Tuesday, May 09, 2006
Rubicon Consulting Spark
I went to a networking dinner called 'Spark' hosted by Rubicon Consulting at Zibibbo's in Palo Alto.
Here, I am with a bunch of Apple alumni and others. Apple is like the Bhagvad Gita. It has had everything you can think of - for about 20 years. Most of the people here are Marketing folks.
Michael Mace, ex-Palm Chief Competitive Officer: Web 2.0 is like the Steel mini-mills example of Clay Christensen.
Mace: Microsoft is obsessed with advertising. Can you bite its business?
Question: Is this mosquitoes vs dinosaurs or mammals vs dinosaurs?
Nilofer: Let developers build your ecosystem.
McKinsey: 93% of IT budgets are precommitted to maintenance.
Mace: Mobile is closed. Carriers control marketing. OS market is fragmented. Java app writers for phones spend 70% of time customizing apps for mobile.
Mace: Watch mobile carefully. Look for opportunities in Wi-Fi and other unregulated (non-carrier) markets. RIM worked on BellSouth's fringe network. Create pull. Watch mobile platforms. Linux on mobile is highly customized.
Mace: T-Mobile insisting on WiFi-cellular phones.
EV-DO is great and game-changing.
Nilofer: Different types of ads based on your role as a buyer, seller of beer etc.
Web 2.0: Peers, endorsements etc is the only thing that matters. 70% of ads on top and side are never viewed. Rankings, top contributions...
Interesting company: Notovo
Link
Here, I am with a bunch of Apple alumni and others. Apple is like the Bhagvad Gita. It has had everything you can think of - for about 20 years. Most of the people here are Marketing folks.
Michael Mace, ex-Palm Chief Competitive Officer: Web 2.0 is like the Steel mini-mills example of Clay Christensen.
Mace: Microsoft is obsessed with advertising. Can you bite its business?
Question: Is this mosquitoes vs dinosaurs or mammals vs dinosaurs?
Nilofer: Let developers build your ecosystem.
McKinsey: 93% of IT budgets are precommitted to maintenance.
Mace: Mobile is closed. Carriers control marketing. OS market is fragmented. Java app writers for phones spend 70% of time customizing apps for mobile.
Mace: Watch mobile carefully. Look for opportunities in Wi-Fi and other unregulated (non-carrier) markets. RIM worked on BellSouth's fringe network. Create pull. Watch mobile platforms. Linux on mobile is highly customized.
Mace: T-Mobile insisting on WiFi-cellular phones.
EV-DO is great and game-changing.
Nilofer: Different types of ads based on your role as a buyer, seller of beer etc.
Web 2.0: Peers, endorsements etc is the only thing that matters. 70% of ads on top and side are never viewed. Rankings, top contributions...
Interesting company: Notovo
Link