keynote

VON Day 2: Pulver Keynote

by alec on September 12, 2006

Jeff has started by welcoming all of the delegates from both the voice community, and the new delegates from the video community.

He has started by talking about a little history.  Voice is an application, he says, but we’ve known that for 10 years. We get a little history vis a vis the VON coalition, and the reaction that the industry had in the mid 90′s.  The incumbents tried to shut down internet telephony, and regulate VoIP as if it were telco service.  Jeff’s point is that as VoIP disrupted the telephony industry, video on the net is about to disrupt the entertainment industry, and we should expect a similar reaction.

Jeff talks about a few more areas where innovation is happening at the edge.  In fact, he talks about Telio and Vonage as arbitrage plays at the edge, which is an interesting idea.  Notionally, the services provided by these companies are an arbitrage play for local service.

Jeff’s contention:  Like voice, video is also an application.  TV over IP is not the same as IPTV.  IPTV is solely about empowering incumbent telco’s to compete with cable.  TV over IP is about user content creation.  As the tools improve, the quality will also prove, Jeff contends.  Absolutely!  It reminds me very much of the comments made yesterday by AOL’s Ragui Kamel at the IM panel. 

The same energy that has gone into voice, is now evident in video. 

What has held video back has been two gaps — a skills gap, and an access to technology gap.  Until recently, video editing and content creation required highly sophisticated and expensive equipment.  Moore’s law is bringing those tools to the masses.

He shows us the ViVidas streaming hi-def trailier for Ghost Rider.  High definition video, projected on a massive screen.  It looks pretty good.  There were a few buffering problems I could see, but Jeff’s point is that video is real, and it’s coming to the network.  I would have to concur.  I’ve seen the standard definition version of this video, and it plays flawlessly.  Perhaps high definition is a stretch today, but it’s definitely true that you can play standard definition video.

Jeff’s point:  you don’t need a studio, you don’t need producers.  You can do video yourself. 

What about the concession stands?  The people who sell popcorn, for instance.  New revenue streams are possible from contextually driven advertising, Jeff contends.

Never one to shy away from the regulatory issues, Jeff issues a clarion call to the industry.  He warns that regulators will try to regulate video, and calls on the industry to move ahead.  “Don’t let the threat of regulation get in the way.  We have to fight,” says Jeff.

Perhaps the most intriguing part of the speech was the switch, momentarily, to Second Life, where the whole speech is being broadcast live to avatars in the conference center on Pulveria, Jeff’s Second Life island.

Vintage Pulver.  A mix of vision, a few windmills to be tilted at, and a few preconceived notions poked hard.

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ITEXPO: Anoop Gupta

by alec on October 27, 2005

It sucks to be Anoop.  The room is probably set up for 400 and there are probably no more than 50 people here, despite the fact that it’s 15 minutes late starting.

The talk is titled "Real-Time Internet and the Future of the Information Work".  The theme of the talk is about productivity and the information work.  He begins with a "Near Future Video".

Scenario: Key presenter at a seminar in DC is stranded in Chicago.  Using presence, tablet PC’s, and smartphones, the office follows him.  He’s able to be productive in his hotel room with a combination of video, application sharing, and video conferencing. 

It’s a slick, and very polished video, tying a number of themes together.  Anoop’s point that VoIP is larger than just replicating PSTN features on IP comes through loud and clear.

Microsoft’s Unified Communications Vision is about people centric communications. At the center of his vision are people, roles and identity.  The onion skin around people, roles and identity is the layer that adds intelligence: context, policy, presence, and relationship.  He talks about selectively managing presence based on relationship and context.  The next layer is the different modalities of communication: calendar, data, web conferencing, voice, video, IM, SMS, and email.  He ties applications into this three layer platform.  Communications is a component in the business platform.  One application he describes is an "information agent" built on this platform.

Finally he talks about a series of characteristics for sucess: making them work across devices, networks, home and work, trustworthiness, and so on.

Anoop thinks this vision is closer than a lot of us think.  It’s not five or ten years away, he contends.  He shows outlook with integrated presence, the teamspace portal with presence.  He also shows how you can launch conference calls, and other kinds of calls from within Microsoft Communicator, and Microsoft Outlook.  Presence becomes richer with information from the directory: currently busy, free at 9:30 AM. 

It’s a funny presentation.  The first part is a vast vision, which seems completely unrealizable.  Speaking as a business person, my take was that smaller, nimbler players would come along and slice out small pieces of that vision and realize them.  With Voice 2.0 and loosely coupled Web 2.0 services, this vision could be realized as an ecosystem of cooperating partners working together, rather than a monolithic vision delivered from Microsoft.  The second part is intended to show progress toward that vision, but it’s a hodge-podge of tiny steps — dial by name rather than number, presence integrated with Outlook.  It doesn’t give the impression that Microsoft is making concrete steps toward the vision articulated in the first part. 

He summarizes with the pillars of the vision:

  1. People-centric, presence-based communications.
  2. Connected modalities with simple, intuitive user expereience.
  3. Contextual availabilty providing integration with applications and business processes.
  4. Universal availability across devices, networks, and home/work/mobile.
  5. Breathrough total cost of ownership and security, leveraging existing enterprise infrastructure.
  6. Rich platform and parnter ecosystem.

He talks about doing this in a partner-centric fashion, but it feels like the only partners that Microsoft is interested in are hardware partners.  I see little room for software partners. 

How does this fit / collide with IMS?  When will it really start to roll-out?

UPDATE: Comments from Rich Tehrani are posted here.

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ITEXPO: Carly Fiorina

October 25, 2005

I’m sitting in Carly Fiorina’s keynote at ITEXPO.  She’s speaking without slides, and she’s doing a great job of it.  Her theme at this point is that industries are merging and that customers are in charge.  It used to be that the regulator existed to protect customers from the service providers, but not anymore. If [...]

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Arnold on Pulver

April 20, 2005

Thanks for the plug Jon!  Jon Arnold is back on the air again, and has a nice summary of Jeff’s talk yesterday. 

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