46
Copyright : Futuretext Ltd. London 1 Mobile Monday Norway Jan 2010 Ajit Jaokar Telecoms 2.0: Understanding the Impact of Open Mobile

Telecoms 2.0: Understanding the Impact of Open Mobile

Embed Size (px)

DESCRIPTION

Ajit Jaokar presentation at MoMoNo 2nd anniversary

Citation preview

Page 1: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London1

Mobile Monday NorwayJan 2010

Ajit Jaokar

Telecoms 2.0: Understanding the Impact of Open Mobile

Page 2: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London2

Ajit Jaokar

Ajit Jaokar

UK based - Hands on Publisher (futuretext) - Author (Mobile Web 2.0, Social Media Marketing, Open Mobile) - Chair: Oxford University's Next Gen Mobile Applications panel - PhD student UCL/UK - Consulting – Operators, Governments/EU, Startups – World Economic Forum - future of the Internet

Recent and forthcoming talks includeMobile world congress(2007,2008,2009), CEBIT,

Stanford University - MIT Sloan - Web 2.0 expo - Ajaxworld

Supernova - CNN money - BBC - Oxford University European parliament

Global top 20 wireless bloggerAccording to fierce wireless www.opengardensblog.futuretext.com

Page 3: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London3

Open Mobile - Outline ..

What you will learn:

• A holistic view - Web. Mobile. Appstores. Open

• How the value chain is changing

• Where it is going to (which appstore will 'win')

• Web v.s Apps?

• How to get the soft copy of my latest book for free ..

Page 4: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

On the internet - no one knows ..

Page 5: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Open Mobile

Open Mobile - is even your dog can log on to any mobile :) - like the PC

Page 6: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Open Mobile = your dog can log

Cringeworthy as it may sound! - On a more serious note it implies UNLEASHING(UNLOCKING) THE DEVICE i.e. complete separation of access from service! - device is not tied to the network (like a PC)

Page 7: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London7

Open mobile - Net neutrality

Open Mobile - Net neutrality argument and decoupling the network from the service.

Think of multiplayer chess over the network: There are two possibilities - A) If the network is agnostic (i.e. no intelligence is built into the network) - then the chess player can concentrate on creating the chess application. B) If the network is 'intelligent' - then you need a 'network expert' to create a chess application.(a) is an example of intelligence shifting to the edge of the network

www.maniacworld.com

Page 8: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London8

Building a cage?

http://www.museumfurniture.com/curiosities/8birdcage1.jpg

Page 9: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London9

Or building a play frame?

http://www.the1foru.co.uk/ekmps/shops/the1foru/images/action_tramps_2005_271%5Bekm%5D465x300%5Bekm%5D.jpg

Building a Cage or Building a play frame? Both have a structure. One restricts you - the other allows you to explore. The choice is ours .. And the choice has commercial benefits ..

Page 10: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London10

The inevitable forces driving Open Mobile

Why OpenMobile is inevitable: Like a freight train .. You cannot stop it ..

http://www.edrants.com/wp-content/uploads/2008/09/rr1.jpg

Page 11: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London11

The inevitable forces driving Open Mobile

The three riders of Open Mobile:• The Internet• Creation of content (vs.. consumption)• Social networking

http://www.usfca.edu/pj/images/4-3horse.jpg

Page 12: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London12

The Internet ..

http://www.technologyreview.com/Infotech/18944/?a=f

http://static.howstuffworks.com/gif/webserver-backbone-sm.gif

The Internet:• All packets are created equal• Dumb pipes – smart notes• No differential charging for IP traffic• 'Communication based' not driven by media players (which

seeks to make us passive consumers)• Connected by IP and http protocols• Creation and not consumption

Page 13: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London13

The Internet drives Open

The Internet drives 'Open' but Open means many things to many people …

• Open source - and especially it's impact on devices - Android

• Open standards - W3C standards

• Open APIs i.e. Application Programming Interfaces - for instance access to Location APIs

• Open access (freedom to contact anyone on the network),

• Open choice of enablers (for example - the ability to choose your billing system),

Page 14: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London14

The Internet drives Open

• Data portability (ownership of your data)

• The ability to access any application (i.e. not just the provider's application) a.k.a the classic 'Walled Garden' debate - On deck/ Off deck

• 'Open' in relationship to the Cloud

• Impact on developers and a shift in value to the edge of the network

• Low barriers of entry for third party developers

From a mobile perspective, 'Open' in the purest sense means to be like the PC - i.e. individuals are not tied to a network or to a device. Anyone can simply 'log on' to the network or device using their credentials anywhere

Page 15: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London15

Open - from a customer perspective ..

Open’ means the ability to access a resource or to communicate with people within reasonable commercial and technological barriers. Not free.

Open - makes a lot more sense from a customer perspective

Page 16: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London16

Forces at work ..

We are seeing two forces at work: Value is being abstracted to higher levels of the stack / edge of the network (ex appstores, Google Latitude) - for Long tail applications and at the same time, the networks will find profitable niches in areas which they can uniquely do - ex via LTE

http://www.explore-highland-perthshire.com/images/highland_games/pitlochry/tug_of_war.jpg

Telecoms Stack

Page 17: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Social networksConverged address book, Social networks integrated into devices, TwitterCloudAzure; Verizon, Chrome cloud synchronization, bookmark syncContentPaid/Free, Hulu, YouTube, spotify, 3D, HDEcosystemsLG, Nokia Ovi, Samsung, VCAST, Appstores vs Mobile Web, BREW apps, China Mobile, iPhone, JIL, getjar, BONDI-W3CDeviceFeature vs. Smart-phone, Nokia, LG, Samsung, HTC, Motorola, SE, RIM, netbooks, open source on devices, sensors, mobile web, emerging marketsMobile WebHTML5, Chrome, WebOS, Real time web, Browser extensionsLTEfemtocells, HSDPA+, bearer aware services,

Page 18: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Value moves away from the network – (Long Tail, Unpredictable use) and also towards the network(Smart Grids, security, Cloud, mobile health)

Page 19: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

A two sided business model ..

Two-sided markets, also called two-sided networks, are economic networks having two distinct user groups that provide each other with network benefits. Ex: credit cards (cardholders, merchants); video games (gamers and game developers); the Internet. Benefits to each group exhibit demand economies of scale on the other. Consumers, prefer credit cards honoured by more merchants and while merchants prefer cards carried by more consumers.

http://en.wikipedia.org/wiki/Two-sided_market

Page 20: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

A two sided business model ..

Devices, networks and Appstores themselves are part of the ecosystem i.e. Enablers between the customer and the developer

Page 21: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

A two sided business model ..

Page 22: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London22

The ecosystem ..

http://www.elmspuzzles.com/gallery/Robinson/Watering%20Hole.jpg

Page 23: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Choosing the least worst option ..

Like voting .. People will choose the least worst option

Page 24: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

The irony …

Eight years … i-mode launch 22 February 1999i-Phone launch January 9, 2007 

Page 25: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Closed to open ..

Locked - closed platforms - open platforms - web apps

Page 26: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Live and let die ..

Live and let die .. OR Mobile apps vs.. the Mobile Web?

Page 27: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Twitter must die ..

Twitter must die for the real time web to live ..

Page 28: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

iPhone must die for ..

Mobile Web Apps Will Win In The Long Haul – Vic Gundotra .. Google ..

Page 29: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

The rise and rise of the iPhone

According to Frost and Sullivan, App store downloads are forecast to reach 6.7B by 2014

Page 30: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

The rise and rise of the iPhone

In Nov 2009, App Store carried more items than the world’s largest retailer, Wal-Mart, which merchandises about 100,000 items per store.

Page 31: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Not all free ...

Page 32: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Appstore inside ..

‘Appstore inside’ – Not just the usual suspects. Allow unpredictable use(generative) – anything can be a platform - adapted from Distimo

Page 33: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

5 characteristics of an app store ..

Five Characteristics of appstores : visionmobile

- Single marketplace (submission, certification, targeting, pricing)

- Centralised billing , settlement, reporting

- Global distribution - across handsets, operators, off deck

- Provisioning (install upgrades etc)

- On device discovery - discovery, catalogue, marketing

Page 34: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

The web platform ..

The web platform – source O Reilly

Page 35: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Web OS

Web OS – execution environment for cloud applications.

It goes beyond just making the Web local(HTML5 already does that).

Specifically, If Identity and context become agnostic - then services will be nomadic and personalised.

The web OS obtains the profile, determines the context, personalizes the web service.

Bridges the Web and the mobile

Page 36: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London36

Web OSWeb OS

IdentityProfileContext

Personalise ..Personalise ..

Web OS for TV?

Page 37: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London37

Page 38: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

10 reasons why web wins ..

1) UI: UI fragmentation is minimised through web standards2) No IPR: There is a potentially a relationship between IPR status and fragmentation. i.e. : if there exists revenue generating IPR on a technology there is a financial incentive (from non holders) to create alternatives and fragment3) Ease of programming: web is easier to program than other languages4) Web technology embraces the graphical creatives i.e. allows UI people to more easily engage in apps5) Web is proven6) Visible code/open source which could help leverage new users7) Same code potentially works across web and mobile8) Widgets are a common paradigm across web and mobile9) Many of the ecosystem gaps are being overcome(billing)10) More programmers know it

Page 39: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Who will dominate ..

Everyone will ‘survive’ – Qs is who will dominate? Ethos of the Web is ‘winner take all’ provided that they serve the customer(and by extension the developer)

Page 40: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

The Cambrian explosion ..

Multiple ecosystems .. Thrive and proliferate .. And that’s a healthy state .. But the web always catches up – faster bandwidth – faster processors

Page 41: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Demos ..

3D graphics – o3d - http://www.youtube.com/watch?v=uofWfXOzX-g

Drag and drop - http://www.youtube.com/watch?v=Wmf87PyU18M

Gifter - http://htmlfive.appspot.com/static/gifter.html

Draw - http://htmlfive.appspot.com/static/draw.html

Page 42: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Demos ..

Page 43: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Demos ..

Page 44: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London

Macromyopia ..

Macromyopia – short term over estimate. Long term – under estimate

Page 45: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London45

Open Mobile ..

Open Mobile - soft copy now free - 298 pages. Email me at [email protected]. Print copy £19.99 / €19.99 / USD $19.99

Page 46: Telecoms 2.0: Understanding the Impact of Open Mobile

Copyright : Futuretext Ltd. London46

Thanks!

[email protected]

www.futuretext.com www.opengardensblog.futuretext.com

Publishing

Workshops

Consulting

All images from Google images – copyright owned by respective holders