Ged Carroll

Category: online | 線上 | 온라인으로 | オンライン

The online field has been one of the mainstays since I started writing online in 2003. My act of writing online was partly to understand online as a medium.

Online has changed in nature. It was first a destination and plane of travel. Early netizens saw it as virgin frontier territory, rather like the early American pioneers viewed the open vistas of the western United States. Or later travellers moving west into the newly developing cities and towns from San Francisco to Los Angeles.

America might now be fenced in and the land claimed, but there was a new boundless electronic frontier out there. As the frontier grew more people dialled up to log into it. Then there was the metaphor of web surfing. Surfing the internet as a phrase was popularised by computer programmer Mark McCahill. He saw it as a clear analogue to ‘channel surfing’ changing from station to station on a television set because nothing grabs your attention.

Web surfing tapped into the line of travel and 1990s cool. Surfing like all extreme sport at the time was cool. And the internet grabbed your attention.

Broadband access, wi-fi and mobile data changed the nature of things. It altered what was consumed and where it was consumed. The sitting room TV was connected to the internet to receive content from download and streaming services. Online radio, podcasts and playlists supplanted the transistor radio in the kitchen.

Multi-screening became a thing, tweeting along real time opinions to reality TV and live current affairs programmes. Online became a wrapper that at its worst envelopes us in a media miasma of shrill voices, vacuous content and disinformation.

  • Desktop and mobile messaging

    Whatsapp gets into desktop and mobile messaging

    Over the past few weeks WhatsApp has rolled out a web client to complement its previously mobile-only experience. From a technical point-of-view this was WhatsApp playing catch-up with its rivals.
    Mobile social network ecosystems
    Skype has long been a multi-platform desktop and mobile messaging system that made the leap to phones over eight years ago. LINE has had both desktop and mobile messaging applications for a while. WeChat had had a web interface for at least two years in addition to its mobile client and dedicated desktop clients for both OS X and Windows.
    wechat app
    Those whom I spoke to who had used the web interface talked of WhatsApp’s ‘unique’ way of handing off from mobile to the web through the use of QRcodes. And they were surprised when I showed them WeChat’s implementation that looked eerily similar and has been around for much longer.

    There is a certain paradox that the most successful OTT messaging platforms now have a presence on the desktop, yet instant messaging clients like Yahoo!, MSN, AOL and ICQ weren’t able to successfully move from desktop to mobile.

    So why desktop and why now?

    Is it about WhatsApp putting pressure on Apple to change its model to suit WhatsApp?

    The Messages app in iOS is secure, supports voice, photos and text messages. It offers much of the functionality of WhatsApp. WhatsApp complains that it can’t repeatedly charge on a yearly basis for its service on iOS, yet iOS has supported in-app payments for a while. I suspect WhatsApp wants to get a free ride or its beef with iOS is from some unstated reason.  In summary, whilst WhatsApp’s web service is only available to Android users, I don’t think that this is really about Apple.

    It is threatened by other apps?

    WhatsApp has a big presence across the world (outside of China) in the OTT messaging space with over 700 million active users. However other services are managing to increase their footprint.

    I took a straw poll of some friends with regards their messaging usage. Did they just leave one platform for another in the same way that Google won out in search or was there something else going on?

    Most people that I spoke to weren’t generally deleting  the more popular messaging apps and moving from one to the other generally. (They had tried and sometimes deleted the likes of Telegram or Wickr for instance). But they did have different groups of contacts in different places. So WhatsApp probably isn’t losing its spot on established users phones at all, and having a rival app on a phone isn’t likely to make WhatsApp lose out from being downloaded on a new phone.

    By all accounts, different messaging platforms are about different groups of friends and contexts. WhatsApp tended to connect with family more often than other messaging services.

    Is is about usage time?

    I suspect that this could be the case. It was interesting to hear a couple of friends talk about LINE. They commented that LINE had a range of stickers, but the main reason is that you can use LINE at work without having to use your phone and it be obvious with your boss. I think that this is where WhatsApp could be feeling a gap and decided to fill it.
    what is mobile
    It also begs a second question. When you have laptops that will run for 8 to 10 hours on a battery and slip in a bag like a tablet, is desktop yet another mobile device? The kind of work usage mentioned would also fit in nicely in a coffee shop or in front of the TV with the family; a subtle back channel to the outside world.

    My understanding was that WhatsApp was focused on getting people in the developing world on board, they provided a lean bandwidth frugal messaging platform that was leaner than Facebook. Instead, the web interface is more aimed at ‘first world problems’. More on WhatsApp here.

    More information

    Four Of The Top Six Social Networks Are Actually Chat Apps | Marketingland
    WhatsApp hits 700 million monthly active users — GigaOM
    Messaging app Kik passes 200M users | VentureBeat
    From Messaging Apps To Ecosystems : Line, WeChat, Viber & Others | LinkedIn
    Why Apps for Messaging Are Trending – NYTimes.com
    Every app is a communications app | Layer
    WeChat to overtake WhatsApp as top messaging app in India: GWI | Digital Market Asia
    WeChat Dominates APAC Mobile Messaging in Q3 2014
    Tencent Drafts Chinese Expats for U.S. Duel With WhatsApp – Bloomberg

  • Group direct messages + more news

    Now on Twitter: group Direct Messages and mobile video camera | Twitter Blogs – playing catch up with OTT messaging apps with group direct messages.

    Media

    Disney’s Maker Studios Struggles to Migrate Its Audience To Maker.tv – CMO Today – can’t get the traffic off YouTube

    Online

    Mayer’s Yahoo Plan Could Affect Softbank Interests – WSJ – it depends on who Mayer sells to

    Eric Schmidt Just Admitted Google’s Dominance Is Under Threat: ‘All Bets Are Off’ (FB, GOOG, MSFT) – actually not as billed but an interesting more nuanced portrait of the current landscape  by Schmidt who has become the most acceptable face of Google leadership. More here

    Tumblr Launches An In-House Ad Agency That Pairs Creators With Big Brands | Fast Company – interesting move, shame agencies aren’t stepping up to the plate

    Security

    Army Communications In Pacific Stretched, Tested « Breaking Defense – interesting discussion about data networks issues

    Technology

    Google Joins Apple, Others Cutting Off Crimea, Blocks AdWords, AdSense, Google Play | TechCrunch – interesting to see how this rolls out from a tech point of view. Russia does have replacements such as Yandex in search, advertising and Android app stores

    Davos 2015: Tech giants risk reputation, warn business leaders – FT.com – this is less about the tech sector per se and more about lightning rods of inequality and economic disruption; of which the tech sector is just one. The bigger question is whether issues like the dark side of free speech and privacy start to spark with consumers?

    Wireless

    Mobile internet slower in Hong Kong than mainland, S Korea | Hong Kong Economic Journal Insight – and the service I enjoyed in Hong Kong was significantly better than the UK…

    The Real Story Behind Jeff Bezos’s Fire Phone Debacle And What It Means For Amazon’s Future | Fast Company – I don’t agree with some of the conclusions, but an interesting piece nonetheless

  • Li Ka shing + more news

    From ‘superman’ to ‘big tiger’, Li Ka shing loses favour with Beijing | South China Morning Post – interesting analysis of the changing sentiment of the Chinese government to Li Ka shing. Li Ka-shing has managed to walk his own path, even compared to other Hong Kong oligarchs. He was also able to play well with westerners. Li Ka shing was just just a man with a plastic flower factory and a headful of ambition until he persuaded HSBC to help him acquire property during the 1967 riots. HSBC bought into Hutchison Whampoa in 1979, got rid of the current taipan Douglas Clague. They then lent Li Ka shing the money to buy the business, including HSBC’s own 22% stake at a knockdown price of 639 million Hong Kong dollars. A large amount of money, but still less than the value of the assets being bought. Li has become even richer thanks to skilful use of the conglomerate discount phenomenon

    Consumer behaviour

    The Psychology of Intelligence Analysis: Drivers of Prediction Accuracy in World Politics – Journal of Experimental Psychology – interesting traits and teams rather than individuals tend to do better. It would be interesting to see how this affects the wisdom of crowds given they are a mass of individuals rather than a team per se (PDF)

    FMCG

    Most Energy Drink Companies Market to Minors, Report Finds | Time – this could be a ticking time bomb from a regulatory point of view

    Media

    Case Study: How Huawei turned its smartphone business around | Marketing Interactive – superlative headline but interesting overview of programmatic buying in China via iClick

    Millward Brown Digital partners with Snapchat | Research Live – interesting they can tell an ad

    Vinyl’s difficult comeback | The Guardian – interesting opportunity for manufacturing record press machines

    Online

    LIVEhouse.in – Online Broadcasting Service – really cool Asian content

    Security

    UK’s Cameron won’t “allow” strong encryption of communications — GigaOM – this is the most disturbing stuff I have seen and read in a long term, the Home Secretary is a political role by its very nature. It is not even an independent judiciary signing off. Secondly, given the poor understanding of technology by the body politic in the UK it doesn’t inspire confidence – if there is a back door for HMG, there is a back door for an abusive third party. Finally this is crush or encourage innovative start ups who focus on privacy to move offshore – Shoreditch to Berlin for instance. More related content here.

    Wireless

    BlackBerry Responds to Media Report – Press Releases – not talking to Samsung, it didn’t sound like it made sense to me

    Smartphones At Tipping Point In China | Young’s China Business – domestic Chinese smartphone market likely to contract 10 per cent over the next year – shipments of all types of cellphones actually plummeted 22 percent in China last year to 452 million units, led by a 64 percent plunge in 2G models and 46 percent drop in 3G ones. (Chinese article) China’s mobile users now number 1.28 billion, giving the nation a penetration rate of 95 percent. 

    Smartphone shipments didn’t fare nearly as badly as the older 2G and 3G models, but were still down 8.2 percent last year to 389 million units. That means that a hefty 86 percent of all cellphones shipped in China last year were smartphones, which were rapidly flooding the market as new players jumped joined the space and older ones ramped up production. 

    It’s worth noting that the 389 million figure is unit shipments and not actual sales. I suspect a big portion of those smartphones — perhaps as much as 20-30 percent — are still sitting in distributor warehouses and on store shelves as unsold inventory due to the market saturation – expect channel clearing sales or developing market dumping

  • Changing definition of what social means

    What social means

    This inspiration for this post about what social means came from working with business-to-business marketing clients and prospects. Its based on thinking I’ve done over the past six months or so. Based on the experience I had talking to clients and the work that I have been doing I came up with a what I’ll describe as a working hypothesis.
    Sale

    The past Cluetrain Manifesto

    For a number of years, business and consumer social marketers have taken The Cluetrain Manifesto as their talisman. What social means was defined by a series of statements or beliefs outlined in the book. The outcome was that social media marketing was seen in terms of  re-defining the relationship between stakeholders and a business. This was around a number of values including:

    • Transparency
    • Speedy response
    • Humane
    • Resp0nsiveness

    What social means now

    What social means has changed, at least in Europe. I would put part of the change down to technological capabilities influencing the philosophy around social and the fact that business-to-business are measured exclusively on sales when they are not corporate HQ. And if they are corporate HQ for a non-US domiciled company the focus is much more quarterly results-orientated, so even the corporate social accounts are expected to carry their weight in terms of delivering regular prospective customers.

    The focus has changed:

    • Brand communities and corporate reputation have given way to performance marketing
    • Influencer programmes have given way to prospect-baiting content marketing
    • Engagement has given way to CTA (call to action) and customer path to purchase
    • Building customer loyalty has given way to purchase satisfaction

    The emphasis has moved from the brand to performance marketing, even for what would be seen to be corporate communications. The fig leaf of reputation used to protect corporate PR has been torn away in social media. A secondary aspect of this is a less tangible decline in the stock of social media or community professionals at least within the business-to-business context.

    Whilst the organisations I have been dealing with are in the early stages of thinking about marketing automation, with only a few going through the costly integration process for the likes of Eloquia or Pardot – the philosophy behind them has become the defacto view.

    I spent far too long writing this post, in between starting drafting this post and pressing publish, two of the authors (David Weinberger and Doc Searls) responsible for the Cluetrain Manifesto have updated it to reflect marketing realities online which broadly touch on areas of my hypothesis and I have included a link at the bottom.

    In the words of Bill Hicks business-to-business marketers run the risk of knowing the price of everything and the value of nothing.

    More information
    The Cluetrain Manifesto
    New Clues
    #NewClues and #VRM – Watching The Watchers

  • 2015 predictions

    It’s become a bit of an annual tradition on this blog for me to put together some guesswork on what is likely to be coming down the pipe over the next 12 months so here are my 2015 predictions.

    Business

    Sony Corp. cleans house with the management teams of its US businesses. One of Sony’s start-up bets (the e-ink watch, smart locks etc) comes good. Sony will still be supported by its Japanese financial services business.

    For years IBM has charged Huawei a fortune for consulting, telling Huawei the IBM way. In 2015, I could see the student becoming the master as Huawei sells into IBM enterprise markets in the developing world and possibly Europe.

    Shareholder activists don’t take a run at Google. Google is moving from a growth stock to value as search advertising revenue growth is declining. However the structure of Google makes life very difficult for the activists to gain leverage. Any activist that does take a run at Google would need to go to court to help dismantle the two-tier structure that handicaps the shareholder voting structure. That doesn’t mean that there won’t be shareholder grandstanding and public letters to the board. Google’s privacy and antitrust regulatory woes will continue to fester outside the U.S.

    As Fred Wilson over at A VC put it, the sharing economy is actually the rental economy, the digital economy equivalent of bulk breakage: breaking a larger container down to sell smaller, more manageable pieces to consumers for a profit. It’s disruption usually stems from breaking regulations: labour laws, public transportation regulations, laws governing guest house and hotels rather than innovation. It is likely to prey on the have-nots and is likely to see increased resistance. For me it is indicative of a move in founder culture, from the counterculture influenced start-ups of Apple’s era to a yuppie Patrick Bateman-like culture today. Expect more societal push-back as geeks become the new investment bankers in terms of being societal punch bags.

    IoT / wearables

    There won’t be an over-arching XML type bridge for the IoT. Battery life will limit the fantastic visions that pundit have for wearables and the internet of things.

    I would be surprised if we didn’t see some devices trying to power themselves by scrounging energy from wider electromagnetic spectrum (wi-fi networks, cellular devices, radio, TV etc).

    Consumer electronics

    We are going to continue to see baby steps towards more immersive experiences, as VR glasses slowly make progress in the marketplace. OLEDs would be an ideal application for VR glasses, particularly if they want to hold off smartphones in a frame. Content is likely to role out in a similar way to IMAX – visually stunning documentaries about space and nature alongside computer games. Content and gaming will be slow due to it being difficult to make. Storytelling in VR won’t be a problem solved in my 2015 predictions.  It will be interesting to see what James Cameron does with VR. There will also be some baby steps towards haptic feedback (think a better Nintendo PowerGlove).

    Despite The Interview, Hollywood still won’t do cinema / digital simultaneous releases, or global simultaneous releases for any content that wouldn’t have been direct to TV/video in an earlier age.

    Wireless

    The YotaPhone2 won’t get the customer base it deserves as it struggles against the superior marketing muscle of Samsung in the premium Android segment of the market.

    The Cyanogen distribution of Android won’t go anywhere fast due to its geographic exclusivity agreements with the likes of OnePlus and MicroMax cramping the style of handset manufacturers with global ambitions. This offers an opportunity for Jolla’s SailfishOS. but I suspect that my 2015 predictions will mark a high spot in diversity of smartphone brands. Instead we’re likely to see a thinning out of brands over the coming of years, slowly but surely.

    Google revamps the resources and process to get more Chinese smartphone manufacturers going through its official channels for compatibility (CTS) and have a Google Mobile Services (GMS) license. At the moment there are a number of Android handsets going into developing markets without these, which means Google is losing out on incremental licensing revenue. More wireless content here.

    Online/social

    There is a change of emphasis in business, social is no longer well, social. Businesses start to pull ‘social’ media back into business functions. An increased emphasis on paid media over earned engagement / community management and marketing automation makes social look more like electronic direct marketing.

    Asian platforms WeChat, LINE and KakaoTalk have led the way in both consumer and brand adoption. They will continue with a relatively slow international rollout. Facebook Messenger doesn’t seem to fill the same user context as these applications, is this an opportunity that a SnapChat or new player can fill?

    Things could get very interesting if WeChat or LINE professionalise their international marketing and start rolling out some of their more advanced features internationally such as integrating payments and m-commerce. They can’t do it by going alone, they would need to be good partners and deals like that take time to negotiate.

    I suspect that international e-commerce will have breakout years. Yesasia.com, Rakuten and Aliexpress have been percolating for years. Combine this with the valuation put on Asian e-commerce outfits, it would be quite easy to see how cost-conscious consumers in economically challenged Europe and the developing world may appreciate a new Amazon. Secondly, Chinese purchases of foreign goods are likely to expand further due to a rapidly developing logistics network within China, increasing international acceptance of UnionPay and a rein-in on more ostentatious tastes due to Mr Xi’s anti-corruption drive. Consumers will be looking for quality less overt luxury and premium products. Foreign travel for shopping will start to be scrutinised by the government and foreign shopping through intermediaries will become professionalised by the Rakutens of this world.

    We’re likely to see European states take a similar stance to India and China and more widely blocking sites for security considerations and media IP enforcement. Expect the UK and Australia to lead the way in terms of site censorship.

    What do you think about my 2015 predictions?

    More information
    Who is behind the e-paper FES watch? | WSJ
    Sony Qrio smart lock crowd funding page
    What Just Happened? AVC