer back in 1995. It did not take off, but I think his vision, slightly modified, has oomph.

If you have ICs, all the data crunching happens on servers. And that is the only way Oracle could fathom taking over Microsoft.

But the thing about the computer industry is, it is a great marketplace. It is truly hard to predict winners. The situation stays fluid and rightly so.

I mean, if you are a dot com company, your competition is only a quick click or a quick Google search away. You sink and swim fast. But then you can also come back fast when you sink. If you keep working, and keep offering the very best you might have to offer.

I don't think the IC vision is going to be anything dramatic. The PC itself will likely morph beyond recognition.

There was Steve Jobs with his bells and whistles recently. He was boasting you can get weather reports on your PC with Apple's new operating system, and I am thinking, why would I want to do that? I already have been doing that online. Well, maybe not me, because I am not much of a weather person, but I mean, that option has been online for ages now. That is when I realized the PC is not going too far from here.

The online world is the new western frontier, and worldwide too.

No, it is not outsourcing. That term is so racist. People who realize Indians are no longer just subsistence farmers, they get thrown off balance. What is happening is new jobs are being created in India. Trade is a good thing. Just because that trade happens online and is worldwide does not make it suddenly bad.

Go India!

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Google Video Has Hit The Docks

I am aware of how often the Google name has cropped up at this blog, but there is a method to the madness. Google stock price is now where the Microsoft stock price was in the late 1980s: you ain't seen nothing yet. Gates himself has said Google is the first company to be directly challenging Microsoft. It is almost a generational change. Microsoft in Eisenhower or Bush Sr., Google is Kennedy or Clinton. Something of that sort. And now Google has been in news for its video display and 3D maps. In the previous generation, there was a lot of vaporware. Google on the other hand surprises you. They don't tell you what they are working on, and boom, they have something new to offer. They are a software company like Microsoft. Yahoo is more a content and aggregate company. But Yahoo is pretty cool too. At the least it will keep Google on its toes.

My recommendation on Google stocks: buy and stick to it for a decade. It will keep splitting. They are going to keep innovating until the PC as we know it is a goner.

The split thing, that is what happened to Microsoft.

What Google needs to work on is MathML for Blogger. As it is, you can do text, audio, and now video. Soon there will be money transfer. That leaves one big gaping hole: MathML. Or its equivalent. One should have the option to insert mathematical equations at Blogger. That is one big amiss. I emailed them about it. I am sure some others are having the same thoughts. But I have not seen the idea discussed publicly at any Google forum.



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