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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!

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.

What if the iPad turns out to be a bread machine?

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With all my gushing over the iPad (considering I haven’t even touched one yet), I thought I would take a moment to write about the dark side of the device.  After all, it very well could miss the mark for fitting into my lifestyle.  The more I considered it, the more I realized the potential gadget parallel – the bread machine.

If you’ve ever had a bread machine, or know someone who has, the following probably sounds a little familiar.

Day zero:

Day one:

  • Receive bread machine.  Either as gift or because someone told you that you just had to have one.
  • Unbox it with extreme excitement.
  • Plug it in.
  • Find all the ingredients you need, make a loaf of bread.
  • Eat the loaf, marveling in the joy of fresh hot bread.
  • Tell all your friends about the amazing new bread machine.

Days two-ten:

  • Research more bread recipes.
  • Buy different types of grains, flours, seeds, yeasts, and other ingredients.
  • Make some “wacky” types of breads.  No less than one loaf per day.
  • Slowly settle in on your personal favorite.
  • Tell all your friends about the amazing new bread machine and that they HAVE to have one.

Days ten-thirty:

  • Make a loaf every few days.
  • Run out of ingredients when you want to make bread, get annoyed.
  • Get a little tired of cleaning the bread machine.
  • Start buying some bread from stores again.

Days thirty-sixty:

  • Make a loaf or two.
  • Move the bread from the middle of the kitchen counter to a cabinet somewhere.
  • Buy lots of bread.

Day sixty-one:

  • Either put bread machine in the garage, or give it to a friend/relative

Now other than the bread machine enthusiasts who are going to come leave nasty comments, I think I’ve done a fair job recounting the story of the “gadget I didn’t truly need, but had a lot of fun with for a little while.”  The iPad may certainly fall into this category.  As I’ve previously blogged, I’m quite excited about the device, but still don’t quite know why.  My hunch says it won’t be just a novelty that gets shelved in a few weeks or months, but it could happen.

My Flip cam is a bit of a novelty gadget – I still use it from time to time, but not the way I expected to.  I’d put bluetooth headsets into this category for most people.  Any kind of “power mouse” or other computer accessory that really just adds to the complexity.  The Sony Dash.  Digital Picture Frames.  Most kitchen gadgets (hence the bread machine).  My OLPC is my grand champion worthless piece of green plastic.  Novelty stuff.

How can you tell if something is just a novelty?  I’d say it falls into one, or both of the following definitions: Things that people buy without a clearly defined lifestyle benefit, OR things that don’t provide value in a easier/faster/better way in life.  So a digital picture frame has a benefit (see your pictures without using your computer), but it’s actually harder/slower to do so than a computer, so it’s a novelty.  Bluetooth headsets have clear benefits, but having to remember to bring them with you AND keep them charged creates more work.  The OLPC? Fuggedaboutit!

So the iPad?  No clearly defined lifestyle benefit I can think of (I can do all the same things with my laptop).  But is it easier/faster/better for doing anything?  Yes.  This may sound trite, but I firmly believe it will be a easier/faster/better way to do “general Internet things.”  And I’m fairly convinced that that category is ill-defined today, but will be a distant memory in the not-all-that-distant future.

Or I could be wrong and you’ll hear about my mom using it in a couple of months…

If tablets suck, why did I order an iPad?

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Last summer I wrote a blog post in which I claimed that tablets, for lack of a better word, suck.  Yet I actually woke up early today to confirm that I’d be able to get an iPad the day it came out. I wanted to take a moment to explain why I am actually excited about the iPad (image source = Scobleizer + my wannabe Photoshop skills).

First, my anti-tablet arguments, and how they do/don’t apply:

  • Tablets suck at handwriting recognition.
    Still true, hence Apple implementing an on-screen keyboard and building a physical keyboard to go along with it. I don’t consider this a particularly great solution, I’d actually prefer a “Palm Graffiti-like” option (yeah, not elegant, but once you knew it, you were fast).
  • Tablets suck to carry around.
    Still true, actually one of my biggest concerns about my personal use of the iPad.
  • Tablets make you tired.
    From using my Droid Eris I’ve already noticed slightly different types of strains on the muscles in my forearms, not sure if its from the typing or the swiping (or the general frustrations with Android).  Curious to see how this plays out with the iPad.
  • Tablets can’t share nicely with others.
    In typical Apple fashion, rather than try to make all Office apps work they’ve created a new ecosystem for productivity apps.  I feel this is an okay approach, but still not what I want.  I am concerned that I’m going to want to sketch notes and markup docs and have no way to effectively do it – but I can’t really tell if this’ll work or not yet.
  • Tablets suck at hiding smudges.
    Any carrying case worth buying will have a little pouch to keep glass cleaner.  It’s going to be smudgeriffic for sure.
  • Tablets are bad Web browsers.
    I think this is one area I’ll have to eat my words a bit – mobile browsing is better than it used to be, and it really seems that Apple has focused specifically on the Web experience.
  • Tablets are priced poorly.
    Well, it’s not cheap, but it’s not crazy either.  For an early adopter product, I’d say its priced appropriately, though will need to eventually come down.  Unless it’s actually a viable personal laptop replacement (more below), in which case the price point is awesome.
  • Tablets suck at everything else.
    Still true – unless the entire ecosystem is built off a custom app platform and instead of trying to run traditional computing applications (ahem, Windows), it’s running all new stuff… But it still might suck.

So what happened here? Am I just a rampant hypocrite? Have I been drinking too much Apple Kool-Aid?  Do I just want to be the first kid on the block with some shiny new object (unlikely)? Or is it something different?

For the “haters” (basically all the crazy tablet fanatics who got offended that I don’t love their products as much as they do and am apparently not supposed to state said opinion), this will sound bizarre, but in a nutshell I don’t really consider the iPad a tablet.  Yes, it’s a slate form factor. Yes, it has a touch screen. Yes, there are a ton of similarities to the tablet category. But it’s not a tablet.

I consider the iPad much closer to a “big iPod Touch” than any other category of product.  While it has some aspects of productivity tools, the reality is the product is optimized for other types of usage.  Let’s face it, that virtual keyboard is probably going to get annoying pretty fast.  Further, with no USB there’s very few options for extensibility.  Which means you can’t think of it like a “computer”, since it’s actually much less versatile than one.  But as a product, it’s just as versatile as it needs to be.

From one perspective I guess I do drink a bit of the Kool-Aid, as I do believe the company has effectively built the “not a phone, not a laptop” product.  I also think they’ve built something with tons of versatility and practical use.  As we continue to march down the post-computing era of gadgets, I think the iPad will start transforming a lot of peoples’ mindsets on what exactly can be done with innovative technology.

And as I said in the original tablets suck post, “But if you do figure it out, I’m buying!”

What Did Jobs Do?

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In proper form,I shall now review my own predictions of the iPad from my first two posts on the subject (parts 1 and 2).  Let’s start with…

What I got wrong:

Productivity Apps
I said: “Unlike the Microsoft approach to “ecosystem” – where everything other than the Xbox is able to view and edit Excel spreadsheets – my hunch is the iPad is all about lifestyle, the Internet, and entertainment.  I’d guess there’s a native version of Safari, some kind of simple email and calendaring, and that’s about it.”

In reality: native new version of iWork!

Reaction: I’m pretty surprised by this move. I certainly see the case for casual work-like content creation (make a simple budget, add some numbers, etc), but figured this would be much more of an afterthought. Further, without an input mechanism (camera – more below) beyond the touchscreen, I don’t quite feel the product “fits” as a content creator.

Augmented Reality/Content Creation
I said: “I’d predict there are several native applications and services that provide very cool augmented reality features.  I’m firmly in the camp of one or more cameras on the iPad, and I think Apple will include one or more fun exploits of the concept from the get-go.”

In reality: zero cameras.

Reaction: This is unquestionably the most questionable aspect of the iPad (like how I did that?). There’s one in the Nano, but not here? Just doesn’t make sense to me, nor most of the people I spoke with during and post the event.  My colleague Jim Schaff thinks this is effectively a beancounter’s decision – the numbers were run that showed adding a camera could/would cannibalize from either MacBook or iPhone sales, and thus the camera was dropped.  Other folks I’ve spoken with theorize it’ll show up in a rapid revision of the product (something I don’t agree with, as they had no specific reason to rush the iPad to market, and could easily have waited until it was working).  My other theory here is that it’s not a hardware issue, but a product/software complexity issue, and the overall impact of adding a camera would have created too significant a product development challenge in the short term.  Gotta crawl before ya run.

Hardware ins/outs
I said: “It’ll have the iPod connector, USB, DisplayPort and an SD card slot.  A webcam is highly probably, and I wouldn’t be surprised with an IR interface as well.”

In reality: custom dock connector, USB, no other ports.

Reaction: I’m disappointed at the lack of SD card reader, especially in context of the photo frame use-case.

What I got right:

The name
I said: “iPad”.  😉

Heavy software emphasis
I said: “Everything that ships on the iPad will be designed completely to work in a touch fashion, or it won’t be included period.  I’m still torn between whether it’ll be a version of OS X or a version of the iPhone OS, but either way, the device will ship with oodles of applicable software, custom-built to be great in gesture, touch, multi-touch, or even by looking at it the right way.”

Closed app infrastructure
I said: “I expect the iPad will sit somewhere between the iPhone, with individually manually approved apps, and the OS X platform.  Based on the reports today that some apps are supposedly already being run on the iPad (of course these reports prove absolutely nothing, as it could either be an updated iPhone with a new OS, or simply another “labs” product running around campus.  but where would modern tech blogging be without unsubstantiated rumor circulation and amplification?) , my leaning is a differentiated version of the iPhone OS, with more leniency in app approval, but still not open. Many will complain, many will profit, and many will love it.”

Single carrier support
I said: “And since the former isn’t very Apple-y, it’s much more likely there’s only one carrier involved” and “It’ll have 3G services built-in.  I’d hope for Verizon, but that limits Apple to its international possibilities.  And there’s no way they’d waste the money on two different 3G chips.”

Note that I’m surprised, but not shocked, that it’s still just AT&T.

Media Slate as product definition
I said: “So picture a device that’s sleek and sexy, can play back movies, TV shows (including live TV), Internet radio (lala), show pictures/slideshows, play simple games (app store), and be otherwise completely entertaining.  It connects from anywhere, has enough internal storage to last a nationwide flight, and is all about fun.  Further, it comes with numerous context access options, including free services, a la carte purchasing/rentals, and subscription options.  It probably also has a Webcam and native iChat support. I’m fairly bullish on this concept, as it seems to fit in with the Apple iLifestyle very well, and makes for a useful product.”

Parting thoughts:

I’m actually going to write another blog post with my specific thoughts on the iPad (and I’m the only guy doing that!).  My quickest reactions are that I’m impressed with the price point, but shocked about the lack of camera.  I think they *will* sell millions of units, and it’ll be more compelling to a more mainstream audience than many others think, though I still find flaws in the overall offering.  In reality, this device is actually a very good alternate “home computer” for the average person who only needs web surfing, email, media playback, and entertainment. It’s certainly more compelling than a Netbook.

For some final fun, here’s the blog post I wrote predicting roughly this device. Of course that was back in July 2007.

Twitter in action: Live coverage of the Apple event

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Per yesterday’s post on Twitter needing better demos, here’s a very (IMHO) useful way to follow live coverage, from multiple perspectives, using Twitter. I’ve created a “list” of people who are either live at the event, or following it closely. These people are more likely to tweet only about the Apple event during it. I’ve now taken the list, and embedded it here in the blog as a widget, to show the content. This means you, if the you in question is not a Twitterer, are now actually using the service. Enjoy.


As an aside, one of the “gotchas” about lists will be watching what happens to this same group of people’s content tomorrow. While there was a moment in time where they are united in function and content, within minutes it will become disparate conversations having virtually nothing to do with each other. Which is, unfortunately, another problem with trying to find common ground in Twitter. If you’d like to experiment more with lists, you can visit Listorious, a web site devoted to nothing but Twitter lists…

Exclusive Photo: Steve Jobs and his Tablet

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Steve Jobs was quoted as saying “This will be the most important thing I’ve ever done”.  Now we know why!

ps – yeah, I am not good at Photoshop.  I don’t care, was just trying to have some fun.

pps – in case someone somehow interprets this as me bashing Steve, I am not in any way doing so.

ppps – in case someone thinks I’m “linkbaiting” – get real.

pppps – in case someone thinks some other negative thing here, COME ON! lighten up people!!!

Debunking: Those are NOT photos of the Apple Tablet

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Saw on Mashable that some designer posted “actual” photos of the “tablet”.  I’m no photography expert, but they looked wrong from the beginning.  I can’t say I’ve 100% proven it, but I’m pretty sure they are not correct.  Here’s the photo (source):

Looks pretty, right?  Yup, and props to the guy who did the photoshopping to make it work.  My first issue with the picture was the basic reflection of the tablet in the screen.  I’m pretty sure there’s just no way the Apple logo from the MacBook desktop background would be so bright that it would reflect not just onto the tablet screen, but then be visible in the tablet’s reflection back onto the MacBook itself.  Here’s specifically what I’m calling shenanigans on:

Just to take it a step further, I grabbed my camera and took a couple of shots of my MacBook and my Droid Eris, just to see if I could capture a similar effect.  I couldn’t even come close – here are two pics, one without and one with flash (I presumed the flash would help create the reflection):

Even without the camera, there’s literally nothing I can do to get a reflection of my phone onto the glossy screen of the Macbook.

Updated: just found someone who knows Photoshop well enough to prove the fakery.

As a last point, if you were going to leak some photos, wouldn’t you have one in someone’s hand?  This is just a weird way to do it – but that’s only my opinion.  I’ll wait to see it in Steve’s hands on Wednesday.  Which I’ll have to do remotely, cuz I don’t get invited to such things. 🙁

What Wouldn't Jobs Do?

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The other day I surmised on what the iPad (still calling it that – it’s the shortest option) might be, as a device.  With only three days left to go prior to launch, I still find myself pondering the “how do they build something at the right price point that’s useful beyond the context of novelty and/or on the commode?” question. While many are going gaga over pretty much anything that could come out, I in my stubborn fashion still just can’t conceptualize what we are about to see.  Of course I’m effectively ready to pre-order it, but I still can’t piece it all together in my head.  So as the follow-up to what might the product be, I thought I’d amble on about what I don’t think we’ll see…

Hardware without software
One of my general rants about Tablet PCs is the lack of compelling software.  Sure Microsoft splashed some “touch features” across the OS, but for the most part it’s a trainwreck.  Apple won’t do this. Everything that ships on the iPad will be designed completely to work in a touch fashion, or it won’t be included period.  I’m still torn between whether it’ll be a version of OS X or a version of the iPhone OS, but either way, the device will ship with oodles of applicable software, custom-built to be great in gesture, touch, multi-touch, or even by looking at it the right way.

Niche or otherwise narrow market scoped
I stated in my last post that a possible product category is just a heads-on Kindle killer.  I’d characterize this as a small opportunity – yes, it’s been great for Amazon, but the market for “better than Kindle e-readers” is small. The only small product Apple still ships is the Apple TV, which they’ve characterized as a hobby product (and rightfully so) from day one.  Granted they haven’t actually said anything about the iPad yet, but their PR machine is too smart to let this much buzz build up and fall that short.  Then again, if this thing doesn’t come with an espresso maker and difribulator, some people are going to be disappointed.

An open platform

Even though the modern day Mac world is based on Unix and has a wide developer base with tons of open source projects, it’s pretty safe to call Apple a company that chooses the proprietary path more often than not.  And while this might frustrate many, the benefits of typically stable products are certainly appealing to the masses.  I expect the iPad will sit somewhere between the iPhone, with individually manually approved apps, and the OS X platform.  Based on the reports today that some apps are supposedly already being run on the iPad (of course these reports prove absolutely nothing, as it could either be an updated iPhone with a new OS, or simply another “labs” product running around campus.  but where would modern tech blogging be without unsubstantiated rumor circulation and amplification?) , my leaning is a differentiated version of the iPhone OS, with more leniency in app approval, but still not open. Many will complain, many will profit, and many will love it.

Focused on productivity
Unlike the Microsoft approach to “ecosystem” – where everything other than the Xbox is able to view and edit Excel spreadsheets – my hunch is the iPad is all about lifestyle, the Internet, and entertainment.  I’d guess there’s a native version of Safari, some kind of simple email and calendaring, and that’s about it.  I think Apple doesn’t have any interest in trying to build buzz or sales into the corporate world, and will instead stay close to their home turf with consumer appeal.  I’d go so far as to say it’ll be fun to use, and the new user experience will center entirely around delivering entertaining content.

Support every mobile carrier
Okay, this is one of those “I think I’m right, but what if they really figured it out???” things (Google didn’t really, and they’ve got some smarty folks too).  Supporting all the US carriers is cost prohibitively “impossible” – you’d need a minimum of 2 different antennas/chips and the relationships in place.  Doing this adds to cost, which is transferred somewhere (consumers), and for the most part neither manufacturers nor consumers like to have “wasteful” componentry.  Which means it’s much more likely there’s either multiple SKUs, or only one carrier.  And since the former isn’t very Apple-y, it’s much more likely there’s only one carrier involved – or none at all (which makes some sense, if this were 1997).  Further, this gets messy when we consider Verizon, the best network in the US, as their CDMA platform is unused in Europe, a place where Apple sells a lot of stuff.

I could probably add a few more pages of the what I don’t think will happen variety, but they start getting less interesting in my own opinion (5 colors of iPads! – not).  I did have one more “I’ll bet they do” item, which is…

Embrace Augmented Reality Even More
Lots of hot trends in the technosphere, from Twitter to FourSquare, from App Stores to Cloud Computing.  But Augmented Reality is actually an interesting one, has more usefulness than others, and is right up Apple’s alley.  I’d predict there are several native applications and services that provide very cool augmented reality features.  I’m firmly in the camp of one or more cameras on the iPad, and I think Apple will include one or more fun exploits of the concept from the get-go.  I don’t know if it’ll be as awe-inspiring as PlayGunman, our amazing lasertag on iPhone game, but hopefully it’ll be close (disclosure – I’m extremely involved in it. also, I’m joking around – if Apple can’t make our game look like Adventure on the 2600, I’d be stunned. and it’s not like our guys are slackers, but it’s freaking Apple).  Apple will definitely do some kind of boundary-pushing move with this device, and I’d hunch that augmented reality is one of the areas they could truly make us think a little differently.


What Would Jobs Do?

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If you follow gadgets or new tech and you are not aware that Apple is introducing “something” next Wednesday, you are either (1) my wife or mother or (2) awaking from a long long sleep. Now along with virtually anything Apple does, or contemplates doing, or doesn’t contemplate doing but others contemplate on their behalf, the rumor mill on this “iPad” is just out of control.  Not a day has gone by this week, and probably the week prior, where numerous stories on TechMeme centered on the speculated device.  My turn.

I’ve tried to think about this entirely with the following perspective:

  1. Tablets, as we think of them today, suck (unless you are in a very specific niche, or perhaps a crazed fanboy).
  2. Steve Jobs does not like to ship suck-y products.
  3. Apple does not focus on niche markets.
  4. Some of the rumors we’ve seen are likely correct (a million monkeys on a million keyboards…).
  5. Apple will still likely do one or more things nobody’s even hazarded a guess at.

So with that in mind, what is Apple up to?

Some more assumptions:

  • It’ll have 3G services built-in.  I’d hope for Verizon, but that limits Apple to its international possibilities.  And there’s no way they’d waste the money on two different 3G chips.
  • It’ll have a “built-for iPad” program at launch.  Still nothing from Droid on this front, but you can bet that Griffin, Case Logic, Kensington, and all the other players will have cases and other accessories coming to market extremely soon.
  • It’ll have the iPod connector, USB, DisplayPort and an SD card slot.  A webcam is highly probably, and I wouldn’t be surprised with an IR interface as well.
  • It might have some clever method of charging (magnetic induction).

Here are some thoughts on the product itself, in no particular order:

  • Sub $300 e-reader + tablet: How about if Apple directly takes on the Kindle, and throws in a great version of Safari, and a Verizon 3G connection?  They sell it at cost, give it a beautiful touch-screen, make it all iPhone-y, but keep it as a simple device.  At this price point it does compete with the iPod Touch, technically, but not in reality, as they are such vastly different products.  We know from the Kindle’s success that there’s a market for the category, and we know that the Nooks and Sonys of the world won’t stand a chance versus Apple and Amazon as the category leaders.  In the “what seems kinda possible and stands a chance at selling in the millions” way of thinking, this is definitely a contender.  Not as sexy as some other options, but possible.
  • Detachable MacBook screen: I’ve come back to this one a few times, as it seems to fit “the world we know” fairly well. What if instead of it being a whole new device, Apple upgrades all MacBooks to have touchscreens that are detachable.  In other words, the keyboard part of the laptop comes off.  It would require some fairly sophisticated engineering to pull off, as the bulk of the computer itself is in the keyboard area, but if anyone’s going to do it.  I think it’s a bit farfetched, but only because I can’t conjure up the physical realities that would be required for it to work.
  • Mac “Accessory”: Had an interesting chat about this concept the other day – basically it’s the idea that the tablet is a remote desktop viewing device that lets a user log in to another Mac elsewhere on the Internet.  It would probably have an internal Web browser as well, and some simple other features, but effectively it’s a “dumb terminal” for a more powerful computer.  And in a coup de grace Applesque way to do things, it would probably let you log into a Windows 7 computer as well (assuming you got the right drivers installed, of course).  I don’t think this is a strong possibility, as it doesn’t seem mass-market enough, but it would become a really interesting competitor to a netbook in regards to being a “disposable computer”.
  • Media Slate: So picture a device that’s sleek and sexy, can play back movies, TV shows (including live TV), Internet radio (lala), show pictures/slideshows, play simple games (app store), and be otherwise completely entertaining.  It connects from anywhere, has enough internal storage to last a nationwide flight, and is all about fun.  Further, it comes with numerous context access options, including free services, a la carte purchasing/rentals, and subscription options.  It probably also has a Webcam and native iChat support. I’m fairly bullish on this concept, as it seems to fit in with the Apple iLifestyle very well, and makes for a useful product.

Those are all good, and nice safe bets.  I don’t think I’ve hazarded guesses that others haven’t.  But now I’ll (try to) get more interesting.

  • What if the entire device were touch-sensitive? Front AND back.  Fully gesture enabled, not just multi-touch but multi-hand.  Remember, one of the things that makes tablets suck is figuring out how to hold it right – so let’s assume they “magic mouse” the whole thing, and made it smart enough to figure out the difference between the “holding hand” and the rest of it.
  • What if it’s a flexible display instead? Okay, this is probably stuck in the in my dreams category, but it would be crazy impressive if they skip the whole concept of a tablet and move the industry up a notch with a flex display.
  • What if there’s a built-in pico projector? Going on the “media slate” theory, but kicking into gear the concept of “fun for the whole family”.  Also doubles-up as a productivity device for showing presentations.

And lastly…

What if there’s no tablet?

Seriously, it’s a real possibility.  What if instead of showing us a tablet, they show a 4G iPhone and impressive updates to other devices (or not)?  What if they announce media streaming services instead?  We all know Apple plays their own game, and if they haven’t figured out how to make this thing magical, I don’t think they’d want to ship it.  It would be a bit of an odd strategy, as there seem to be a few too many pseudo-confirmed rumors, but then again, Apple doesn’t deal with terrorists rumors.  It’s a possibility…

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 Third Age of Gadgets nears its end

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The iPad TabletMac MacTouch iSlate will supposedly launch next year, and with it comes the end of an era.  For that statement to make any sense, I should probably backtrack a bit and give a little explanation.  While considering the impact of this product (should it even exist beyond the labs in Cupertino, that is), I’ve been thinking back on the history and evolution of gadgets.  Incidentally, I’m only considering electronic gadgets, but not including computers (or laptops) nor kitchen-related items (pretty much everything in the modern kitchen is some kind of gadget).  I’ve grouped them (in my own mind) into three major phases, and in pure Tolkienish geeky wonderfulness, I’m calling them Ages.

The First Age

Definition: For sake of discussion, I’ll define the First Age of Gadgets as starting with calculators and LCD watches (and, of course, calculator watches).  Sticklers will quickly point out something I’m missing, but in my opinion that’s when the concept of “gadgets” really got kicking.  These products (1) required batteries and (2) did one thing, typically pretty well.  These early gadgets were typically fairly functional in nature, not very gimmicky or showy.  They were also workhorses as compared to modern products – you can drop most “old school” products and not fear for significant damage (probably directly related to LED or single-line LCD outputs).

Timeframe: roughly the early 1970s all the way into the 1990s. That said, many products came out in the ’90s that would still be considered First Age gadgets, per the definition above.

Defining gadget: tie between Walkman and Game Boy.  Both effectively defined a product category, and still do to this day in most respects. It’s far too easy to argue that the iPod is just a “modern” Walkman, and ditto for the DS/PSP.

Memorable gadgets: Mattel Football, Atari 2600, NES, Speak and Spell (the first DSP was inside it), the Polaroid instant camera, and HP calculators (they could graph stuff!), DiscMan (also great, but not as revolutionary as the WalkMan).

The Second Age

Definition: In a nutshell: USB connectivity and/or card reader integration. Slightly more detailed: the Second Age of gadgets is about products that were able to connect and/or share data with a computer (but did not include WiFi) and/or cell phones.  Gadgets started becoming a little more pervasive, a little more mainstream, a lot more pop culture. In addition to the gadgets themselves, the category of gadget accessories really began to boom (chargers, carrying case, rechargeable batteries, etc).  This was also the dawn of the gadget blogs. I asked Peter Rojas, founder of Gizmodo, if he could recall why he launched the site: “It was an experiment, something Nick and I started almost by accident.  I don’t think either of us thought blogging would become as big as it did. People are a LOT more interested in gadgets now than when I started Gizmodo in 2002 – it’s become part of pop culture.”

Timeframe: late 1990s to mid-2000’s.  Obviously there were definitely earlier cell phones and we still have completely disconnected gadgets coming to market today, but this is still a fairly definable time.  Interesting, I referred to this timeframe in another “look back” kind of post last year.

Defining gadget: tough call, but it’s the iPod. No other device was so utterly perfect at the concept of end-to-end interaction between the device and the computer.

Memorable gadgets: TiVo, Motorola StarTac and RAZR, PalmPilot and Palm V, Sony PlayStation, Rio mp3 players (especially the Karma), Casio Exilim and Sony U10/U20 digital cameras, Creative Nomad Jukebox, Garmin Nuvi.

The Third Age

Definition: Internet access and connectivity. Devices had either built-in Internet access, or some hybrid method of interacting with the Internet to share content, data, or services.  In many cases Third Age devices are simple evolutions to their predecessors, but some innovated distinctly enough so that there’s no blurry lines.  Just as the USB-only devices evolved to a point of wacky ideas, we’ve already seen the same thing begin to occur in the current era.

Timeframe: mid-2000’s to 2010.

Defining gadget: This is a debatable call, but I’m going to go with the BlackBerry. It truly ushered in the notion of a converged device with phone and Internet access, and was the major game changer of usage behaviors with regards to mobile devices.  Obviously the iPhone has had its own impact, but one could argue that (1) the BlackBerry is a clear success, and (2) the iPhone might never have come out without it.

Memorable gadgets: iPhone (see, it’s there!), Xbox 360, Harmony 880 remote, Slingbox (disclosure: I built it, so I’m biased, but I think it belongs on the list!), Sonos (disclosure: I have worked with Sonos in the past, but again, I think it’s hard to argue that any other product has so well integrated the Internet and personal media and home gadgets), Eye-Fi (like it or don’t, but it certainly opened new concepts), the Flip, the Kindle. Oh, and of course the Twitterpeek (just kidding).

The Fourth Age

Regardless of the iSlate, we are at the brink of a new generation of gadgets that utterly change the way we think of technology and mobility. Internet access and data synchronization/sharing will be considered ubiquitous and pervasive across new devices.  I consider gadgets like the FitBit right on the fringe of what I’m talking about – designed for a connected life, but don’t focus on a typical way of being used. My expectations for what I’m calling the Fourth Age of gadgets center around three major changes and improvements in displays, inputs, and power.

Displays: I assume we’ll be seeing flexible display surfaces (folding, roll-up, etc) that change the way we physically interact with a device.  The concept of a hard, flat screen (even a touchable one) seems very outdated to me. I think the real revolutionary tablet will be the first one with some form of flexible display (and my money’s on Apple for making this happen). I also foresee better use of microprojectors to remove the need for an on-board display at all.

Input: Next generation products should have inputs much more interesting than just a keyboard.  Let’s assume the concept of gestures is one good starting point, but it really needs to be taken further than the pinching and scrolling effect.  I’m also anticipating more use of optical recognition (like Natal uses) to simple “watch” the user control a device – gestures are even more interesting when you don’t have to touch a screen. Voice recognition and input is basically already here, but yet to be fully put to work (thanks David for that suggestion). Another is more interesting uses of accelerometers and motion sensors, where a gadget is interacted with simply by how you move it around.

Power: I consider batteries, even the most modern Li-Ion ones, one of the key deficiencies in gadget design. Batteries create massive inefficiencies in cost structure, environmental impact, and product usage. As a stopgap solution, I am a fan of the wireless charging concepts, but that’s really just a big bandaid in my opinion. We are right around the corner from making rechargeable fuel cell based devices very feasible. This is a good step, but I’m anticipating some more monumental leaps.  As per my thoughts on flexible displays, I think the materials sciences engineers out there are cooking up some very innovative solutions to make gadgets last longer, weigh less, and be notably cheaper to produce.

For a little sanity check, I asked Josh Topolsky, Editor-in-Chief of Engadget, his opinion:

“I think we’re just starting to scratch the surface of what’s possible in mobile computing (non-laptop, non-traditional computing, that is). Smartphones are in their infancy, tablets are non-existent; what we’ve seen in demos only just begins to show the potential in this space. When manufacturers can add the horsepower and bandwidth needed to those devices without sacrificing battery life or design, our perception of computing will shift dramatically. Multitouch interfaces and UI concepts that involve more than just moving boxes around on a screen will completely upend our ideas about how you interact with the machine; gadgets like the iPhone and Surface have already sparked that fire. In just a few years (say, less than five), I expect that using a laptop or desktop computer will seem quaint, or worse: antiquated.”

Personally, I’m excited about the future.  I’m just ever-so-bored of the current state of gadget affairs.  The iPhone has just sucked the life out of real innovation, and everyone’s playing a pretty boring game of catchup, with the occasional attempt to one-up Apple.  The problem is the giants of CE are acting like big sluggish organizations, and the cost structures have been prohibitive to enable startups to find easy paths to success, with few exceptions to these rules.  Hence why we in the Third Age we have One Phone to Rule Them All.  But 10 years ago we’d have bet on Sony, not Apple, to lead the revolution.  I wonder who will lead us on the road ahead (and if we’ll see it at CES 2010?).