The next, new thing is …. Mobile.

Great deck by Benedict Evans :: http://a16z.com/2014/10/28/mobile-is-eating-the-world/

Video of the presentation :: http://a16z.com/2014/10/29/how-mobile-is-enabling-tech-to-outgrow-the-tech-industry/

He strikes me as the new Mary Meeker but needs to make longer decks first. 😉

Some good factoids in the deck but the common refrain from Benedict that one easily picks up on is that mobile is the next thing. Sure there will be other inventions and trends – health stuff, space stuff and so on but for the everyday person and the everyday product person the biggest thing to work on is mobile.

A great quote for this:

For the first time, tech is selling to everyone.

and

Everyone gets a pocket supercomputer.

We honestly have not built yet a world that could exist when everyone has a supercomputer in their pocket with fast connectivity.

So people always look at me funny at work when they ask what’s the next thing. I always say making mobile insanely better than it is and figuring out what new things we can do with mobile that we haven’t thought of yet.

Much left to do and to be fair most apps are still pretty shitty.

Microsoft is only missing the apps…

Excellent read here by Aulia :: https://medium.com/adventures-in-consumer-technology/picking-up-nokias-last-flagship-phone-ad6576cf06dc

Bummer it’s on medium…

As I read the article I nod my head and concur that it sounds like a great phone and the camera is amazing. My wife has asked about these phones before cause she wants the best camera but I always warn her that in the end she will hate the phone. Yes HATE it. Why?

That’s very simple. The apps suck.

The Lumia 930 a great mobile device that’s let down by the lack of third party app support in terms of quality if not selection but the popular apps are there and functional and the lack of polish doesn’t seriously affect their usage (except maybe for Path and Flickr, which at this point are just ridiculously bad).

Microsoft will never be able to crank out enough of their own apps to fix this issue. They also seem to be unable to properly prime the pump.

What you see then is a bunch of 3rd rate apps with some of them even being from first rate companies who have been convinced by someone in marketing to build the app (they were promised promotional love by Microsoft). The app is built, probably outsourced, and it works but it doesn’t compare to the same app on iOS or Android. Those apps were written by the core team cause they know that they have to excel – it is where all the competition and customers are.

For this issue we only have Microsoft to blame. They tried to incentivize a lot of devs but they did it the wrong way – they created an open door policy around getting apps built. This didn’t work well cause it was just devs chasing easy money.

What they should have done and still refuse to do is help folks with category leading apps on either iOS or Android to build something for Microsoft.

Let me highlight my own experience with Spuul. Microsoft was willing to help pay for a Spuul windows app but we told them over and over we see no reason to have one – our website works just fine on IE. This flummoxed then because they were focused on pushing windows – we all know now that didn’t go so well.

Then they offered to help coach us with design and said there were even some design resources we could use to outsource the work to but we told them we have our own designer. They seem to think if they help with design that all the apps will look cool but they don’t realize that design is only half of it – you still need to build a great app.

We asked if we could take the design money and use it to outsource the code since we don’t have the expertise on the Microsoft stack. Nope – the money was only available for design.

So we did nothing.

Months later we finally got a phone out of them so we could test our designs some and model app behaviors. Getting this phone was like getting a tooth pulled – it’s funny to me that Microsoft thinks all of us have their phones. They sure seem to hand them out like candy to bloggers. Newsflash – bloggers don’t make apps Microsoft – you need apps more than you need bloggers writing about cool phones that are missing cool apps.

Microsoft is a big company – they could fix this problem. Hand out phones. Design kits and IDE kits. Give every real startup or company with a good app some cash to outsource development to – a starter package of sorts. Offer every certified app a discount on App Store transaction fees and give each app a week of promotion.

Prime the pump in a methodical way.

Otherwise be prepared to keep reading blogs about cool phones that don’t have any cool apps.

Your move Microsoft.

Ps. I will add that even when I approach Microsoft to concur that I will build a Spuul app they still will not put in writing they will promote it. So they offer zero incentives to take a risk. Yes – spending a startups resources to build for Windows Phone is a risk.

Another good take on Fabric

Since I don’t feel like building things on Twitter anyway the old issue don’t bother me much but of course if I built stuff on Fabric and they yanked that I would be pissed. However I think the world has evolved this time around. Notice a conversation I had with the CTO of Twitter:

https://storify.com/dreampipe/conversation-with-dreampipe-burnflare-and-adam-mes

Of course time will tell and my guess is many more folks will build on these frameworks than were interested in building Twitter clients which means it could impact a lot more apps and ecosystems.

Interesting times.

https://gigaom.com/2014/10/24/twitters-new-fabric-offering-isnt-just-a-pitch-for-developers-the-companys-future-is-at-stake/

Calling the top on Google?

I love Ben’s work and find myself glued to his podcast as well – especially digging this episode on cable and the great unbundling :: Exponent: 021: Gamergate of Thrones
http://overca.st/Bihm6OYms

What I dig about Ben is his willingness to go out on a limb a bit with some provocative ideas. Discussing peak Google is for sure a bold claim.

However I must admit I tend to agree. They have one cash cow and in other parts of advertising – video, mobile, native and brand – they are not the clear winner. Search adversities will wane some day and they must follow up with another trick. I think Facebook will be the clear winner when it comes to mobile advertising but Twitter is also going to make a go of it, http://www.mopub.com/

Google is obviously working on a lot of stuff and some of it will hit and some won’t but the question remains – will they remain the giant they are today? I don’t know to be honest.

Peak Google :: http://stratechery.com/2014/peak-google/

Dare we trust Twitter?

I love Twitter but I must admit I only ever see it via tweetbot. At Spuul we have started to use Mopub and will be comparing it to the new Facebook ad product. I must admit that wherever possible in the ad space I try to use google as little as possible.

Now enter Twitter with something interesting around logging in. At Spuul we do a lot of telco integrations and we always enable some form of login via mobile phone number. Problem is that each integration is locked to that specific carrier and therefore not super portable.

If Twitter has truly built a handy global phone number based login system that I can just drop into a mobile app – I am intrigued.

Problem is, as we all know, Twitter has a habit of effing over developers but for my products I am not interested in Twitter integration but the other services they are offering like Digits and Mopub.

http://www.theverge.com/2014/10/22/7034113/inside-twitters-ambitious-plan-to-kill-the-password-on-mobile-devices

Times they are a changing and I may just go with the flow…

New stuff at Spuul

At Spuul we are always trying to solve video problems for emerging markets – something that most video folks are not working on. Even the video infrastructure guys tend to focus on developed countries and good networks. We focus on developing countries and shitty networks. That being said we always have said streaming kind of sucks unless you are on a killer connection and don’t mind paying for data. However a lot of people are not on killer connections and can’t afford the data charges. Enter download – something that sounds old school and usually the realm of piracy but we think if done right it is more convenient and more secure than streaming anyway. We also know that customers love it.

It’s pretty simple. Find a video – download it. Choose your size. Watch it as it downloads. When finished go offline to view it.

Boom.

http://blog.spuul.com/2014/10/our-new-android-release/

Much more to come!

Video consolidation pace is pretty staggering

Looks like I spoke too soon – maybe another deal going down already – http://techcrunch.com/2014/10/20/sources-yahoo-in-talks-to-buy-video-ad-platform-brightroll-for-around-700m/

Some of you may or may not follow all the companies in the “video” space but since I am in the space I can’t stop watching. Lately though the pace of acquisitions has been hectic. Couple this with all the announcements these past few weeks about all the content guys getting into launching their own OTT services and you can see that their is a land grab going on. I won’t list all the players but yesterday I was having a meeting with Brightcove and talking to a senior Zencoder employee about the space and the consolidation. Zencoder was a yCombinator company that was bought by Brightcove so they kicked off some of this activity.

Liverail bought by Facebook – this was the other big ad player in the region so now we have Videoplaza being bought by Ooyala :: http://techcrunch.com/2014/10/20/ooyala-buys-euro-video-ad-startup-videoplaza-in-its-first-acquisition/ . Ooyala was just recently bought by Telstra.

Viki was bought by Rakuten which kicked off activity in this region.

Dramafever was just picked up by Softbank. Their big competitor Crunchyroll was picked up The Chernin Group.

The list goes on and on but the more this pace quickens the more I realize there are not that many independent players left to work with in the space which means the products we all use to build video based sites are shrinking pretty rapidly. This is partially the reason why at Spuul we try to roll a lot of our own kit – we never know anymore what product we are using if it will still be around.

Nutty times!