Ged Carroll

Category: wireless | 無線 |무선 네트워크 | 無線

This blog came out of the crater of the dot com bust and wireless growth. Wi-Fi was transforming the way we used the internet at home. I used to have my Mac next to my router on top of a cupboard that contained the house fuse panel and the telephone line. Many people had an internet room and used a desktop computer like a Mac Mini or an all-in-one computer like an iMac. Often this would be in the ‘den’ or the ‘man cave’. Going on the internet to email, send instant messages or surf the internet was something you did with intent.

Wi-Fi arrived alongside broadband connections and the dot com boom. Wi-Fi capable computers came in at a relatively low price point with the first Apple iBook. I had the second generation design at the end of 2001 and using the internet changed. Free Wi-Fi became a way to attract people to use a coffee shop, as a freelancer it affected where I did meetings and how I worked.

I was travelling more for work at the time. While I preferred the reliability of an ethernet connection, Wi-Fi would meet my needs just as well. UMTS or 3G wireless data plans were still relatively expensive and slow. I would eventually send low resolution pictures to Flickr and even write a blog post or two. But most of the time I used it to clear my email box, or use Google Maps if I was desperate.

4G wireless services, started to make mobile data a bit more useful, even if the telephony wasn’t great

 

  • Re-Tros & things from this week

    This documentary on genre defying Chinese group Re-Tros and their first European tour in support of Depeche Mode. People often use the descriptor post-punk for Re-Tros, but Re-Tros come out of a different historical context to the post-punk movement in the west. Their style definitely has a jazz or progressive rock-style improvisation feel to it. The 1980s descriptor ‘electronic body music’ applied to the likes of Front 242 seems to be as good a descriptor as any.

    In what has become an internet tradition, Mary Meeker presents her annual trends presentation

    And here are the slides

    If Mary Meeker hadn’t convinced you about the robust state of innovation in the Chinese technology eco-system then this presentation by George S Yip may do the trick.

    I started using the Usenet for the first time in years for a research project. I wanted to go back and understand longer term trends. The Usenet archives were a handy primer. The Usenet served a similar purpose to the likes of Reddit. I wanted a native application and this was the best Usenet client that I found. NZBVortex | Simply the best Usenet client for Mac. Many old favourites were no longer in development or supported by the latest version of macOS.

    The top thing would be catching up with old friends. ‘Old is gold’ as they say. I got to go to the Bicester Village outlet centre (as guide rather than shopper) and the contrast between the restaurants just outside the village was an eye-opener to my foreign guests.

    My key take away on their reaction: China isn’t going to be jumping up and down to invest in a post-Brexit UK. Bicester Village’s owner has already hedged its bets; it has twin outlet villages in Barcelona, Dublin, Madrid, Milan, Paris Shuzhou and Shanghai – all competing for global luxury buyer spending. They are either in nicer climes or more convenient for East Asian shoppers. They’ve been changing the way Chinese consumers buy luxury and Bicester may not reap the full rewards now. More luxury related content here.

  • Zuckerberg to testify + more news

    UK parliament’s call for Zuckerberg to testify goes next level | TechCrunch – while taking action to get Zuckerberg to testify is a good thing. It is a pity that the UK didn’t show similar gumption when dealing with the Kraft Foods CEO with regards the Cadburys takeover. Would it be that hard for Zuckerberg to just avoid the UK all together?

    Xiaomi to sell smartphones in UK through Three | Technology | The Guardian – Huawei will be getting worried; especially as Xiaomi has a reputation for making high-specification innovative phones at a lower price point. Xiaomi has been providing good quality handsets for a while and this is the kind of springboard that they need into western markets

    ‘Forget the Facebook leak’: China is mining data directly from workers’ brains on an industrial scale | South China Morning Post – Workers outfitted in uniforms staff lines producing sophisticated equipment for telecommunication and other industrial sectors. But there’s one big difference – the workers wear caps to monitor their brainwaves, data that management then uses to adjust the pace of production and redesign workflows, according to the company. The company said it could increase the overall efficiency of the workers by manipulating the frequency and length of break times to reduce mental stress.

    WhatsApp Co-Founder Leaving Facebook’s Board Amid User Data Disputes – The New York Times – The announcement followed disagreements between Mr. Koum and Facebook’s leaders over the use of people’s data and the social network’s attempts to weaken encryption. Officially he just wants to relax and collect vintage Porsche 911’s with air-cooled engines. More related content here.

    McDonald’s admits app adoption rates are ‘pretty low’ but it will keep investing in mobile | The Drum – not terribly surprising when one thinks about macro trends in app usage and adoption

    How China Leapfrogged Ahead of the United States in the Fintech Race | PIIE – poor infrastructure, lack of access for MasterCard, Visa, Amex, Diners Club etc. Low value of Chinese note denominations

    Eavesdropping on the deep | MBARI – I found it very soothing to listen to with all the white noise

    NightWatch | Subscription – gutted that KGS no longer provide this newsletter it has been a great resource

  • RSS renaissance + more news

    Now Is The Perfect Time For An RSS Renaissance | Neflabs – great read and a much needed request for a lean web. There has been a post-Google Reader RSS renaissance in terms of readers out there. My favourite reader of the RSS renaissance is Newsblur

    Here’s What Facebook Won’t Let You Post | WIRED – pretty grim read

    CIA agents in ‘about 30 countries’ tracked by technology, top official says – CNNPolitics – “Singapore’s been doing it for years,” she told CNN following her keynote speech on Sunday morning at the 2018 GEOINT Symposium, hosted by the United States Geospatial Intelligence Foundation. Meyerriecks did not elaborate with further examples. – It makes total sense that the CIA is building a ‘Google Maps’-style dead ground map of areas that they operate in using machine learning. More related content here.

    Chinese cult writer Chen Qiufan on pushing the boundaries of sci-fi | FT – good read with the obligatory name check of Liu Cixin (paywall)

    g2g, brb, and what the loss of early MSN language means | Dazed – interesting change in consumer behaviour as time spent online creeps upwards with the move towards ubiquitous connectivity

    P&G returns to YouTube but with a more selective mindset | Marketing Interactive – ultimately brands are powerless in the face of Google, Facebook and Amazon advertising if they insist on not running with a media neutral approach

    China opposes all forms of protectionism, commerce minister says – says market with high levels of implicit and explicit protection

    No, a keyboard app can’t ‘prevent tragedy from depression’ | Advertising | Campaign Asia – quite shocking claims

    Google’s new video ad format doesn’t need YouTube | Digital | Campaign Asia – interesting move

    AI in the UK white paper | House of Lords – (PDF)

    Microsoft gives up artificial intelligence sales over ethical concerns – interesting positioning, it would be good to get an understanding on on what the board would define as a bad actor

    After Sir Martin Sorrell: The Reckoning | LinkedIn – interesting analysis of the marketing sector, I disagree with the way that some of it hangs together

    Gchat could have saved Google the trouble of launching yet another messaging service. | Slate – what this forgets is that GChat ended up having a lot of bots and spam accounts. For me it was worse than Skype or Yahoo! Messenger at the time. I could see business historians highlighting this as a lost opportunity in the story of Alphabet

  • Tony Kaye + more things

    Director Tony Kaye happy to be working and out of ‘Hollywood jail’ | The Drum  – He says that a story arc doesn’t really matter in six seconds. “I think you can throw anything at it, as long as it’s quite clear what it’s for. If you’re working under 20 minutes, in my opinion, you don’t need any structure. You can be as fragmented or as crazy as you want.” – Tony Kaye was a legend in the advertising world, creating some of the most iconic adverts of the 1980s and early 1990s. His Hollywood debut was American X, a brilliant provocative film with the troubled production. This saw Kaye go to the ‘Hollywood jail’ of the title where he could not get work in the film industry.

    Hackers stole a casino’s database through a thermometer in the lobby fish tank – Business Insider – “It’s probably one area where there’ll likely need to be regulation for minimum security standards because the market isn’t going to correct itself,” he said. “The problem is these devices still work. The fish tank or the CCTV camera still work.” – it’s Neal Stephenson’s Snow Crash in real life. The internet of things is now an under assessed security vector. In the right hands, a lot can be done with very little computing resources and computers have become pervasive in nature.

    An Apology for the Internet — From the People Who Built It | New York magazine – this just scratches the surface, but is an interesting read

    The Finns who refuse to give up on Sailfish OS | Engadget – given the challenges that ZTE faces. Jolla with Sailfish OS would be an ideal technology stack on their foreign handsets, particularly if they can do an English language version of the Yandex app store. That way they won’t have to localise all of their offerings as a replacement for Google Mobile Services (GMS) layer in Android. More related content here.

  • App constellations 2018 research

    I initially looked at app constellations back in 2014, when Fred Wilson put a name to the the phenomena. And every two years or so I have gone back and looked at a number of major internet companies to see how many different types of apps that they had in play.

    I originally selected the companies back in 2014 because I felt that they represented the largest and best of their ilk. It skews Asian because the west can be viewed as one eco-system represented by Google, Facebook and Microsoft.

    China is an enclosed eco-system; though Microsoft is actively engaged in the app eco-system there. I chose Tencent and NetEase as being my Chinese bellwethers. DaumKakao and Naver were representative of the Korean eco-system which blends highly-used domestic services with western platforms. Finally LINE of Japan (a subsidiary of Korean company Naver) provided a similar bellwether of the hybrid Japanese eco-system which mirrors Korea.

    App constellations survey methodology

    For the sake of convenience I have compared the contents of Apple’s mobile app store for each of the companies. While most of the internet companies have some Android-only or iOS-only apps; the iOS app store is still a good indicator of their app activity.

    I stayed true to the definition of app constellations in terms of deciding what kind of app should go in.

    App constellation definition

    I manually assessed each app, rather than relying on the category that the app had been submitted into. Tencent and Netease, had a number of mobile utilities that aided discussion and kept players updated on their favourite game. These didn’t fit within the definition.

    Changes in the environment

    Since 2016, a couple of things have changed:

    • Apple had a purge of apps that didn’t support 64 bit processing
    • They moved away from supporting the app store within iTunes application and on the web; to within the app store on the device

    2018 marks over a decade of mobile apps in the Apple store. Many of the major players have delisted almost as many Android and iOS apps as they currently have in the store. This happens for a number of reasons:

    • The app was serving a purpose for a fixed time
    • It is an application that has fallen so far out of favour that it is no longer worth maintaining
    • The code base no longer meets Apple’s or Google’s minimum standards
    Data analysis

    I started off by looking at the number of apps. In terms of app constellations:  Tencent, Microsoft and Google were clear winners.

    Number of apps

    Both Microsoft and Google’s growth has been driven by ‘experimental’ apps that they have put out in the public for their own reasons and enterprise focused apps.

    compound annual growth in app number

    But it was quickly apparent to me that the number of apps developed were only part of the story. What about the rate of change in numbers of apps developed? This would be indicative of the rate of change in moving to mobile. Here both Facebook and Microsoft’s pivot became immediately apparent. The Asian companies looked less impressive as they had been able to keep steady in their focus on mobile.

    All of this growth in the number of apps developed by major internet companies is all the more remarkable when you consider the following:

    • In mature markets consumers are not really downloading new apps
    • They are sticking with a few in terms of regular usage. Many of the apps on their phones don’t get used
    Notes on a few of the companies in terms of their app constellations
    • Daum Kakao – notable for being the only company who I looked at who had a decline in the number of applications versus 2016. A lot of this seems to be in service consolidation of both Daum and Kakao to remove duplications or non-core services. It is the Daum brand that has taken the biggest impact. This is understandable, since Daum struggled on the move to smartphones and Kakao is a mobile-first brand.
    • Dropbox – the growth in apps has been down to the larger business acquisition strategy at Dropbox. I don’t expect further growth like what we have seen with  Facebook’s pivot to mobile
    • Facebook – Facebook’s pivot to mobile was one of the reason why I decided to look at compound annual growth rate as well as the size of app constellation in terms of app numbers. In terms of raw app ‘SKUs’ Facebook is dwarfed by most of the other companies that I have looked at. It is only by looking at the growth in apps developed where one can really see their move to mobile
    • Netease – was interesting for its focus in a couple of areas. Like other Asian internet companies, education was a big target area, but Netease went into it with major commitment. Both NetEase and Tencent were big in magazine and book apps as well. I think this is down to the fact that ‘traditional’ web surfing is harder to do with (at the moment) when URLs are written in western script and numbers.
    • Tencent – the raw app numbers beggars belief. There are a number of reasons for this. Like NetEase, Tencent has a lot of apps solely optimised for the iPad and a separate iPhone app. There are free and paid-for product variants. Lastly Tencent will have four or five apps competing in a given category like streaming music which seems insane. Only time will tell if Tencent is spreading itself too thin; like when Yahoo! was described Brad Garlinghouse’s Peanut Butter Manifesto
    More information

    Jargon watch: app constellation – back in 2014 when I wrote this post, it still took me the best part of a week to research and describe each of the apps in the main eco-systems. It would take me much longer today due to the growth in apps

    Peanut Buttergate – analysis of Garlinghouse’s original memo about Yahoo! from back in 2006