Tuesday, April 19, 2005

Von Canada, EOD

by alec on April 19, 2005

VON Canada, Day 1, is over. It’s been a long day.  Although there isn’t a lot of earth shattering news, there is a real sense in the air that VoIP is at the tipping point.

The last two sessions of the day, for me, were the VoIP and SMB session that I participated in, and the Venture Capitalists perspective.

My presentation for the VoIP and SMB session is here.  A warning, right up front, it plays best with recent versions of PowerPoint.

The session was excellent. Ably chaired by Rick Spence (former editor of Profit Magazine), the panelists were Tim Welch (Centrepoint Technologies), Vera Reifenstein (Bell Canada), David Cork (Natural Convergence), Marc Gingras (Nimcat Networks), and myself.  There was strong consensus that small business is a value oriented sale, and that small businesses have little to no tolerance for technology glitches.  Beyond that, lots of discussion.

The VC panel was, bluntly, not that interesting.  I would have found the whole thing much more interesting if the moderator had dispensed with the staged question and answer, and let the participants present their own viewpoints directly. 

For a wrap-up on the day, here are some other folks that have written about VON Canada:

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Niklas Zennstrom and Skype at VON Canada

by alec on April 19, 2005

Now Niklas Zennstrom has the floor. Last year at VON Canada he announced Skype-In and Skype-Out. What’s in store for this year?

He has a great chart of how fast his company is growing. 1.2M Skype-Out accounts. 1.5B minutes per month of traffic and growing 22% per month! It can scale at this rate because it’s all peer to peer. He has no switches.

The big theme of his talk is that you can’t charge for voice. No argument. He asserts that VoIP is now driving broadband. While I agree that it will drive broadband, I am not sure it is yet.

Another of his assertions is that the IM generation wants to talk on the PC. Kids today use PCs for everything.

One thing which they’ve been trying to build is an ecosystem. They have an API that allows accessories to be created which are Skype enabled.

He sees growth opportunities in new mobile platforms – embedded Linux, Symbian and Windows Mobile. They are also building Skype for Embedded Linux, so that hardware companies can build Skype enabled devices easily.

New APIs are coming, with better links in from web pages. However, Niklas made no mention of APIs which could be used to create new services.

He’s a good speaker, and comes across as a true visionary. It’s been an interesting transition. One year ago he was the bad-boy of the industry. Today he’s visionary embodying the true values of the IP revolution.

Press conference this afternoon, which is presumably where any product announcements will occur.

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Linking Iotum and Skype

April 19, 2005

I’ve been tossing around an idea for how to link Iotum’s product with Skype.  It’s been getting some good feedback here at the show.  In fact, Mark Evans just blogged it, and people are already asking about availability.

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Shift Happens: VNO’s and Dumb Pipes

April 19, 2005

I’m sitting in Pulver’s opening speech at VON Canada. It’s called "Shift Happens". The whole theme is that the IP shift is happening. One of the big themes is that end-to-end IP is finally happening. All we need is DUMB PIPES, and virtual network operators that ride on top of these pipes. Jeff makes a [...]

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