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Matteo Spreafico

Google Redefines Disruption: The "Less Than Free" Business Model - 0 views

  • In the summer of 2007, excitement regarding the criticality of map data (specifically turn-by-turn navigation data) reached a fever pitch.  On July 23, 2007, TomTom, the leading portable GPS device maker, agreed to buy Tele Atlas for US$2.7 billion. Shortly thereafter, on October 1, Nokia agreed to buy NavTeq for a cool US$8.1 billion. Meanwhile Google was still evolving its strategy and no longer wanted to be limited by the terms of its two contracts. As such, they informed Tele Atlas and NavTeq that they wanted to modify their license terms to allow more liberty with respect to syndication and proliferation. NavTeq balked, and in September of 2008 Google quietly dropped NavTeq, moving to just one partner for its core mapping data. Tele Atlas eventually agreed to the term modifications, but perhaps they should have sensed something bigger at play.
  • Rumors abound about just how many cars Google has on the roads building it own turn-by-turn mapping data as well as its unique “Google Streetview” database. Whatever it is, it must be huge. This October 13th, just over one year after dropping NavTeq, the other shoe dropped as well. Google disconnected from Tele Atlas and began to offer maps that were free and clear of either license. These maps are based on a combination of their own data as well as freely available data. Two weeks after this, Google announces free turn-by-turn directions for all Android phones. This couldn’t have been a great day for the deal teams that worked on the respective Tele Atlas and NavTeq acquisitions.
  • Google’s free navigation feature announcement dealt a crushing blow to the GPS stocks. Garmin fell 16%. TomTom fell 21%. Imagine trying to maintain high royalty rates against this strategic move by Google. Android is not only a phone OS, it’s a CE OS. If Ford or BMW want to build an in-dash Android GPS, guess what? Google will give it to them for free.
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  • I then asked my friend, “so why would they ever use the Google (non open source) license version.”  (EDIT: One of the commenters below pointed out that all Android is open source, and the Google apps pack, including the GPS, is licensed on top.  Doesn’t change the argument, but wanted the correct data included here.)  Here was the big punch line – because Google will give you ad splits on search if you use that version!  That’s right; Google will pay you to use their mobile OS. I like to call this the “less than free” business model.
  • “Less than free” may not stop with the mobile phone. Google’s CEO Eric Schmidt has been quite outspoken about his support for the Google Chrome OS. And there is no reason to believe that the “less than free” business model will not be used here as well. If Sony or HP or Dell builds a netbook based on Chrome OS, they will make money on every search each user initiates. Google, eager to protect its search share and market volume, will gladly pay the ad splits. Microsoft, who was already forced to lower Windows netbook pricing to fend off Linux, will be dancing with a business model inversion of epic proportion – from “you pay me” to “I pay you.”  It’s really hard to build a compensation package for your sales team on those economics.
Gary Edwards

Wary of Upsetting Mighty Microsoft, Acer Limits Use Android for Phones, Not Netbooks. - 0 views

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    "For a netbook, you really need to be able to view a full Web for the total Internet experience, and Android is not that yet," Jim Wong, head of Acer's IT products, said Tuesday while introducing a new line of computers."

    Right. Android runs the webkit/Chromium browser based on the same WebKit code base used by Apple iPhone/Safari, Google Chrome, Palm Pre, Nokia s60 and QT IDE, 280 Atlas WebKit IDE, SproutCore-Cocoa project, KOffice, Sun's javaFX, Adobe AiR, and Eclipse "Blinki", Eclipse SWT, Linux Midori, and the Windows CE IRiS browser - to name but a few. Other Open Web browsers Opera and Mozilla Firefox have embraced the highly interactive and very visual WebKit document and application model. Add to this WebKit tsunami the many web sites, applications and services that adopted the WebKit document model to become iPhone ready.

    Finally there is this; any browser, application or web server seekign to pass the ACiD-3 test is in effect an effort to become fully WebKit compliant.

    Maybe Mr. Wong is talking about the 1998 Internet experience supported by IE8? Or maybe there is a secret OEM agreement lurking in the background here. The kind that was used by Microsoft to stop Netscape and Java way back when.

    The problem for Microsoft is that, when it comes to smartphones, countertops and netbooks at the edge of the Web, they are not competing against individual companies pushing device and/or platform specific services. This time they are competing against the next generation Open Web. An very visual and interactive Open Web defined by the surge the WebKit, Firefox and the many JavaScript communities are leading.

    ge
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    The Information Week page bookmarked says "NON-WORKING URL! The URL (Web address) that has been entered is directing to a non-existent page" Try this instead http://www.informationweek.com/news/hardware/handheld/showArticle.jhtml?articleID=216403510 Acer To Use Android For Phones, Not Netbooks April 8, 2009
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    Microsoft conspiracies have happened in the past and we should watch for them. However, another explanation is that Android does not (yet) support many browser plugins. No doubt that is what the Microsoft drones remind Acer each time they meet with them, along with a pitch for Silverlight 2 !! For me, Silverlight 2 is so rare that I would not, personally, make it a requirement for a "full web". A non-Android Linux distribution on a netbook that ran Adobe Flash, Acrobat Reader, OpenOffice.org and AIR when necessary would suit me fine. One day Android may do all these things to, but for now Google has bigger fish to fry!
Gonzalo San Gil, PhD.

Atlas mundial de la censura en Internet - 0 views

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    "Casi el 90% de los países del mundo ejerce algún tipo de veto sobre la Red, según el 'mapa de la cibercensura' de Who Is Hosting This?"
Paul Merrell

Surveillance scandal rips through hacker community | Security & Privacy - CNET News - 0 views

  • One security start-up that had an encounter with the FBI was Wickr, a privacy-forward text messaging app for the iPhone with an Android version in private beta. Wickr's co-founder Nico Sell told CNET at Defcon, "Wickr has been approached by the FBI and asked for a backdoor. We said, 'No.'" The mistrust runs deep. "Even if [the NSA] stood up tomorrow and said that [they] have eliminated these programs," said Marlinspike, "How could we believe them? How can we believe that anything they say is true?" Where does security innovation go next? The immediate future of information security innovation most likely lies in software that provides an existing service but with heightened privacy protections, such as webmail that doesn't mine you for personal data.
  • Wickr's Sell thinks that her company has hit upon a privacy innovation that a few others are also doing, but many will soon follow: the company itself doesn't store user data. "[The FBI] would have to force us to build a new app. With the current app there's no way," she said, that they could incorporate backdoor access to Wickr users' texts or metadata. "Even if you trust the NSA 100 percent that they're going to use [your data] correctly," Sell said, "Do you trust that they're going to be able to keep it safe from hackers? What if somebody gets that database and posts it online?" To that end, she said, people will start seeing privacy innovation for services that don't currently provide it. Calling it "social networks 2.0," she said that social network competitors will arise that do a better job of protecting their customer's privacy and predicted that some that succeed will do so because of their emphasis on privacy. Abine's recent MaskMe browser add-on and mobile app for creating disposable e-mail addresses, phone numbers, and credit cards is another example of a service that doesn't have access to its own users' data.
  • Stamos predicted changes in services that companies with cloud storage offer, including offering customers the ability to store their data outside of the U.S. "If they want to stay competitive, they're going to have to," he said. But, he cautioned, "It's impossible to do a cloud-based ad supported service." Soghoian added, "The only way to keep a service running is to pay them money." This, he said, is going to give rise to a new wave of ad-free, privacy protective subscription services.
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  • The issue with balancing privacy and surveillance is that the wireless carriers are not interested in privacy, he said. "They've been providing wiretapping for 100 years. Apple may in the next year protect voice calls," he said, and said that the best hope for ending widespread government surveillance will be the makers of mobile operating systems like Apple and Google. Not all upcoming security innovation will be focused on that kind of privacy protection. Security researcher Brandon Wiley showed off at Defcon a protocol he calls Dust that can obfuscate different kinds of network traffic, with the end goal of preventing censorship. "I only make products about letting you say what you want to say anywhere in the world," such as content critical of governments, he said. Encryption can hide the specifics of the traffic, but some governments have figured out that they can simply block all encrypted traffic, he said. The Dust protocol would change that, he said, making it hard to tell the difference between encrypted and unencrypted traffic. It's hard to build encryption into pre-existing products, Wiley said. "I think people are going to make easy-to-use, encrypted apps, and that's going to be the future."
  • Companies could face severe consequences from their security experts, said Stamos, if the in-house experts find out that they've been lied to about providing government access to customer data. You could see "lots of resignations and maybe publicly," he said. "It wouldn't hurt their reputations to go out in a blaze of glory." Perhaps not surprisingly, Marlinspike sounded a hopeful call for non-destructive activism on Defcon's 21st anniversary. "As hackers, we don't have a lot of influence on policy. I hope that's something that we can focus our energy on," he said.
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    NSA as the cause of the next major disruption in the social networking service industry?  Grief ahead for Google? Note the point made that: "It's impossible to do a cloud-based ad supported service" where the encryption/decryption takes place on the client side. 
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