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Microsoft Got Hand(s)

msft logo.pngFrom my Friday Signal over at FM's blog:

....It’s a very big year for Microsoft, in terms of the initiatives the company is launching, in particular in the consumer space (its business/commercial space is already cranking out tons of products, but the company’s focus on consumer products has hit a tipping point). Natal, Bing (updated version is coming soon), Windows Phone 7, Office 2010, the company’s cloud initiative (which has sigificant consumer angles)…it’s quite a lot.  

...Recall three of the major trends that I predicted for 2010: One, that someone will create an open gaming platform; two, that Microsoft will take second place in search share (from Yahoo); and three, that we’ll see a major advance in the user interface of the web.

Here’s how Microsoft might address those opportunities, in order: Xbox, Bing, and Natal (not to mention Pivot and stuff like PhotoSynth). Now, imagine how these all might work together. Xbox is more than a gaming platform, it’s a major portal to social networking and engagement in the living room (there are more than 20 million users of Xbox Live, for example). Combined with Natal, you’ve got a new gestural interface to the digital world. And there is no reason why you can’t use Natal to surf the web on your TV (and, in time, your PC), given the right UI and apps. Were Microsoft to decide to open up a web-savvy API and SDK into the Xbox and let its legions of developers innovate on that interface, imagine what might occur. And, of course, Bing would be the search engine of choice for this living room environment, driving share. Sounds like a stretch? All the pieces are there. It’s now about whether the company can take many hands, and make great work. (more)

Value Above the Level of the App

....is the topic of my Thursday Signal over at the FM blog. From it:iphone-apps.jpg

....the architecture of "apps" is broken, and marketers can have a role in fixing it.

Broken? But it's just getting started, right? Well, yes - and no. Apps are great, but they lack any number of characteristics that we've come to expect from a truly "Web 2" world. First (and certainly foremost), apps are not connected, in the main, to other apps. They are single use-case driven - a fact that often makes them compelling. But however useful a focused app may be, it can only get more useful if it could communicate with other apps, the way that great web services do. After all, a core tenet of the Web 2 movement was APIs and web services. YouTube would never have become a signal service of the web without being embeddable onto blogs. And blogs would never have risen without RSS.

Second, apps, for the most part, live in "AppWorlds" that are closed and vertically integrated (at least for Facebook and Apple). That means they don't live in an open, market-driven environment, and are taxed by the owners of distribution channels even before they reach the consumer. That's not an ecosystem that will drive second and third orders of innovation.

Third, apps live in a world of clutter..... (more)

The Signal - Instrumenting Our Social Lives

From my FM column: Tuesday Signal: Get Ready for a Real Conversation About Privacy, Publicy, and Social Media

I've long said that I'm a fan of social networks and media, of course, but I've also pointed out that most of it is artless and ingenuous in comparison with the sophistication each of us has when it comes to "being social." So far, our technologies lack the instrumentation each of us employs when interacting in the simplest social situation. We have the benefit of hundreds of thousands of years of social evolution - not to mention millions of years of biological evolution. Yet as social creatures we flock to technologies that allow us to express that fundamental need, even if it fails to truly reflect our nature.
What's heartening is how our culture has begun to ask interesting questions about what this all means - for our businesses, as marketers, as citizens, and as individuals. As Danah Boyd states in her opening keynote at SXSW: "ChatRoulette may be a fad, but the idea that publicity and privacy will get mashed up in new ways will not be."
Tens of millions have flocked to ChatRoulette - and while it may well be a fad, the impulse which sent so many to "only connect" is not. Understanding who we are as private and public beings will be a fundamental component of what it means to be literate in a modern society. And marketers who make a practice of understanding this will succeed over those who do not.
I predict a punctuation mark in this conversation over the coming months, in the form of Facebook's public data firehose. Expected at their F8 developer conference this June, the Facebook firehose will allow developers to create all sorts of unexpected applications and services which leverage Facebook status updates, wall posts, and more. Twitter should get the credit for pushing this open architecture, but Facebook's implementation of it will be revelatory - and not necessarily in ways that might be positive. I predict one of the first applications created will be a site publishing Really Stupid Pictures You Probably Should Not Have Posted To Facebook, for example. Cue media frenzy and....well you get the picture.

Announcing The Fifth Annual CM Summit: Theme and Initial Lineup

summit-arrow-color-2.png(cross posted from FM blog )

I’m very excited to announce the theme and line-up for our fifth CM Summit, to be held in New York June 7-8 (it's the kickoff conference to New York's annual Internet Week).

We’ve got a lot to talk about this year - our theme is “Marketing in Real Time.”

2009 was the year the web went real time. Twitter grew five fold and became a major online player, tens of millions of us learned how to live out loud in public. Facebook responded by changing its approach to user data, making its more than 400 million user profiles publicly searchable. And Google, Microsoft, and Yahoo began integrating Facebook and Twitter’s real time signals into their search offerings, creating an ever-circulating ecosystem of conversation across the web.

2009 was also the year the web went mobile and local. The “broadband of mobile” – 3G – became ubiquitous. As Apple’s iPhone consolidated its grip on the smart phone market, Google and its partners introduced the open-platform Android, Palm introduced its Pre and Pixi, Verizon its map, and AT&T responded in force, kicking off what is sure to be a multi-year, multi-party marketing war. “There’s an app for that” became a cultural catchphrase, and even Intel prepared to become a player in the new app economy, driven by the rise of a new class of devices, including netbooks. By year’s end, Morgan Stanley analyst Mary Meeker had predicted that the mobile web will far exceed the current web in scope and opportunity.

Mobile, local, real time, social – in its second decade, the web has matured and taken a central position in our culture, one that no longer relegates the Internet to role of “other.” The web is now a part of every aspect of our lives, and as marketers, we must integrate this fact into our strategy and our execution. That means rethinking what we’ve grown accustomed to calling “traditional media” and imagining new ways to blend offline and online. It means developing the skills and practices of a publisher, and taking a platform-based approach to connecting with customers. And it means rethinking some of our “best practices” – including measurement, research, and the agency-client relationship.

So what can we learn from the past year as we enter a decade where the real time web will become ubiquitous? What worked, what failed, and why? What platforms have emerged as steady new partners? What startups are lurking in Silicon Valley’s wings, poised to once again change the game and offer new channels of communication with our customers?

At the CM Summit you’ll hear cross-platform case studies from senior marketers at brands like Starbucks, AT&T, Adobe, Paramount, and many more. You’ll meet the leaders of platform companies like Facebook, Twitter, Google, Bing, and Yahoo. And as always, you’ll discover the next wave of disruptors – companies like Foursquare, Boxee, and AdMob.

Here is the initial 2010 speaker lineup - expect more announcements in the coming weeks. Register now (while the early bird price is still in effect!), and I look forward to seeing you in New York!

Omar Hamoui – Founder & CEO AdMob

Ann Lewnes – SVP of Corporate Marketing and Communications Adobe

Chris Schembri – VP Media Services AT&T

Henry Blodget – EIC The Business Insider

Avner Ronen – CEO boxee

Ken Wirt – VP, Consumer Marketing Cisco

Deanna Brown – President and COO Federated Media

Dennis Crowley – Co-founder foursquare

Rob Norman – CEO Group M North America

Bradley Horowitz – VP, Product Marketing Google

Susan Wojcicki – VP, Product Management Google

Dennis Woodside – VP, Americas Operations Google

Arianna Huffington – Co-founder & Editor-in-chief Huffington Post

Joel Lunenfeld – CEO Moxie Interactive

Arthur Sulzberger, Jr. – Chairman The New York Times Company

Amy Powell – SVP, Interactive Marketing Paramount Pictures

Bob Lord – CEO Razorfish

Chris Bruzzo – VP- Brand, Content& Online Starbucks Coffee Company

Dick Costolo – COO Twitter

Hilary Schneider – Executive Vice President Yahoo

The CM Summit thanks its sponsors:

Premier: Adobe Diamond: American Express Platinum: Blend Interactive, Intel Gold: Dell, HP, Verizon Media Partners: IAB, Internet Week NY

PS - If you're interested, follow us on Twitter, fan us on Facebook and join our Linked In Group. We look forward to shaping this conference together.

Weds. Signal: Get Me a Mobile Strategy or You're Fired!

201003091750.jpg(Cross Posted to the FM Blog, where Signal will have a permanent home soon)

Mobile. It's on everyone's lips, but no one knows what the hell to do about it. At least, that's what I hear from every single marketer I talk to, and I've made it a point to talk to a lot of you in the past few months.

It's a source of significant frustration: Everyone's saying mobile is the next thing, but no one has a solution for how to market in the space in a way that delivers the four pillars of brand marketing: Scale, Safety, Quality, and Engagement.

Sure, you can now buy banners across ad networks in mobile, and lord knows that ability has paid off handsomely for AdMob and Quattro (acquired by Google and Apple, respectively, for very large multiples of very small revenues), but honestly, we all know that's not an endgame. More like an opening gambit in a chess match where nearly everyone feels like they're playing checkers. (Except Steve Jobs, natch. He's got it ALL figured out).

OK, forgive me the snark, but if Apple has this figured out and the rest of us are consigned to tithe at the church of iPad/iPhone, we're well and truly screwed.

Ditto for the strategy of "I'll get me a cool app", which feels about as innovative as "Get me a viral video" did back in 2007. I'm not saying having a good app isn't part of a great mobile strategy (I love what Oakley has done for surfers, for example), but one good app don't a solution make.

Earlier in the Signal, I wrote about MOLRS, my entirely non-viral and made-up acronym for Mobile Local Realtime Social. My point was this: Mobile is not a singular use case. Mobile is related to an ecosystem of local (where I am), realtime (what I'm doing right now), and social (who I'm with, who I want to tell about what I'm doing, etc.).

I sense the answer to a truly quality, scaled marketing solution in the "mobile" environment has to do with understanding this broader framework. It's a complicated landscape with way too many middlemen at the moment. But my Spidey senses are tingling, and something's about to happen, I can feel it. If only I knew what it was....

Meanwhile, here are some links to chew on, much of it MOLRS related. It's better than eating your phone. (image credit )

Internet Services: Mobile Advertising: The Hype, The Hope, And The Financial Reality (Weisel - pdf download) This is a research report sent to me by Thomas Weisel's Jordan Rohan. I'll probably get in trouble for posting it. Maybe.

Foursquare Introduces New Tools for Businesses (NYT) Analytics so businesses can figure out what they want to do with Foursquare. Smart.

Just In Time For The Location Wars, Twitter Turns On Geolocation On Its Website (TechCrunch) As I said earlier, expect Twitter and Facebook to play for the Checkin signal in the Database of Intentions.

Facebook Will Allow Users to Share Location (NYT) Hey, wait, on the SAME DAY! Seems *everyone's* MOLRS are coming in at once...

US online ad spend set to overtake print (Guardian) Well of course it is. About time.

Bingo! Microsoft's Search Numbers Keep Going Up (Paid Content) Bing gains, Yahoo! loses.

10 neglected interactive marketing best practices (iMedia)


Database of Intentions Chart - Version 2, Updated for Commerce

There are many, many signals in the Database of Intentions, as my readers have pointed out, but the one I feel compelled to add to the chart I created Friday is the Commerce signal. This signal emerged before search, really, and has remained a constant, though honestly it has yet to become a signal that others can truly leverage into an open ecosystem (unlike the signal of search, or status update, or the social graph). I expect that to change, and shortly. So here you go, an updated version of the chart, for the record. I expect this chart may well evolve into a pretty complicated ecosystem in its own right, over time....

  DBoI v 2 3.07.10.png

The Database of Intentions Is Far Larger Than I Thought

Screen shot 2010-03-05 at 9.01.41 AM.pngWay back in November of 2003, when I was a much younger man and the world had yet to fall head over heels in love with Google, I wrote a post called The Database of Intentions. It was an attempt to explain a one-off reference in an earlier post - but not much earlier, as the "DBoI" post, as I call it, was just the sixty-third post of my then-early blogging career. (This is the 5,142nd, by comparison...)

I had, in fact, been ruminating on this concept for over a year, driven by an Holy Sh*t moment in late 2001 when Google introduced its first ever Zeitgeist round up of trending search terms. Scanning the lists of rising and declining terms, I realized that Google - not to mention every other search engine, ISP, and most likely every government - had in their grasp a datastream that, were they to just pay attention, could quite possibly be the most potent signal of human intentions in the history of the world.

Zeitgeist, it struck me, was proof that Google was indeed paying attention. I went on to write The Search, and Google went on to become, well, Google. My study of Google also led me to start Web 2, with Tim O'Reilly, and Federated Media, which I positioned as a media company that leveraged the impact of The Database of Intentions.

But over the past few years, as I've labored in the fields of digital media and marketing - mostly through my work at FM - I've come to revise my concept of what The Database of Intentions truly is. In my initial description, I limited the concept to web search and web search alone:

The Database of Intentions is simply this: The aggregate results of every search ever entered, every result list ever tendered, and every path taken as a result.

At the time, that certainly seemed like a big enough idea. No such artifact had ever existed, and its implications were massive. In my 2003 post, I continued:

This information represents, in aggregate form, a place holder for the intentions of humankind - a massive database of desires, needs, wants, and likes that can be discovered, supoenaed, archived, tracked, and exploited to all sorts of ends. Such a beast has never before existed in the history of culture, but is almost guaranteed to grow exponentially from this day forward. This artifact can tell us extraordinary things about who we are and what we want as a culture. And it has the potential to be abused in equally extraordinary fashion.

Search was a pristine signal, an eruption of oxygen in the anoxic ocean of the early web, and an entire ecosystem grew in its bloom. The first implication was already manifest: Google had launched AdWords and AdSense, Overture (later to become Yahoo Search Marketing) was thriving, and a burgeoning paid search ecosystem was in the early stages of becoming a multi-billion commercial expression of the Database of Intention's power.

But as anyone who's been reading this site already knows, web search as a pure signal has been attenuating of late - overwhelmed by the sheer magnitude of data on the web, for one, and secondly by our own increasingly complicated expectations.

Nature abhors a vacuum, and so does the Internet. In the past year I've come to the conclusion that "web search" was just the first of many fields in the Database of Intentions. For those of you who are not database geeks, and to further pad the metaphor, a field in a database is colloquially defined as a specific type of information in that database. Sets of fields are called records, and sets of records make up the database.

My mistake in 2003 was to assume that the entire Database of Intentions was created through our interactions with traditional web search. I no longer believe this to be true. In the past five or so years, we've seen "eruptions" of entirely new fields, each of which, I believe, represent equally powerful signals - oxygen flows around which massive ecosystems are already developing. In fact, the interplay of all of these signals (plus future ones) represents no less than the sum of our economic and cultural potential.

By now you've probably already guessed what these new signals might be. I've made a rudimentary chart, but to narrate:

(NB: i've updated the chart here with a field for commerce...)

Fields in the DBoI 3.2010.png

The first signal, of course, was The Query. A query was a declaration of a very particular intent: What I Want from the web. Sure, it has many permutations - navigation, commerce, informational, etc. etc., but in essence, the goal was to find something you wanted. Hence the name search, after all.  

The next signal to emerge is The Social Graph. With this signal we've declared not only Who We Are, we've also declared Who We Know. Both are powerful intent-driven declarations, and both have deep interplays with search. By manifesting who we are and who we know, we can find and be found by others.

The third signal emerged almost simultaneously with The Social Graph - The Status Update. This is a personal declaration of what we deem important, noteworthy, shareable: What's on our minds, what's happening, what's worthy. Again, a powerful search signal, in particular in real time.

The latest signal is The Check-in - or Where I Am. This is a crowning declaration of intent, in a fashion, because it connects the physical to the virtual, securing the Database of Intentions to the terra firma of the Real World. As with the other three fields, the check-in - which I expect will soon become automatic via our mobile devices - is a vastly powerful signal of intent: "I am here. So what you got for me?"

Taken together (and honestly, there's really no other way to think about it, to my mind), these signals form a Database of Intentions that is magnitudes of order larger, more complex, and more powerful than my original concept back in 2003. And while the current players in each category are clear, what's also clear is that the battle is on to control each of these critical signals. Google, if you include its Local services, already plays in all of them, and I expect Microsoft will as well. Facebook may never play in "The Query," nor will Twitter, but expect both to play in The Check-in, and soon. The newcomers? Well, most of us expect them to be acquired. Then again, that's what we thought of Google in 2000, and Facebook in 2005. Why should Foursquare in 2010 be any different?

All of this begs a new definition of Search. I've often said that Search should not be defined by web search, but rather, by what a search is in the abstract. To my mind, each tweet or status update is a search query of sorts, as is each check-in and even each connection in the social graph. A more catholic definition of search would allow for a reconciliation of all these fields in the Database of Intentions. Regardless, it's ever more obvious that while "traditional search" is reaching a plateau of sorts, at least in regards to how we understand its potential, when you add the new signals of social, status update, and check-in, we're still in the very early stages of a distinctly punctuated phase of the Internet's evolution.

I'm on the lookout for new Signals. I'm quite certain we're not nearly finished creating them.

-------

NB: As a creator and publisher of media, one very strong conclusion can be drawn from all of this. If you're not viewing your job to be a curator, clarifier, interpreter, and amplifier of the Database of Intentions, you're soon going to be out of business. The Database of Intentions is the fuel that drives media platforms, and as I've argued elsewhere, every business is now a media business.

NBB: My thanks to the folks at Adobe and Omniture for the forcing mechanism of my keynote earlier this week, where I first organized the thinking above.

Thursday Signal: Google's AdSense Cookie - The Untold Story

susan.jpgToday in Signal we take a walk down memory lane, of sorts, because sometimes such a journey helps us prepare for what lies in the path ahead.  

Early last week I ran into Susan Wojcicki, VP of Product Management for Google. Now, Susan is more than just another Google VP, she's also on Google's operating committee. Oh, and the person in whose garage Google was founded, not to mention Sergey's sister in law. If Google were a family, Susan would be something of a matriarch.

Susan had just gotten off stage at the annual IAB conference, and I caught up with her as we were both leaving. We got to talking about all things AdSense, and I mentioned a story I had heard recently - without divulging my source, the story went that some at Google believed AdSense had been rolled out too early, before it was ready for primetime.

Now, nothing will provoke the ire of a product person more than a charge such as that, and I'll admit my own ignorance of this fact even as I spoke. Susan disputed my story, and then responded that if Google was too late on anything, it was putting a cookie into AdSense. "We didn't do that until late 2008!" she reminded me - and did so only as part of integrating DoubleClick into the Google Content Network. And the company didn't really commercialize that cookie until March of last year, when it implemented the Ads Preferences Manager, a sets of controls that I noted at the time was industry leading (and I've been a pretty harsh critic in this area, as you may recall.)

All this stopped me short. Somehow I missed this story - I just assumed that AdSense dropped a cookie on all of us, and had done so since the service was launched back in 2001. After all, Google has been Keeblering the web for as long as I could remember, as a fair share of critics had already pointed out. I figured AdSense was just integrated into the master Google cookie - one Oreo to rule them all, right?

Wrong. Turns out, there was quite an internal debate within Google about whether adding a cookie to AdSense constituted a breach of consumer privacy. Early on, a decision was taken that it might, and for years, AdSense had no cookie at all. This severely limited AdSense's ability to create competitive marketing products - putting Google years behind other ad networks in the race to provide behavioral and interest-driven audience segments to its customers. (One could even argue that early decision augured the acquisition of DoubleClick itself, but that's pure speculation.) I mentioned to Susan that given all the scrutiny it recieves, Google probably doesn't get enough credit for demonstrating such sensitivity. She concurred.

But the story tugged at me. Here was another historical anecdote about Google, oft the subject of privacy ridicule, once again struggling with a question that, to be honest, just about every other company on the web had already settled (and yes, my company FM also sets cookies.) I then pinged Google PR to get a bit more background. From a spokesperson's response:

We didn't launch this service until we had developed the Ads Preferences Manager, which allows users to view and edit the interest categories we use. We also developed browser plug-ins (link) to make the opt-out from the cookie persistent. Today, each week tens of thousands of users visit the Ads Preferences Manager. For every person who decides to opt out, 4 people edit their preferences and 10 do nothing.

Why do I tell this story? Well, for once, I just wanted a record of it somewhere, so I could point to it as I report on other privacy and marketing data related issues. And secondly, as a reminder of what's at stake as we, as an industry, begin what is certain to be a very long dialog with Washington and others about the role of data in marketing. Google delayed implementing industry standard technology for years because it feared a backlash amongst consumers, a backlash that never came. And it's important to think about why. To my mind one reason is the Ad Preferences Manager. It's not perfect, but it's an important start, one that others (like Facebook) have come to mimic. The more our industry acknowledges that instrumenting consumer controls - what I have called the Data Bill of Rights - is critical to the success of their platforms, the easier our dialog with government will be.

Keep this in mind if you're a regular reader of this site. Remember the Database of Intentions, my first "meaty" post back in 2003? I'll be updating it soon, and the issue of rights to that data has never been more important.

Onwards to today's linkable bits:

Sorrell questions rush to social media (FT via IWantMedia)

Google Responds To Privacy Concerns With Unsettlingly Specific Apology (The Onion) Just kind of funny, in an unfair but to be expected way.

Sony Readies Gadgets to Rival Apple (WSJ) Oh God, please, please Sony. Please do this right. Please make it an open system, not vertically integrated? Pretty please? With sugar on top?

The Internet of Things (McKinsey) Watch this space.

Turn your skin into a touch screen (Conrad Lisco) Watch this and then ask yourself, are we really going to be tapping into iPhones in ten years? Didn't think so.

Facebook and Twitter Access via Mobile Browser Grows by Triple-Digits in the Past Year (Comscore) More proof of the undeniably obvious link between Mobile and Social (oh and Local and Realtime...yeah, MOLRS, baby.)

It's Twitter!!!!!!!! (Yahoo + Twitter)

Just got word of this deal, news of it around the blogosphere:

Yahoo is announcing a partnership with Twitter on Wednesday that will bring the services of both companies closer together. Under the partnership, Yahoo users will be able to read their personal Twitter feeds on several Yahoo sites, including the company’s home page, Yahoo Mail and Yahoo Sports. Yahoo users will also be able to directly update their Twitter status from Yahoo and easily share content that they see there with their Twitter followers. Yahoo will also begin including real-time Twitter content on a variety of its sites.

So, Yahoo's answer to Buzz? (Irony alert).

Twitter Stats: This Is (The Start) Of What We Wanted

201002221415.jpg

Twitter just posted a shot across the bow of those who claim the service is not growing anymore. Measuring tweets per day, the post gives us a glimpse into the growth of the service.

Er....up and to the right. From the post: "Tweet deliveries are a much higher number because once created, tweets must be delivered to multiple followers. Then there's search and so many other ways to measure and understand growth across this information network. Tweets per day is just one number to think about. We'll make time to share more information so please stay tuned.."

It's good to see this from Twitter, and I'm looking forward to more. For my thoughts on what more might be, see my post from last week Friday Signal: What Marketers Want from Twitter Metrics.