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Broadband vs. Internet

December 9, 2011 in Business, infrastructure, problems, Research, Technology | 28 comments

By design, the Internet supports everything you can do with it. As deployed, it is no more capable than the infrastructures that carry it. Here in the U.S. most of the infrastructures that carry the Internet are owned by telephone and cable companies. Those companies are not only in a position to limit use of the Internet for purposes other than those they favor, but to reduce the Net itself to something less, called “broadband.” In fact, they’ve been working hard on both.

We’ll talk about broadband shortly. But first let’s look at the clobbering the Internet took last week when Verizon, the only large provider of fiber optic Internet connections to homes in the U.S., put an end to expansion of FiOS, their fiber-to-the-home telephone, Internet and cable TV system.

This matters hugely, because the connections with the greatest data-carrying capacities are fiber optic ones. In terms of raw capacity, cable TV and copper telephone lines can’t compete. But then, they don’t need to compete if fiber is off the table as a competitor. That’s what Verizon just did.

In speedtestVerizon ends satellite deal, FiOS expansion as it partners with cable, Cecelia Kang reports in the Washington Post that the telco giant “will stop its buildout of FiOS television and Internet services in the next couple years.”

When a company says they plan to stop growing a business, they mean they have given up on it. (Hey, what business, especially a big one, doesn’t want to grow?) It’s also often a sign that the business is for sale, in this case probably to competitors in the cable business. Clues in that direction come from Cecelia’s following sentence: “The moves come as Verizon Wireless forges a new partnership with cable giants to cross-market phone, video, Internet and cellular services.” In that piece, she says “Verizon will pay $3.6 billion to Comcast, Time Warner and Bright House Networks to use a swath of cellphone airwaves that the cable giants own but do not use.”

At the business +/vs. business level, here’s how it sorts out (to me, at least):

  1. Verizon was never a cable TV company, and didn’t do a good-enough job at that with FiOS. Straight-up, it should have beaten the crap out of all its cable competitors, just based on superior video and a much higher channel count, thanks to fiber’s much higher data capacity. But Comcast and the others — even Dish Network and DirectTV — were better at the cable game. But Verizon is king of the hill in cellular wireless, with the best coverage and service in most cities. (See the latest Consumer Reports for details.) A lot of what used to be TV is moving to wireless, both over cellular connections and wi-fi. In cellular, Verizon holds aces.
  2. Cable has no cellular wireless business, and its auction winnings for spectrum haven’t yet yet paid off. But the spectrum is worth money to rent out, in ways that get cable into the cellular wireless business, so they can now sell “quadruple play” — cable TV, landline phone, Internet (increasingly called “broadband”… more about that below) and cellular.
  3. Verizon (along with cable, satellite, Apple, Google, Microsoft, Amazon and everybody else) wants to be in the “content distribution” game, which is the future of television, publishing and every other business the Internet has both threatened and transformed.
  4. For the most popular technically demanding “content” — video — 100Mbps downstream is enough. You don’t need fiber for that. Cable can do the job well enough. For DVD-quality video (such as Netflix and TV from Google and Apple) it already is.
  5. TV is body-snatching personal computing, and it’s good to get in on progress there. Take a look at all the cheap screens you can buy now at Cosco and Staples. Their default dimensions are 1920 x 1080: the native resolution of HDTV.
  6. As an informal quid pro quo with the cable companies, Verizon agreed to halt FiOS expansion. Don’t be surprised to see Verizon’s whole FiOS business leased or sold off to a cable competitor in the next few months or years. We’ll all be better off if it gets sold to Google or Apple, but that’s unlikely to happen.

The deal sucks for everything and everybody outside the content distro business, including the rest of the Internet. The sum of the lost or prevented business (and social benefits as well) is incalculable. But nobody seems to be counting. We’re just boiling frogs here.

As of today, your chance of getting fiber to your home is zero, unless you are lucky enough to live in Lafayette, Chatanooga, Pulaski, or one of too-few other places where public and private interests align long enough for fiber service to get built out before brutal opposition by phone and cable companies prevents it — mostly by lobbying up state regulations making build-out difficult or impossible for entities other than phone and cable companies that aren’t going to bother building what they’ve already prevented anyway.

The appetite for fiber is there. We chose to rent our part-time apartment here near Boston because the street is served by FiOS. (Also RCN, a weaker fiber competitor.) Many businesses see places like the towns listed above as port cities on the Internet’s sea of bits.  The speedtest above is typical of what we get from FiOS, which offers speeds up to 150Mbps down and 50Mbps up. Fiber’s native capacity is actually much higher, which is why Chatanooga offers up to 1Gbps, as will Google’s new project in Kansas City. If you live in one of fourteen Utah cities fibered up by Utopia, you have a choice of providers of 100Mbps symmetrical service that will cost you less than what I pay ($70/mo) for my 25Mbps from Verizon.

Last I heard, the fastest cable offering in the upstream direction was 12Mbps. Cox, our cable provider in Santa Barbara, gives us about 25Mbps down, but only 4Mbps up. Last time I talked to them (in June 2009), their plan was to deliver up to 100Mbps down eventually, but still only about 5Mbps up. That’s competitive as long as all you want is “content delivery.” But what about when you want to live “in the cloud,” and all your data is elsewhere? In the long run you’ll need a lot more upstream as well as downstream capacity for that. Internet service optimized for media delivery (where TV especially wants to go) won’t cut it. But then, most people aren’t looking at that. They’re looking at TV on their iPads over broadband, and thinking that’s way cool enough.

So here we are, smack up against what John Perry Barlow warned us about in Death From Above, way back in early 1995. There he wrote, “The cable companies and Baby Bells have a model for developing the next phase of telecom infrastructure which, were it applied to the design of physical superhighways, would have us building them with about five thousand lanes in one direction and one lane in the other.”

Internet speeds over cable aren’t that lopsided, but they are that biased. And the name for that bias is broadband. So let’s look at the difference between the Internet and broadband, because that difference matters.

While the Internet is often called a “network of networks,” what defines the “network of” is a suite of protocols and standards that transcend individual networks and give the whole a single and coherent way of working. Broadband is an old telecommunications term which, as Wikipedia puts it, “became popularized through the 1990s as a vague marketing term for Internet access.”

The Internet’s protocols are NEA:

  • Nobody owns them.*
  • Everybody can use them, and
  • Anybody can improve them.

Like the periodic table, the Net’s protocols occur in nature — in this case a human one — which is why the Net’s founding capacities can be limitless in size and scope.

For business this means the Net and the Web (which is an application on the Net) are building materials with leverage as boundless as those of hydrogen, copper, oxygen, iron and other real-world elements, but without the scarcity. This is why the Net’s open protocols and standards support $trillions in business without making a dime for themselves, and without promoting the wealth-inducing facts of the matter.

We call these kinds of leverage “because effects“: you make money because of them, rather than with them.

But, since the Internet is not out to make money for itself, it is easily dismissed either as passé, or as having little or no business value. This is what George Colony of Forrester Research did in his recent speech at LeWeb, where he spoke about “the death of the Web,” and why I followed up with Be careful what you call dead. Although I’m sure he didn’t mean it that way, George’s speech was a win for the forces out to subordinate the Internet and the Web to their own parochial businesses and business models.

Right now most of us are unaware that this is going on, and fail to see the risk it presents for everybody who depends on a capacious Internet for future growth and prosperity.

The phone and cable operators are not working alone to limit the Net’s because effects. At this point their allies include lawmakers, regulators, and professional organizations like the International Telecommunications Union (ITU).

A subtle and pernicious part of that campaign has been an effort to shift the nobody-owns-it Internet conversation to one about “broadband,” which is something the operators own and rent out. Governments are enlisted in this campaign, and now so are the rest of us. (I’ve used the term “broadband” plenty myself, for example, here.) I began to get hip to this trick in the Summer of 2010, at a conference where a spokesman for the International Telecommunications Union (ITU) gave a talk about the goodness of broadband without once uttering the word “Internet.” Recently the ITU has been further sanitizing this rhetorical body-snatch by talking up broadband as a “basic human right”.

Bob Frankston (co-father of spreadsheet software and much more) has been on this case at least since 2009, when he wrote The Broadband Internet? One sample: “Today we are used to the ‘broadband’ Internet in which we achieve connectivity despite the services and twisting passages our connections travel.” Bob’s preference is that we look to maximize connectivity, rather than to increase our dependency on carriers with more interest in maintaining telephony and cable TV service and billing models than in maximizing all the other businesses and business models the Net’s founding protocols were built to support.

The division is between what communications wonks crudely characterize as “net-heads” and “bell-heads.” Think of conflict as one betwee any and only. Net-heads want the Net to support anything. Bell-heads want communications systems optimized only for the businesses they prefer — namely, their own — and to avoid even talking about the Internet. (Bell-heads have never been comfortable with the Net, because it was not made to bill. TV and telephony are easy to bill, and so is “content” in general. Thanks to Apple’s and Google’s pioneering work —mostly in league with the operators — so now are apps.)

To see how sharp this distinction is, read The New Digital Divide, by Susan Crawford, an alpha net-head, in The New York Times. Nowhere in the piece does she use the word “broadband.” She does, however, use the word “Internet” twenty-six times. In his letter to the editor responding to Susan’s piece, Verizon CEO and alpha bell-head Ivan B. Seidenberg uses the term “broadband” six times and  “Internet” just once, and only because he can’t say “The 2011 World Economic Forum global survey ranks the United States first in Internet competition” without it. (One wonders if the U.S. will continue to rank first, now that Verizon has given up on FiOS build-out.)

At this point the only entities still trying to bring fiber to your home are Google in Kansas City, brave small operators such as Vermont’s ECFiber.net and some scattered municipalities. Helping where fiber can’t make it (and, in many cases, where broadband can’t either) are Wireless Internet Service Providers, or WISPs. Here’s hoping that these net-headed entities can prove that a wide open and supportive infrastructure for the Internet will do more for business and society than “broadband” alone can provide.

Here are Zemanta‘s related links:

* Technically, nobody restricts use based on ownership. The Ethernet protocol, for example, succeeded where IBM’s Token Ring and other purely proprietary alternaties failed, because Intel, Digital and Xerox, which owned Ethernet’s patents, chose to to make Ethernet open. There were no restrictions on how hardware manufacturers (who deployed Ethernet) could implement it.

Be careful about what you call dead

December 9, 2011 in Broadcasting, Business, Future, infrastructure, Links, problems, Technology | 3 comments

In The Web is on life support: Forrester Research, Marketwatch reports on a speech titled “Three Social Thunderstorms,” by Forrester CEO George Colony at LeWeb. Sourcing both the Marketwatch report and George’s slides, this appears to be what he said*…

Thunderstorm One is “The Death of the Web.” Marketwatch:

Colony said that several models of thinking about the Web/Internet space are dead or outmoded.

Colony distinguished between the Web, which he said is a software architecture, and the Internet, which is a larger organizing framework.

He said technology is migrating away from the PC/Desktop model, as well as what he called the Web cloud.

Thunderstorm Two is “Social Saturation.” George’s slide:

  • Yes, we are in a bubble…for social startups
  • We are moving to a post social (POSO) world
  • POSO startups will dominate

Marketwatch again:

Colony asked LeWeb attendees to consider “what we will hold in our hands 5 years from now.”

Forrester Research thinks the answer to that question is the so-called App Internet, which offers a “faster, simpler and better Internet experience.”

The App Internet market is worth $2.2 billion, according to Forrester Research.

And decision makers at 41% of companies are now moving away from Web-based software toward the App Internet, Colony said…

He also said that adoption of social media in urban areas was now extremely high and “running out of hours and people.”

Declaring, in effect, that we are socially saturated.

That means “we are in a bubble,” he said, adding that a post-social world was on its way that would “sweep away some of the nonsense like Foursquare.

Thunderstorm Three is “Enterprise.” George’s summary slides:

What enterprise means

  • Beyond Sharepoint…lies the next wave of social opportunity
  • A rich and growing professional service market emerges
  • A major test of marketing and BT collaboration

When the skies clear…

  • A new social platform – App Internet
  • New social players – POSO
  • New social opportunities – Enterprise
  • Social will thrive, but in an evolved form

Declaring things dead is always an attention-grabber, and George grabbed a lot with this one, as you can see from the links below. Forrester’s market (and George’s primary audience), however, is the enterprise. For that audience George is right to call for thinking beyond today’s Web and social strategies, and to develop app-based ones. But calling the Web dead along the way has the effect of a red herring, diverting attention away from real risks both to the Net and to the Web — risks that extend to enterprises as well, and that all of us (including Forrester) should also be caring about. More about those in my next post.

Meanwhile, here are Zemanta‘s related articles:

* Fred Wilson has since put up Sunday Debate: Is Social Peaking?, which includes George’s full speech. Watch it and compare with what I was able to glean above from the Marketwatch report and George’s slides, which were all I had to go by at the time. That alone is a lesson in the insufficiencies of all sources other than one’s own direct witness.

Now let’s look at what George says abut the “death of the Web,” and about the larger topic of “the network.”

Starting at 3:10 George says “Yes, the network is improving in power, but not at the same speed as processing and storage.” And, “If you had to build an architecture based only around the network — move all your bits to the network — you would be wasting over time all this extraordinary processing power and storage.” As an example of how the network is moving slowly, he cites the slow uptake of 4G mobile data in Europe. Other nuggets:

  • The periphery of the network is becoming ever more intelligent.” (that is, “what we hold in our hands” e.g. the iPad.)
  • (I’ll add more when I have time. Other stuff has jumped in the way.)

What matters here is the reason why the network is growing slower than either processing or storage: because it’s trapped inside what Bob Frankston calls The Regulatorium, which is the collusive space co-occupied by the phone and cable operators and their regulatory captives. While we might be impressed that our downstream speeds from Comcast have gone from 3Mbps to 50Mbps, that progress masks the limits that all the carriers put on forward Internet growth, and connectivity in general. For more on that, go to my next post, Broadband vs. Internet.

What could be more social than a real marketplace?

November 10, 2011 in Berkman, Business, Events, Ideas, Live Web, problems, Technology, VRM | 13 comments

When we say “social” these days, we mostly mean the sites and services of Facebook, Twitter, LinkedIn, Foursquare and other commercial entities. Not talking on the phone or in person. Not meeting at a café. Not blogging, or emailing or even texting. Those things are all retro and passé. Worse, they’re not what marketers get high off of these days. Meaning they’re outside the Big Data ecosystem, most of which is devoted to improving the vast business of guesswork we call advertising, flowing outward increasingly through digital media.

The marketplace where all the Big Bux are being spent these day is not the public one where culture is made and goods are bought and sold. It’s the marketing marketplace.

Go to SelectOut.org. See who and what is tracking you right now. Chances are it’s more than a few of the hundreds of companies listed here. The market they’re in is putting better crosshairs on your back and your wallet. Not the one where you live and you shop.

Their market is in selling your ass to advertisers. So is Twitter’s, for that matter. It’s not serving you as a customer. You are a consumer. Your job is to consume “content,” and hopefully every once in awhile also click on stuff you might buy. That’s it. Yes, it’s a trade-off, but it’s not a very conscious one, and it’s not very “social,” either. Not when you don’t really know the company, or have a relationship with human beings there. Ever tried to call customer service at Facebook? Or hell, at Google? They don’t do that. They don’t want to get personal with you, even if they give you free personal services. Again, you’re not the customer. You’re inventory.

What’s missing here is real innovation in the real marketplace. (Besides what’s going on in VRM, of course.)

This became clear to me yesterday when John Wilbanks mentioned an amazing idea he had posted recently, titled Consumption Offsets and Sustainable Loyalty Cards. Here are the key paragraphs:

I had two ideas today. One is that if we can trade emissions at a corporate level, we should be able to trade consumption. So if we can track consumption of goods, and the sustainability of those goods, we have the rudiments of a market for consumption. So why not offer (wealthy, western, northern) people the chance to pay extra for an offset for their iPad like they do with their plane ticket?

My other idea was based on the ever present loyalty cards for grocery stores, pharmacies, and even cupcake shops in the US. You give away your personal data in return for lower prices (although I often use the algorithm of [local area code of store] + 867-5309). Why not something similar for sustainable goods? Either you pay the full price, or you pony up your data to save the world. Also you get a sticker to put on your computer to show how much better you are than other people – and that’s big, because being proud of being a sustainable consumer is currently, and unfortunately, densely tied to being one.

Both here and in conversation, John posed an interesting question: If personal data really is an “asset class,” as the World Economic Forum says it is, shouldn’t we be able to sell it? Or to make it fungible in some other way?

John’s second idea raises two interesting questions:

  • Who would buy your personal data?
  • What would they use it for?

Especially when, right now, lots of companies you don’t know (and a few you do) are getting that data for free. Would they pay more than nothing for it? If not, is it possible that it really is worth nothing?

When I ask questions like the two above, the answer I usually get is marketers and marketing. Some of the data you shed in the course of surfing and shopping helps sellers remember and serve you. Amazon always comes up as a canonical example. But even there Amazon is often suggesting books I’ve already bought or would hardly be interested in. Grocery stores, meanwhile, mostly use my shopping data to push coupons for stuff I bought once and might never buy again. The whole loyalty card game is one reason we do most of our grocery shopping at Trader Joe’s, which doesn’t bother with any gimmicks, and gives great service as well.

Here’s where I’m going with this: The marketplace that matters is the primary one where we live and work and shop. Not the secondary one where people we don’t know are sniffing our digital butts to see what we’ve consumed and might want to consume instead (or again).

I’m about to lead a session at the Social Business Jam, on Seamless Integration of Social. In the spirit of Dave Winer’s bailing from Facebook today, I’d like to suggest that we look at how social works in real markets, and why we keep mistaking closed private markets on the Web for real ones.

For evidence of how far off base we are, here’s Zemanta‘s list of articles related to what I’ve been writing about here:

Related articles

And, as a small counterweight to that dollarfall of investment and buzz, A Sense of Bewronging.

See ya at the jam.

CRM and IIW

October 17, 2011 in Social, Technology, VRM | 3 comments

It just occurred to me that everything being worked on at IIW is meaningful to CRM. I had been thinking that only the VRM stuff was meaningful, but I realize now that all the IIW stuff is, because — from a CRM perspective — it’s all about customer empowerment. And empowered customers are entities that CRM will welcome, sooner or later.

Here’s the list of IIW topics on the IIW home page:

  • Open Standards that have been born and developed at IIW – OpenID, OAuth, Activity Streams, Portable Contacts, Salmon Protocol, SCIM, UMA ….
  • The Federated Social Web
  • Vendor Relationship Management
  • Personal Data Services –  collection, storage and value generation
  • Anonymity Pseudonymity and Reputation Online (think google+ controversy)
  • Legal Innovation including, Information Sharing Agreements, Data Ownership Agreements and the development of “trust” frameworks.
  • NSTIC – the National Strategy for Trusted Identities in Cyberspace (it uses the term “user-centric identity” 4 times & “citizen-centric identity” once)
  • Cloud Identity and the intersection of enterprise ID and people (consumer) ID

With this in mind we (a bunch of VRM and IIW people) decided that Wednesday afternoon is when we’ll have the VRM+CRM session, although we can have CRM sessions anytime, because the whole workshop is an unconference and participants choose the topics. But if you’re into the future of CRM, that afternoon session will be a good one to hit.

There is also the whole next day, currently thus described:

Thursday is Yukon Day: One of the longtime themes of IIW is how identity and personal data intersect.  Many important discussions about Vendor Relationship Management (VRM) have also taken place at IIW.  In recognition of how personal data and identity are intertwined, the third day of the IIW, will be designated “IIW + Yukon” and will stress the emerging personal data economy.  The primary theme will be personal data control and leverage, where the individual controls and drives the use of their own data, and data about them held by other parties.

This isn’t social. It’s personal.  This day you can expext open-space style discuss ions of personal data stores (PDS), PDS ecosystems, and VRM.  One purpose of Yukon is to start to focus on business models and value propositions, so we will specifically be reaching out to angels and VC’s who are interested in personal data economy plays and inviting them to attend.

“Yukon” is a play on “You Control.”

So, if CRM is your thing, IIW would be a good place to see what’s coming in CRM’s direction.

Look forward to seeing some of ya’ll there.

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The journey was the reward

October 5, 2011 in Business, News, Past, Personal, Quote, Technology | 24 comments

I was in the midst of late edits on The Intention Economy this afternoon, wondering if I should refer to Steve Jobs in the past tense. I didn’t want to, but I knew he’d be gone by the time the book comes out next April, if he wasn’t gone already. So I decided to make the changes, and stopped cold before the first one. I just couldn’t go there.

Then the bad news came a few minutes ago, through an AP notification on my iPhone. Tonight we all have to go there.

Thirteen years, one month and one day ago, I wrote an email to Dave Winer, in response to a DaveNet post on Steve’s decision to kill off Apple’s clones. (Dave had also posted notes from an interview with Steve himself.) Dave published the email. Here’s the part that matters:

So Steve Jobs just shot the cloners in the head, indirectly doing the same to the growing percentage of Mac users who prefered cloned Mac systems to Apple’s own. So his message to everybody was no different than it was at Day One: all I want from the rest of you is your money and your appreciation for my Art.

It was a nasty move, but bless his ass: Steve’s art has always been first class, and priced accordingly. There was nothing ordinary about it. The Mac “ecosystem” Steve talks about is one that rises from that Art, not from market demand or other more obvious forces. And that art has no more to do with developers, customers and users than Van Gogh’s has to do with Sotheby’s, Christie’s and art collectors.

See, Steve is an elitist and an innovator, and damn good at both. His greatest achievements are novel works of beauty and style. The Apple I and II were Works of Woz; but Lisa, Macintosh, NeXT and Pixar were all Works of Jobs. Regardless of their market impact (which in the cases of Lisa and NeXT were disappointing), all four were remarkable artistic achievements. They were also inventions intended to mother necessity — and reasonably so. That’s how all radical innovations work. (Less forward marketers, including Bill Gates, wait for necessity to mother invention, and the best of those invent and implement beautifully, even though that beauty is rarely appreciated.)

To Steve, clones are the drag of the ordinary on the innovative. All that crap about cloners not sharing the cost of R&D is just rationalization. Steve puts enormous value on the engines of innovation. Killing off the cloners just eliminates a drag on his own R&D, as well as a way to reposition Apple as something closer to what he would have made the company if he had been in charge through the intervening years.

The simple fact is that Apple always was Steve’s company, even when he wasn’t there. The force that allowed Apple to survive more than a decade of bad leadership, cluelessness and constant mistakes was the legacy of Steve’s original Art. That legacy was not just an OS that was 10 years ahead of the rest of the world, but a Cause that induced a righteousness of purpose centered around a will to innovate — to perpetuate the original artistic achievements. And in Steve’s absence Apple did some righeous innovation too. Eventually, though, the flywheels lost mass and the engine wore out.

In the end, by when too many of the innovative spirts first animated by Steve had moved on to WebTV and Microsoft, all that remained was that righteousness, and Apple looked and worked like what it was: a church wracked by petty politics and a pointless yet deeply felt spirituality.

Now Steve is back, and gradually renovating his old company. He’ll do it his way, and it will once again express his Art.

These things I can guarantee about whatever Apple makes from this point forward:

  1. It will be original.
  2. It will be innovative.
  3. It will be exclusive.
  4. It will be expensive.
  5. It’s aesthetics will be impeccable.
  6. The influence of developers, even influential developers like you, will be minimal. The influence of customers and users will be held in even higher contempt.
  7. The influence of fellow business artisans such as Larry Ellison (and even Larry’s nemesis, Bill Gates) will be significant, though secondary at best to Steve’s own muse.

Turns out Steve’s muse was the best in the history of business. No one-hit wonders. We’re talking about world-changing stuff. Again and again and again.

Watch this clip from Robert X. Cringeley’s “Triumph of the Nerds” public TV special, filmed back when Steve was still running NeXT. This one too. Then look at what Steve did after coming back. Not just the iPod, iPhone, iPad, Pixar and the laptops we see with glowing apples all over the place. Look at the Apple Stores. I’ve been told that Apple Stores are top-grossing retail shops in every mall they occupy. Even if that’s not true, it’s believable.

I’ve also been told that Apple Stores were Steve’s idea. I don’t know if that’s true either, but it makes sense, because they succeeded where nearly every other attempt at the same thing failed. To get there, Steve and Apple had to look past the smoking corpses of Gateway, Circuit City, Computerland, Radio Shack and all the other computer stores that had failed, and do something very different and much better. And they did.

I was wrong about one thing in my list above. I don’t think Steve regarded customers and users with contempt, except in the sense that he believed he knew better than they did. As an elitist, he also knew that calling the smartest and most employable Apple users “geniuses” was great bait for employment serving customers at Apple Stores.

There is no shortage of quotes by and about Steve Jobs tonight. But the best quote is the one he uttered so long ago I can’t find a source for it (maybe one of ya’ll can): The journey is the reward.

His first hit, the Apple II, was “The computer for the rest of us.” So now is his legacy.

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Beanstalk Connectivity

September 18, 2011 in Business, Geography, infrastructure, Technology | 17 comments

Logan Airport’s free wi-fi isn’t doing the job. (Latencies up to a second and a half, 7% packet loss.) In fact, the only reason I can continue with this post is that I’ve switched to my iPhone’s “personal hot spot,” which turns AT&T’s 3G data network to wi-fi I can use. On Logan’s connection I couldn’t do anything over the Net, other than that ping test.

Now on AT&T’s 3G, I’m getting a “D+” grade from Speedtest.net, but I’m also able to function over a connection it rates at 2.67Mbps down and .67Mbps up. I’m only here for an hour, so I can live with that.

But I also have to live with knowing that the data is costing me $25/mo. for 2Gb, plus $10 for each additional 1Gb. Or is it $45 for using the tethering (as I am now)? And it’s a pain in the butt to keep worrying about whether I’m running up a big bill. (Never mind that I’m going to Canada, where I won’t use any telco data, thanks to onerous “roaming” charges if I try.)

Just here in the States, there’s a tug-of-billing-plans between Apple and AT&T. What started as $25 for unlimited data (very Steve Jobs, that simplicity) is now this:

Data Plans
Data will allow you to access the internet, surf the Web, and check email.
Data 200MB 2GB 4GB and Mobile Hotspot**
Additional Data $15 per 200MB $10 per 1GB $10 per 1GB
Per Month $15 $25 $45

** Tethering allows you to share the 3G connection on your iPhone with your Mac notebook or PC laptop and connect to the Internet. When your iPhone is tethered, you can still send and receive data and make phone calls.

Very telco, that; though not nearly as complex as it would have been if Apple weren’t a party to the deal.

My point, however, is about clouds. If we’re going to “live in the cloud,” as we are so often told, we’re going to need better routes than rented beanstalks that fray and fail.

By the way, I don’t begrudge AT&T making money. In fact, I’m happy for them (and Apple, and anybody in the Net infrastructure business) to make money, and want to encourage them to build out as much capacity as they can.

I just know how telcos work, which is primarily as billing systems and secondarily as plain infrastructure. We also pay for other utilities — water, electricity, gas —but in less sphinctered ways. And un-sphinctered service is what we’ll need if we really are going to live in the clouds.

[Later…] Dig David Scott Williams‘ Rain From the Cloud Doesn’t Fall in This Desert, and his comments below. I especially like “drinking the milkshake of the cloud internet through my coffee stirrer,” which links back to that same post.

Open connections are as important as having roads, water and electricity. In too much of the world — and remarkably, too much of the U.S. — the long- promised “information superhighway” still isn’t paved.

Truly public radio

September 6, 2011 in Broadcasting, infrastructure, Journalism, Life, Links, News, Photography, Places, problems, radio, Technology, Travel, weather | 3 comments

Rochester, Vermont

My favorite town in Vermont is Rochester. I like to stop there going both ways while driving my kid to summer camp, which means I do that up to four times per summer. It’s one of those postcard-perfect places, rich in history, gracing a lush valley along the White River, deep in the Green Mountains, with a park and a bandstand, pretty white churches and charm to the brim.

My last stop there was on August 20, when I shot the picture above in the front yard of Sandy’s Books & Bakery, after having lunch in the Rochester Cafe across the street. Not shown are the 200+ cyclists (motor and pedal) who had just come through town on the Last Mile Ride to raise funds for the Gifford Medical Center‘s end-of-life care.

After Hurricane Irene came through, one might have wondered if Rochester itself might need the Center’s services. Rochester was one of more than a dozen Vermont towns that were isolated when all its main roads were washed out. This series of photos from The Republican tells just part of the story. The town’s website is devoted entirely to The Situation. Here’s a copy-and-paste of its main text:

Relief For Rochester

Among the town’s losses was a large section of Woodlawn Cemetery, much of which was carved away when a gentle brook turned into a hydraulic mine. Reports Mark Davis of Valley News,

Rochester also suffered a different kind of nightmare. A gentle downtown brook swelled into a torrent and ripped through Woodlawn Cemetery, unearthing about 25 caskets and strewing their remains throughout downtown.

Many of the graves were about 30 years old, and none of the burials was recent.Yesterday, those remains were still outside, covered by blue tarps.

Scattered bones on both sides of Route 100 were marked by small red flags.

“We can’t do anything for these poor people except pick it up,” said Randolph resident Tom Harty, a former state trooper and funeral home director who is leading the effort to recover the remains.

It was more than 48 hours before officials in Rochester — which was cut off from surrounding towns until Tuesday — could turn their attention to the problem: For a time, an open casket lay in the middle of Route 100, the town’s main thoroughfare, the remains plainly visible.

I found that article, like so much else about Vermont, on VPR News, one of Vermont Public Radio‘s many services. When the going gets tough, the tough use radio. During and after natural disasters, radio is the go-to medium. And no radio service covers or serves Vermont better than VPR. The station has five full-size stations covering most of the state, with gaps filled in by five more low-power translators. (VPR also has six classical stations, with their own six translators.) When I drive around the state it’s the single radio source I can get pretty much everywhere. I doubt any other station or network comes close. Ground conductivity in Vermont is extremely low, so AM waves don’t go far, and there aren’t any big stations in Vermont on AM anyway. And no FM station is bigger, or has as many signals, as VPR.

One big reason VPR does so much, so well, is that it serves its customers, which are its listeners. That’s Marketing 101, but it’s also unique to noncommercial radio in the U.S. Commercial radio’s customers are its advertisers.

VPR’s services only begin with what it does on the air. Reporting is boffo too. Here’s VPR’s report on Rochester last Thursday, in several audio forms, as well as by transcription on that Web page. They use the Web exceptionally well, including a thick stream of tweets at @vprnet.

I don’t doubt there are many other media doing great jobs in Vermont. And at the local level I’m sure some stations, papers and online media do as good a job as VPR does state-wide.

But VPR is the one I follow elsewhere as well as in Vermont, and I want to do is make sure it gets the high five it deserves. If you have others (or corrections to the above), tell me in the comments below.

Some additional links:

What happens when Google buys Sprint too?

August 15, 2011 in Business, Future, Gear, infrastructure, Technology | 14 comments

@ChunkaMui just put up a great post in Forbes: Motorola + Sprint = Google’s AT&T, Verizon and Comcast Killer.

Easy to imagine. Now that Google has “gone hardware” and “gone vertical” with the Motorola deal, why not do the same in the mobile operator space? It makes sense.

According to Chunka, this new deal, and the apps on it,

…would destroy the fiction that internet, cellular and cable TV are separate, overlapping industries. In reality, they are now all just applications riding on top of the same platform. It is just that innovation has been slowed because two slices of those applications, phone and TV, are controlled by aging oligopolies.

AT&T and Verizon survive on the fiction that mobile text and voice are not just another form of data, and customers are charged separately (and exorbitantly) for them. They are also constraining mobile data bandwidth and usage, both to charge more and to manage the demand that their aging networks cannot handle.

Comcast, Time Warner Cable and other cable operators still profit from the fact that consumers have to purchase an entire programming package in order to get a few particular slices of content. This stems from the time when cable companies had a distribution oligopoly, and used that advantageous position to require expensive programming bundles. Computers, phones and tablets, of course, are now just alternative TV screens, and the Internet is an alternative distribution mechanism. It is just a matter of time before competitors unbundle content, and offer movies, sports, news and other forms of video entertainment to consumers.

The limiting factor to change has not been the technology but obsolete business models and the lack of competition.

Before Apple and Google came in, the mobile phone business was evolving at a geological pace. I remember sitting in a room, many years back, with Nokia honchos and a bunch of Internet entrepreneurs who had just vetted a bunch of out-there ideas. One of the top Nokia guys threw a wet blanket over the whole meeting when he explained that he knew exactly what new features would be rolled out on new phones going forward two and three years out, and that these had been worked out carefully between Nokia and its “partners” in the mobile operator business. It was like getting briefed on agreements between the Medici Bank and the Vatican in 1450.

Apple blasted through that old market like a volcano, building a big, vertical, open (just enough to invite half a billion apps) market silo that (together with app developers) completely re-defined what a smartphone — and any other handheld device — can do.

But Apple’s space was still a silo, and that was a problem Google wanted to solve as well. So Google went horizontal with Android, making it possible for any hardware maker to build anything on a whole new (mostly) open mobile operating system. As Cory Doctorow put it in this Guardian piece, Android could fail better, and in more ways, than Apple’s iOS.

But the result for Google was the same problem that Linux had with mobile before Android came along: the market plethorized. There were too many different Android hardware targets. While Android still attracted many developers, it also made them address many differences between phones by Samsung, Motorola, HTC and so on. As Henry Blodget put it here,

Android’s biggest weakness thus far has been its fragmentation: The combination of many different versions, plus many different customizations by different hardware providers, has rendered it a common platform in name only. To gain the full power of “ubiquity”–the strategy that Microsoft used to clobber Apple and everyone else in the PC era–Google needs to unify Android. And perhaps owning a hardware company is the only way to do that.

That’s in response to the question, “Is this an acknowledgment that, in smartphones, Apple’s integrated hardware-software solution is superior to the PC model of a common software platform crossing all hardware providers?” Even if it’s not (and I don’t think it is), Google is now in the integrated hardware-software mobile device business. And we can be sure that de-plethorizing Android is what Larry Page’s means when he talks about “supercharging” the Android ecosystem.

So let’s say the scenario that Chunka describes actually plays out — and then some. For example, what if Google buys,  builds or rents fat pipes out to Sprint cell sites, and either buys or builds its way into the content delivery network (CDN) business, competing with while also supplying Akamai, Limelight and Level3? Suddenly what used to be TV finishes moving “over the top” of cable and onto the Net. And that’s just one of many other huge possible effects.

What room will be left for WISPs, which may be the last fully independent players out there?

I don’t know the answers. I do know that just the thought of Google buying Sprint will fire up the lawyers and lobbyists for AT&T, Comcast and Verizon.

 

Google buys Motorola and its giant patent portfolio

August 15, 2011 in Business, infrastructure, Technology | 8 comments

The official statement from Google says,

Google Inc. (NASDAQ:GOOG – News) and Motorola Mobility Holdings, Inc. (NYSE:MMI – News) today announced that they have entered into a definitive agreement under which Google will acquire Motorola Mobility for $40.00 per share in cash, or a total of about $12.5 billion, a premium of 63% to the closing price of Motorola Mobility shares on Friday, August 12, 2011. The transaction was unanimously approved by the boards of directors of both companies.

The acquisition of Motorola Mobility, a dedicated Android partner, will enable Google to supercharge the Android ecosystem and will enhance competition in mobile computing. Motorola Mobility will remain a licensee of Android and Android will remain open. Google will run Motorola Mobility as a separate business.

Meanwhile, over in the Google Blog, Larry Page explains,

Since its launch in November 2007, Android has not only dramatically increased consumer choice but also improved the entire mobile experience for users. Today, more than 150 million Android devices have been activated worldwide—with over 550,000 devices now lit up every day—through a network of about 39 manufacturers and 231 carriers in 123 countries. Given Android’s phenomenal success, we are always looking for new ways to supercharge the Android ecosystem. That is why I am so excited today to announce that we have agreed to acquire Motorola.

Motorola has a history of over 80 years of innovation in communications technology and products, and in the development of intellectual property, which have helped drive the remarkable revolution in mobile computing we are all enjoying today. Its many industry milestones include the introduction of the world’s first portable cell phone nearly 30 years ago, and the StarTAC—the smallest and lightest phone on earth at time of launch. In 2007, Motorola was a founding member of the Open Handset Alliance that worked to make Android the first truly open and comprehensive platform for mobile devices. I have loved my Motorola phones from the StarTAC era up to the current DROIDs.

The bold-faces are mine.

First, note how Larry says Google is acquiring Motorola, rather than Motorola Mobility. That’s because mobility is the heart and soul of Motorola, Inc., which has been synonymous with mobile radio since the company was founded by Paul Galvin in 1928. Motorola, Inc.’s other division, Motorola Solutions, is big and blah, selling gear and services to business and government. Now that Motorola Solutions will be 100% of Motorola, Inc., it’s an open question where the Motorola name will go. Since Larry says Google bought Motorola, I’m guessing that the acquisition included the name. Nothing was said about it in either the release or the blog post, but it’s bound to be an issue. I hope somebody’s bringing it up in the shareholder webcast going on right now (starting 8:30 Eastern). If Google got the Motorola name, Motorola solutions will probably go the way of Accenture, which used to be Andersen Consulting.

At the very least, this is patent play. That’s why Larry talked about intellectual property. In mobile, Motorola (I’m guessing, but I’m sure I’m right) has a bigger patent portfolio than anybody else, going back to the dawn of the whole category. Oracle started a patent war a year ago by suing Google, and Google looked a bit weak in that first battle. So now, in buying Motorola, Google is building the biggest patent fort that it can. In that area alone, Google now holds more cards than anybody, especially its arch-rival, Apple.

Until now, Apple actually wasn’t a direct enemy of Google’s, since Google wasn’t in the hardware business. In fact, Android itself was hardly a business at all — just a way to open up the mostly-closed mobile phone business. But now Google is one of the biggest players in mobile hardware. The game changes.

For Google’s Android partners other than Motorola, this has to hurt. (Henry Blodget calls it a “stab in the back.”)

For Windows Mobile, it’s a huge win, because Microsoft is now the only major mobile operating systems supplier that doesn’t also own a hardware company.

Unless, of course, Microsoft buys Nokia.

[Later…]

The conference call with shareholders is now over, and the strategy is now clear. From Business Insider’s notes:

David Drummond, Google’s legal chief: Android under threat from some companies, while I’m not prepped to talk strategies, combining with Motorola and having that portfolio to protect the ecosystem is a good thing.

Sanjay Jha: Over 17,000 issued, over 7,500 applications out there. Much better support to the businesses.

8:47: Android partners, a risk to them?

Andy Rubin: I spoke yesterday to top 5 licensees, all showed enthusiastic support. Android was born as an open system, doesn’t make sense to be a single OEM.

8:48: What convinced you this was optimal solution? Competencies that aren’t core to Google?

Larry Page: I’m excited about this deal, while competencies that aren’t core to us, we plan to operate as a separate business, excited about protecting the Android ecosystem.

Always watch the verbs. “Protecting” is the operative one here.

Eric S. Raymond weighs in, optimistic as ever about Google/Android’s position here:

We’ll see a lot of silly talk about Google getting direct into the handset business while the dust settles, but make no mistake: this purchase is all about Motorola’s patent portfolio. This is Google telling Apple and Microsoft and Oracle “You want to play silly-buggers with junk patents? Bring it on; we’ll countersue you into oblivion.”

Yes, $12 billion is a lot to pay for that privilege. But, unlike the $4.5 billion an Apple/Microsoft-led consortium payed for the Nortel patents not too long ago, that $12 billion buys a lot of other tangible assets that Google can sell off. It wouldn’t surprise me if Google’s expenditure on the deal actually nets out to less – and Motorola’s patents will be much heavier artillery than Nortel’s. Motorola, after all, was making smartphone precursors like the StarTac well before the Danger hiptop or the iPhone; it will have blocking patents.

I don’t think Google is going to get into the handset business in any serious way. It’s not a kind of business they know how to run, and why piss off all their partners in the Android army? Much more likely is that the hardware end of the company will be flogged to the Chinese or Germans and Google will absorb the software engineers. Likely Google’s partners have already been briefed in on this plan, which is why Google is publishing happy-face quotes about the deal from the CEOs of HTC, LG, and Sony Ericsson.

The biggest loser, of course, is Apple; it’s going to have to settle for an armed truce in the IP wars now. This is also a bad hit for Microsoft, which is going to have to fold up the extortion racket that’s been collecting more fees on HTC Android phones than the company makes on WP7. This deal actually drops a nuke on the whole tangle of smartphone-patent lawsuits; expect to see a lot of them softly and silently vanish away before the acquisition even closes.

I don’t think anybody has paid more attention to this whole thing than Eric has, and he brings the perspective of a veteran developer and open source operative as well. (Without Eric, we wouldn’t be talking about open source today.)

On August 17, Holman Jenkins in the Wall Street Journal added this bit of important analysis:

Android has been hugely advantageous for everyone who is a successful phone maker not named Apple. Remember, Apple’s premium smartphone holds up the pricing structure for the whole industry. Samsung, HTC and the rest have been selling phones into this market and pocketing huge margins because they pay nothing for Android.

Google wouldn’t be human if it didn’t want some of this loot, which buying Motorola would enable it to grab. But that doesn’t mean, in the long term or the short term, that other hardware makers will walk away from a relationship that has lined their pockets and propelled them to the top of the rapidly growing and giant new business of making smartphones. Let’s just say that while having Google as a competitor is not ideal, handset makers will learn to live with it.

Jenkins’ columns often rub me the wrong way, but this bit seems spot-on.

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Tools for Independence

July 27, 2011 in Business, Ideas, infrastructure, Live Web, problems, Technology | 18 comments

So I signed up for . I added some friends from the roster already there (my Gmail contacts, I guess). Created a small circle to discuss VRM. Nothing happened there that I know of right now, but I haven’t checked yet. I’m about to (see below), but first I’ll go through my other impressions.

First, the noise level in my email already rivals that of Facebook‘s and LinkedIn’s, both of which are thick with notices of interest in friending (or whatever) from people I don’t know or barely know. On Facebook, which I hardly visit, I see that I have 145 messages from (I guess) among my 857 friends. I also have 709 friend requests. Just said okay to a couple, ignored the rest.

Second, when I look at https://plus.google.com, the look is mighty similar to Facebook’s. Expected, I guess.

Third, I see now that “circles” means streams. Kind of like lists in Twitter. I had thought that cirlces would be a discussion thing, and I guess it is. But I prefer the threading in a good email client. Or just in email. I’m so tired of doing this kind of thing in silos. Email is mine. Google+ is Google’s. In terms of location, I feel like I’m in a corporate setting in Google+, and I feel like I’m at home when I’m in email. The reason, aside from design differences, is that email is free-as-in-freedom. Its protocols are NEA: Nobody owns them, Everybody can use them, and Anybody can improve them. Not the case with these commercial Web dairy farms.

I don’t mean ‘dairy farms’ as an insult, but as a working metaphor. We are not free there. We are the equivalent of cattle on a ranch.

The problem remains client-server, which is cow-calf, and was a euphemism in the first place (I’ve been told) for slave-master.

We’ve gone about as far as we can go with that. We need freedom now, and none of these dairies can give it to us. Yet another site/service can’t work, by the nature of its server-based design. Asking Google, or Yahoo, or Microsoft, or Apple, or a typical new start-up, with yet another site-based service, to make us free, is like asking a railroad to make us a car.

Email is one kind of primitive car. Or maybe just a primitive way of getting along on the road. (It is, after all, a collection of protocols, like the Net and the Web themselves.) We need more vehicles. More tools. Instruments of independence and sovereignty, as Moxy Tongue suggests here and I riff on here.

I’m thinking more about infrastructure these days. Facebook, LInkedIn, Google+ and Twitter are all good at what they do, but they are neither necessary nor sufficient as infrastructural elements supporting personal independence and real social interaction, like the kind we’ve always had offline, and in marketplaces since the days of Ur. Right now nearly all the sites and services we call “social” are platforms for advertising. That’s their business model. Follow the money and that’s where you end up. Then start there to see where they’ll all go. (LinkedIn, to its credit is an exception here. They have a serious set of professional personal services.) Yes, a lot of good in the world gets done with ad-supported social sites and services. But they are still built on the dairy model. And everything new we do on that model will have the same problem.

There are alternatives.

Kynetx’ execution model, for example, transcends the calf-cow model, even as it works alongside it. RSS always has supported personal independence, because it’s something that gives me (or anybody) the power to syndicate — without locking anybody into some company’s dairy. There are other tools, protocols and technologies as well, but I’ll stop naming my own votes here. Add your own in the comments below.

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