Benedict (Ben) Evans (A16z); Mobile 2.0 (not Web 3.0); In His Blog; 2017-01-31 (one year ago).
tl;dr → A paean. “The mobile” is the Bee’s Knees!
and → The signal is given: a new S-Curve is commencing.
and → The unbunding / rebundling / unbundling / rebundling cycle, a metaphor of growth-cum-renewal. Mentions
They sell stuff, which is purchased by “the mobile” (demographic)
They make The Phones, which are “the mobile” (a totem of the demographic)
is “the browser”
Accelerated Mobile Pages (AMP)
YouTube, is “the video”
1994, Netscape launched
2004, Tim O’Reilly, broadband, Yahoo, Flickr, “the social”
2007, the iPhone launch.
Web 3.0 Mobile 2.0 “The Web” is dead; the Wintel device & it’s browser is not relevant any more.
Ah Bullion Yoosers, On. Smart. Phones.
WiFi, The ‘Gs, 3 & 4, LTE, High-DPI screens, 100x GPUs, Sensors (cameras). Cameras Unaccounted
Missing in the Analysis
How is it that The Telecoms will allow this?
The Phone is sold through their financing apparatus.
The Phone operates on spectrum owned by them.
The Phone engenders a billable event every month.
Are The Telecoms so inept that they cannot (re-)capture the consumer?
Constrained by The Regulation?
Mired in The Buraucracy?
The corporate DNA (as a metaphor for corporate culture) of Old Monopoly Ma Bell disallows new modes of thinking?
They are disinterested?
Maybe with 5G!
Computers with eyes
Combining the camera with touch
Video (the sight, sound & motion)
<alert><cliche>Consuming content; Deeper engagement.<cliche></alert>
<quote>Video is the new HTML, or the new Flash.<quote>
Facebook, is “the browser.”
YouTube, is “the video.”
sides of the brain.
“unbundle” the phone.
a cluster of little devices that orbit the (smart) phone.
Alexa == Spectacles
<quote>create a new, independent end-point for the cloud that they can own themselves.</quote> Augmented Reality (AR)
Business Decision-Making from Folkloric Reasoning on the The Mythological Paradigms
<quote>Alternatively, you can look at this as part of the way that tech swings from bundling to unbundling:
AOL bundled content
[T]he [W]eb unbundled AOL
Google bundled the web,
[A]pps unbundled properties from [T]he [B]rowser,
but also bundled each site into a single icon, and now these platforms form new bundles.
The pendulum will swing back the other way again, at some point. And in parallel, one could argue that Snapchat itself unbundled not ‘photos’ but fun and self-expression from Facebook.</quote>
Something about app stores and social distribution.
Except for China, which is different. App distribution requires owning an app store
Content distribution is by the linkbait techniques
Posted in Observation |
Tagged Amazo, Amazon Alexa, AOL, Apple, Ben Evans, Benedict Evans, Facebook, Flickr, generalized boosterism, Google+, mobile, Mobile 1.0, Mobile 2.0, Snapchat, Snapchat Spectacles, social, Tim O'Reilly, Web 1.0, Web 2.0, Web 3.0, Yahoo!, YouTube
Regulate Facebook Like AIM; Louise Matsakis; In Motherboard; 2017-10-06.
Teaser: In 2001, the FCC forced AIM to become compatible with other chat platforms. We should do the same to Facebook.
tl;dr → A modest proposal; for the lulz and the page views.
and → Facebook is bad. Occasion
Motherboard] AOL Messenger shuts down 2017-12-15.; [recently] Mentions
AOL Instant Messenger (AIM)
Federal Communications Commission (FCC)
America On Line (AOL)
For color, background & verisimilitude…
How M&A Impacts The Remaining DSPs; James Hercher; In Ad Exchanger; 2017-08-21.
tl;dr → header bidding
has killedwill kill the DSP, as a business proposition. Mentions
Demand-Side Platform (DSP)
[pure-play] Demand-Side Platform (DSP) No new DSPs are prognosticated
Too expensive to build new.
Insufficient return once built.
Costs are mounting
[DSP] business model is flawed
Derisk the agency
Own the media until delivered.
Claim: [many] agencies have gone from working with four to six buying platforms to closer to three now, attributed to Martin Kihn, Gartner.
the walled garden platforms
the pure-play platforms Rankings
Google’s DoubleClick Bid Manager (DBM)
“seven or eight” closely packed DSPs
The Trade Desk
the rest… being: “five or six”
opinement, Ad Perceptions in AdExchanger Quoted
Michael Baker, CEO, DataXu
Julian Baring, general manager for North America, Adform.
Martin Kihn, research VP, Gartner
Kevin Mannion, CSO, Advertiser Perceptions
Rob Perdue, COO, The Trade Desk
Supply-Side Platforms (SSP)
sold: Taptica, the DSP operations Rubicon Project
abandoned DSP operations Pure-Play DSPs
Sold to telecom
sold to SingTel Oath (née AOL and Yahoo)
sold to Verizon Sold to Elsewhere
Rocket Fuel, sold to Sizmek owned by “private equity,”
TubeMogul, sold to Adobe
Posted in Bookmark |
Tagged Adform, Advertiser Perceptions, AOL, DataXu, Demand-Side Platform (DSP), Gartner Group, Julian Baring, Kevin Mannion, Martin Kihn, MediaMath, Michael Baker, Oath, Rob Perdue, Rubicon Project, Taptica, The Trade Desk, Tremor Video, Turn, Verizon, Yahoo!
The Changing Digital Landscape: Where Things are Heading; Lee Rainie (Pew Research Center); Presented at Tencent Media Summit, Beijing, China; 2015-11-12; 36 slides. Contents
Three (3) digital revolutions have changed the news
State of the digital news media 2015
Six (6) impacts on news and the media
Five (5) trends for the future
Web Publishers Aren’t Feeling the Heat From Mobile Ad Blocking — Yet; Mike Shields; In The Wall Street Journal (WSJ); 2015-09-22
Teaser: Media companies say their mobile traffic has held steady, though they are all taking the issue seriously
tl;dr → reporter testifies that he called around; nobody’s feelin’ it yet.
Thought & Expression Company
for color, background & verisimilitude
Mark Lopez, executive vice president and general manager, Univision Digital.
Brian D. Fitzgerald, president & founder, Evolve Media Alex Magnin, chief revenue officer, Thought & Expression Company
Posted in Background |
Tagged ad blocking, AOL, Blockr, Business Insider, CBS, CNET, Daily Meal, Evolve Media, Evolve Media Alex Magnin, Mark Lopez, The Awl, Thought & Expression Company, ThoughtCatalog.com, Undertone, Univision, Univision Digital. Brian D. Fitzgerald
ZeroRatingAds by Shine. Concept
Zero Rating of advertisements; ads count against telecom usage limits.
<quote>can be implemented by carriers and ad tech providers to prevent subscribers from being charged for the growing volume of data being consumed by mobile ads.</quote>
Phone Carriers Asked [by Shine] to Block Ads From Consumers’ Data Charges; Maureen Morrison; In Advertising Age; 2015-09-07.
Teaser: Ad Blocker [Shine] Buys Full-Page Ad in FT to Push ‘Zero-Rating’ Mobile Ads
How Merkle Is Navigating The Cross-Device Arms Race; James Hercher; In Ad Exchanger; 2015-07-30. Concept
Google → probabilistic intent (signalling) → Adometry + DoubleClick
Facebook → deterministic (people-based) → Atlas
Is not like, yet is like
John Lee, CSO (Chief Science Officer?), Merkle
Ruth Kirschner, director of platform sales, Google/DoubleClick
Erik Johnson, “head” of Atlas by Facebook
Merkle prefers Adometry
YouTube is Google
<quote>With the world’s three most popular websites (Google, Facebook and YouTube) and the world’s most popular apps (all 12 apps that have crossed the 1 billion download threshold in the Play Store come from either Google or Facebook), [John Lee of Merkle] doesn’t anticipate change until one or the other feels someone “nipping at their heels.”</quote>
Platform Creep; John Herrman; In The Awl; 2015-07-01.
Teaser: When platforms become media.
Posted in Background |
Tagged AOL, Arianna Huffington, Instagram, Kevin Systrom, Mark Zuckerberg, MSN, platisher, Snapchat, Twitter, Upworthy, Vine, WeChat, Yahoo!, YouTube