Category Archives: Innovation

Weekly Round-Up 6/13/2011

Most of the attention was about WWDC and Apple’s announcements although we should probably mention something about Groupon’s IPO Announcment:

And now a little bit about Groupon IPO plans to raise $750mm. Some highlights from filing:

  • 7,000 employees and 83 million subscribers in 43 countries
  • $714 mm in revenue up from $30mm the year before
  • With claims of a frothy valuation, not surprising to see All Things D report on the Groupon reporting “Smack-down” following the IPO announcement
Closing with a fun little conceptual hack worthy of a big Apple announcement week. This “invisible phone” uses hand gestures and a depth-aware camera to interface with your smartphone–essentially allowing it to sit in your pocket or purse.
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Weekly Round-Up 6/5/2011

It was largely the week of the API for us.

Speaking of killer apps and creativity, something about virtual world hopping into real world engagement pretty much ensures virality on YouTube–4mm views and counting for this top-app, Angry Bird in a T-Mobile video:

Weekly Recaps 5/30/2011

Google Wallet by far the biggest announcement to date this year with potential impact to create massive disruption due to:

  1. Android platform integration and influence on handset manufacturers–could be fairly easy for Google to make an Operating System specification require NFC on all future phones for common functionality and it’s 50% of all the world’s smartphones or 1/3+ of all sets globally running Google Wallet by end of 2013
  2. Trusted partners–they’re taking an ecosystem approach which will invite in more “wallet” use cases, partners, etc.–it won’t be just about giving Apple 1-click access for content, which has proven to be compelling enough for 200-million people so far. This will be about speed, content, access, etc. and will be marketed by some serious players in Telco, Payments, retail and more.
  3. NFC+a number of other Google innovations like Goggles, Voice Search, Voice, etc. will make the current state-of-the-art being talked into happening, QR Codes, look as dated as dial-up modem. Nostalgic but useless because they ask too much of users to really be great.
  4. Probably the biggest part of this announcement is how further enables the co-opetition between Google and Amazon to move from online to offline ubiquity–something I’m calling Googlezon. Keep an eye on all the way these two are exploiting the strengths of their combined platforms to win back share, utility and time with consumers from Apple. It’s really amazongle.
Here are the announcements and some related links:
Related: “Why would you buy an Android phone anywhere but Amazon?” Includes HTC Inspire for $30 w/contract.

Will Apps Disrupt Every Trad Media While Establishing a New One?

Perhaps the title question is too narrow and should focus on industries Apps will disrupt beyond Media, and my prediction is that Apps will disrupt nearly everything from the way we consume and engage with brands and media to how we transact, visualize, congregate and curate our daily lives and loves. With that thunderous prediction let me offer a couple of windows into the Apps EcoSystem which Gartner predicts will become $58 Billion in a few years and conclude with some thoughts informing these predictions:

  • AppNation Conference in San Francisco this Wednesday and Thursday, April 27-28, promises to deliver the “State of the Art” view of the EcoSystem. Register to attend in person and catch full-benefit of networking with founders and leaders in this emerging space or follow the hashtag on twitter: #appnationconf 
  • Spend an hour with Drew Ianni, AppNation Chairman and Founder, presenting his view from the top of the Apps Ecosystem. Former Wall Street and Jupiter Analyst as well as top guy at ad:tech, Drew created AppNation to provide the best and biggest conference for the space. You can catch his Briefing at Anthem San Francisco here:


  • And, here are the companion slides to the video:

Some additional thoughts to complement my prediction that Apps will disrupt nearly every business and consumer interaction:

As Drew points out the value chain is shifting from the hardware–although the most elegant hardware can win massive share as we’ve seen with the iPad and iPhone–to the software or Apps on these devices. This content spans devices and channels jumping from Social/Web to Mobile and PC/Tablets and eventually connected TVs. This shift has been swift and taken the most immediately associated/impacted industries by storm and surprise. PC veteran, Michael Dell, admitted yesterday that he didn’t see Tablets coming and PC-maker Acer reported 24% drop in sales as a result of tablet disruption.  The primary utility for Tablets? Apps.

As a result of this consumer draw, we can anticipate new, creative business models and entertainment forms to emerge and become as large a part of popular culture as anything Hollywood has ever produced. And, of course, Hollywood may spawn and will appropriate these new entertain forms.

As we’ve seen with Social Media, consumer adoption and new behaviors will inspire enterprise adoption as well. So, my prediction started in the title with Media, the most obvious place for disruption as we see media transformed with superior features, connectivity and transaction abilities to change how we think about distribution and engagement with Print, Radio, TV and even the Internet media that came before Apps. In establishing a new medium and channel it’s important to emphasize this is about disruption not replacing or destroying. Incombent business models will have to evolve and embrace the new medium to survive and thrive in the disruption.

Will Apps have their own mass-events like the Oscars, Grammy’s, Cannes or Tony’s? They already have their own conference. Hope to catch you at AppNation this week and every year going forward. Cheers!

Weekly Round-Up 4/25/11

Apps and Tablets

  • AppNation Conference hits San Francisco this week, April 27-28 at the Moscone center. Register now at AppNationConf.com Here’s a preview & taste of why this is such a big deal:

  • Like the smart phone, tablets are slowly but surely being integrated into everyday life.  We use them to watch movies, read books, and order a meal?  Massachusetts Institute of Technology dropout, Rajat Suri thinks that with his E La Carte we will all be doing just that.

Social Media

Global Social Gaming Overview

Two weeks ago, at AdTech, we presented a comprehensive overview of Social Gaming in the US.  The presentation was featured as a “Presentation of the Day” and Tim Chang of Norwest Venture Partners believes this may be the most current and comprehensive snapshot of the industry available today. You can also view the slides synchronized with the AdTech audio on Youtube.

Global Social Gaming Overview

On Tuesday April 12 we presented a sweeping overview of Social Gaming from its scope, scale and size in the US to the development of this space around the world. We shared how marketers can engage consumers in the space and wrapped with some informative case studies by Toyota. Some impressions, slides, video and links follow. Continue reading

Change Everything

This post presents the content and discusses the process in my journey to create the “This Can Change Everything” presentation for iMedia Breakthrough Summit on March 21, 2011. It was a 30-45 minute discussion where I covered So|Lo|Mo, Gamification, Maker-movement and Social CRM/Caring after a hat-tip to Moore’s & Metcalfe’s laws combined with the “People” coefficient. With an extra 15-minutes allowance, I may have added connected TVs as a potential “return to the Family Room” theme. Regardless, these themes are ones that I believe can change everything in the coming years.
Continue reading

Bubble or Bubbly Panel Recap

We had a great visit to Austin for SXSWi 2011 and will dedicate the next few posts to recaps. Here is the video from our “Bubble or Bubbly” panel, where we put Angels/VCs and an Analyst on the spot about the nature of our current early-stage, venture, talent and potentially market froth.

There was lively and thoughtful debate about where we are, some notable differences from the dot-com bubble–low cost to start, ease of marketing and launching, real revenues, etc.–as well as about how to approach a frothy market. Please comment below or on YouTube with your reactions.

Special thanks to all the panelists for their generosity of time, knowledge, humor and spirit:

Jason Calacanis Calacanis.com

Tony Conrad True Ventures

Kent Goldman First Round Capital

Charles Hudson SoftTech VC

Enchantment Going Up

Guy Kawasaki Garage Ventures

@loukerner

Lou Kerner Wedbush Securities

Here It Comes-Android’s Undeniable Growth

Lots of theories buzzing around about Android’s growth, from carrier advertising to economic realities in developing countries, but the data is undeniable: mobile is a two-horse race and Android is just getting started. You can see the numbers (chart to the left) but there’s nothing as powerful as watching through time-lapsed visualization. Here’s a video Google released visualizing phone activations around the world. In fact, some of the spikes you’ll see in traffic come from Motorola’s Droid release in November of 2009 to support the first argument driving adoption.

FWIW, I have nearly all iOS (Apple) devices from ipods and ipads to laptops and desktops around our house. But I keep my mobile Android to keep a close eye on how the OS is driving parity in many areas with iOS and exceeding it in many other areas you’d imagine Google would win in, like visual/speech-to-text/barcode/text/you-name-it search & navigation. As you prioritize market entry in mobile you can’t count out Android. I’ll go as far to preduct that in 6-12 the platform will lead development conversations. What do you think?

Great Panel for SXSW–“Bubble or Bubbly”

Illustration by Gregory Nemec

Illustrator: Gregory Nemec

I’m looking forward to hosting a great panel on Saturday, March 12 from 3-4pm at South By Southwest (SXSW) Interactive on the PepsiCo Plugged-In Stage in the Austin Convention Center called “Bubble or Bubbly” exploring the topic of froth in Tech valuations from a number of perspectives. We’ll look at root causes, lessons learned, success and horror stories, adaptive behaviors and some thoughts about how to navigate going forward. For marketers, these same questions have to be asked to evaluate bets in emerging platforms with an eye towards leveraging the innovators advantage and disrupting early and often. The panelists are some of the best in the world to address this subject:

Jason Calacanis Calacanis.com

Tony Conrad True Ventures

Kent Goldman First Round Capital

Charles Hudson SoftTech VC

Enchantment Going Up

Guy Kawasaki Garage Ventures

@loukerner

Lou Kerner Wedbush Securities

 

 

You can RSVP for this panel on Plancast and Like it on Facebook. Ask questions for this panel here or on Facebook. The most liked question by the crowd and by me will be asked on stage. Also, follow this post for updates and links.

Let’s get this party started!