Why YouTube isn’t the future of TV

In a few weeks I’ll be launching a YouTube channel where you’ll be able to see lots of shows readers have been asking about including Startup America and even that lost second season of NerdTV. YouTube, as the largest video streaming service anywhere, is the absolute best place for me. But YouTube isn’t the future of TV.

I know this because TV is a business and this channel I’m launching is a business and I’ve spent the last several weeks talking to investors and running the numbers every which way. I’ve spent many hours with my friend Bob Peck looking at the economics of YouTube and my unequivocal conclusion is that while YouTube is great, it […]

By |June 28th, 2012|2012, Advertising, Internet, Television|Comments Off on Why YouTube isn’t the future of TV

Google+ versus Facebook: It’s the apps, stupid!

With Facebook now public and sitting on a huge pile of cash, let’s turn the conversation to the social network’s most pressing competitor, Google. Google and Google+ don’t appear to present much of a threat to Facebook, but the game board was reset on Friday and tactics at both companies will change accordingly. Now Facebook has to find a way to grow revenue and users and will increasingly bump up against Google’s huge advantages in search and apps. For Facebook to achieve its goals, the company will have to enter both spaces with gusto.

Google has learned how to leverage its strengths and suddenly one of those strengths is Facebook’s success. Now that Facebook is a […]

By |May 21st, 2012|2012, Business, Companies|Comments Off on Google+ versus Facebook: It’s the apps, stupid!

Microsoft AOL Patent Theater

Nothing is ever exactly as it seems in the business of technology and that certainly applies to AOL’s recent patent auction, won by Microsoft with a bid of $1.056 billion. This event wasn’t really an auction and had little to do with patents, yet it probably marks the peak of the current patent bubble.

On the face of it, AOL selling its 800 patents to Microsoft was about raising cash for the troubled online company, allowing it to pass some of that money on to disgruntled shareholders in the form of a one-time dividend or share buy-back. And the patents were substantial, since they included not just AOL’s own productivity but also that of Netscape, Mirabilis (ICQ), and any other AOL acquisitions over the years.  […]

Siri’s big brother from Google

With today’s introduction of Apple’s iPad 3 or iPad HD or whatever the hell they end up calling it, I think we’ll be entering a pretty Siri-ous phase when it comes to mobile Artificial Intelligence (AI) technology. Apple has a winner in Siri, its iOS digital assistant app, and knows it, so we’ll soon be seeing all-Siri, all the time in Apple products to come this year including, no doubt, Cupertino’s own big-screen TV. But this is not to say that Google’s Android will be far behind. There are stories popping-up about Google doing its own Siri-like app. But I expect Google to go significantly beyond Siri capability and I base that belief […]

Yet another way China and Google are different

I spent much of the summer of 1982 in Beijing. China was a very different place 30 years ago. Foreigners were rare, foreigners actually working in China for Chinese organizations were rarer still, and I was there to work. I was an editor at China Daily, the English language newspaper created for foreign visitors as a preferred alternative to allowing western publications into the country. The way I got the gig was simple: much of the reporting staff had been students of mine at Stanford the year before.

Once the decision was made to start China Daily, there was a need to find Chinese reporters who could write in English. Whoever was in charge decided it […]

By |February 28th, 2012|2012|93 Comments