We are going to have an exclusive product launch from http://www.moboto.co on today's show (he launches soon). It's a cool iOS "appcessory". Plus, I have the latest Windows 8 on today's show.
- Robert Scoble
Kevin: yes, and I retweeted it too. I totally agree with that article.
- Robert Scoble
By the way, Mark Solomon @solomonomolos on Twitter is gonna join me. He worked at HP on the Palm team, so who knows what we'll talk about.
- Robert Scoble
I have, Kevin - I think it was Robert who Retweeted it into my stream..
- Kevin Costain
Oh, he still works at HP. Sort of like Woz when Woz created the Apple I.
- Robert Scoble
Just a few more minutes before we start. Steve is joining everyone into the call.
- Robert Scoble
I don't agree with that whole "a Windows 7 emulator tacked onto it" thing.. ummm.. well, anyway..
- Kevin Costain
Is there a reason why FF is still used as the comment system? Is Google Plus not up to the task?
- Brian Sullivan
Brian: Google+ isn't embeddable yet. Hopefully soon.
- Robert Scoble
Now, I must go.. Have a good one folks... Thanks guys!
- Kevin Costain
Kevin: Windows 7 is sort of hanging out in the background.
- Robert Scoble
I think it is likely that it is not real time either -- that part of it seems very poorly implemented.
- Brian Sullivan
they developed Word and Excel on the Mac
- Kevin Marks
I believe corporations are increasing the rate by which they change due to byod
- studentforce
but people who work "in the enterprise" travel. And tablets are smaller than laptops, people want to get work done on their tablets, I think.
- Laura Norvig
10" $600/avg tablet is the most dominant
- Ankush Narula
Talking to a guy from Princeton the other day and he was telling me all their young and old faculty/staff are using iPads
- Tom Guarriello
MS has to get in the tablet game before Apple/Android totally runs away...but on desktop slow to move...windows tablet needs to have business apps
- dan farber
I don't think that's true, Francine -- not in my workplace anyway, re:age
- Amyloo
Lots of students just don't buy textbooks, not right away anyway, until they are sure they can't get by with out it for a given class
- Amyloo
Kevin, every vessel could be a whiskey glass... in my book
- Tina Chase Gillmor
community colleges aren't going to give each kid an iPad and tell them to read their texts on it, Robert. You are dreaming. Cheap tablets will also be used
- Francine Hardaway
lol, Keith Teare, FUYM! Nice new acronym!
- Tom Guarriello
Studentforce has a point. He may not end up being the platform, but IOS won't be the only one eithrr
- Francine Hardaway
Francine: yup, I know. You probably are right that Android will get in the game but for now all I see is iPads when I visit college campuses and textbook companies. That probably will change, though.
- Robert Scoble
Ellison has a web camera on Oracle roof pointed at Osprey nest.
- cliveb
@Amyloo He was an old man who fished alone in a skiff in the Gulf Stream and he had gone eighty-four days now without taking a fish. (Sponsored by Chicken of the Sea) . . .
- Matt Terenzio
My thoughts exactly. I truly hope i'm not going to be disappointed from the iPhone 5 screen, it's probably gonna be around 4-inch but taller, not wider. Not a fan of that. S III on the other hand...
- Nir Ben Yona
Moe, cops are lagging on distraction, don't really want to enforce the laws on the books. I do think GGlasses could be deadly for very young drivers.
- Amyloo
Is someone referencing us for stock trading advice?
- Tina Chase Gillmor
my young driver loves android turn by turn speaking directions
- Kevin Marks
I think salesforce is gonna be the one that will monetize mobile with identity auth but it won't be 'mobile' like we know it A more accurate description would be 'portability'
- studentforce
live musicians are under attack from recorded music
- Jerome Hughes
Here's a press release for "The Complete Collection" app and unfortunately it states that there were only 150 albums at launch with "more coming soon" http://www.engadget.com/2012...
- Mark Krynsky
Looks like Google wants to piss on Apple's new Mapping Service
- Moe Glitz
from iPhone
yes and haven't been Jerry for decades now
- Jerome Hughes
That's the big secret Wall Street is struggling with, that push is the monetization model of mobile. Who cares what the UI is, or what the advertising surface is. The moment a push hits your screen, it comes down to a binary decision: do I want to know more, or do I already know enough. To make that decision, we need social metadata to help out. Who said this, who retweeted it, who @mentioned it, and how are these signals parsed to prioritize the queue.
- Steve Gillmor
The Gillmor Gang — Robert Scoble, Keith Teare, Kevin Marks, John Taschek, and Steve Gillmor — explodes in opinions about Facebook IPO, Facebook privacy or lack of it, Facebook acquisition frenzy-to-be, and more Facebook, Facebook, Facebook. Surprisingly, this one goes on for a record-breaking hour and thirty-nine minutes, proving once again that size doesn't matter. Except in electronic condoms. Also discussed; Why G-Tar didn't win the Techcrunch Disrupt grand prize, why Kevin Marks' Target knockoff doesn't come close, and why Keith Teare is a venture communist. No animals or Wall Street traders were harmed in the making of this film. As John Taschek implied, you ain't seen nothin' yet. Did I mention we talked about Facebook.
- Steve Gillmor
A year ago quarter revs were 700 million, this years quarter revs were 1 billion, that's 30% yoy growth, which if you times 30 x 1 billion, I'd give FB a valuation of 30 billion at this point in time
- Stephen Pickering
Of course the bigger problem is that we have no idea how much the dollar is going to be worth in 5 years. Right now the market is awash in liquidity
- Stephen Pickering
Amazon stocks crashed down severely at the beginning, and then climb %1200.
- Nir Ben Yona
Driving fly over country, main street has follow me on Facebook signs like visa/master card
- cliveb
Robert is correct, but the thing he is missing when it comes to the stock is that much of the upside that he is talking about is already baked into the valuation.
- Johnny C
Bought FB at $35, got stopped out at $32, bought it back at 32. If I get stopped out again, I'm done
- Francine Hardaway
That's why it was foolish to buy at 38, because even if they are successful they still have to grow into that valuation
- Stephen Pickering
blue gene, watson on jeopardy, but the front end
- Jerome Hughes
When they integrate the glasses with a Siri-like product ... yeah, that could be cool
- Laura Norvig
Google Glasses will help them in the Mobile Advertising Space
- Moe Glitz
from iPhone
so why will the rabble accept adverts on glasses, but not on mobile?
- Jerome Hughes
I miss the part of the conversation where we talked about the wireless condom. Was more interesting than this part about Google glasses
- Francine Hardaway
"This utility was brought to you by Calvin Klein."
- Nir Ben Yona
Could Facebook successfully sell a phone that allows Facebook users to talk with friends for free? Cellular service would be supported with advertising (kind of what Amazon did with first Kindle).
- Alex de Soto
It's hard to imagine the Government letting any company getting much bigger than 500 billion, but hey, if they are netting 50 billion a year after tax and growing faster than FB or Google
- Stephen Pickering
I sold my apple stock in 2003 at $10 - I'm the wrong one to ask
- Kevin Marks
Well, apple is only trading at just over 10x and they are growing faster than Facebook and Google
- Stephen Pickering
Tim Cook just willfully gave up $75M in interest that was rightfully due to him. Those types of moves should be championed (regardless of how rich he is).
- Johnny C
Location-based personalized ads would be great on mobile
- Da
from Android
You have to be able to buy enough of any stock so that if it makes small moves you make some money Apple is impossible for individuals
- Francine Hardaway
Moe.... the iPad mini is real. It's called the iPhone
- Tina Chase Gillmor
How can you say they are building a "web" when they are so closed in so many ways?
- Laura Norvig
The market has a bias against metal benders like Apple versus media companies like Google, Facebook
- Stephen Pickering
But Apple doubled profits off a 6 billion dollar base the year before. Has any company in history done that?
- Stephen Pickering
FB can maybe double users twice more, if it gets every mobile user on earth. they need to grow revenue per user enormously to justify the valuation.
- Kevin Marks
You know you all are going to buy the new MacBook Pros
- Stephen Pickering
Stephen, since Windows 7 came out, I don't buy Mac products anymore because I cannot afford them.
- Laura Norvig
Robert, will it be on AT&T? I am a prisoner of AT&T. Life sentence
- Francine Hardaway
FB: All of the fantasy is already baked in @ the IPO valuation. What Robert is talking about might ring true some day, but it's already in the valuation.
- Johnny C
somehow when my mic is leve I can't hear you
- Kevin Marks
But how can you say that when they doubled revs and profits the last two quarters? That's 100% growth isn't it?
- Stephen Pickering
Apple depends a whole lot of its earnings on the iPhone which is under assault by Androids
- Da
from Android
I agree, they have to to crush it with the iPhone 5
- Stephen Pickering
But dammit, I want that iPhone 5 now! Not this fall!
- Stephen Pickering
Apple TV may just be a large Display that can do everything with Apps, Siri and Gestures
- Moe Glitz
from iPhone
Galaxy S3 is looking mighty nice
- Da
from Android
Apple, Google, Facebook, Amazon, Netflix, Salesforce, these are the companies
- Stephen Pickering
John T, when you describe it that way, Apple and Google sound a lot stronger than Facebook. Users can move, if they can take their social graph with them.
- Laura Norvig
Surely Microsoft can be a big player too
- Moe Glitz
from iPhone
Shoot. Just getting here at the end again, and only get to hear from Steve about how it really is, missing what "it" is, and all the foregoing talk about what it isn't.
- Amyloo
guess you'll be watching the recording, Amy… as will I, as have been pulled away a bit
- Jerome Hughes
You have to believe Zuckerberg's going to figure this out based on his track record
- Stephen Pickering
I'm seeing more and more, for most folks, they have an Android phone and a Windows laptop
- Da
from Android
Jerome, yup, usually do by Sunday. habit now.
- Amyloo
yes you guys will have to watch this one from the beginning. Very strong show
- Tina Chase Gillmor
I think the biggest disruption that Facebook may make is in the local market because you can choose to market to only certain cities and zip codes
- Stephen Pickering
A winning advertising model will be more subtle, more integrated with stronger social ties, won't feel like advertising. That's why businesses of all sorts are struggling to understand social media.
- Laura Norvig
There's ample advertising shelf space because the network is so huge. Think of millions of shelves across millions of individual users with very different profiles across millions of devices.
- Alex de Soto
What was the no.2 razor company behind Gillette?
- Stephen Pickering
Not all rosy. "You can get so confused that you'll start in to race down long wiggled roads at a break-necking pace and grind on for miles cross weirdish wild space, headed, I fear, toward a most useless place. The Waiting Place..."
- Amyloo
Kind of LOL about Robert trying to work himself up against quiet, steadfast Kevin. Much easier for things to escalate when Robert goes against Danny Sullivan, or back in the day with Jason Calacanis.
- Laura Norvig
The Gillmor Gang — Robert Scoble, John Taschek, Gabe Rivera, Kevin Marks, and Steve Gillmor — play toe jam football in the shadow of the Facebook IPO. Try as we might, we can't shake the weight of Facebook's dominance of Techmeme and maybe the fate of the global economy. Greece, move over. @gaberivera joins near the 30 minute mark. @scobleizer tries a reverse Statue of Liberty play around the forthcoming Samsung phone and the threat to Apple (nonexistent) but our hearts aren't in it. I fail in a weak attempt to roll up everything under push notification. Face it: our hopes and dreams are now tied to our jobs as feeders of the Facebook Empire Please Twitter. Save us.
- Steve Gillmor
There's not much to say about it — other than it's overhyped, not worth the price currently. In the long run, it might be a big winner; but when you have so many investors willing to buy stock in a company that has not really figured out how to make money or is still experimenting and has a CEO who just spent $1 billion on a company without revenues, it is still a BIG RISK at the...
more...
- Brad Acker
I put in an order for 100 shares at 39 and it was never filled. Must have been too busy with big shareholders. I wanted to see where it would go.
- Francine Hardaway
I would like to see a noise filter on memeorandum...how many of the stories are truly important vs. noise ala Huffington Post...give us filters and upvotes Gabe.
- Jim Posner
and others review the output and tend the configuration tables used by the algorithm
- Jerome Hughes
I like Kevin's bird noise drifting into Gabe's space. Kinda funny cause it's Gabe
- Tina Chase Gillmor
YouTube now promotes videos from my G+ social network first and it has been a disaster. Rarely do I see anything interesting anymore. Content based ranking works best for a lot of things.
- Todd Hoff
the crows were triggering Skype silencing people. the doves are OK
- Kevin Marks
Hacker News is doing a great job...like to see more of that model on Techmeme.
- Jim Posner
Will the Editorial Bots (algorithms, filters, etc.) triumph over people?
- Alex de Soto
Missing: Google search and separate Google+ search. 2 buttons!
- cliveb
Corona needs to be served icey cold with a lime. Just saying
- Tina Chase Gillmor
We need a way to use parts of someone else's profile. I'd love to save the time it took Robert to like thousands of brands, yet be selective.
- Murray Macdonald
When is Netflix going to stream 3D?..just got a 3D tv and looking for more content from services I am paying for already.
- Jim Posner
if "unlimited data" means way more people use your network than you thought would use it and you have to spend Billions to try to make the network be able to keep up, then unlimited data can be a bad decision. Its not a bad decision for users... but it cost lots of bucks to make the network be able to handle the load.
- Orville Chomer
Is there an ongoing revenue stream for AppleTV beyond the initial device sale?
- Murray Macdonald
1-click iTunes sales/rentals and maybe Netflix and MLB subscription revenue
- Ankush Narula
I have two iPads and a Mac Mini, Kevin, and Apple Tv, and I use all of them with my TVs from time to time
- Francine Hardaway
can't play Modern Warfare on it though, so it's XBox for us
- Da
So I can meaningfully use the device without a subscription, as long as I don't buy premium content?
- Murray Macdonald
Kevin, will privacy be back-fitted into enterprise sharing...#pii
- cliveb
Murray - yes - you can access content in iTunes on your desktop/laptop - and you can login to existing Netflix/MLB/NBA/NHL accounts and stream that content - and of course use AirPlay from iOS devices
- Ankush Narula
Facebook to acquire the Gillmor Gang.
- Nir Ben Yona
Is the show live only or is it archived anywhere?
- Jim Posner
also youtube, vimeo some others (not amazon)
- Kevin Marks
Wow Steve really using his hands today and I didn't even prompt that
- Tina Chase Gillmor
judge alsup learned to write enough java code to grip the case..!
- cliveb
I agree with Scoble. We need to take in relevant info while idle. Only part of my time is infront of a screen. I want contextually relevant data while I drive my car and brush my teeth.
- Murray Macdonald
I shouldn't need a new device, just a new app
- Murray Macdonald
iPad are taking off in the enterprise...but device tracking is still an issue from an IT security perspective.
- Jim Posner
Perhaps... It depends on my device and desired content. I should be able to offline content.
- Murray Macdonald
Android apps can run all the time. Let's not be held back by apple limitations.
- Murray Macdonald
Tina, Is there an archive of recent shows?
- Jim Posner
until the OS randomly kills them, Murray
- Kevin Marks
they can get remote notifications too though, even if not running
- Kevin Marks
Sometime Highlight comes up and announces that Steve Gillmor is nearby. but mostly it doesn't... even when he is. Not sure how that works
- Tina Chase Gillmor
The Gillmor Gang — John Borthwick, Robert Scoble, John Taschek, Kevin Marks, and Steve Gillmor — turned off their minds, relaxed, and floated downstream on the push notification inbox of tomorrow. Borrowing a page from the Tibetan Book of Windows, the Gang debated the impossibility of multitasking, the existence of a new uber operating system, and the overall impact of surrendering to the void. Revolver marked the exact center of the Beatles arc; everything before was prologue, everything after continues to expand as the media is transformed. A quarter of a million may seem like a lot of dollars for playing one song once on a TV show, just as we await the size of the Facebook IPO. Recorded first and sequenced last, Tomorrow Never Knows is the end of the beginning.
- Steve Gillmor
We've had push notifications for ever. It's called an email inbox.
- Todd Hoff