For instance, my company, Pinger, now moves over a billion text messages every month and millions of minutes of voice calls. And we are only a fraction the size of Skype. There are many more companies like ours out there too. Increasingly, users pay nothing for calls because these new over-the-top services apply internet monetization methodologies to communication services. Advertising based communication services mean no contracts, no calling plans, no overage fees.
Sunday, April 3, 2011
AT&T Buying T-Mobile Won’t Matter, Says Pinger
The AT&T acquisition of T-Mobile USA won't make a dent in either innovation, competition or consumer welfare, because wireless innovation now lies in all the applications now available "over the top," says Pinger co-founder Joe Sipher.
For instance, my company, Pinger, now moves over a billion text messages every month and millions of minutes of voice calls. And we are only a fraction the size of Skype. There are many more companies like ours out there too. Increasingly, users pay nothing for calls because these new over-the-top services apply internet monetization methodologies to communication services. Advertising based communication services mean no contracts, no calling plans, no overage fees.
For instance, my company, Pinger, now moves over a billion text messages every month and millions of minutes of voice calls. And we are only a fraction the size of Skype. There are many more companies like ours out there too. Increasingly, users pay nothing for calls because these new over-the-top services apply internet monetization methodologies to communication services. Advertising based communication services mean no contracts, no calling plans, no overage fees.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
The "AOL" Approach to Content Generation
Twenty years ago, large corporations had to deal with a bunch of clearly identified specialized journalists from the mainstream media. Today, a large chunk of the news cycle is controlled by many diverse opinion shapers.
The "AOL" approach to producing content is one example of how much content and news production has changed, for the worse, many would argue. For better or worse, content producers and journalists, as well as those who try to get attention in the media, might as well know what is happening.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Microsoft on Tablets
“The tablet takes cutting-edge PC technology and makes it available whenever you want it…It’s a PC that is virtually without limits — and within five years I predict it will be the most popular form of PC sold in America.”
--Bill Gates in 2001
"...not sure whether tablets "would remain with us or not."
--Craig Mundie, Microsoft Research, 2011
One suspects the latest statements are made only because Microsoft needs more time to ready its own approach and offering.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
1/2 of Twitter Users Follow 2 or More People
Perhaps the first thing that strikes you, looking at this graph, is its familiarity. As it turns out, when using Twitter, a relatively small number of users actually "follow" many other people. In fact, just about half of Twitter users follow two or more people. About 10 percent of Twitter users follow 50 people or more, and an infinitesimal number follow more than 500 people.That's basically the flip side of a graph you might also be familiar with, the number of followers a Twitter user has. As you would expect, it's the same graph: a very small number of Twitter entities get a disproportionately high number of followers.
Both of those graphs would be expected in a Pareto distribution, sometimes popularly known as the "80/20" rule.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Saturday, April 2, 2011
Amazon.com Considering Mobile Payments Service
Amazon.com is considering the introduction of a service that would let consumers pay for goods in brick-and-mortar stores using their mobile phones, according to Bloomberg.
The company’s “Amazon Payments” unit is said to be exploring whether to start a service based on near field communications.
Amazon.com Said to Be Considering Mobile-Payment Service for Smartphones – Bloomberg
The company’s “Amazon Payments” unit is said to be exploring whether to start a service based on near field communications.
Amazon.com Said to Be Considering Mobile-Payment Service for Smartphones – Bloomberg
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Mobile Broadband to Produce Majority of Subscriber Growth to 2014
The number of mobile broadband subscribers passed the number of fixed broadband subscribers, globally, in 2010, says Infonetics Research. A goodly part of the growth now is coming from smart phones, tablets and other devices, leading Infonetics to forecast that 1.5 billion connected devices will be in use by 2014.
As a consequence, fixed broadband will show slower growth as mobile broadband becomes the broadband of choice, on a global basis. That doesn't mean fixed line services will be abandoned, but simply that mobility is a "personal" service, used by people and sensors, where fixed line service is generally to a location. Since there are more people and sensors than homes or offices or factories, the unit growth will tend, over time, to be for mobile devices and sensors.
read more here
As a consequence, fixed broadband will show slower growth as mobile broadband becomes the broadband of choice, on a global basis. That doesn't mean fixed line services will be abandoned, but simply that mobility is a "personal" service, used by people and sensors, where fixed line service is generally to a location. Since there are more people and sensors than homes or offices or factories, the unit growth will tend, over time, to be for mobile devices and sensors.
read more here
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Friday, April 1, 2011
SK Telecom Runs Out of Domestic Growth Opportunities
South Korea's SK Telecom Co. is considering a bid for movie-rental chain Blockbuster Inc., which filed for bankruptcy court protection last year, the Wall Street Journal reports. Whether a bid emerges, and whether it is the best use for SK Telecom's cash, is probably debatable, some might think.
But the possible move does indicate a problem that faces many fixed-line and mobile service providers, namely that opportunities for domestic growth are very challenging. To stay within their historic industry areas of competence, service providers are being forced to look to international, out of region markets, or, as this possible idea suggests, businesses outside the original core competency.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
