The Decline and Fall of Facebook

Roger McNamee is a smart guy and a very successful investor as a co-founder of Elevation Partners. He made a breakfast presentation last month at the Paley Center for Media in Los Angeles that is well worth watching. I could probably get half a dozen columns out of this one speech, but the part I want to concentrate on here is McNamee’s claim that when it comes to social media, Facebook (in which he was an early investor) has already won. I’m not here to say Roger is wrong, just that I am not exactly sure what Facebook is winning.

The core of McNamee’s speech didn’t have to do so much with Facebook as with Microsoft, Apple, Google, and […]

700 MHz opportunity down the toilet (no, make that stolen)

Today, if you have a few million bucks to spare, the Federal Communications Commission will be auctioning wireless licenses in the 700 MHz band — primo space in many respects because it is lower on the RF spectrum and offers longer range. But Auction 92, as it is called, is anything but primo, since it is for licenses that either received no bids in the previous Auction 73, held in 2008, or were sold in that auction to organizations that never paid in full. That earlier auction, which I covered at the time, is a sad story of opportunity lost, especially for Google.

Remember how that freed-up spectrum was up […]

The enemy of my enemy

Nortel Networks, the bankrupt Canadian telecom company, came that much closer to disappearing completely yesterday with the cash sale of its portfolio of 6000 patents for $4.5 billion to a consortium of companies including Apple, EMC, Ericsson, Microsoft, Research In Motion (RIM), and Sony. The bidding, which began with a $900 million offer from Google, went far higher than most observers expected and only ended, I’m guessing, when Google realized that Apple and its partners had deeper pockets and would have paid anything to win. This transaction is a huge blow to Google’s Android platform, which was precisely the consortium’s goal.

Google is the youngest of these companies and has probably the smallest patent portfolio, most […]

iCloud’s real purpose: kill Windows

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Apple’s announcements yesterday about OS X 10.7 pricing (cheap), upgrading (easy), iOS 5, and iCloud storage, syncing, and media service can all be viewed as increasing ease of use, but from the perspective of Apple CEO Steve Jobs they perform an even more vital function — killing Microsoft.

Here is the money line from Jobs yesterday: “We’re going to demote the PC and the Mac to just be a device – just like an iPad, an iPhone or an iPod Touch. We’re going to move the hub of your digital life to the cloud.”

Just like they used to say at Sun Microsystems, the network is the computer. Or we could go even further and say our data […]

Google at Carson's Speed

Search is a fundamental component of intelligence or even thought.  Maybe that’s why Google is now calling it knowledge. Our brains are already good at search. Look around a room and every object your eye passes is identified in your brain. Something out of place? It catches your eye.  That is where we are headed with Internet search, though not exactly the way one might expect.

This is where every new generation of computer scientists brings-up the idea of artificial intelligence. If only we made the network smart enough to know not only what we really mean but what we really need. Maybe someday, but for now don’t hold your breath waiting for that one.  Starting […]