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Seesaw - the value's in the technology...

So Arqiva has decided to sell off its popular but clearly unprofitable Seesaw venture. Seesaw, it seems, has struggled in a market in which much of the catch up content that users value most is offered for free on top-drawer technology platforms like the BBC's iPlayer. The latter must rank as one of the BBC's biggest successes - astronomical cost aside, it has created an incredibly rich online TV ecosystem for UK consumers. Comparing it to Hulu, the darling of US TV consumers is like comparing a Ford Model T to a Porsche 911 - Hulu is quaint and functional but hardly a cutting edge product from an experience perspective (and yes, I know, the 911 has evolved since the 60's, which is partly the point ;) ). Where does this leave Seesaw then? It shouldn't be forgotten in all this that Seesaw rose from the considerable ashes of the ill-fated Kangaroo joint venture. It is, therefore, based on the iPlayer technology stack. Considering the technological superiority of the iPl...

Google Translate

Short on updates at the moment because of a project in Norway, so just a quick one about the capabilities of the amazing Google Translate. It's frankly a tribute to the ingenuity of their developers and the community of linguists on the Web who've contributed, that Translate has developed from a fairly rudimentary dictionary to a functional, easy to understand translation tool. Frankly, anything that can make a Norwegian treatise on mobile network architecture readable is an achievement! Hopefully the next step is voice recognition - that really would be something!

WebOS - the other OS

On the day that Nokia and MS announced their tie up, HP also released their latest set of Web OS devices. Yes, Web OS. The OS2 Warp of the 2010s. Even the intro video is frankly a bit embarassing - for starters, Todd Bradley appears to be the only person in the audience clapping when he arrives. Anyway, if you haven't got two hours to listen, here's some highlights: The aim Leverage the capabilities of HP to create a step change in mobile computing similar in scale to the introduction of the HP35 calculator (wasn't that the iPhone?) First OS designed from scratch to fully embrace the Internet (and the need for that is...) The market Most people have multiple devices and they consume a lot of web based content No one has developed a solution that works consistently across those devices (Android?) WebOS is a unique technology leveraged across a range of (HP) devices Technology The "Synergy" feature merges information from cloud and brings it onto devices in an inte...

BSkyB buying The Cloud

Intriguing story in the Sunday Times business section this weekend about BSkyB buying The Cloud . Sky is already a major player in UK broadband through its LLU-supplied double play, but the addition of The Cloud's national urban network of Wi-Fi hotspots gives it an intriguing mobile play. Two thoughts come to mind: 1. This is a simple hedge against future charges levied by mobile operators for streaming mobile video 2. This is Sky testing the waters for a future move into mobile telephony. Digital Dividend spectrum will be auctioned in the UK in 2012 and Wi-Fi networks play an increasingly important role in the economics of MNOs Sky announce their results on Thursday, so confirmation of the deal will probably occur then - if it does then this marks the first major move of what promises to be a fascinating year for TMT in the UK.

Machine 1 0 Humanity in Jeopardy!

I know it isn't machine learning in any real sense, but I'm very much looking forward to IBM's Watson taking on the human masters of Jeopardy! next month. Semi-smart machines like Watson will revolutionise call centre systems over the next decade, improving front line customer service across all platforms and reducing the Developed world's dependence on outsourcing... not to mention being a whizz at punning!

Facebook valuation/ IPO - too much hype, not enough cash?

There's alot of press about the $50B value that private trading has put on Facebook. I have a couple of thoughts on it, which are begining to crystalise in a view that the valuation is inflated by 2000-esque dotcom hype. Firstly, the small portions of Facebook being sold off to Goldman Sachs et al are not based on efficient market prices - instead, they are based on the buyers' desire to own the in-thing before they miss out. Now, I can understand entirely that no one wants to miss out on the next Google (market cap currently hovering just under $200B), but I can't help but think that Facebook is an entirely different animal. The great thing about Google is that it appeals to everyone. At its heart it's very simple - a clean, simple and accurate search engine. So consumers love it and use it in huge volumes, increasingly as a landing page into the web (a significant proportion of queries are now web addresses, sans "www."). Therefore advertisers love it and Go...

A thought about how HMV can turn around its fortunes and a little bit about Microsoft

I've been trying to get my head around the news that HMV are struggling - closing 10% of their stores in order to avoid breaking their debt covenants. It's not news that the shift to digital and increasing popularity of Play and Amazon hurt the traditional retail model, however I can't really understand how it can drive a retailer like HMV - a near-monopoly player on the highstreet to the verge of bankrupcy. I think the fundamental issue is that the core HMV stores provide a commodity retail experience - pile-em high and sell-em... not cheap enough. I don't buy CDs and games from HMV anymore, because the experience is so horrible - I'd rather get them from Amazon in bulk. Contrast this with Waterstones (also owned by HMV). Much to my surprise, I've started buying my books there again after nearly a decade of Amazon. Why? Because Waterstones stores provide a personal recommendation service instore, whether through the little cards they place on the shelf-ends or ...