-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Saturday, June 10, 2006
 

Let's Get Social


eBay + Kaboodle = Mycollectibles.

Not bad. A step in the right direction: these players are trying to tap the social to create value. But it also demonstrates another big theme these days: like most players, eBay and Kaboddle are still struggling with understanding just how the social creates value.

Here, "collectors" can also list items for sale; value is created, presumably, by the fact that search costs are slashed. Unfortunately, search costs on eBay aren't that high, so I'm not sure how effective this will be; at worst, it becomes a nice platform for sellers to cram with pseudo-spam.

There are three ways to make this model much better. The first is to shift from the social to the hypersocial (which this model won't really do). The second is to enable cultural value creation (which this model doesn't). The third is to rethink the transactions at the heart of this social market; right now, the transaction model doesn't really make too much sense (in fact, it's backwards).

Kudos for a first step; but my expectations for this aren't too high because the model isn't right from a strategic pov.

-- umair // 1:38 PM //


 

The strange saga of Captain Copyright


The strange saga of Captain Copyright

An Orwellian attempt to go after kids and engage into selling their BS to those who are not yet intellectually prepared enough to analyze all sides of the argument and decide for themselves. This is disgusting.

It's been a pretty interesting day for me. It's a day where I've caught the glimpses of two most extreme edges of strategic thinking. Exhibit A: the sheer brilliance of the visionaries at Tribewanted.com who are years ahead of their industry. Exhibit B: the sheer lameness of Captain Copyright.

-- Mahashunyam // 3:50 AM //


 

Shape of Things to Come


Online 'tribe' gets an expensive island view - What Were They Thinking - MSNBC.com

Must read.

This is a brilliant example of everything that Umair has been talking about. Blurring the boundaries, plasticity, microchunking and preference-trading in a micro-market...you know the score.

-- Mahashunyam // 3:40 AM //


Monday, June 05, 2006
 

Edge Competencies in Publishing 2.0


Nice NYT piece about publishing hits all the usual notes (you know the score, business model confusion, value chain disruption).

Perhaps more interesting to me is this very nice description of an edge competence: blur -

"...When Mark Z. Danielewski's second novel, "Only Revolutions," is published in September, it will include hundreds of margin notes listing moments in history suggested online by fans of his work. Nearly 60 of his contributors have already received galleys of the experimental book, which they're commenting about in a private forum at Mr. Danielewski's Web site, www.onlyrevolutions.com."

Blur means literally blurring the boundaries of a resource or good, making it accessible to parties external to the firm. These days, of course, as this example illustrates, the obvious choice is peers/prosumers. This example is especially interesting because it's a content creator leveraging peers directly - which is a trend that will accelerate, as the benefits become less and less opaque.

-- umair // 7:10 PM //


 

Edge Competencies in Publishing 2.0


Nice NYT piece about publishing hits all the usual notes (you know the score, business model confusion, value chain disruption).

Perhaps more interesting to me is this very nice description of an edge competence: blur -

"...When Mark Z. Danielewski's second novel, "Only Revolutions," is published in September, it will include hundreds of margin notes listing moments in history suggested online by fans of his work. Nearly 60 of his contributors have already received galleys of the experimental book, which they're commenting about in a private forum at Mr. Danielewski's Web site, www.onlyrevolutions.com."

Blur means literally blurring the boundaries of a resource or good, making it accessible to parties external to the firm. These days, of course, as this example illustrates, the obvious choice is peers/prosumers. This example is especially interesting because it's a content creator leveraging peers directly - which is a trend that will accelerate, as the benefits become less and less opaque.

-- umair // 7:10 PM //


 

Valuation


Here's a nice pdf with some handy valuation stuff for reference if you need that kind of thing...

-- umair // 3:52 PM //


 

VCs vs Branding 2.0


Ray Lane talks a bit of next-gen branding. Almost, not quite - miles ahead of many Valley players.

-- umair // 2:24 PM //


 

Economies of Simulation


I've been doing a bit of work on a new bunch of ideas. Core to them is the notion of economies of simulation - firms reaping economies of scale essentially by passing hidden costs off to consumers/society/etc.

Some examples are well known - Wal-Mart, McDonald's, etc. Others are less well-known: fragrances, cosmetics.

Economies of simulation are important because they are a massive vital point for strategic innovators to hit. Consider the Gap vs Zara, McDonald's vs (everyone), etc.

To make a long story short, economies of simulation are less and less sustainable in a world of ubiquitous networks and cheap information.

So, here's a killer NYT article exploring Wal-Mart's strategic response to consumers rebelling against it's economies of simulation.

-- umair // 1:37 PM //


 

London 2.0


Guys, the person that was going to help me find a venue has very nicely dropped out of helping me find a venue.

So, here's the deal. One of you guys is kind enough to help take care of finding a venue (=nice room at a pub). I handle invitations/registration/etc.

I thinking of doing this next Wed, since I've slacked off long enough on it already. Let me if know if this is a bad time for you.

-- umair // 1:33 PM //


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