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

 

  • Fox + more news

    Fox

    Fox ‘Stole’ a Game Clip, Used It In Family Guy and DMCA’d the Original – Slashdot – either its automated software (likely YouTube’s automated scanning) or exceptionally shady business practices – both of which are plausible scenarios when it comes to Fox. Either way Fox won’t care

    Business

    In China, Uber faces battle to usurp Didi | FT – not surprising. Both companies have large investors behind them. Uber also has ‘non tariff’ barriers against it since it isn’t Chinese. More on Didi here.

    Nest Failure: How things went south once Google became Alphabet | BGR – interesting how the move to a holding group structure meant a big change in management culture. First Boston Dynamics, now Nest. Googlers I know are also complaining about the change in culture. They feel that they are disempowered in comparison to pre-Alphabet

    Design

    The Co-op returns to its clover-leaf logo from 1968 | Creative Review

    Economics

    What’s holding back China’s consumption growth? | South China Morning Post – Consumer sentiment has plunged in recent months, as the consumer sentiment index hit a 28-month low of 100 in March, versus 104.4 in February. Retail sales also increased more slowly than expected in April at 10.1 per cent, versus 10.5 per cent in March. – Government planned slower growth in manufacturing is trickling down to consumer behaviour. Chinese savings are pretty stable due to a poor social safety net. Until China gets a better welfare state you’re going to see China’s consumption growth be low.

    FMCG

    Chinese brands best performers in China: consumer goods survey | China Daily – interesting how Chinese brands have managed to ford the trust gap

    Lynx: can it convince consumers it’s about more than getting laid? | Campaign (UK) – nice summary and analysis of the Lynx/Axe advertising campaigns over the past few years (paywall)

    We know acne, we don’t know teens. – YouTube – nice bit of honest marketing by Clearasil

    US brands dominate through disruption | Kantar Worldwide – latest US BrandZ results

    In China, global brands are losing advantage | Kantar – higher confidence levels in product and their country mean that global brands have work harder

    Ideas

    Uber has pinpointed the moment you‘re most likely to pay for surge pricing — Quartz – feels really invasive but insightful

    Media

    ★ App Store Subscription Uncertainty – From Lauren Goode’s interview with Phil Schiller for The Verge, specifically regarding the new 85/15 revenue split after the first year of a subscription. I wonder how this would work for Netflix et al?

    News UK unveils new in-house agency powered by WPP and The & Partnership | Campaign Live – next move from single client agency to ‘in-house’ agency a la Unilever’s U Studio?

    ComScore Says People Prefer Ads in Podcasts Over Any Other Digital Medium | Adweek – surely these findings are positive for radio and streaming audio as well?

    Apple Music Enlists Designers to Curate Playlists, Starting With Alexander Wang | Racked – why isn’t this being sold as a branding opportunity?

    WTF are ‘dark posts’? | Digiday – surely this is a variant of online PR?

    ANA report alleges widespread ad agency kickback schemes – Business Insider – and this is a surprise because? Programmatic offers even bigger opportunities for fun and profit

    Online

    Why Britain banned mobile apps | GovInsider – cost centric rather than user centric?

    Report: People Are Spending Much Less Time On Social Media | Slashdot – not too sure how much store I put in Similarweb’s data

    Security

    Exclusive: Snowden Tried to Tell NSA About Surveillance Concerns, Documents Reveal | VICE News – there is something quite reassuring about the clod handed nature of the response to this

    Style

    Adidas Relies On Stars Not Soccer Teams To Sell Product | Business of Fashion – I would argue that would be the same for most boot brands, shirt deals are often not that profitable

    Technology

    Shipments of Chromebooks integrated with Google Play set to increase | DigiTimes – not great for Windows 10 consumer sales (paywall)

    Web of no web

    Olympic athletes will sport Visa’s new payment ring in Rio | Engadget – no radical leap forward in NFC

    Project Soli – Wave hello to Soli touchless interactions Soli is a new sensing technology that uses miniature radar to detect touchless gesture interactions.

    A former employee says Google’s smart contact lens is ‘slideware’ that exists only in PowerPoint presentations (GOOG, GOOGL) – not terribly surprising, power is the number one issue facing the device

    Wireless

    The answer to the question you’ve all been asking | Nokia – Nokia’s official announcement

  • Google I/O 2016

    Google I/O 2016 happened on May, 18 – 20.  There had been a lot of pieces of coverage about the different products and services released. But I wanted to spend a bit of time reflecting on what Google I/O 2016 told us about their viewpoint on technology.

    Giving apps a second chance

    Google knows as well as anyone that the app moves towards a maturity model where consumers stick with the core apps that they want and then don’t go any further.
    apps
    Data shows that consumers use their top five apps 88 per cent of the time. So why would Google care when it knows that 60 percent of the top apps on the Android platform?

    The reasons for an expanded app usage include:

    • A proportion of Google’s advertising (like Facebook) is derived from the promotion of app downloads
    • Android devices are reaching market maturity in many markets, growth is likely to come from new uses – at least some of which will be derived from third party platforms
    • Google has staked its ambition in the PC sector on its Chrome operating system being able to run apps from the Android eco-system. In order for that to happen there needs to be a healthy community of developers
    • In the same way that DoubleClick’s ad network greatly expanded the inventory of Google’s advertising business, third party applications offer Google an additional source of usage for its own services. If you want to see the future of Google Apps look at the the way the likes of Baidu and Tencent allow third-party integration with their own tools

    Streaming or ‘instant’ apps is part of Google’s efforts to encourage consumer trial of new apps and enhance relationships with developers. Firebase, it’s new analytics platform for mobile developers helps them have a better relationship with their installed user base allowing them to use data to target notifications and campaigns.

    More faith in wider area networks (WANs) than personal area networks (PANs)

    Android Wear’s updates were interesting. Put simply Google has more faith in data being delivered in a timely manner over cellular or wi-fi networks than it does for inter device transfers over variants of Bluetooth. Both the Apple Watch and Android Wear products suffered from performance lags when the watch was a thin client of a phone. Having a cellular radio on board the phone presents challenges with battery life, but speeds up real world performance.

    The original design failure wasn’t down to network performance, but is likely to have implications for personal area network technology like Bluetooth in its different variants or ZigBee. These technologies are all about scale, lose a scale advantage and it poses a problem for future adoption by others. This can happen in a virtuous way. Apple’s adoption of USB benefited the standard greatly and drove interest in peripheral development for both Mac and PC. Apple’s abandonment of FireWire and the 3.5″ diskette marked their decline.

    Lots to be concerned about from a privacy point of view?

    Google Home moved yet another pair of Android powered ears into our environment. It was obvious from Google’s description of services that a paid marketing model to be the ‘car booking’ or equivalent service of Home could be very lucrative for the search giant. How this device could be used for market research, tracking brand mentions or government surveillance also poses some conundrums moving beyond smartphones to brown goods.

    Android N features file based encryption rather than treating the whole device as an encrypted disk. This raises questions around the comparative ease of access from a privacy perspective. Secondly, SafetyNet allows Google to reach into a phone to remove pre-existing applications without user permission. There is no explanation if they also have write privileges to the phone as well. If so, expect law enforcement and intellectual property owner interest. From the way it reads this would affect apps and content that have been side loaded as well as got from an app store.

    Android is giving the high ground to Apple on privacy presumably because it considers its own customers don’t care about it that much.

    Reference designs in VR to drive adoption and commoditisation 

    Google’s Daydream project looks to provide standardisation in hardware. By going down this route, Google hopes to spur on the sensor market required for improved AR experience and drive uptake. These will likely be a very different experience to the computer workstation powered Occulus Rift. Driving this technology into the smartphone market may combat the current stagnation in phone sales growth.

    More information
    Google I/O 2016 event page
    A16hz on Google I/O 2016
    Everything Google just announced at its I/O conference
    Palm, Apple, Google and the whole mobile device thing
    The Limits of Google
    If Google’s right about AI, that’s a problem for Apple – Marco.org
    ISIS’s Mobile App Developers Are in Crisis Mode | Motherboard

  • Crush Google Plus + more

    How Mark Zuckerberg Led Facebook’s War to Crush Google Plus | Vanity Fair – Zuckerberg et al were helped by Google Plus having a poor product experience and dumb rollout approach. This has been evident across Google’s products from Google Wave to GTalk and the Google Cloud service. Facebook didn’t need to crush Google Plus, it just needed to do a better job on a consistent basis. More on Facebook here.

    Huawei Draws From Apple Playbook, Narrows IPhone Market Lead | Digital – AdAge – Guo Ping talks a good game, but why would someone develop specifically for Huawei rather than Android?

    Smart TVs are a dumb idea | TechEye – really nails it in terms of the value created and consumer behaviour

    The foibles of freemium – …turn the commercial model upside down by no longer relying just on journalists to report the news but also articles from a raft of other contributors – including corporate brand and advertising PR people. City AM goes all Forbes and Huffington Post blurring the line in editorial and advertorial content

    Samsung’s subtle nudge to get potential customers to upgrade – interesting acknowledgement that the competition is existing devices in mature markets like Europe and North America

    Huge: Microsoft opens up its Windows Holographic platform to third parties – In what could be a defining moment in the nascent augment reality and virtual reality spaces, Microsoft Corp. has opened up its Windows Holographic platform – trying to become the OS for immersion in the same way that AltSpace is the social platform for VR interactions

    SMARTPHONES: Microsoft Puts Smartphone Bets on Xiaomi Bottom line: Microsoft probably took a 10-20 percent stake in Xiaomi as part of the pair’s deal. At least Xiaomi doesn’t have a carrier relationship to burn by bundling Skype on a handset – let’s hope the do a lot better than Nortel, Nokia, Motorola, Palm, Sendo or LG. All of whom had been in bed with Microsoft at one time or another

    Mobile location data is accurate up to 30 meters: report – Location data accuracy fluctuates which isn’t terribly surprising

  • 2016 Mary Meeker presentation

    2016 Mary Meeker’s annual presentation on internet trends is a tradition within the technology sector that goes back more than two decades. Meeker used to be a sell side analyst during the dot com boom and was known as a cheerleader for the sector. Unlike Harry Blodget she didn’t come unstuck with the subsequent bust.

    More recently Meeker moved to Silicon Valley and took a job with a VC firm. Hence the reason why the 2016 Mary Meeker presentation is done in conjunction with KPCB (Kleiner Perkins Caufield Byers).

    The key themes explored in the presentation this year include:

    • Mobile – a favourite for a number of years, but with over half of all internet sessions being done on a smartphone or similar it was inevitable that it would take up a substantial amount of the presentation. Mobile is maturing which is shown in the decline in growth rate of the sector this year. Android is picking up market share due to its cheaper handsets but still lagging behind in share of profit
    • Declining global economic growth. Global debt has risen higher and faster than global GDP. Population growth is also slowing and ageing. Meeker thought that India may be the bright spot due to its demographics, but this assumes that it can get over its structural issues and take advantage of its young population. That is probably overly-optimistic because of rising hindu nationalism
    • Online advertising – efficacy still a serious issue to be dealt with. Consumers hate it hence ad blocking.
    • Social: Meeker saw the big factors being video, images and messaging
    • Voice: the rise of voice driven assistants in the home and on mobile devices. The decoupling of China versus the rest of the world is apparent in this new category.

    Here is the latest iteration for 2016

    More on Mary Meeker here.

  • June 2016 research slides

    Here is a copy of the slides that I pull together (when I have the time) of publicly available data that would be of use. This is the June 2016 research slides.

    Google search volumes

    This month I have some new data around search which came from disclosures at Google I/O in terms of search volumes. We talk about social as if search has gone out of style but its growth is still staggering. This is now driven by mobile device penetration and adoption as computing devices on the go. It also speaks to the wider number of questions that search now answers. It used to be that search answered with ‘facts’ found online. It then became more contextual with shortcuts that gave you the weather forecast or a foreign exchange rate. Mobile moved this on further to items like local recommendations.

    Partly through the search box, but also by more meta detail about the device doing the searching and its location to within a few metres due to GPS and cell tower triangulation. Voice interaction has also started to impact search volume. Image driven search still seems to be an area that could drive much more potential search volume, that would be valuable for commerce.
    Google global search volume
    Looking at global search revenue over time, Google’s monopoly position becomes immediately apparent. It is amazing how Bing and Yahoo! haven’t managed to grow market share but just transfer value from one to the other. In the Chinese market, Sohu has been obliterated with Baidu search. But one does have to wonder about the value of web search, when so much internet usage now happens in the WeChat eco-system.
    Global Search Revenues
    More details about me here.
    Slide20

    Full presentation

    Full presentation available for download as a PDF on Slideshare and you can find more research related posts here.