Archive for the ‘Web as Business Platform’ Category

Ivan Seidenberg shines the “light” on Verizon’s FIOS strategy

Monday, October 5th, 2009

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Dave Burstein at DSL Prime reports that Ivan Seidenberg effectively says the the wireline voice telecom business is dying:

“we have to pivot and make a shift from the voice business to the data business and eventually to the video business. … we must really position ourselves to be an extremely potent video-centric asset.”  He further states, “The issue there is perhaps it is like the dog chasing the bus a little bit. So what I need to do is get ourselves focused around the following idea, that video is going to be the core product in the fixed line business. … I shed myself of the burden of chasing the inflection point in access lines and say I don’t care about that anymore.”

Despite Seidenberg having been one of the few telecom industry visionaries to truly embrace data/video as the future of the industry as long as 10 years ago, it still sounds strange (heretical, in fact) to hear a telecom CEO say “I don’t care about that [access lines] anymore.”  On the other hand, I believe Seidenberg is correct in focusing Verizon’s strategy on the combined communications capabilities of its wired and wireless footprints. (more…)

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Posted in Communication Networks, Telecosm, Web as Business Platform | Comments Closed

Publishing and Advertising 2.0 – Part 2

Friday, February 16th, 2007

The Internet will continue to drive major structural change into the advertising and other digitizable media for the next 25-35 years. (The Carlota Perez book previously mentioned explains paradigmatic technology diffusion; Ray Kurzweil, referenced below, builds on the same concept to posit that technology/human change has accelerated since time began and will continue to do so, resulting within 30 years in implanted brain chips that leverage our thinking capabilities the way our foot on the gas petal leverages our muscular capabilities). Anyway, back to the present. Broadband connectivity (medium band, really – until we get more competition in telecoms, the 100MB/sec links available throughout Seoul, Korea and other foreign cities will be a figment of our imagination here) just recently hit critical mass in the US. Broadband mobile phones (again, medium band vs other nations) will reach critical mass in the next three years. That $200/household for Internet ad spend represents only that revenue that has been derived from the move of print ads to the web; audio/video related advertising is at its inception (and is why Google paid $1 billion for the largest market/mind share position in that market. Audio search is well developed and will begin to be monetized via ads soon. Video search has further to go, but I have no doubt that Moore’s Law will bring the processing power required to do it to an economically viable level. The number of doublings in processing power/unit ($) of resources consumed just recently passed thirty. Given the exponential nature of this growth, however, the absolute gain from each doubling has now reached the point of delivering stupendous economic impacts (same applies to storage, where you can now easily buy Terabyte storage servers for less than $1000).  (more…)

Posted in Bureaucracy Busters, Digital Media, Humorous, Web as Business Platform | Comments Closed

Publishing & Advertising 2.0 – Part 1

Thursday, February 15th, 2007

Publishing and advertising are undergoing structural transition last seen when Gutenberg’s press was invented. The Internet, and more specifically, the broadband Internet (which has reached critical mass during the last six years), eliminates the cost of distribution as an economic factor in media publishing and advertising. The fact that some businesses, including most of the historical advertising and publishing concerns, have not adjusted their business models has absolutely nothing to do with Bush or politics. For extended treatments of this subject, see Carlota Perez: Technological Revolutions and Financial Capital and Clayton Christensen: The Innovators Dilemna. For more concise observations in point of the facts of structural change in advertising business, I refer you to these:  (more…)

Posted in Bureaucracy Busters, Core Theme, Digital Media, Humorous, Web as Business Platform | Comments Closed

Burnham's Beat: The Death of Compiled Applications

Tuesday, February 22nd, 2005

Burnhams’ Beat describes The Death of Compiled Applications:

Data was the first and most logical component piece to be pulled out of applications and from that a giant industry was created, databases.  Later, client-server architectures broke applications into muliple pieces and separated applications functions, but they didn’t actually pull a lot of functionality out of compiled code.  With the birth of the web though, applications started to change dramatically.

The web browser changed applications forever by substituting a generic GUI front-end and structured text (in the form of HTML) for a compiled GUI.  In this way the browser became merely a generic execution engine.  It requested non-compiled text and then translated that text into a unique GUI according to a pre-existing industry standard.  By pulling out the presentation logic from compiled apps and making it open and accessible to not only other programmers but basically anyone who could view text, browsers launched the massive wave of innovation and creativity that in turn made the Internet a true “web”.  HTML “programmers” swapped HTML tricks and tips liberally.  They cut and pasted code from each other’s sites and as time progressed they began to use the power of HTML and HTTP to create composite sites that actually borrowed both content and styles from other sites.

Thus, in just 10 years, the presentation layer of the web has become an incredible laboratory for innovation and creativity with people using the power of HTML’s accessibility and portability to create radical new services, many of which people simply had not thought possible beforehand.

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Financial Supply Chain

Friday, February 11th, 2005

While wandering the Web, I stumbled across a company, Prime Revenue, that offers to optimize the "financial supply chain" of its customers. 

PrimeRevenue is the key to a financially optimized supply chain.  For Buyers and Suppliers.

Our program is an innovative and unparalleled solution that brings the benefits of information technology to the financial supply chain.  Our services deliver greater working capital efficiency, cost savings, and revenue growth opportunities for both Buyers and Suppliers.

With our program, Buyers provide Suppliers with transaction visibility and payment certainty around trade payables to their Suppliers, reducing the amount of cash tied up in the order-to-cash cycle.  Our services streamline AR/AP processes, link the flow of funds to the flow of transaction data and, by creating visibility into future cash flows, give corporations access to a variety of transaction level financing options at very attractive rates.

Simply stated, PrimeRevenue helps companies do more business with less working capital.

Although apparently not a new concept (there’s a link on their website
to a fairly sophisticated vision of it in an article written in 2000),
the integrated communications and software infrastructure for implementing it are
only now reaching the maturation to support it.

On another Web sojourn, I encountered Wells Fargo’s Commercial Electronic Office (CEO), a proprietary financial portal that claims to provide "cash management, credit, international, and trust and investment services all in once place with a single sign on".  Maybe so, but my experience with banks suggest that would be something of a stretch.  (Wells had even applied bankers’ bureaucratese to the term e-commerce, turning a concise word into a mouthful of multi-syllabic mush.)  My instincts and experience with online media content tell me that a proprietary business model will not stand.  For the same underlying economic reasons that it would make no sense for Yahoo, MSN or AOL to limit their available market to that of one communications company (as in cable or telco), it would make no sense for a true financial portal to limit its market to the available market of a given depository institution (even if owned by that institution). 

This is worthy of futher "focused" Web wanderings, thought and conversation.

 

Posted in Financial Services, Telecosm, Web as Business Platform | Comments Closed

Blogging 2.0

Thursday, February 10th, 2005

I believe Fred Wilson nails it in this post..

That was Blogging 1.0.  We knew back then that the web was a great platform for personal expression.  All three businesses still exist.  Two of them exist inside of web portals and About.com apparently is going to get sold soon, apparently to the New York Times Company.

Blogging 1.0 paved the way for Blogging 2.0.  I see four fundamental improvements that differentiate Blogging 1.0 from Blogging 2.0.

The first is the notion of the post as the central piece of content.  About.com had some of this in its DNA, but Geocities and Tripod did not. Posts drive freshness, frequency, and syndication and make Blogging 2.0 much more exciting than Bloggin 1.0 was.

The second is related to the first.  Permalinks have changed the game fundamentally.  Linking to content was not really possible until permalinks came along.  Now each piece of content is a persistent object that has a unique identifier.  This is a huge deal and this concept did not exist in Blogging 1.0.

The third is RSS. Blogging 1.0 was a web experience.  Blogging 2.0 is a everywhere experience. Content was a solid in Blogging 1.0 and its a fluid in Blogging 2.0.

The fourth is CPC and contextual ad networks.  In Blogging 1.0, the only way to monetize the business was with banners.  And brand advertisers were not thrilled with paying high CPMs to advertise on "amateur content".  With the arrival of CPC and contextual ad networks, this is no longer the case.  Wherever advertisers can get clicks, they’ll place their ads. The result is a huge increase in the potential revenues.

Posted in Blogs, Digital Media, Web as Business Platform | Comments Closed

Business Related, for a Change!

Tuesday, November 9th, 2004

Time to blog about something else besides politics.  EuroTelcoblog opines that Internet and web publishing technologies are evolving in a manner that suggests a new Web-based investment research platform will surface to replace the obviously dysfunctional and outdated one provided by the investment banks.

"the message is pretty clear to me: eventually, and probably sooner than later, someone is going to pull together all these diverse angles on telecom/internet/media/hardware/applications/chips, incorporate some hard financial and technical analysis, and build a cross-sector investment research platform incorporating realtime tools (I mean blogging, IM, video conferencing and collaboration) rather than .pdfs and spam.

There is a business model here, and whether it’s the financial media who seize upon it (Reuters and Bloomberg have the infrastructure and a lot of data, but are trapped in a walled garden mentality and put their journalists in the same sector-coverage silos that the brokers do), or the brokers (I’m skeptical, because I think they tend to be dismissive of alternative points of view, risk-averse, organized in sector and region silos, and anyway are focused on trying to kill one another), or a newcomer (CNET or something that doesn’t currently exist), I feel certain that it is going to happen."

Makes sense to me.  Furthermore, if true, it would seem to follow that almost any research-intensive business would be open to similar disruption.  Wonder if Gardener, Forrester, Yankee, et al. have thought of that?

Posted in Blogs, Digital Media, Financial Services, Web as Business Platform | Comments Closed