But it did provoke another thought. What we are seeing now is what you might call the third phase of the mobile evolution. Phase one was about transforming eighties mobile bricks into slick, design lust objects. Phase two was about figuring out how to make mobiles impersonate your Walkman and personal video player. Phase three, in my opinion will now pit Apple, Google and Microsoft against each other as they all attempt to control the ecosystem for cloud based applications.
I won't speculate as to the odds of who will win that, save for making two observations. Firstly, cloud based platforms are, in the end, a winner takes all game. It comes down to scale. More users means more data, more data means more value, which in turn increases your ability to play dirty to win even more users.
Secondly, the rise of the mobile data cloud is (another) big wake up call for Telcos. The more that value is delivered as a result of cloudware rather than software, bundled content or product design - the more commoditised the simple act of providing a data pipe becomes. Unlocked handsets are the future, as are unlimited mobile data plans that allow the dreaded voice over IP. As the pools of fast WiFI expand across urban areas, and geeks figure out how to make mesh networks easily run on mobile phones - the days of being able to charge monopoly rents for merely plugging holes in people's network coverage will draw to a close far swifter than anyone on the executive floor may realise.


Had an interesting chat about sports rights today with Jason O'Sullivan who is the VP, Digital Media at ESPN STAR Sports in Singapore. There is a growing trend for Federations and rights holders to package and sell online rights distinct from broadcast rights. One of the challenges is that many of the people bidding for the latter are network operators and ISPs, who see exclusive content as a loss leader to get people to buy their communications products. That drives up the prices of those rights. For media companies, online advertising revenues are growing, but not to the extent to monetise massive investments in new media licensing. So, what about premium content? ESPN in the US has been successful with broadband platforms like ESPN 360 but O'Sullivan sees small upside in subscription revenue in Asia for the immediate term. In his view, broadband, disposable income and credit ownership are limiting factors in emerging markets. After all, in India even Pay TV is generally "don't need to pay" TV.
If you haven't already, watch Buffy creator Joss Whedon's new 'direct to web' supervillain musical. And the good news, for those of you who don't live in the US, is that you can get it for free at
Apple's new
Had a very interesting chat last night at the 