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Getting ready for a crazy week May 31, 2008

Posted by chetan in : US Wireless Market , add a comment

I have been traveling quite a bit this year but next week is going to be busier than normal. Will change time zones 5 times in 6 days - a test in jet lag recovery. It is going to be crazy but really great.

Here we go ..

MoMo Amsterdam Live May 29, 2008

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MoMo Amsterdam will be streaming our event live on June 2nd from 16:00 to 19:00 hrs local time. If you are up and around, check it out.

Or you can see it live here.

Here is the program

Theme: Marketing & Advertising
Location: Rode hoed, Keizersgracht 102 Amsterdam (map)
Date: Jun 2nd 2008
Time: 15:00 till 19:00 (ex ‘borrel’)

BEFORE THE EVENT


We do our utmost best to make the event a most pleasurable and inspiring experience for you. We arrange speakers and make sure all your needs will are fulfilled at the event. One of the things we expect you to do is to complete your profile at the mobile event center (m.mobilemonday.nl/center). By filling out your profile we can send you your ticket via SMS on the day of the event, and we can print out your personal name badge. Did you already complete your profile? If not, do so now!

PROGRAM


15.00 Doors open

16.00 Opening - Maarten Lens-FitzGerald / Raimo van der Klein (English/Dutch)
16.10 Open Mobiel Internet - Paul Brackel (Dutch)
16.20 Case: Randstad - Mobile Advertising Pilot - Christianne van den Dungen (Dutch)
16.25 Case: Mobillion - Mobile Marketing case - Marc Schoutens (Dutch)
16.30 Case: IceMobile - Samsung Soul introduction - Ralph Cohen (Dutch)
16.35 Demo: Skuair - Daem Interactive - Ignacio Mondine (English)
16.45 Mobile Advertising: creating a new world - Ben van der Burg (Dutch)

17.10 Break

17.30 Mobile Advertising: Relevance & engagement, not frequency & range - Antti Öhrling (English)
17.50 Mobile Advertising facts & figures - Russell Buckley (English)
18.10 From Buzz to Biz - Chetan Sharma (English)
18.30 VRM - Doc Searls (English)

19.00 Borrel

Energy Debate Follow-up

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On reading my FiRe summary report, my colleague at SignalLake - Bart Stuck pointed me to two blog entries worth reading

http://www.theoildrum.com/story/2006/7/24/202222/351 and

this one about Bart’s classmate - Bob Metcalfe’s presentation at Telecosm 2008 - http://the.inevitable.org/anism/tag/bob-metcalfe

I should also mention that there was quite a bit of discussion on Solar Energy at the FiRe conference and some believed that Solar will be the dominant source within 20-30 years. I need to educate myself more to opine on the issue.

Future in Review (FiRe) 2008 Recap

Posted by chetan in : 3G, AORTA, Intellectual Property, Mobile Ecosystem, US Wireless Market, Wireless Value Chain, Worldwide Wireless Market , 3 comments

It is not every day that you get to hang out with Noble prize winners, top climatologists, renowned science fiction authors, CTOs of Fortune 100 companies, top researchers in medicine, broadband, environment, and fuels, #1 VC on the planet, friend of every Chinese leader since Mao, and more – and all within 48 hours. Well, Future in Review (FiRe) conference last week in San Diego provided such a thrill.

image

FiRe is organized by Mark Anderson, CEO of Strategic News Service (SNS). Mark has this uncanny ability to consider economic, technology, financial, political, and global trends to multiangulate and come up with some specific and accurate predictions for the IT and telecom markets. His highly acclaimed newsletter is read by who’s who in the industry.

FiRe 083 With Mark Anderson

The setting for the conference was at the beautiful Del Coronado in San Diego (everything was great except the cellular signals, where are the five bars when you need them). This note summarizes the views gathered at the event.

The event started with a keynote on Energy from Vinod Khosla and I was blown away by his grasp on the issues and analysis in depth of the energy industry – now and 30 years from now. He had already proved his mettle in the high-tech industry, by having such a command on another critical sector is truly amazing. His analysis is based on solid facts and economics. He rightly suggested that the energy solutions that don’t take into account the economics that will enable India and China to adopt such solutions will not work long-term. For example, hybrids are both expensive as well as emit more carbon, a non-starter in the developing world. It wasn’t until Vinod took a stand and started investing in energy that investing in “Green” became fashionable. His leadership and work is going to have a real material impact on the energy crisis.

The next three days were a collection of rapid fire engaging sessions from 8 to 5. Guests were noble laureates, scientists, and influencers from their respective fields. These are the doers in the industry who make this happen. It was a treat to watch BBC World News Service’s Stephen Evans host four “hotspot” sessions where he threw questions at technologists talking about things to come. My favorites: Jim Marggraff’s Livescribe pen that recognizes handwriting, records and synchronizes voice with handwriting and oh yes, translates into different languages including Chinese and Arabic; and the discussion Donald Jones of Qualcomm had about disposable Band-Aid sensors that record vital signs and use phones to transmit data (yes! wireless band-aids coming on a body near you).

 With Hugh and Gary (Source: Tom Krazit/CNET News.com)

I had the privilege of hosting and moderating a session on “Future of Wireless: From Mobile Advertising to Mobile Payments.” The distinguished panelists included Hugh Bradlow, CTO, Telstra, Gary Roshak, VP - Advertising, Yahoo!, Jonathan Bulkeley, CEO, Scanbuy, and Rajeev Chand, Managing Director, Rutberg. We covered a number of important issues. Rajeev suggested that the tremendous amount of traffic being generated on mobile social networking sites and the movement of eyeballs from online to mobile suggests that mobile web is here to stay. Jonathan who spent the nineties with AOL recounted how the mobile industry exactly feels like the AOL days and the advertising and commerce market in mobile is going to be enormous. Gary who has been active in the mobile data industry for almost two decades said that after due consideration, his team at Yahoo! came to the realization that Open is the only viable business model in mobile. Hugh who has a keen pulse on the market said that operators can increase their value in the ecosystem by providing context-rich personalized content and services however the handset fragmentation could hold back all the progress. (CNET coverage of our panel here)

James McCarthy, a leader of the 2007 noble prize winner intergovernmental panel on climate change (IPCC) and Richard Carson, Professor at UC – San Diego elucidated the perils of the rising temperatures and CO2 levels and dangers of doing nothing. Politicians who used to run away from the climate change discussion like one would from a plague are trampling over each other in declaring themselves “green.” The awareness is there but the solutions and policies being developed are not in sync with the rate of damage.

William Haseltine, founder of Human Genome Sciences talked about how Indian healthcare system is using technology (including GPS and mobile) to improve delivery of healthcare and as they are mastering the process are turning their learnings and infrastructure into a global business by providing similar services to overseas markets. He estimates if similar procedures and processes were implemented in California, the state would save enormous sums of monies.

A unique feature of the conference was its “CTO challenge” where a group of technologists from HP, Symantec, Calit2, Microsoft, Avanade, and others collaborated to solve the real-life problem given to them within 72 hours. The topic was “How to build solutions to tackle wild fires?” (The Santa Ana winds in San Diego are notorious for inflicting havoc on the neighborhood every year) The team took input from the executives from the San Diego fire department and came up with a well-thought-out plan and solution. The resulting proposal and recommendations will be available on the FiRe website. Emergency response is a problem not only in the developing countries but also in the developed nations. Technologies and systems are not integrated and by the time people try to figure out what to do, valuable lives and property are lost – which is a shame.

Sidney Rittenberg has known every Chinese leader of his generation including Mao, Deng Xiaoping, current president and premier. His perspective on China and how the western world views China was quite interesting especially in light of the recent unrest in Tibet.

FiRe 069 A journey through space at Calit2

FiRe 027 Video Conferencing with profs at University of Melbourne. Yes, this is a ginormous screen.

FiRe 045 Virtual Mars tour. Next best thing to being there.

One of the much anticipated event was a visit to the California Institute for Telecommunications and Information Technology at UC-San Diego hosted by Larry Smarr, Director at the institute. By the time we were done with the engaging tour, our definitions of what “broadband” is and what it can do, changed dramatically, and yes, we all wanted those fat pipes and big screens at our homes. Under Larry’s leadership, UCSD has created a 10Gbps network with leading universities around the world from Amsterdam to Melbourne to Mumbai to Tokyo. The fat pipes enable live collaboration amongst academics and scientists. Imagine a cinema screen with Ultra-HD resolution. The resolution is so clear that you can follow the minutest flicker of candles on the screen, hear the faintest beats in a symphony. Other applications – well, how about looking at the images from Mars Rover in a 180 degree panorama that makes you feel you were right there or a journey into the universe so intense and so (sur)real that will make any sci-fi movie director go wow! Or zoom into an enzyme or my favorite - zoom into a Leonardo da Vinci masterpiece to discover that there are more images and faces beneath what meets the eye and adds a zing to art forensics. The enormous amount of data that can be transferred and processed leads to many interesting applications beyond cool toys in a lab. Curtis Wong of Microsoft gave a cool demo on the big screen of the recently launched Worldwide Telescope. For the skeptics who say “who needs more bandwidth?” – baby! You ain’t seen nothin’ yet.

One of the things that impressed me about the conference was the eagerness of participants to engage and help out. Unlike other events where keynotes and speakers are whisked away right after their talks, at FiRe, one was able to discuss and question the participants making each conversation at the table worthwhile. One of them went out of his way to help me out on a couple of questions I had.

FiRe 095 With Sally Anderson, Bruce Sterling

Bruce Sterling, the renowned science fiction author gave “scenario development” a new meaning. The novelist who lives in three countries, has a penchant for Bollywood movies, is just a great guy to talk to, envisions that the climate change issue in 30 years will be like what nuclear issue is now – go in the background. Btw, he was writing about current climate crises almost 30 years ago. His new novel on Ubiquitous Computing is coming out soon.

There is some interesting research going on in the area of battery technology. UC Berkeley and Stanford are duking it out. Prof Nitash Balsara at Berkeley and Prof. Yi Cui at Stanford are both looking at different compounds as electrolytes. Both are aiming to improve longetivity by 50-100% while keeping the rest of the parameters same, and yes by reducing carbon. It will be interesting to track their progress.

“Sustainability” is the new arrow in the strategy quiver. By making your products more “environment friendly,” one can not only do the earth a little good but make some bucks along the way. Prith Banerjee, SVP, HP discussed how sustainability is one of the core components of their product development strategy going forward.

FiRe 099 Dr. Lee Hartwell

Larry Brilliant – the man who on the encouragement from his guru in India helped eradicate smallpox and has had a profound impact on the response to infectious diseases around the world. He is now executive director at Google.org. Larry talked about the need to coordinate efforts in collecting data so we understand the emergence of diseases – a point also echoed by Lee Hartwell, 2001 Noble Prize winner in Medicine. Instead of resorting to “faith” based medicine, he is pushing for “evidence” based science where you collect data at each (micro) step (marker) to see how patients are responding to drugs but getting funding for basic research continues to be a problem (however, several charitable organizations have been stepping in lately).

FiRe won’t be complete without some predictions. Here is one for you. Mark predicted that if Sen. John McCain wins the upcoming election, the price of Oil will be at $125/barrel and if Sen. Barack Obama (I know Sen. Clinton is still in the race) wins, the price will be coming down to $95/barrel.

The breadth of topics was truly amazing – from environment to climate change to quantum computing to wildfires to healthcare to cancer research to battery research to science fiction to economic affairs to globalization, each conversation added to your thinking and worldview.

It was a different kind of conference. Something that will get your neurons fired up. Don’t believe me, the registration for 2009 is open now.

Comscore acquires MMetrics May 28, 2008

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what took so long?

NY Times: The Guessing Game Has Begun on the Next iPhone

Posted by chetan in : 3G, Carriers, Mobile Advertising, Mobile Applications, US Wireless Market, Worldwide Wireless Market , add a comment

John Markoff of NY Times interviewed me for this piece. It will appear in tomorrow’s newspaper.

http://www.nytimes.com/2008/05/28/technology/28apple.html

The Guessing Game Has Begun on the Next iPhone

By JOHN MARKOFF

SAN FRANCISCO — Can Steven P. Jobs top the iPhone … with another iPhone?

Last June, Mr. Jobs began selling what has become one of the most talked-about consumer products in history. Now he faces a new challenge as Apple prepares to introduce an updated version of the phone next month.

After almost a year of strong sales that have made it one of the dominant smartphones in the United States, the iPhone has settled down to a less-than-spectacular pace: roughly 600,000 units a month, according to the company.

Apple, based in Cupertino, Calif., had shipped about 5.5 million phones by the end of March, the most recent figures it has released. It sold just 1.7 million phones in the first three months of this year, meaning it must sell more than 8 million phones to reach Mr. Jobs’s publicly stated goal of selling 10 million iPhones in 2008.

“They’re going to have a difficult time” hitting that number, said Edward Snyder, an analyst at Charter Equity Research. He said that Nokia, the world’s largest maker of cellphones, sells more phones every week than Apple has sold since the iPhone’s introduction.

So what could Apple’s impresario have up his sleeve to pick up the pace — and to keep the second-generation iPhone from being a letdown?

Although the company will not publicly confirm the arrival of a second iPhone, Apple watchers have concluded that a new version will be introduced June 9, the opening day of Apple’s Worldwide Developers Conference.

Apparently in preparation for the event, stocks of the existing iPhone have been dwindling in the last month.

Although AT&T stores still have phones in stock, according to a company spokesman, the supply has largely dried up in Apple’s retail outlets, and the phones are no longer available through the company’s online store.

Apple may be trying to avoid the anger it faced last September when it cut the iPhone’s price by $200 just two months after it went on sale, making early buyers feel cheated. Mr. Jobs offered those customers a $100 store credit.

Cutting down on supply means fewer angry buyers when their new phone is suddenly obsolete.

“You can say what you want about Steve Jobs, but he’s learning from his mistakes,” said Roger Entner, a senior vice president at IAG Nielsen, a market research firm. “They are cleaning out the supply channel.”

Even as supplies shrink, Apple has been signing a series of deals with cellphone network providers around the world. On Tuesday the cellular operator TeliaSonera said it would offer the iPhone in seven countries, including Sweden, Norway and Denmark.

The only major countries without an iPhone distribution agreement are Japan, Russia and China.

Meanwhile the Apple rumor mill has wound up to a fever pitch in recent weeks with speculation about the new phone’s features.

One Web site that tracks imports even decided that shipping manifests indicated that the company had already brought millions of iPhones into the country in dozens of seaborne shipping containers. Industry executives, however, said this would be an odd move for Apple, which in the past has introduced products by air — shipping the first batch at the last moment.

Both Mr. Jobs and Randall L. Stephenson, the chief executive of Apple’s partner AT&T, have promised a new iPhone model this year that would run on a high-speed wireless data network. AT&T is building such a network, which uses technology known as 3G and is intended to support a range of new applications, including mobile digital video. The company said last week that the network would be largely finished by the end of June.

But analysts say faster downloads may not be enough to touch off a new wave of consumer interest in the iPhone.

“Subscribers don’t care what the radio interface of their cellular phone is,” Mr. Snyder said.

If he is to rekindle the excitement that greeted the iPhone’s introduction, Mr. Jobs is likely to need something else. So far, he has been successful in hiding any surprise features from the dozens of Web sites and bloggers that track the company’s new products.

There has been speculation about a higher-resolution camera, possible support for digital video recording, a slightly bulkier and more curved case, and the addition of a global positioning system receiver that would allow new Web services tied to a person’s location.

Mr. Jobs is certain to make much of the availability of many new iPhone programs that Apple will begin selling through its iTunes store in the coming months. He could also accelerate sales by cutting the phone’s price or letting operators offer subsidies, as they do with many other phones. In the United States the phone now costs $399 or $499 depending on the amount of memory.

Bells and whistles aside, the new phone may have a few new shortcomings as well. Company executives have acknowledged that the new 3G networks will be a challenge for its engineers, because using them burns up more battery power compared with the slower Edge networks used by current iPhones.

IPhone users have turned out to be prodigious consumers of wireless data. For example, the iPhone customers of T-Mobile, the German cellular operator, consume 30 times more data than its other wireless customers, according to Chetan Sharma, an independent wireless industry analyst.

Mr. Sharma estimates that iPhone users in the United States consume two and a half to three times more data than users of other cellphones. Faster networks could widen that gap and further extend the iPhone’s influence in the telecommunications world.

“IPhone is not only having an impact on data revenues,” he said, “but also on device design, mobile advertising road maps, and applications and services that are being contemplated for the future.”

MoMo Amstersdam May 27, 2008

Posted by chetan in : Mobile Advertising, Speaking Engagements , 3 comments

Heading to Amsterdam this coming weekend to present at Mobile Monday on Jun 2nd. The topic is Mobile Marketing and Advertising.

Speakers include:

  • Paul Brackel (LinkedIn) - Open Mobiel Internet Initiatief
  • Russell Buckley ( LinkedIn) - AdMob and Mobhappy
  • Ben van der Burg (LinkedIn) - WebAds, Wikipedia
  • Ralph Cohen (LinkedIn) - Ice Mobile
  • Christianne van den Dungen (LinkedIn) - Randstad
  • Ignacio Mondine (LinkedIn) - Daem Interactive and Skuair
  • Antti Öhrling (LinkedIn) - Blyk, website, blog
  • Marc Schoutens (LinkedIn) - Mobillion
  • Chetan Sharma (LinkedIn) - (company, blog, book)
  • Doc Searls - Harvard Berkman center - Fellow at with Berkman Center for Internet and Society at Harvard University
  • Incredible Conference May 23, 2008

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    Future in Review was by far the best conference/event I have ever attended. Besides meeting incredible people who are legends, the breadth of content was just mind-blowing - from global warming to environment to health care to emergency response to quantum computing to cancer research to wireless, it was just a great experience. Thanks Mark and team for putting a great show.

    Tohato’s mobile campaign

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    Our good friend Tomi Ahonen pointed us to the cool mobile campaign in Japan. Check it out.

    ADWeek article May 22, 2008

    Posted by chetan in : Mobile Advertising, Worldwide Wireless Market , add a comment

    adweek.com

    As many of you know, Greg Stuart wrote the foreword for our Mobile Advertising book. Adweek published his foreword as an article “Mobile Without Mistakes: Lessons from the early days of the Internet.”

    Future in review 2008: Sensory Overload

    Posted by chetan in : Mobile Ecosystem, Worldwide Wireless Market , add a comment

    We visited Larry Smarr’s Super-High-Tech Broadband fun laboratory at California Institute for Telecommunications and Information Technology (Calit2). The facility at Calit2 is the most leading edge backbone infrastructure available anywhere on the planet. I will write about it in more detail over the weekend or next week but my expectation and definition of broadband has completely changed as a result of the experience. We had a 10Gbps link to University of Melbourne in Australia and we talked with a team of professors and academics on a cinema screen sized screen.

    We also saw some really cool demos like a 360 view of Mars surface, zooming into art masterpieces of Vinci to reveal what couldn’t be seen by naked eye, wi-fi robots, zooming and travel into the universe, and much more. The resolution was nothing like we have ever seen or experienced. Everyone left with just dazed and amazed by what’s possible and a lust to own the technology and a 10Gbps pipe to their homes.

    Live from Future In Review Conference May 21, 2008

    Posted by chetan in : Mobile Advertising, Mobile Applications, US Wireless Market, Worldwide Wireless Market , add a comment

    Am at the beautiful Hotel Coronado for the Future in Review Conference. This conference is a blast, gets your neurons fired up. I will have a more detailed coverage later. CNET did a summary of the panel I just moderated on Wireless Futures: From Mobile Advertising to Mobile Payments.

    Source: Tom Krazit/CNET News.com

    I had the privilege of moderating a brilliant panel, wish we had half a day instead of 30 minutes. Panelists were Dr. Hugh Bradlow, CTO Telestra, Gary Roshak, VP, Yahoo!, Jonathan Bulkeley, CEO, Scanbuy, and Rajeev Chand, MD, Rutberg. Hopefully, there will be a video of the session as well.

    But, boy is this conference cool!

    In San Diego this week May 19, 2008

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    Going down with my co-author Joe Herzog to give a talk at Qualcomm on Mobile Advertising and then moderate a panel at FiRe on Wireless Future. Looking forward to meeting with many of you this week.

    A Room with a view

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    Mt. Rainier 049

    After a long time, Seattle was sunny and warm this weekend. Spent it at the just opened, freshly renovated Paradise Inn at Mt. Rainier. Watching the imposing mountain upclose and personal is always a treat.

    US Wireless Data Market Update - Q1 2008 May 18, 2008

    Posted by chetan in : 3G, AORTA, Carriers, Enterprise Mobility, European Wireless Market, Indian Wireless Market, Intellectual Property, International Trade, Japan Wireless Market, M&A, Mobile Advertising, Mobile Applications, Mobile Content, Mobile Ecosystem, Mobile Entertainment, Mobile Gaming, Mobile Search, Mobile TV, Mobile Usability, US Wireless Market, Wi-Fi, WiMax, Wireless Value Chain, Worldwide Wireless Market , 1 comment so far

    US Wireless Data Market Update - Q1 2008

    Download PDF (2.32 MB)

    Download PPT (1.28 MB)

    http://www.chetansharma.com/usmarketupdateq108.htm

    The US wireless data market grew 38% in Q108 compared to Q107 to reach $7.5B in data revenues. iPhone is not only having an impact on data revenues but also on device design, mobile advertising roadmaps, and applications and services that are being contemplated for future. US exceeded Japan in mobile data service revenues for the quarter and the market is expected to reach $34B in data revenues in 2008.

    Global update

              More details in our worldwide wireless data market update in our Global Wireless Data Market   Update Mar 2008.

    Your feedback is always welcome.

    Chetan Sharma

    Disclaimer: Some of the companies mentioned in this note are our clients.

    Top 10 reasons to buy the MA book May 13, 2008

    Posted by chetan in : Mobile Advertising , add a comment

    Ajit Jaokar’s top 10 reasons to buy the book :-)

    Here are the top 10 reasons why you should read and buy this book

    a) Global coverage covering Europe, North America, Asia etc
    b) Lots of data and statistics
    c) Realistic viewpoint (no hype – which exists a lot in this space)
    d) An emphasis on both technology and business
    e) Detailed case studies
    f) Tackling the ‘free’ issue i.e. ad funded models
    g) Covers both operator and non operator perspective
    h) Almost 400 pages!
    i) Excellent index
    j) The five point framework with a model for ROA (return on advertisement)

    Full review here

    China Earthquake May 12, 2008

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    Our condolences to our friends, colleagues, and readers in China for the devastating loss and damage from the quake that hit earlier today.

    Tomi Ahonen’s Feedback on the Book

    Posted by chetan in : Mobile Advertising , add a comment

    Tomi Ahonen, author of five best selling books on mobile and acclaimed analyst and consultant reviewed the book and gave it a generous approval.

    He says

    I was very impressed with the level of realism in the book, both in terms of the “positive realism” of what is already commercially available for example in Japan and South Korea, but also in the “negative realism” of how incredibly complex the mobile advertising proposition is still today, just about everywhere. Here is a short excerpt of the book and how the authors describe it (from pages 155-156):

    The book is both very practical and realistic. I can warmly recommend Mobile Advertising to anyone who is interested in mobile advertising and would want to learn more about it.

    Full review here

    Thanks a ton, Tomi.

    Virgin America Rocks

    Posted by chetan in : US Wireless Market , add a comment

    Virgin America

    Another reason i was looking forward to my Pasadena trip was Virgin America. VA recently started their service from Seattle and I must say, it totally rocks! From the moment you step in the check-in area, the differences are palpable. The seat is like an entertainment and office built into one. Power outlets, Live TV, Music Videos along with playlists, chat (between seats and elsewhere), ordering food from the seat with a swipe of a credit card, games, and much more, and for once, a domestic flight wasn’t painful. Compared to VA, other domestic airlines look like torture chambers from the medieval past.

    They have thought through the user-experience, start to finish and I wish they will be successful in their venture and open more routes and direct flights. For now, it is my preferred carrier on west coast and some east coast connections.

    If you haven’t tried it out, give it a shot, you won’t be sorry.

    Caltech event recap

    Posted by chetan in : Mobile Advertising, Mobile Applications, Speaking Engagements , add a comment

    University events are fun. They are quite focused and the audience is very engaged and ask out-of-the-blue questions. After doing the Stanford University event last month, I was looking forward to the Caltech/MIT Enterprise Forum event in Pasadena this weekend.

    Thanks to Lynn Foster of Greenberg Traurig for inviting to give the keynote. It was an honor to share the stage with Tim Cadagon, a real pioneer in the digital advertising space with stints at Overture, Yahoo, and now OpenX,

    I talked about the evolution of Mobile Advertising in the context of advertising history evolution, what the future holds, the challenges and the opportunities in the space. Discussed some of the case studies from the book.

    Tim, despite his raspy throat, gave a brave and insightful keynote on display advertising on the Internet. Having been involved in the medium for over a decade, his insights were awesome.

    Next, we joined John Babcock, Greg Market, and William Quigley to do a panel Q&A on a broad range of issues - from vertical search to impact of Clearwire/Sprint deal to advertising in emergency response to multi-language/cultural opportunities to many other related/unrelated topics. There was a lot of discussion on vertical search as segments where one can differentiate from Google and still make money in search. One of the stats was pretty revealing - Kayak - an online search engine for travel (which i use quite extensively) is in line to make $500 million this year with a focused effort around travel.

    Before starting the moderator did a show of hands on how many entrepreneurs are looking to build businesses that will be monetized by advertising and to my surprise, 50% of the audience had their hands up. That has been the challenge with a number of startups, without building scale, advertising becomes less effective source of revenue.

    The audio from the event should be online shortly, i will post a link when it is.

    After a week’s break, will be heading down again to San Diego to two events, one being hosted by CommNexus at Qualcomm Campus (Joe - my coauthor of the Mobile Advertising Book and I will be giving a talk and participate on a panel discussion on Mobile Advertising) and the other one is Future in Review - something I am really looking forward to. I will be moderating a brilliant panel on Future of Mobile.