Index Guide to TelNotes if you are new to this blog
InfoStack Topics:
1) Horizontalization:
a) a data and content map to horizontalization. Points of Control Map from Web 2.0 summit and article explaining its impact including data frames. Key data categories: purchase, search, social graph, interest, location, content.
2) Upper Layers:
a) how long can Apple take 30% off the top before appdevs rebel or find new methods for getting to customers? Carriers already lose out.
b) as with data caps, carriers will make mistake of charging too much for something ridiculously cheap, like SMS, Sprint raises rates to ESPN by $0.005. See 4a below.
3) Middle Layers:
a) TV, communications and social media are converging with wireless and internet TV. 3 separate channels/environments brought together via control layers.
4) Lower Layers:
a) smartphone shipments drop sequentially 1.5% to 97m. Ya think data caps play a role?
b) watch Google’s Chromebooks to see if bandwidth & availability is a hindrance to success. Boot-up times of 8 seconds, like a phone, and total redundancy. Intriguing.
c) Craig Settles highlights demand components for rural and less tele-dense markets.
Market and General Interest Topics:
5) Industry Statistics and Events:
a) Chart of VC capital raising and discussion of changed environment/approach. Not sure the premise and contra to tech bubble speculation is all that sound.
b) Music industry stats: negative trends slowed or reversed; but it is a 1x Beatles blip?
c) great timeline on computer processing; from 1958 to 20xx
6) Business Strategy:
a) article on grouponomics. Expensive advertising; so it will correct. Always be coupons and rewards (as most businesses operate at the margin) and the trend will be towards greater targeting and real-time for greater cap utilization and or reduced perishables.
b) Localresponse aggregates other checkin services via twitter.
c) micropayments provider flattr piggybacks off twitter as distrib method. Interesting.
7) Financial:
a) not only are social media companies highly valued, but so are blogs about them!
8) Other:
