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Expectations and Thoughts for CES 2013

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I love the smell of CES in the morning.  Seriously, I *love* CES (here’s my walkthrough the show last year with Robert Scoble – be warned – its 45 minutes long), though I’d love to see them move it back in the year a few weeks.  CES is like SXSW, except people actually get some work done in addition to all the partying.  I love the vaporware demos sandwiched in between the unnecessarily huge screens and the neon. Lots and lots of neon.  LOVE IT – and no, this isn’t a long, drawn out sarcastic rant.  But I’m taking a break from my annual “CES Tips” lists, as there’s nothing substantive to add.  Instead, here’s some thoughts on what I’m expecting next week:

Nothing Revolutionary
That might sound weird, but I’m just not expecting any “big new thing” at this year’s show, instead lots of “mostly better things than last year”.  Bigger screens.  Thinner screens.  Lighter phones.  Longer batteries.  The major keynotes are from Qualcomm, Panasonic, Verizon, and Samsung – not one of these companies has a history of revolutionizing the show.

But yet, lots of cool updates
While nothing should blow us away, I’m expecting tons of improvements to other products.  More smart TVs with more smarterness to them.   Lots of UltraHD/4K TVs (sigh). More well-done AirPlay integrated devices.  It’ll be fun.

Especially OLED
Coolest thing at CES 2012 were the 4MM thick OLED TVs that didn’t ship in 2012, despite promises they would.  Coolest thing at CES 2013 will be the 4MM OLED TVs that might actually ship in 2013.

Meme Prediction: Complaints about the lack of stuff
If there’s one thing that follows the theme of “nothing revolutionary” its listening to everyone, their mother, and their mother’s facebook friends complain about nothing being new at the show. You shouldn’t be expecting something big, and whining about how you could’ve stayed home is just annoying.

Potential sleepers: Verizon & Qualcomm
Interestingly, both have keynotes, and both have large booths (and near each other).  If I had to put money on “doing something unexpectedly big” I’d place on either, or both of these companies.

What I’d love to see, but don’t expect
Flexible displays.  I’ll go so far as saying there’ll be *nothing* exciting in consumer electronics and mobile devices between now and when the first generation of devices with flexible/bendable displays arrive.  So I’ve got a secret hope that even prototype stuff will emerge from someone’s labs at this year’s show.

What I’m already bored of: More Tablets
I still haven’t seen a single product from a single company that defines a “tablet market” and I’m not expecting that to change at CES.  But, I am expecting loads of cheap tablets that might do well overseas, which is all fine and good.  Yawn.

I’m Betting On: Smarterer TVs
Every single TV company will announce new Smart TVs.  And every one of them will continue to make TVs that are harder to use than they were before.  Bummer.

Who Will Be Missing?
Amazon, Google, Microsoft, Apple – the four companies that would make the show dramatically more interesting.

That’s about all I can think of.  Shame is I’ve got so many other commitments at the show this year I have no idea if I’ll even get to walk the floor.  C’est La CES, C’est La Vie!

Is Amazon Building a Kindle Set-Top Box?

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I'm awesome at photoshop! I hope it doesn't look like this!

I’m pretty sure the headline here says it all.  Let’s review the facts (it might be worth re-reading my bit on why HBO doesn’t go direct to consumers, as many of those issues are addressed here):

  1. Amazon has a large content library. They are actively increasing it.
  2. Amazon has a content distribution platform already capable of streaming to non-PC devices.
  3. Amazon has a recurring billing relationship with consumers.
  4. Amazon has a (phenomenal) marketing and distribution channel for getting devices into consumers houses.
  5. Amazon has a strong brand in the hardware space.
  6. Amazon has the customer service & support infrastructure needed to deal with service issues.
  7. Amazon has the ability to build hardware and deal with supply chain issues.
  8. The TV services industry is huge, and Amazon wants in.

Even if they don’t plan to decouple content from Amazon Prime, making a box is a very viable, and, in my opinion, a likely move.  In addition to all of the above, it is a strong move versus Apple (and possibly Google and Microsoft too).

A $99 Amazon Kindle TV box would not surprise me this coming holiday season (how about a September launch, right in time for school?).  But then again, I occasionally get Kindle predictions wrong.

Kinda saw this one coming, didn't ya?

Oh, and one more thing.  What if they do it by acquiring Roku?  Let’s review that scenario:

  1. Roku already has something better than a minimum viable product.
  2. Amazon could skip all the work on developing a new UI/UX (regardless of your feelings on the Roku UX, it is well more than functional).
  3. Roku isn’t a sustainable business yet, enabling Amazon to purchase at a reasonable price.
  4. Roku has a team with a strong background and industry knowledge relevant to the TV/Device space.
  5. Amazon can distribute the same hardware at the same price point (which seems to fall in the not-too-profitably category), yet supplement with reliable recurring revenue.
  6. Amazon wouldn’t have to drop the Netflix service, but could slowly chip away at it from within.
  7. It’s cheaper than trying to buy Xbox from Microsoft (though that’d be quite the coup, plus nobody would even need to relocate)

I don’t really think Amazon *needs* to buy Roku, but it would probably let them fast-track a bunch of steps.  And then it could be a $49 Kindle TV, which just sounds so… right.

When Will Facebook Fail?

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Just like governments, mixing “creativity” with “banking”, taking naked pictures of yourself and hoping they won’t end up on the Internet, and well, this stuff, tech companies have a certain inevitable amount of failure built-into them.  Sure, IBM, Xerox and Motorola have existed for many decades, and both Microsoft and Intel still have dominant positions, but if we really think about the “powerhouses” in technology today (Amazon, Facebook, Google, and Apple), they are all fairly young (I’m using the argument that Apple effectively reinvented itself in the late 1990s).  And if we look ahead even 10 years, it’s hard to argue those four will hold they same positions they do today.

Little known secret? Sony guts.

Of the four, I’d personally assess Google and Facebook as “most vulnerable” to obsolescence (just a hunch, I’m sure I’ll be ridiculed in the commentary for such a statement), and with the points made on “why Facebook’s the new Yahoo!” by Mike Elgan and Mathew Ingram, I thought I’d write up a little somethin’.

First and foremost, I see Facebook as in no way similar to Yahoo!  Not even a little bit, I’d barely even figure out how to compare the two companies (other than the “.com” at the end of their URLs).  The key thing, beyond whatever “Facebook.com” is all about, is that Facebook is unarguably the most well-distributed and deeply integrated service on the Internet.  According to Nielsen, Facebook users spent 53 billion minutes in May 2011 using the site – and this does not count Facebook-integrated features on other websites.  The Facebook “social graph” is at/near/above 700 million users at this point.  That’s a lot of the Internet.  A lot.

My God. It's Full of Likes!

I don’t see Facebook dying due to “stale technology” – they aren’t about technology (other than scaling, etc).  They aren’t about UI/UX (tip to FB: the “clickable thing” in an update should be the action/verb, not the user nor target/noun).  Most of the typical norms of a website’s laws of gravity simply don’t apply to them, due to the massive inertia they’ve built with their userbase. Further, the inertia of existing social graphs make growth of Google+ and Twitter effectively irrelevant – I think speculation that “Facebooking” will shift to a different social network is extremely hard to substantiate.

I used to take the “cool club in town” position on Facebook, and the moment it wasn’t “new” and instead full of B+T crowds, it’s popularity would sink and people would move on.   But I don’t think this argument holds up anymore, Facebook is too popular in too many demographics and the “cool kids” are “over” the fact that their lame parents are there as well.  It’s like the mall – just because Dad’s shopping at Eddie Bauer isn’t stopping the utes from hanging out in the food court.  I know it too is easily picked apart, but I think the mall argument works really well as a parable for Facebook.

Why does the one in the middle look so. much. older?

When you want to open a Gap, and you want customers, you find a mall.  Orange Julius? Mall.  Crappy replica furniture Bombay Company? Malls.

What’s the online equivalent of that?  Facebook, Likes, Facebook Connect, etc.  Facebook is the way brands are engaging with customers online.  And this is just making them even stickier.

I just hope there's a kiosk with a crazy lady selling mystical gems.

So how might Facebook fall?  A few thoughts…

  1. Massive shift to mobile interactions – Facebook’s weakest point at present is its mobile presence.  If the world continues its mobile/social/web path, I believe Facebook has less to offer that ingrains it so deeply in the traditional browser/web world.  Without the stickiness across mobile apps (especially with the iOS shift to Twitter and Android’s inevitable equivalent with Google+), they could be highly vulnerable.
  2. Massive revolt on social networking – At present, our society is unfortunately radically focused on narcissism and fulfilling ego problems.  This may (please, please, please!) change, in which case folks’ll have much less desire to share every (useless) nuance of their (mundane) lives with their friends/acquaintances/people they kinda met once.  If these patterns ever emerge, you can put Facebook at the top of the chopping block as it’ll become the target of said pushback.
  3. Massive elongated platform failure – Whether its by hackers or internal problems, a significant outage of Facebook and its related services could cause things to unravel in a significant way.  I’d wager that if a Facebook Connect downtime prevents users from logging into websites/apps for more than a few days could cause the digital equivalent of a bank panic by both the web services and the end-users themselves.
  4. Massive rapid shift to post-PC platforms – Similar to (1) above, if the shift from a computer-based world to a tablet iPad, phone, connected TV, and other device world happens, and Facebook can’t provide the same “glue”, they’ll be vulnerable.
  5. Massive privacy breach – When I say massive in this case, I don’t just mean Facebook makes some (typically) poor decision regarding consumer rights/privacy, I mean something really awful happens, and its very public, and its entirely due to Facebook.  Like, huge act of terrorism on highly visible people entirely tied to something that was Facebook’s fault.
  6. Unknown – This would be the deux ex machina of today’s post – something otherwise unpredictable comes along and clobbers them over the head.

It’s hard to predict the end of giants or eras.  But that they will fall and whither away is predictable.  Curious to hear any other people’s thoughts on the topic in the comments below!

No, Microsoft, this will not do. Not at all.

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Microsoft introduced Windows 8 for developers today, with a specific focus on their take on the tablet.  Now some are fawning over this, but they clearly don’t recall a summer day in 2005 when Microsoft showed off Vista for the first time.  I was there. It was, in a word awesome. The early demos of Vista blew us all away, it was as if we were at the Windows 95 launch all over again.  Then Windows Vista came out, it was *nothing* like the demos, the train blew through the station, and the company’s been in a bit of a quagmire ever since, losing market share as well as credibility and prestige in virtually every category (other than Xbox).

roughly as on target as Vista was...

So today, when they show us a decently cool looking version of a tablet that isn’t going to ship for another year, after series of missteps, I’m sorry if I don’t really get particularly excited.  Particularly when I see it’s got a fan inside.  This entire move, yet again, makes me wonder: who on Earth are they building this for? What is the real market opportunity here?  Even if the Windows 8 tablet *is* as good as the current generation iPad 2, that’s chasing a product that’s already 6 months old, and will be 18 months old by the time they are in the market.  Didn’t these guys watch the movie called “HP and the Wacky Adventures of the TouchPad”?  We’ve seen how it ends!

works like nothing... else...

There really is a great market for non-iPad tablet devices, there are a few in fact.  And Microsoft is perfectly poised to build a really great tablet.  But I don’t think that perfect Microsoft tablet is about consumers, nor is it about Windows.  These markets are, at present and for the foreseeable future, mostly closed to Microsoft, and they’ll have little luck there.  So empty your heads, don’t think of anything – they’ve only got one shot at this. Microsoft needs to focus on the other key product they have, the one software package Apple can’t really touch, the one where they make a boatload of cash.  Yup, it’s Office.

yes, that WAS a Ghostbusters quote, well played!

I can write another 1000 or words on the topic, but I’m going to keep this one short and sweet.  There is unquestionably a great business opportunity in a tablet device with a great Office productivity software suite.  If the iPad is a consumption/entertainment device, then for jebus’ sake, Microsoft, learn how to cross-program, and offer a completely different thing.  And do it really well, with no big committees, and nobody who’s worked for the company for more than say 4 years.  And then go let Dell build it.  Oh, and don’t standardize (read: compromise) – make one product that works one way, no drivers, fragmentation, or anything else.

ah, that's how they get so much done!

And please, don’t tell me about it until it’s ready to ship.

Microsoft To Launch Tablet at CES: Again

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If the definition of insanity is doing the same thing over and over again and expecting different results, then Microsoft needs a straitjacket.

How many times has Microsoft tried a tablet? At least four, over the past eleven years. How many times have they failed? Four. Today the New York Times is reporting that Microsoft is taking aim at the iPad and will introduce several tablet PCs at CES next month.

People familiar with this device said it will run the Windows 7 operating system when in landscape mode, but will also have a layered interface that will appear when the keyboard is hidden and the device is held in a portrait mode.

[SNIP]

The applications will not be sold in an app store, as with the Apple iTunes model, but Microsoft will encourage software partners to host the applications on their own Web sites, which will then be highlighted in a search interface on the slate computers. It is unclear if these applications will be ready for C.E.S. as most are still in production.

Making hardware is not that hard. Almost anyone can build a tablet computer these days. Making a great tablet is very hard. I’d even wager that the team behind the iPad looks at their product and all they can see is future improvements. That said, it is clearly the best tablet we’ve got so far. It is hard to replicate the iPad’s usability. It is hard to capture intuitive and repeatable gestures. It is hard to capture Apple’s mindshare and market position.

It seems these days that Microsoft is reacting instead of leading. Their fundamental approach is “iPad is not that good and doesn’t meet the needs of business professionals.” And that plan just isn’t working out for them.

What happened to the Microsoft that invented Windows? Remember Start Me Up? What happened to the company that built Office and the Xbox? I want to root for Windows and Microsoft. I want Microsoft to deliver simple, beautiful technologies to people.

And just like I have for the past few years, I’ll be skipping Ballmer’s CES demo. Not that I don’t want to be there. It is that I feel like I have been there before. I will hope for something amazing. I would love to discover that I missed the best keynote ever. But instead, if it even mentions Microsoft one note, someone should have a straitjacket on hand just in case.

Technology Predictions for 2010

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Every year I predict, every year I get at least one thing right. And many wrong.  But that’s the fun part, right?  This year instead of categorizing based on the technology area, I’m going to organize based on my own scale of how crazy the prediction itself is…

The No-Brainers
Stuff that is almost definitely going to happen. Except the ones that don’t…

  • Twitter growth levels off, though Twitter usage increases. I actually wouldn’t be surprised to see the churn rate equal the signup rate as I believe Twitter still has a massive problem with getting new users enchanted with the service.
  • A new version of the iPhone comes out that is incrementally better than the 3GS.
  • Google launches “Android for Set-Top Boxes” but gains little traction in the foreseeable future. (repeat from ’09).
  • CES 2010 exceeds expectations, either in the form of interesting new gadgets or industry-wide product/technology launches.
  • BlackBerry overhauls their “app store” to make it more iPhone-y.
  • Mac OSX market share continues to rise.
  • Superslim TVs (like the Samsung LEDs – drool!) become the hot category for displays.  Many of them are “connected” to various Internet services.

Sounds Feasible
Predictions that are a little more “out there” but don’t require any major convincing.

  • Zynga files to go public, and the entire “social gaming” category gets even more unbelievably outrageous.
  • Yahoo! begins some kind of realistic turnaround. They have far too much foot traffic and too many good properties to continue to fail for so long.
    • Hint to Yahoo! – reinvest in your Flickrs, Deliciouses, and other “interesting” stuff that you are good at, and stay OFF the television and other places that you are not good at.
  • One PC maker emerges from the trenches with a really well-designed laptop that actually can stand up against a Macbook enough to make people take notice. (repeat from ’09).
  • “Real-time Web” loses steam as a meme. While I’m personally very bullish on the impacts and possibilities, it’s far too niche and far too unimportant to “regular folks” to care about.
    • Probably same for “Cloud Computing”, but since everyone’s just confusing it with “The Internet” it might have more staying power.
  • Apple releases stats on iPhone/iPod/iTunes/app store that are just mind-blowing.
  • 4G/LTE networks spread faster than expected, become viably competitive to the mainstream consumer within the year.
  • The term “Social Media” finally begins to fade across all industries other than Social Media Mavens, Gurus, and Wizards.  The latter reach level 7 and learn how to cast User-Generated Fireball and Community Driven Magic Missile.
  • All non-Apple tablets are craptastic.  Ditto for touchscreen phones.
  • 3DTV gets embedded into lots and lots of TVs, much to the chagrin of consumers who don’t feel the need to look like that goofy guy in Back to the Future, even in the comfort of their own living rooms.
    • Note that in my opinion the only thing that really makes 3D “work” in the home is sports. And even that’s a long shot.

Whatcha Talkin Bout Willis?
Stuff that’s probably not going to happen, but ya never know…

  • Facebook reveals huge revenue numbers, files to go public.
  • Twitter gets acquired by Microsoft.  Yeah, I’m being specific here, but it’s the only logical acquisition, and Microsoft’s got deep enough pockets and have failed at virtually all things Internet.  In a nutshell, Ballmer wants to bring sexy back.
  • The Apple Tablet ships in 2010. Sure all the “in the know” folks are convinced this must happen, but most of them said that about 2009 (and/or that Apple would ship a netbook).
  • Some kind of flexible-display type of device is announced (might even ship).  If I had to hunch (and I of course do), it’d either come from Apple or as a new Kindle.
  • Tru2Way is announced as the new failure of openness from the FCC.
  • All versions of Rock Band and Guitar Hero in 2010 fail to exceed sales stats of 2009 or 2008.
    • Hey guys – remember how that Who Wants to be a Millionaire show was super popular? Then they started running it 4+ nights a week?  Then it moved to daytime?  There’s something called a “saturated market”.  Stop with all the specialty versions and get back to improving the base game, which you can sell add-ons to.
  • Cisco buys a few more gadget makers and technology providers in their attempt to own the Digital Home.  In each case they continue to exhibit poor timing and overpay for slightly outdated platforms.

Can I get a hit of that stuff?
Things that are just plain unrealistic, but I’m saying them anyway.  This way if they happen I can say I was the first to say them.

  • Apple does not ship a tablet. Yes, I contradict the above point, since I do think “where there’s smoke, there’s fire” holds up in general.  However, it is Apple, and this is a terrible device category, and Steve Jobs hates doing things crappily.  BTW, you really should read this piece if you are even remotely following the Apple Tablet news – it’s extremely well written and insightful.
  • Facebook buys Twitter.  It’s not really all that out there as a concept (although I’d wager the personalities behind both companies are big forces against it).  Both companies need to continue rapid growth. Both companies need to create lots of revenue.  Both companies want to be “empires”.  There are many overlapping aspects, but the combined entity could realistically “own” the social network.
  • A new game console launches.  I put this in the long-shot category because nobody is really incented to create a new console right now.  The Xbox 360 is finally hitting it’s strides; the PS3 has way too much cost to recoup, and the Wii is enjoying it’s ride.  If I had to guess, I’d wager on a 4th party entrant (Samsung?).  If one of the big three, I’d pick the next console as a “Wii HD”.
  • A “Lifestreamer” device comes to market.  It’s not quite a phone, but it’s always on, always recording, and has amazing synch with some Web service.  Never takes pictures, only video. Able to “Tag” moments.  Has real-time streaming capabilities.
    • Scoble buys units for himself and entire family. 😉
  • Microsoft (or possibly Yahoo!) goes on a major Internet services acquisition spree, picking up companies like Zoho, bit.ly, Adobe (yes, Adobe), Pandora, Evernote, UserVoice, and more.
  • The TwitterPeek is the #1 hottest selling device of the year!

That’s all folks, see you in 361 days for the results.

Note that I anticipate much snarkiness in the comments.  Have at it.

The Microsoft Wireless Laser Desktop 6000 – a review

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Back to basics for me on LD.  This one is just a straight-up, old fashioned gadget review.

This wireless laser Desktop 6000 v 3.0 mouse and keyboard have some pretty cool features, though the keyboard suffers from some serious performance drawbacks.  I’ll start with the mouse, and then my impressions, and then the keyboard, and my further impressions.

The mouse is well shaped, comfortable, and has some nifty features.  The front thumb button lets you magnify a small section of the screen, and the rear button lets you move back a page.  In the settings area you can re-designate some different functions for those buttons.  The USB wireless “dongle” fits into the bottom of the mouse; this dongle connects both thhe mouse and thhe keyboard.

The mouse has worked great so far.  the plastic and rubber surfacing is comfortable and pleasantly tactile.  The “magnify“ feature is OK, but the back button is awesome.  When I use my portable mouse I reach for it, and I’m  bummed that it’s not there.   This is not an incredible innovation – features like this have been around a long time.  But efficiency is a funny thing: once you get used to a simpler / faster / more efficient mechanism, it’s hard to give it up.  Overall, I am very happy with the mouse.

The keyboard has similar whiz-bang features and a wrist-friendly layout.  I’m used to using my old-school Dell keyboard, complete with coffee stains and non-ergonomic design.  This new black and smoke gray model, with it’s ergonomic curvatures, enlarged “critical keys” and rubberized hand rests seems like a huge step up.  There are some hot keys as well with useful shortcuts and lots of customization options.  My favorite key is actually the “documents key;” you can use it to open a specific folder (like “My Documents.”  🙂  Again, efficiency is a pleasant thing, and easy to get used to.

Here’s the issue: performance has been spotty.  When I first plugged in the dongle and tried to type I saw significant lag.  For a minute or two the keystrokes would be fine, then all of a sudden no type appeared.  Then ten seconds later, it all appeared in a rush. I try to delete or backup knowing that I mis-typed something, but no type is appearing (or disappearing.)  Then I have to just stop and wait for things to realign.   Sometimes it would type fine for a minute, and then lag for eight or ten characters, and then catch up again.  Also, sometimes the keyboard seems to lose itself.  By this I mean that though I haven’t moved the cursor or moused into a new application, suddenly the keyboard seems to stop typing, and I am forced to click on something else, and then click back into the “typing zone.”  Not OK.

I tried moving the dongle to a couple of different USB ports, tried the “reset / reconnect” button, and also tried installing the software that came with the setup (I like to check for plug-and-play compatibility before installing software).   After doing all of that, the performance improved significantly.  Having shut down and re-booted a half dozen times while running these peripherals seems to have helped as well.   At this point performance is largely acceptable, though not quite equivalent to my old PS/2 connected keyboard.  However the ergonomics, hotkeys,  and overall shiny-newness makes up for a lot.  As long as they type-pace keeps up with the speed of the keystrokes, I think I will stick with it.  But I’m not throwing out my old keyboard just yet.

This rig costs $99 retail – you can purchase it from Microsoft directly, or from any number of alternative online and traditional retailers.  Overall I think it’s a pretty good rig.  If I were forced to give it a numeric score from one to ten, I’d give it a 6.   If performance were as solid as my old wired keyboard, I’d give it a 9.  There’s another great review of this item over at IStartedSomething with some beautiful pictures if you want some more info on this setup.

This review is also posted at 1TO10REVIEWS.