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Waiting for GPhone to ring? MATHEW INGRAM Globe and Mail Update E-mail Mathew Ingram | Read Bio | Latest Columns September 6, 2007 at 12:01 AM EDT Apple may be the undisputed king of preannouncement hype (with the recent flurry of rumours about new iPod features, some of which were announced yesterday, being just the latest example) but Google has to run a close second. And the current hot spot for die-hard fans of the technology giant is the much-rumoured “Google phone” or GPhone. Whispers about such an animal have been circulating in the geekosphere since last year, but have recently caught fire again, with reports that some Silicon Valley insiders have seen actual prototypes of such a phone, and other reports that Google might be ready to launch a version in India. Om Malik, a former writer for Business 2.0 magazine who runs a blog network called GigaOm, recently spoke to a technology insider who said the tech company is working on a Google Phone that will run a modified version of the Linux operating system and have a special Web browser. According to some analysts, Google has been talking with several major carriers about distributing a low-price (or even free) device, the cost of which would be paid for by advertising. Various reports – including one in The Wall Street Journal last month – have said the phone will be loaded with Google software, including Gmail, Google Talk, an instant messaging and voice-calling service, and a special version of its mapping software that would use the device's built-in GPS. Skeptics (including yours truly) have pooh-poohed the idea that Google might want to get into the phone business, in the sense of designing and/or selling a specific piece of hardware. Why? Because it seems antithetical to what Google has been about – namely, perfecting software for searching, and more recently for search-related ads, e-mail and other online services. The only piece of hardware that Google makes or is involved in making is the Google “appliance” that companies can use as part of their internal computer networks – although it also plays a role in customizing the hundreds of thousands of servers in its giant server “farms.” It wasn't that long ago that Google was rumoured to be building a cheap “Google PC,” one that would be loaded with Google software and sold through retailers such as Wal-Mart. That never came to pass, however, and the company made a point of saying it had no intention of getting into the notoriously cutthroat hardware business. One of the driving forces behind much of the Google Phone speculation appears to be dissatisfaction with existing cellphone companies and carriers. You can almost hear people wishing that a giant company with billions of dollars in cash – not to mention a propensity for offering things for free – would come in and shake up the mobile phone market. The GPhone rumours have been persistent in part because there are so many puzzle pieces that appear to fit, with one of the biggest being a Google employee named Andy Rubin. A co-founder of Danger Inc., the company that developed the Sidekick phone/PDA, Rubin started another company called Android, which was acquired by Google in 2005. Google also bought a Waterloo, Ont.-based mobile software company called Reqwireless. Google recently said that if the U.S. Federal Communications Commission were to change the way it auctions wireless spectrum, the company would be willing to spend almost $5-billion (U.S.). And there have been repeated rumours about Google buying up “dark” or unused fibre capacity across the U.S. The perfect foundation for a new Google Phone service, some say. But does this mean a dedicated piece of hardware known as the Google Phone is definitely coming? Hardly. There's no question that Google has been actively courting phone makers and carriers about bundling its applications on their devices. It may even be working on developing its own mobile phone software, to make those Web applications easier to develop and use. But it's still quite a leap from that to a Google Phone. Of course, when you are churning out billions of dollars in free cash flow every month the way Google is, virtually anything is possible. Mobile phone users who are craving something new – and can't afford an iPhone – will no doubt be keeping their fingers crossed.

NY-based Kaltura has received a good bit of buzz since I first reported about their presentation at the NY Video Meetup last April. Since then they have gone on to win the people's choice at Techcrunch40 and have launched a useful Facebook application. I had a chance to grab a coffee with co-founder Ron Yekutiel and here are my notes: Ron describes Kaltura as "wiki meets YouTube". He believes there is a movement going on from text publishing to video publishing and that collaboration in the video space is where Kaltura leads the pack. Kaltura is seeking to empower other social networks by their use of the Kaltura application. Ron says that while Kaltura.com is a destination site, the real power is how other sites use the tool within their framework. What I get about Kaltura is that small contributions can equal big productions where everybody has a vested interest in the final product. Ron spoke about four reasons people collaborate on video: For social progression and to see interaction Text is dead (Allen's note: I sure hope not!) The number of contributors help to decrease the barriers to contribution The swarm effect of advertising - he sees this as the new model where instead of a 1-1 advertising or many-many, companies will use collaboration to reach their desired customer The Kaltura team has four co-founders, two are in New York and the other two are in Israel. The team totals 25 people and are in Israel. From what I gather, the leadership of Kaltura might be the most educated group I have come across. Lots of post-graduate degrees from Ivy League schools. We spoke about the Kaltura business model which is largely based on rev share. It's an interesting model because it puts the trust in the sites using the application to report the income back as they use their own advertising not Kaltura's ad platform. For sites that don't have their own advertising platform, Kaltura can provide one with strong advertising players involved. Ron left me with some juicy bits about the future for Kaltura but he asked me not to share them at this time. He said they are coming very soon and as soon as I can share with you, I will.

Forget iPhone, Think Google Phone Written by Om Malik Sunday, December 17, 2006 at 12:33 AM PT | 74 comments The Observer of London is reporting that Google might be working with HTC and mobile/telecom giant Orange to build a Google Mobile Phone, which could possibly have Google software inside the device, and would be able to do many of the web tasks smartly. The device, article speculates, could go on sale in 2008. (Of course, we would all have forgotten by then… if it doesn’t happen.) Orange and Google, both declined to comment. Their plans centre on a branded Google phone, which would probably also carry Orange’s logo. The device would not be revolutionary: manufactured by HTC, a Taiwanese firm specialising in smart phones and Personal Data Assistants (PDAs), it might have a screen similar to a video iPod. But it would have built-in Google software which would dramatically improve on the slow and cumbersome experience of surfing the web from a mobile handset. It would be interesting to see if this comes to fruition. Google, in recent months has become increasingly aggressive about its mobile ambitions, and is pushing into the carrier space, though there have been some snags. Google Phone, if you think about it is a reasonable speculation. Google has been aggressive in developing location based services, has amp-ed up its local search and mapping services. In addition, it has also been mobilizing its applications such as GTalk and GMail. YouTube, the video arm of Google, is beginning to embrace the mobile ecosystem. Normally, one would not spend too much energy on this bit of news. However, presence of Andy Rubin on Google campus gives us a reason to pause. Who is Rubin? He was one of the co-founders of Danger, the company that makes the Sidekick devices. He sold his last company, Android to Google for an undisclosed amount of money, and he has been holed up in Mountain View, California campus of Google, doing something. No one knows what, but since Android was focusing on mobile, it is safe to assume that he just might be involved in Android. Danger, as you might know has become a multimillion dollar business based off the “compress web and take it mobile” technology developed by Rubin and others. Businessweek had reported that Android was working on a cell phone operating system. One source familiar with the company says Android had at one point been working on a software operating system for cell phones. … In a 2003 interview with BusinessWeek, just two months before incorporating Android, Rubin said there was tremendous potential in developing smarter mobile devices that are more aware of its owner’s location and preferences. “If people are smart, that information starts getting aggregated into consumer products,” said Rubin. For Orange, this could be a valuable asset in its triple play ambitions. The company owns broadband businesses across Europe, and has access to 3G networks, and is owned by France Telecom. It could use Google’s web expertise to take on its rivals, by offering web-mobile hybrid phones, and at the same time get a slice of mobile advertising revenues. I know, sounds far fetched, but not out of the real of possiblity. Your thoughts?