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Strategies for a discontinuous future.












Thursday, April 07, 2005
 


Connectivity Wars

AOL to enter VoIP market. Interestingly, it's not bundled with net connectivity. You'd think bundled pricing would be nice way for AOL to exert pressure over telcos.

Makes me wonder when Google/Yahoo/etc will get into the voice connectivity game, and begin building a cross-media platform that would create huge switching costs and potential for lots of fun new services.

There are a few startups plugging along at this (whose names elude me at the moment) - I don't mean Skype, I mean guys leveraging voice as an access channel to build more functionality into what are essentially web apps - some have been around during the bubble - no one's really made it work so far.

-- umair // 11:41 AM //


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