Category: Tech

Messing with your brain

~ michael_msft ~ Leave a comment

I am sure you have all heard about the Facebook experiment – I really don’t know what to say other than I am not surprised.

What it brings me to is realizing that a lot of us in the product world need to think about when designing our products that the human mind is complex – we tend to build things sometimes without remembering this. Meaning there is lot more to your product than the bits – you have to think about how people will react to it and how you might be able to invoke the reactions you want.

I found this video on pricing to help ton when thinking about pricing, market fit and feature matrixes.

http://www.heavybit.com/library/video/2013-07-16-michael-dearing

Love this section:

20 bucks.

Most common answer I’ve ever heard is 20 bucks. Some people say 30, some people say 40, but 20 is a very good guess. Now, what if I told you that that toaster had a mechanical timer that allowed you to get exactly the right level of golden deliciousness that you wanted on that piece of toast?

Do you see what I’m doing? I’m reaching into your brain, and I’m playing with your idea of what is value. I’m moving around the assumptions and beliefs that you have about what makes for good toast, and what makes for a good toaster. And I’m going to do it again. This toaster that I want to sell you has faster warm up, and that ensures that there’s perfect browning from the first slice to the last slice. You know, that terrible situation where you toast the first one and it doesn’t quite toast. And you toast the second and the third and they turn out to be charcoal? This solves that problem completely.

You feel what I’m doing, right? I’m going into the command line of your human OS and I’m playing with it.

enjoy!

It’s tough to bank on Google

~ michael_msft ~ Leave a comment

It’s Google I/O time and it’s another conference, like WWDC, that I wish I was attending. Despite that I am not going, I still need to pay attention since Google will inevitably announce something that I will have to consider building on or for. Android is still the biggest thing to come from Google, and startups, like Spuul, have to build on android. There is still some schools of thought that say stick with iOS or start with iOS and deal with android later. However, if you are doing anything at all in Asia or the emerging markets you have to be on android. Period. But I insist that the money for paid services is still in iOS. Android users just don’t pay the way iOS users do – not even close.

Like with WWDC, Google will spend the week announcing a ton of things – I won’t even bother trying to play soothsayer since I don’t think it makes sense to. But I am more sensitive than I have been in the past at taking Google products seriously.

I think the biggest problem with whatever Google will announce is deciding which products or platforms to bank on. I see android TV is already getting some pre announcement love and folks are blessing it as the new thing for Google and it’s love affair with TV. Let me be first the first to say I hope it works cause god knows the current TV ecosystem is fucked. My money is still on Apple TV cause it works, it’s dead simple to build on and we know Apple values ecosystem lock in which means Apple TV is here to stay.

Android TV? Who the hells knows. Google TV was also heralded as the savior for the TV ecosystem and the next best thing to sliced bread for developers working around the TV. What happened to it? It was promising but in typical Google fashion it was essentially a beta that never made it out of beta. I understand why Google does this but it makes it hard to know which beta projects to depend on or bet your company’s development dollars on. Once bitten, twice shy.

I am sure some big companies can jump on every new Google dream in hopes of being the front runner and to ensure that big companies stay big but as a startup I don’t have that luxury. We actually semi invested in Google TV cause it was easy to stick to HTML 5 and HLS for a host of Smart (which we all know means hella dumb) TV platforms. Google TV was almost a reference platform of sorts and mostly just worked – wish I could say the same for the supposed Dumb TV platforms which are some of the worst shipping ecosystems of the modern day web.

But Google TV was a dud and once it looks like a dud the normal Google response is to not really kill it, that’s far too easy for them, but to let it just limp along pretending to be alive but we all know it’s actually the walking dead. Then Google got Apple envy and decided to make chromecast which on paper, plus based on sales, seems to be rocking. But some studies are showing that it’s not being used much. This doesn’t surprise me cause unlike an Apple TV, chromecast is not super user friendly. Yes it works, but it is a pain to setup and is buggy as hell. I am actually hoping that Google will re affirm their commitment to it during I/O, fix all the bugs and double down on it since I think it has legs.

As a techie though it is shocking how much Google forgot to ship with chromecast. Security for streams was not something they focused on but has improved some with updates. At Spuul we still find that HD content with encryption creates brain freezes faster than swallowing a Magnum in one go. The real shocker with chromecast though is there is no easy way to serve video ads with it. Yes – a video product from Google that doesn’t even have a premium content focus has no hooks to any of the standard video ad platforms – not even Google’s own video ad platform. I find this quite comical since if they aren’t going to focus on premium content, something folks pay for, one would think they would make it easy to stream free content with ads.

I hear Google is going to announce something new on the TV front, which I guess means Google TV is dead, but this action will call in to question what the plan is with chromecast. My guess is Android TV has different goals than chromecast so one would hope both platforms are a go and will see proper investment by Google. However, it wouldn’t surprise me to see Android TV getting all the attention while chromecast starts to whither on the vine.

I will be watching the announcements and doing my best to read the tea leaves as to what Google makes that actually will still be going strong in a few years.

Time to update my Google minus account via my Vizio Google TV chrome browser.

How to become a product manager

~ michael_msft ~ Leave a comment

Just got the chance to check this out :: http://www.slideshare.net/isouweine/how-to-become-a-product-manager

I had the distinct pleasure of working with Isaac some at Yahoo as well as just chatting with him a bunch when he lived in Singapore. And yes – I have missed him a ton since he left.

It’s a great deck and one that I think about a lot since at Spuul I don’t have any PM’s but someday we might. I always wonder how a startup grows into acquiring or growing PM’s and how I would transition over to letting them manage things instead of the way we do it now.

I think a longer post needs to be written about the PM in a startup versus the PM in an established company. I am sure Isaac has lots to share there given his time at Yahoo and his new tenure at Frank and Oak.

Thanks for sharing Isaac!

Koprol – The Inside Story. Part 5

~ michael_msft ~ 3 Comments

Part 4 :: http://www.nokpis.com/2014/03/25/koprol-the-inside-story-part-4/

Yes – we closed the deal. My hope was to bask in the deal closing success and enjoy the moment but unfortunately there was not a lot of time to do that. All sorts of stuff needed sorting from deciding how to announce the deal, to sorting out the structure of operations and of course just dealing with all the demands placed on the newly acquired team. Koprol was now our emerging markets baby – everyone inside of Yahoo wanted access and people outside of Yahoo wanted to interview the principals. All good. I think Yahoo’s bonus from the deal was the huge amount of positive, organic pr. Something Yahoo was not normally used to.

As far as the event itself – the announcing the deal to the public, we planned for a medium sized private event where all the regional bloggers and media where invited. At this time there was some notion of activity around Koprol and Yahoo but there had not been any leaks and no one had forecasted what had actually happened. I was proud of both the Yahoo and Koprol team for not having leaked anything. I am sure many people suspected something but no one called it. The event allowed the Koprol guys to announce the deal and the APAC management to introduce themselves to the community at large. Corporate stayed out of it and the excitement of the deal took center stage. All in all I was proud of the moment and of Yahoo.

Post deal announcement my friend from the IGTF and I spent some time in Bali hanging and trying to come up with some basic plans. Apart form this celebration and a few post deal parties at some of the regional events the air of celebration was exhausted quick since the need to get down to business was at hand.

Fortunately the IGTF lead for the deal was still at Yahoo and focused on making this work – this along with the APAC team focus allowed us to plan next steps. The goal being to grow the product in the region, learn from it and see what the team could offer Yahoo in ideas for emerging markets. Apart from the this the rest of the details needed to be worked out.

There were lots of open issues:

– what to name or brand it?
– long term reporting structures
– dealing with logins – yahoo users
– scaling points of interest
– platforms to grow into
– how to scale the team in Indonesia
– how to engage the rest of Yahoo
– how to spread in the other Yahoo regions

Post closing the Yahoo APAC marketing team started to discuss the branding and of course wanted it to be called Yahoo Koprol. Part of me resisted this cause I felt that the best way to conduct the experiment in the large would be to not overly influence it. Koprol was tiny and Yahoo was huge and it was assumed everyone knew Yahoo and no one knew Koprol. The idea was call it Yahoo Koprol and everyone would feel better about it. The focus groups mostly alluded to the same answer but for me I was more interested in using the resources of Yahoo but yet trying to not over Yahoo everything.

This was really the entire crux of our new found paradox – how does one take advantage of all that Yahoo has to offer and get shit done but not be saddled with all the bullshit of Yahoo that is notorious for not getting anything done. This is where my Yahoo career probably nosedived as I stated to assume the role of protector as someone wanting to do the right thing for everyone but yet having to piss people off along the way.

There was the local team, the Koprol team, the users, Sunnyvale and the world all watching and everyone wanting a piece. Yahoo wanted to learn from the team, the world wanted to interview them, the users wanted a growing product and the Koprol team wanted to try and please everyone – there was no easy way to do this but my full time gig become trying to make all this happen. I am sure I failed – but I learned a lot along the way and I think everyone else did to.

Decisions were quickly being made – the product would be called Yahoo Koprol, the product would keep the multi login system although would need to make the Yahoo stuff the real login and we would start throwing some marketing dollars at promoting the product in Indonesia. In theory this was all good but there can be too much of a good thing since the product was still really new. The idea of marketing a hong product might make some sense but the offer on the table was to do a TV commercial for Indonesia. At first reaction one thinks hell yeah – let’s do that but then reality sets in and one realizes that the product may just not be ready for something like a TVC. Here is another decision that needed to be made in that we wanted the marketing help but we honestly wanted it to come later however the TVC budget was there and needing to be used ASAP. Looking back I think we should not have done the TVC since it made us put off some product evolutions to prep for the TVC and we were forced to make some decisions around the features or the marketable features so that the TVC would have the message Yahoo wanted for the region.

Essentially it meant accepting more compromises for what the team would be working on and how the product would be presented by Yahoo to the region. It was all too soon really since we wanted to experiment around product features and we wanted to grow it more organically or within the Yahoo ecosystem prior to doing any hardcore marketing. Yes – the TVC was well done and it made a huge difference in users but it was probably also the wrong kind of user and it meant Koprol was getting a huge amount of attention both within the company and around Indonesia. Other groups at Yahoo were slightly peeved at such a young product getting so much money since marketing money had to be shared around the region and the product was having to deal with rampant growth without the time to work on engagement and making it a better product. It was a mass tradeoff that in my mind wasn’t worth the hassles.

This began the journey for what ultimately started to cave the entire experiment – Koprol was now expected to be the hero product for the region with the idea that market it enough and it will be big rather than building the best product and figuring out how to make it something the region desires versus flogging it. This is actually a typically Yahoo dilemma since there are ways between marketing dollars, PR and the front page to unleash a firehose on something within or outside of Yahoo that will result in mass traffic but won’t king make something that is not ready or is not a good product. Koprol now had the firehose but it really needed more time to mature first.

JFDI 2014A

~ michael_msft ~ Leave a comment

I am back to trying to focus my efforts outside of Spuul in one place again this year – which is JFDI batch 2014A.

http://jfdi.asia/portfolio/

Last Thursday I met with with a few from the list but I think some have already changed their names. I will wait to see who I end up spending the most time with since it is usually up to the teams to ping me for follow up.

For now I have had the most conversations with http://storyroll.co/ and http://stylehunt.com/ . Storyroll is fascinating since it is some guys from Lithuania coming to singapore, frying their asses off, to make a go of the program. I figure I can help a bit given my video and consumer product background. For stylehunt I am always partial to the Thais and it turns out I am from the same part of the world as one of the founders which is cool.

We shall see who continues to bug me as the program rolls on and I will see what kind of impact I can have. Exciting stuff!

Before I get to my tiny advice column I will recall the dinner we had with Werner Vogels and some of what we learned from talking to him. The key takeaway I had was that Amazon is still lots of small teams working on lots of projects. As big as Amazon is today the small team ethos is still going strong. I dig that. The other thing Werner mentioned was how the team still writes the marketing one pager, the FAQ and the press release before any code is written. I love this. I should try to do this at Spuul as well.

It’s good advice to focus on what you want the customer to experience and then work backwards to make it happen. I am sure there are tons of ways to do this or to manage the process but the basics are pretty clear. Don’t code or draw pictures first. Take the time to write out what you hope to build before building.

Obviously this may not work for everyone who has already started making something or is in the program however I think for those who are in the JFDI program there is another way to handle this.

This is the advice I was giving out on Thursday to the companies I met individually with. I have seen a few batches go though the system and generally if one can keep themselves organized and productive leading up to investor day then the odds of success, as far as the program is concerned, are much higher. Fall apart, lose track of time, bicker, try to build too much, or lose sight of the product – will lead you to a bad investor day.

One could hope for breakout success, killer metrics, a sick viral loop or a crazy amount of pr – but pinning your success on the things that may not happen is not very smart. If these things happen consider them a bonus but instead focus on the event. The investor day. Imagine yourself or your team up there presenting, have a vision for what you want to say, make a few slides now that will be the boilerplate for that final day and focus on projecting now what you will accomplish on that stage.

Then work backwards to make it happen. Manage each week precisely enough, don’t go crazy about it, to ensure that you are meeting your weekly milestones that will add up to your successful investor day.

As a member of an accelerator program you are in a time compression chamber. Manage it will and you will succeed.

The Black Box from the developer perspective

~ michael_msft ~ 1 Comment

This is a great post :: http://stratechery.com/2014/black-box-strategy/

WHY TV IS SO ATTRACTIVE
As I’ve written multiple times, the scarcest resource for consumer tech companies, especially ad-supported ones, is user attention. There are only so many minutes in the day, and their consumption is zero-sum: a moment spent doing activity A is not spent doing activity B, and then that moment is gone.

Meanwhile, TV continues to monopolize a significant amount of that user attention. Although digital products have overtaken the amount of time spent on TV, primarily due to the accretive time spent on smartphones, the absolute time spent on TV has remained stubbornly persistent at about four-and-a-half hours per day per U.S. adult (source).

That four-and-a-half hours really is the gold at the end of the rainbow for tech companies: just over the next hill/technical hurdle, yet never actually attainable.

TV really is a cool spot to work in – or video to be more blunt. However what really annoys me is that every article from a tech angle is normally very US centric or US content centric. Of course there is a reason for that – America is where the best content is coming from, where the most ad dollars are and where most of the tech companies playing in the space reside. No argument there but the world is not just America and some of us are playing in the video space from other parts of the world with the hopes of attacking the global stage.

I won’t do a Spuul sales job here but just state that we are global and we are doing it from Singapore. Not easy but fun.

So the article breaks down the TV battle by naming the dominant players who are hacking on the problem. What is telling to me is what or who is not listed – Smart TV’s. I think in theory if you are skating to where the puck is going then possibly you can leave them out but if you are dealing with the video space today you can’t. They exist and users want to see your app there on whatever Smart TV they have but boy, oh boy what a mess. I don’t want to bash here but we know why most of them are not listed as players for the future – they are not going to make it in the future. Their ecosystems are just brutal – they want a cut of payments but they don’t have payment engines. They want a cut of ad revenue but they don’t have ad ecosystems. They have brutally ancient build and deploy systems that look like the early web development days. Frankly – they build shitty software and they are at risk of just going away or being dumb glass. They could fix it but it doesn’t seem like they want to.

Moving down the list we get into Apple TV:

I agree in that this is the one to watch – I don’t say this due to apple fanboyism but mostly cause it works well, they distribute internationally and for developers this stuff really is mostly magic. It just works. The work we go through to get chromecast to work is night and day when it comes to Apple TV which is dead simple. Apple has room for improvement though. They need to get into carrier billing, they need to open up their stuff for the rental market, and they need to open up Apple TV to apps. I don’t see all this happening but it would be awesome.

Amazon:

I don’t have a fire to play with so I can’t say much. Usually with Amazon though their international focus is lacking but when it comes to being open and such they do a good job. Since Amazon has video I find working with them tough because they favor their stuff and then America – but for them to win I think they need more content players on the box. I think if Amazon could make the fire really awesome for developers it would help but that remains to be seen.

Google:

What can I say but keeping up with Google and TV stuff is challenging. There was google tv the web based stack, then the Android 3.2 made for tv stuff, then chromecast and now supposedly a new Android TV. Very hard unless you have insider status to get good info here. They favor America for content and partners and their international stuff is opaque. But the hardest part with Google is they compete with all of us using Youtube, they reward piracy and they make it hard to want to go deep with them but you must go deep with them. There is no choice. On the plus side they have a better ecosystem for developing, they have some carrier payments, they are being open about other payments in android apps and they tend to try and break down the incumbents. We see this with adx, chromecast and the like – so Google is evil but you must work with them on some levels. Android is huge – bottom line. I hope Android TV is killer, truly open and Google courts international developers at some point.

Roku:

Roku is always the one I find interesting in this matrix – first off they are only in America and UK. Of course big markets but it can’t stack up to the other global players in any regard. Worse though is since being invested in by DISH the entire international content library is controlled by DISH. So if someone like Spuul wants to get on Roku we have to go via DISH who usually says no cause they have their own international content packages that they foist onto Roku. So when it comes to Roku being a player – I say not until the DISH deal is done. Roku is one of those funny things that purports to want to give the best experience to users but is really no different than a cable company deciding what you get and what you don’t. Roku claims now to be gaining ground by getting into all the TV’s but I don’t buy it. They should have opened up when they had the chance and gone big – now I think google and amazon will have their way with them.

Microsoft:

Oh what could have been. To me they should have created something akin to the media center PC by creating a cheaper version of the XBOX just for the TV but they wanted TV and Games – both suffered. Now they appear to be tilting back to the gamers which means the TV will suffer. XBOX is cool but MSFT has to step up their game or build a home entertainment to rival the others. I will say this about them though – working with them is getting easier and they are trying hard to build stuff for media companies. If they open up playready DRM more and really cloudify the DRM plumbing then they could become a platform for streaming companies. Time will tell.

All in all the streaming world is booming but to me it is very US centric and I am waiting to see who will change it or maybe it can’t be changed but if so then I will be watching what the international players do more than the US centric ones since the playbook seems pretty well known at this point.

More on Koprol soon but this is interesting…

~ michael_msft ~ Leave a comment

http://readwrite.com/2014/03/06/yahoo-death-bringer-startup-destroyer-acquisitions-strategy-search?utm_content=buffer045a5&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer#awesm=~oy1gsrhZatv48u

I keep waiting for Yahoo to build something new and cool but still don’t see it. In the meantime they just keep buying and closing which remains to be seen if this is a good strategy or not.

Reputation wise I think it is hurting Yahoo some.

Koprol – The Inside Story. Part 3

~ michael_msft

Part 2 :: http://www.nokpis.com/2014/03/01/koprol-the-inside-story-part-2/

Open Hack Day is probably the event that lead me to looking more seriously around the region for interesting companies – having never really spent time looking for companies to acquire I can’t say there is some rulebook or process to follow. I am sure others have some but in this case I was simply looking at the list from the IGTF team and thinking about areas of growth for Yahoo. With that in mind it was just a matter of getting out there and looking. People might laugh when they read this since they might be expecting some great process or process driven method but I was just planning on keeping my eyes and ears open since I was not expecting to ever do an acquisition in SEA. I won’t get into the specifics but Yahoo had tried to acquire in the region before but it didn’t work out for various reasons. So the expectation was that finding the right company and the right deal was probably never going to happen anyway. I was just excited to even be thinking about trying to do it.

On a side note – lots of companies in some parts of the region tend to have funky company setups or have not always been a legit company which can make an acquisition by a public American company almost impossible.

Yahoo Open Hack Day, http://developer.yahoo.com/hackday/, is a long standing tradition in the company but something I never followed until joining Yahoo. I was sent to Open Hack Day New York within my first few weeks of starting work with Yahoo. It was awesome to be on the road again, in New York and seeing lots of old friends. The idea was to study the event some to see how we could pull one off in SEA since I think at that time only India and Taiwan had hosted one. So at some point during 2009 it was decided that Indonesia would be the place for Open Hack Day Southeast Asia and that we would need to host it in Jakarta.

Wheels were now in motion.

One of my ideas for Open Hack Day was to showcase a few local products/companies who would have integrated with some of Yahoo’s Open APIs but the problem was most of these API’s were not that useful in markets like Indonesia. I won’t waste your time by digging into the Yahoo APIs or the pitch we had for developers since it wasn’t that great but we did have a lot users and most of our users would sign into Yahoo to use Yahoo services. So offering developers a chance to use Yahoo’s login credentials and get some press from Yahoo was not a bad thing for a startup.

So in prep for Open Hack Day I ran (mostly by plane) around the region trying to drum up interest in the event, helped to run a contest (managed by e27) to bring a developer from each country in the region to the event and evangelized startups to try and build something cool on Yahoo that I would highlight at the event. The idea was to find a cool startup (or 2 if possible), most likely in Indonesia so they didn’t have to travel, and use that company to show off the Yahoo APIs. I just felt like using a local to talk to locals made more sense than having someone from Yahoo do it. Of course lots of Yahoo folks fly in for the event to offer ground support but I was hoping to show off a local company more than show off Yahoo.

Given that in Indonesia and the Philippines we had a country manager and local teams, it made it easy to talk to the local Yahoo people to get some intros into small companies that they found interesting for whatever reason or another. Once I had that short list I went to those companies to intro myself, pitch them on Yahoo and lay out my OHD offer. Build something on Yahoo, get up to show others how and get some free press for your startup. That’s all I had to offer folks and for a lot of startups I knew it wasn’t enough to entice them or that they were too busy to bother with it but I wanted to try anyway.

As luck would have it not too many cycles into visiting places I was introduced to the Koprol guys. What can I say other than we just clicked – it was fun to meet them, learn about their product, their staff, their office and their way of looking at the local market. They also loved Yahoo and were just great people to hang out with. We left the meeting with Koprol promising to get back to me soon to see what they could do with the APIs and confirm whats possible to demo. In the back of my mind I was already assuming I had found my local celebs for OHD. I felt an immediate connection to the team, the product and the fanatical user base.

Sure enough the team got back to me to confirm what they could build or fake what I needed and I met with the founders to work out the plan. It is easy enough for anyone to Yahoo, or google, to find out what happened with OHD but looking back I am pretty sure everyone saw the event as a success. I also think Koprol got a nice uplift from it and was being seen as a cool company to talk to in Indonesia. It is important to highlight that OHD did not make Koprol but I think it was good for them and good for Yahoo. Enuff said.

Here is the slide deck from the event: http://www.slideshare.net/daniel.armanto/koprolcom-yahoo

With the event in the can, it was time for me to move on to other things but for some reason I always found myself visiting the Koprol office and staying in touch with the gang. It is through these meetings and hanging out that I started to feel like we should do something more with them but of course it was tough to figure out exactly what. I started asking the local corp development team what they thought, this is a rockstar team based in Singapore managing a lot of the International acquisitions for Yahoo, and was educated on the process for working with companies. Yes – I needed the education because I had no idea what the process would be. I talked to the Bizdev team in Asia and the other product managers to get some sense of what we might be able to do with Koprol. Keep in mind I did not immediately think acquisition but was more open to any working relationship that could benefit both parties.

Ideas could be:

– promoting the product
– integrating the product into some other yahoo product – things like messenger came to mind
– seeing if we could evolve advertising around the product – think deals or location based stuff
– license the product as a yahoo product or whitelabel it

In general the thought was just see if there were any worthwhile possibilities to explore.

So of course I started talking to folks from IGTF and the product team in Sunnyvale. At this time the product team for things like messenger and mail was being run by the same guy who created or at least managed IGTF. The core group around this time was also very connected to one of the top technologist at Yahoo, a VC now, and it wasn’t long before they suggested trying to acquire. The idea was messaging (conversations) was interesting, location is interesting (maps, user generated POIs, location based news) and that Indonesia was interesting. As a side note there was also the theory that Yahoo explore having more engineering outside of the normal India/China offices. At the time, now also gone, was an engineering site in Brazil.

So pretty much in a short period of time the basic idea was to see if we could acquire Koprol since it checked a few boxes for a few teams. I will add though that foursquare envy had nothing to do with this exercise. I, for one, never used foursquare and never really even compared the two products. I saw Koprol as location based conversations and more focused on non smart phones and emerging markets than trying to be like foursquare. I think the Koprol team will tell you they built it before foursquare and were fans of dodgeball. Point being is that the whole idea that Koprol was a backup for a failed foursquare acquisition is comical. I was never privy to the foursquare discussions or can even confirm they happened but I doubt Dennis would work for Yahoo – whatever the price.

Part 4 :: http://www.nokpis.com/2014/03/25/koprol-the-inside-story-part-4/

Koprol – The Inside Story. Part 2

~ michael_msft ~ 6 Comments

Part 1 :: http://www.nokpis.com/2014/02/28/koprol-the-inside-story-part-1/

The path a company takes with the products and services they offer to customers is highly dependent on who is running the organization coupled with how the organization is constructed. At Yahoo this is no different but in my experience it might actually suffer a bit by how the company is organized at its core. This is an important topic to cover since this ultimately influenced how Koprol was managed – it also points to some of the core issues with Yahoo in general.

I must confess that I am 2 years plus out of Yahoo now with many of my good Yahoo friends already working at other companies. So my inside knowledge is obviously much reduced. This means I am going on what I personally experienced but from all outside appearances the overall structure of Yahoo has not changed much in the last few years apart from better food and phones.

Yahoo primarily is broken down into 3 distinct regions – America, Europe and Asia but there used to be an Emerging Markets group that covered Southeast Asia, Middle East and India separately. The HQ for that group was in Singapore which at the time made Yahoo one of the biggest players in the region and with a big head count in Singapore. What this meant was their was bizdev, legal, sales and even some product folks were aligned especially with the needs of that region. This can be seen as both a good thing and as a bad thing depending on the angle since this group would focus entirely on growth but at the same time the Sunnyvale HQ was not always supportive of the separate region. I think it was for the most part a good thing since it meant the team would move fast and try to evolve quickly enough to keep the region growing but Sunnyvale wanted to start reeling things in to make the company function better as a global unit. This was a tough time for the region cause it meant that SEA and India would now fall under APAC and the ME went to EMEA. Tumultuous times all around.

Once this decision was put in place the Singapore HQ started to let folks go and move people around to fit the new world order. This actually was a good start to get the region receiving more attention from HQ but it also meant a lot of changes. Looking back I don’t think this transition went all that well and might even be a good marker for the overall downward trend for Yahoo in some of these markets. However in a lot of places the downward trend was already happening anyway but I think what made the old organization unique was the ability to act quickly and make a lot of independent decisions. That autonomy was now gone.

For Yahoo Southeast Asia it makes sense to give you some overview of this org and the countries it operated in since this lead a lot to my decisions for where to focus my efforts on looking for small acquisitions.

Yahoo HQ for SEA was Singapore but also home to Yahoo Singapore. This group was a pretty good size since the revenue from Singapore was the largest when I was there even though the audience size was the smallest. This is important to note since it always made for an awkward situation of having to decide where to focus resources – on an area where the users are but not the dollars or where the money is.

Yahoo Malaysia was another proper office that had a small editorial team and sales. Yahoo Malaysia had lots of room for growth but there was always the issue of how much to localize and how to find the right mix to attract the local users. I didn’t spend much time there at all so I can’t really speculate as to how well it was or is doing but it was never really booming for Yahoo.

Yahoo Thailand was never really an office. Used to be some Thai folks would help to manage it from Singapore with some Thai content but it never really grew. When I was there I helped a few times, I didn’t lead the effort but was supportive of it, to try and push harder in Thailand. Anyone could look at the stats for growth of the internet and mobile internet and make a case for trying to take some market share. Problem was MSFT practically owned some of the market and Google was quickly taking over the rest of it. At some point in time Thailand was very Yahoo friendly with people advertising with their Yahoo email addresses or their Yahoo messenger ID’s but those days were long gone. Yahoo couldn’t make a valid case for trying to go back in and win. Yahoo Thailand looks like now it just points to Yahoo.com – so essentially they have given up on the place.

Yahoo Vietnam was one of the early success stories of going in with a local office and hitting it hard. The numbers looked good and the growth was good for a while but this came with it’s own complexities due to the rules in Vietnam. I won’t get into it much cause I am not a legal person but essentially once you setup shop in Vietnam with feet on the ground you are subjected to some level of government scrutiny and intervention. This makes is hard to really try and go big in the region. Yahoo’s work in news/entertainment is labor intensive and requires localization so it means that to build a great business around that you have to be as local as possible but that also means you are competing with truly local companies who might be willing to do what a multinational cannot. I will leave it at that. So Yahoo did quite well there but suffered some black eyes with the closing of some very local products and just dealing with trying to be a big local presence. At some point one could argue Yahoo owned Vietnam with products like Yahoo 360, messenger and email but I am sure those days are gone.

Yahoo Indonesia was another place the local org chose to focus on due to the size of the market, the relative openness around news and the fact that Yahoo seemed to get a warm reception from the population around Yahoo products. So Yahoo Indonesia became another decent size local office and there was even a lot of attention from Sunnyvale. Revenue wise though Indonesia was a tough nut to crack at the time. High user growth but low revenue makes for interesting times. At the present time I think Yahoo is fairing well in Indonesia but has lost a lot of employees and I think the competitors are beginning to cement a solid lead over Yahoo in many areas.

Yahoo Philippines also was a large local market with a decent size local office. This country was largely getting the same treatment as Indonesia since the brand was doing well there and the country was big. It had some of the same issues of needing to grow revenue but also to try and just grow the user base. The news/entertainment market was vibrant and fit well with the Yahoo suite of products. From what I remember, like Indonesia, the growth was good but Yahoo was beginning to lose share in some core products cause there was now competition in the marketplace where there was not before.

So with that background in mind I figured I would focus my efforts for scouring the region in Indonesia and the Philippines. Vietnam was out because it was too sketchy to put an engineering org there due to lots of legal issues. Personally I had a hard time connecting with Malaysia and just didn’t feel equipped to make a difference there. Singapore felt like it was going to be an expensive place to acquire and didn’t check the boxes for a place to expand engineering long term. Thailand was out cause we just didn’t have a big enough presence and with all my personal experience there – I just don’t trust Bangkok as a place to invest in. Look at current events to get a sense of that. I love the country but would I convince a large multinational to go all in – not with a straight face.

I even considered ways to look into Cambodia and Laos but the general consensus was Yahoo wasn’t going to try and expand the region. Keep in mind Yahoo was known for doing joint ventures to expand in some regions – this is how Yahoo Australia and Yahoo Japan were created. There was some people at the time who felt Yahoo should have done more of this. I tend to agree even though it is hard to create the joint ventures. Yahoo can offer brand, technology, and consulting – the other side of the venture brings local expertise, money and government connections. Many of us felt Yahoo could have pushed into a lot more countries with this model but it is probably too late now.

Small side journey – Yahoo was very early in all these regions and probably could have been a lot bigger if it tried to buy or build more things locally. I think this is the crux of the issue with the emergent markets versus the stable or developed markets. Yahoo’s core product suite wasn’t really appealing to the emerging markets young generation and if the region was left alone quite possibly the strategy would have been to build products, acquire, partner or white label whatever was needed to try and win the region over for the long haul. Instead what become the strategy was to take whatever Sunnyvale made and try to shoehorn it into the region. Not sure anyone can answer what would have been the best thing to do but if it were up to me – I would have probably tried to tweak for the local market as much as possible. This is what Yahoo did in Taiwan and for the most part it worked however the strategy stopped at some point and it looks like the market share in Taiwan is falling. I don’t think it will be like Korea where Yahoo made a full retreat but I doubt it will return to its former dominant position.

Deciding whether the global command and control technique of building products for the globe is better than localizing for the region is an age old question. If one looks at facebook or google you see very little localization apart from language and for those companies it has worked. Yahoo for a long time was straddling both fences of localization and global products but not doing either well. It seems under the new regime it is going to be back to global products with language and content localization. It remains to be seen what will turn Yahoo around at this point. My opinion is the the current management is mostly focused on the USA and to some extent Europe while waiting to capitalize on the Alibaba IPO. Apart from the core aspects of Asia it seems me Yahoo is now withering on the vine some in places like SEA and India.

Part 3 :: http://www.nokpis.com/2014/03/04/koprol-the-inside-story-part-3/

Koprol – The Inside Story. Part 1

~ michael_msft ~ 4 Comments

What kicked this all off :: http://www.nokpis.com/2014/02/27/thinking-about-koprol-2-0-2/

I think enough time and emotions have passed that now is the moment to start writing some of the story about Koprol. I have had two larger than life moments in my tech career. The first was being a systems (sales) engineer at Weblogic which eventually got bought by BEA Systems, later acquired by Oracle. I still am in touch with many of the people I took that journey with and much of that success helped me arrive to where I am today.

Small side trip – karma, whether you believe in it or not – is very real. What I mean is the relationships you foster in your career with people you work with or encounter while working will inevitably lead to being useful or destructive to your present career. I fondly remember where I was an ass when working or where I was being a nice person. I should have been nice more but fortunately the relationships I made at Weblogic are very much intact and basically lead to my short career at Yahoo.

I need to, at this point, give you some more background about myself. Also I have decided that the best way to tell the inside story is to only name myself. There are so many people involved in this story but I don’t want to point fingers, celebritize, or ruffle any more feathers than I already have at this point. The thesis for writing about Koprol is to possibly explain some of what I was trying to do and to hopefully share the experiences of acquiring and trying to make something big out of an emerging markets product and team.

A slight bit about me. I was in Thailand for about five years trying to make a go of being a non-techy. Let’s just say I jettisoned from Hong Kong and the enterprise software scene to see if I could make it as pub owner who dabbled in tech. Well – take a look at what is happening in Bangkok now and put yourself back a few years to when this first happened but imagine trying to run a business in that very same climate. Let’s just say I didn’t do to well and realized that I was better off being a techy.

I learned a lot about myself and other people, which I think is why I am better at what I do today – I am also not afraid anymore. You might ask what that means but I will just simply say that I think a lot of us might be afraid of what people think or are afraid of the powers that be. After my years in the trenches of the pubs of Bangkok I am just not afraid of the normal work world or the startup scene. I have a lot more confidence now.

So there I was in Thailand and needing a job. I put out my feelers and turned the bat light back on. Sure enough it was the people that I knew from my Weblogic days who helped me out. I was out of work for five years and suddenly I had a few bites. I hopped on the plane to Singapore and within a few days had a written offer from Yahoo. Some very special people in Sunnyvale and Singapore took a chance on me and I am forever grateful to those people. I was back in the game and loving it. Great title, awesome pay and a charter to try and help Yahoo win back some audience and developers. Of course this was a doomed mission cause Yahoo was doomed (I learned this later) but I will save that for another thread. I didn’t care so much cause I had a line to Sunnyvale and I was looking at all of Southeast Asia as my playground. Rocking.

How does this all lead to Koprol? Good question.

On my numerous trips to Sunnyvale, Yahoo HQ, I happened to get connected to a very cool team called the IGTF. I am sure the team involved made up their team name just like I made up my title – Director of Global Tech Initiatives. The International Growth Task Force had an awesome charter. They traveled around the globe studying other products and trends to see if they could figure out ways to get Yahoo’s core products growing again and to see if there might be new ideas to experiment with. They had a list of interesting trends or concepts that they shared with me to see if I could spot any companies in SEA that might fit one of the trends they were focusing on.

One of the trends was:

People/Location/Conversations.

Ding!

So with that need in my head and the team willing to sponsor a small acquisition, my job of running around SEA talking about YDN (Yahoo Developer Network) suddenly was more interesting. Since the hope was I could find a small company in SEA that might jumpstart Yahoo’s work around – People/Location/Conversations.

Part 2 :: http://www.nokpis.com/2014/03/01/koprol-the-inside-story-part-2/