What Happens When Sharing Is Turned Off? People Don’t Dance.

One of only two photos to emerge from last night's Wilco concert, image Eric Henegen

Last night my wife and I did something quite rare – we went to a concert on a Sunday night, in San Francisco, with three other couples (Wilco, playing at The Warfield). If you don’t have kids and don’t live in the suburbs, you probably think we’re pretty lame, and I suppose compared to city dwellers, we most certainly are. But there you have it.

So why am I telling you about it? Because something odd happened at the show: Wilco enforced a “no smartphone” rule. Apparently lead singer Jeff Tweedy hates looking out at the audience and seeing folks waving lit phones back at him. Members of the Warfield staff told me they didn’t like the policy, but they enforced it  – quite strictly, I might add. It created a weird vibe – folks didn’t even take out their phones for fear they might be kicked out for taking a picture of the concert. (A couple of intrepid souls did sneak a pic in, as you can see at left…)

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The Future of War (From Jan., 1993 to the Present)

(image is a shot of my copy of the first Wired magazine, signed by our founding team)
I just read this NYT piece on the United States’ approach to unmanned warfare: Do Drones Undermine Democracy?. From it:

There is not a single new manned combat aircraft under research and development at any major Western aerospace company, and the Air Force is training more operators of unmanned aerial systems than fighter and bomber pilots combined. In 2011, unmanned systems carried out strikes from Afghanistan to Yemen. The most notable of these continuing operations is the not-so-covert war in Pakistan, where the United States has carried out more than 300 drone strikes since 2004.

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The Singularity Is Weird

http://rcm.amazon.com/e/cm?t=johnbattelles-20&o=1&p=8&l=as1&asins=0143037889&ref=tf_til&fc1=000000&IS2=1&lt1=_blank&m=amazon&lc1=0000FF&bc1=000000&bg1=FFFFFF&f=ifr

It’s been a while since I’ve posted a book review, but that doesn’t mean I’ve not been reading. I finished two tomes over the past couple weeks, Ray Kurzweil’s The Singularity Is Near, and Stephen Johnson’s Where Good Ideas Come From. I’ll focus on Kurzweil’s opus in this post.

Given what I hope to do in What We Hath Wrought, I simply had to read Singularity. I’ll admit I’ve been avoiding doing so (it’s nearly six years old now) mainly for one reason: The premise (as I understood it) kind of turns me off, and I’d heard from various folks in the industry that the book’s author was a bit, er, strident when it came to his points of view. I had read many reviews of the book (some mixed), and I figured I knew enough to get by.

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Facebook Coalition To Google: Don’t Be Evil, Focus On The User

Last week I spent an afternoon down at Facebook, as I mentioned here. While at Facebook I met with Blake Ross, Direct of Product (and well known in web circles as one of the creators of Firefox). Talk naturally turned to the implications of Google’s controversial integration of Google+ into its search results – a move that must both terrify (OMG, Google is gunning for us!) as well as delight (Holy cow, Google is breaking its core promise to its users!).

Turns out Ross had been quite busy the previous weekend, and he had a little surprise to show me. It was a simple hack, he said, some code he had thrown together in response to the whole Google+ tempest. But there was most certainly a gleam in his eye as he brought up a Chrome browser window (Google’s own product, he reminded me).

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On “The Corporation,” the Film

If you read my Predictions for 2012, you’ll recall that #6 was “The Corporation” Becomes A Central Societal Question Mark.

We aren’t very far into the year, and signs of this coming true are all around. The “Occupy” movement seems to have found a central theme to its 2012 movement around overturning “the corporation as a person,” and some legislators are supporting that concept.

We’ll see if this goes anywhere, but I wanted to note, as I didn’t fairly do in my prediction post, the role that “The Corporation”  played in my thinking. I finally watched this 2003 documentary over the holidays. Its promoters still maintain an ongoing community here, and it doesn’t take long to determine that this film has a very strong, classically liberal point of view about the role corporations play in our society.

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What Might A Facebook Search Engine Look Like?

(image) Dialing in from the department of Pure Speculation…

As we all attempt to digest the implications of last week’s Google+ integration, I’ve also be thinking about Facebook’s next moves. There’s been plenty of speculation in the past that Facebook might compete with Google directly – by creating a full web search engine. After all, with the Open Graph and in particular, all those Like buttons, Facebook is getting a pretty good proxy of pages across the web, and indexing those pages in some way might prove pretty useful.

But I don’t think Facebook will create a search engine, at least not in the way we think about search today. For “traditional” web search, Facebook can lean on its partner Microsoft, which has a very good product in Bing. I find it more interesting to think about what “search problem” Facebook might solve in the future that Google simply can’t.

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It’s Not About Search Anymore, It’s About Deals

As in, who gets the best deal, why didn’t that deal go down, how do I get a deal, what should the deal terms be?

This is of course in the air given the whole Google+ fracas, but it’s part of a larger framework I’m thinking through and hope to write about. On the issue of “deals,” however, a little sketching out loud seems worthwhile.

Go read this piece: Facebook+Spotify: An ‘Unfair, Insider, Anti-Competitive’ Relationship…

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Google Responds: No,That’s Not How Facebook Deal Went Down (Oh, And I Say: The Search Paradigm Is Broken)

(image) I’ve just been sent an official response from Google to the updated version of my story posted yesterday (Compete To Death, or Cooperate to Compete?). In that story, I reported about 2009 negotiations over incorporation of Facebook data into Google search. I quoted a source familiar with the negotiations on the Facebook side, who told me  “Senior executives at Google insisted that for technical reasons all information would need to be public and available to all,” and “The only reason Facebook has a Bing integration and not a Google integration is that Bing agreed to terms for protecting user privacy that Google would not.”

I’ve now had conversations with a source familiar with Google’s side of the story, and to say the company disagrees with how Facebook characterized the negotiations is to put it mildly. I’ve also spoken to my Facebook source, who has clarified some nuance as well. To get started, here’s the official, on the record statement, from Rachel Whetstone, SVP Global Communications and Public Affairs:

“We want to set the record straight. In 2009, we were negotiating with Facebook over access to its data, as has been reported.  To claim that the we couldn’t reach an agreement because Google wanted to make private data publicly available is simply untrue.”

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Compete To Death, or Cooperate to Compete?

(image) **Updated at 3 PM PST with more info about Facebook/Google negotiations…please read to the bottom…**

In today’s business climate, it’s not normal for corporations to cooperate with each other when it comes to sharing core assets. In fact, it’s rather unusual. Even when businesses do share, it’s usually for some ulterior motive, a laying of groundwork for future chess moves which insure eventual domination over the competition.

Such is the way of business, particularly at the highest and largest levels, such as those now inhabited by top Internet players.

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Predictions 2012 #5: A Big Year for M&A

(image) One of the things that pops out of the “Big Five” chart I just posted, at least if you stare at it a bit, are the places where each company needs to get strong, quickly. Apple is weak in social and one dimensional in ad solutions. Microsoft needs to improve its device products, build out its entertainment distribution muscle, and keep improving search share. Google wants to get better in productivity software, social, and payments. Amazon needs help in devices, social, and OS. Facebook has work to do in many areas, including devices, search, payment, and voice.

When the five largest companies in our space have a lot of needs, they tend to pull out the wallet and go shopping. Sometimes they buy their way into partnerships, but often, they simply buy.

Hence my  fifth prediction for 2012: Expect Internet M&A to heat up, big time. It’s not just going to be the Big Five who drive this trend, it’ll be a whole mess of players looking to consolidate power and press into the double-digit growth market that is the Internet (and by Internet, I also mean mobile and enterprise, of course). Yahoo’s new CEO Scott Thompson knows how to buy companies and has a data focus, for example. That could mean competition to purchase marketing, ad tech, and data companies like Blue Kai, Quantcast, or MarketShare. MediaBank is on a tear and will be on the lookout for similar kinds of companies. IBM has a deep interest in the marketing tech world, expect Big Blue to make some big moves as well. And Twitter will certainly be flexing its muscles, now that it’s bulked up with nearly a billion in fresh capital.

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