Billions Connected

Thoughts on a ridiculously connected world

Global Instant Messaging Market Share – Open Data

Ever gone looking for instant messaging market share data?

It seems almost unfathomable that there can be networks with active accounts numbering in the 100 MMs to billions and total accounts certainly in the billions for which there is no detailed public market share data.

Based on EQO’s IM interconnect capability we’ve been able to take a look inside the major IM networks to see the competitive landscape and broken down the stats by country – and like any good disruptive player we thought the data should be public.

Global IM Market Share Stats - July '08

Global IM Market Share Stats – July 2008 (PDF)

In addition to the PDF version, I have made the raw data for the country market stats available on Google Docs under a Creative Commons attribution-share alike license.

IM Network Market Share by Country – July 2008 (Google Docs)
 
Feedback and comments appreciated!
 
– Jeff
 

Tue, August 12 2008 » Uncategorized » 38 Comments

Mobile Web Platforms – Ready to Rumble in 2008

Paul Kedrosky on the under-appreciation of mobile web platforms:

People just don’t get how good web apps on mobile can be. I get stuck in many conversations about native apps on mobile, which always strikes me as vestigial. The same way that I live in mostly browser-based apps on my desktop and laptop, I am convinced I will live in web apps on my mobile device. Pretending otherwise seems wrong-headed and self-defeating.
 

At MobileCamp Vancouver I pushed just this point on the industry panel. I’m not sure the other telco folks on the panel were convinced. But – what I found after the panel among the broader development community there, was intense interest in targeting mobiles through web-based runtimes – be they web sites, widgets, Adobe AIR, Google gears, etc.

There are really two issues to consider here.

  1. Are web runtimes capable of delivering the necessary functionality and experience equal to native runtimes? The answer is yes although not everybody gets this yet. See my post on Adobe AIR / Google gears like platform for iPhone for an argument in favor of mobile runtimes over native runtimes.   
  2. Recognition of another under-appreciated benefit of mobile web runtimes – they drastically expand the world of people that can develop mobile applications. In this sense web runtimes are poised to play a role similar to that played by Visual Basic for desktop apps in the 90’s. To be clear – I am not comparing the two in technical terms, but in terms of “developer reach”. Undeniably (and to many developers’ deep regret) VB drove a huge developer population.

Mon, January 14 2008 » Imported, Uncategorized » No Comments

Debating the future of mobile platforms at MobileCamp Vancouver

mobilecampvancouver This past weekend Vancouver had its very own MobileCampVancouver event organized by the Handi Mobility team.

I was on the mobile industry panel with Dennis Knothe of Nokia, Harmander Gill of Wavefront, Dr. Richard Smith of SFU, and Jim Udall of QuickMobile.

Jim and I ended up debating very different views on the future of mobile web platforms, making for a spirited discussion. The ultra short version – I was very bullish on mobile web technologies to expand the mobile developer base, Jim saw mobile web tech as over-hyped and that existing platforms (SMS / MMS / J2ME / Symbian) will rule at the expense of web technologies. Proof that reasonable people can differ even on fundamental issues.

As is always the case, the time allotted was very short – Jim, I hope we can continue the discussion another time!

Jeff

Mon, November 26 2007 » Imported, Uncategorized » 1 Comment

The iPhone SDK announcement – The big takeaways from today’s news

The big takeaways from today’s announcement of iPhone native SDK availability in February:

1. Partly this is a preemptive strike for the holiday season – remove a reason for some people not to buy, and take away the only real “down” side to the iPhone story in consumers minds post-launch. Instead turn it into another focus of desire for consumers – let the lust begin for the native apps just around the corner.

2. Give app developers the confidence to begin writing apps now on hacked iPhones, knowing that with a bit of tweaking they will be deployable on non-hacked devices when the SDK arrives.

3. Predictably, application signing will be part of the equation. Much depends on the signing model. The big questions – will compliance testing be required to get signed? what capabilities will be restricted?

4. The SDK release coincides roughly with the reported release date of the first GPS-enabled iPhones. Prediction: Apple is going to make 2008 the year location-based services go mainstream.

The actual announcement:

Third Party Applications on the iPhone

Let me just say it: We want native third party applications on the iPhone, and we plan to have an SDK in developers’ hands in February. We are excited about creating a vibrant third party developer community around the iPhone and enabling hundreds of new applications for our users. With our revolutionary multi-touch interface, powerful hardware and advanced software architecture, we believe we have created the best mobile platform ever for developers.

It will take until February to release an SDK because we’re trying to do two diametrically opposed things at once—provide an advanced and open platform to developers while at the same time protect iPhone users from viruses, malware, privacy attacks, etc. This is no easy task. Some claim that viruses and malware are not a problem on mobile phones—this is simply not true. There have been serious viruses on other mobile phones already, including some that silently spread from phone to phone over the cell network. As our phones become more powerful, these malicious programs will become more dangerous. And since the iPhone is the most advanced phone ever, it will be a highly visible target.

Some companies are already taking action. Nokia, for example, is not allowing any applications to be loaded onto some of their newest phones unless they have a digital signature that can be traced back to a known developer. While this makes such a phone less than “totally open,” we believe it is a step in the right direction. We are working on an advanced system which will offer developers broad access to natively program the iPhone’s amazing software platform while at the same time protecting users from malicious programs.

We think a few months of patience now will be rewarded by many years of great third party applications running on safe and reliable iPhones.

Steve

P.S.: The SDK will also allow developers to create applications for iPod touch. [Oct 17, 2007]

 

Wed, October 17 2007 » Imported, Uncategorized » No Comments

Where is the iPhone’s answer to Adobe AIR, or Google Gears?

air_iphoneAdobe’s AIR platform has shown that the web development model is fundamentally capable of delivering applications every bit as rich as native platform apps. Hence the outcry over the idea of web applications as the primary development model for the iPhone is overblown. Yes, the current iPhone development environment sucks but it’s important to keep in mind that we haven’t seen the true power of this model.

So what will Apple do if they are serious about the web development platform?

First up, a JavaScript bridge into native device capabilities on the iPhone. Right now in terms of access to device functions via web technologies, the iPhone offers nothing beyond the microbrowsers on feature phones. Yes, the AJAX support enables a quantum leap in usability, but we need more.

Top of the list – “the basics”

  • file access
  • camera access
  • location
  • address book
  • calendar

But beyond these now familiar mobile device capabilities, there is an opportunity for Apple to provide powerful APIs that would provide an unparalleled mobile development environment, web or otherwise:

  • SQLite local store
  • Access to iTunes account-based charging
  • Event subscriptions with persistent ECMAScript object handlers
    • timers
    • calendar events
    • location
    • support for installable URI handlers

Key to app usability is that these capabilities should be provided through a user consent system which does not take away the user’s choice to make use of device features with a given application, a la the restrictions in many J2ME runtimes:

j2me_permission_2
On first load, present the list of “privacy affecting” services being requested by the application – and listen to what the user wants! Empower the user already – they bought the damn thing.

When can we expect such features? Who knows, but I would be very surprised if the first GPS-enabled iPhones, expected in Q1 2008, ship without at minimum a JavaScript bridge to location data following soon after.

Gut check: For anyone with development experience on J2ME, can you imagine going back to the underachiever that is the J2ME RMS storage API after being provided with a local SQL store?

The native app vs. web app argument is stale!

Jeff
Chief Software Architect, EQO

Wed, October 3 2007 » Imported, Uncategorized » No Comments

MIT Emerging Technologies Conference ‘07

emtech07Last week I was at the EmTech conference at MIT to be recognized among this year’s TR35 recipients. I had the pleasure of meeting a number of recipients doing truly amazing work in a variety of fields – biofuels was a particular hotspot this year.

Overall: Fantastic sessions, good connection value, very poor exhibitors.

Conference highlights: Charles Simonyi’s session with big claims for progress on the fundamental bottleneck in software engineering, Ann Winblad’s fireside chat with Jason Pontin, and a pair of great panels by TR35 recipients in the synthietic biology and biofuels area.

Ann Winblad was fantastic. Enough to make an entrepreneur love VCs, not just their money (I kid, I kid). Very smart, very insightful. Watch the video, it’s worth it.

Despite the overall poor exhibitors in the showcase part of the conference, the highlight was MIT Sloan MBA student Eric Silverberg’s Numberpedia.org. The idea is to aggregate openly available statistics on everything under the sun (but most interestingly market data). Could be quite useful if executed well.

Jeff
Chief Software Architect, EQO

Fri, September 28 2007 » Imported, Uncategorized » No Comments

Mobile Operators Stumble on Billable Identities, Apple Swoops In

Mobile WalletThe mobile operators have made a huge mistake on the identity front. The one long-term point of value they have aside from being a bit pipe is the possession of validated identities tied to a mobile billing platform. But with their continuing efforts to maintain their walled gardens, they have passed on the opportunity to become the identity and billing providers of choice on the mobile.

Now there is another mobile player with this capability. Apple. Not only does the new iTunes wifi store not deliver music over the operator network, the billing is not enabled by the operator.

Oops.

An enlightened move by Apple would be to break the lock the operators have on billable mobile identities permanently wide open by giving every iTunes account an associated OpenID, and publishing an open payment API around OpenID identifiers. This would cause a few things to happen:

- a 100% uptake of OpenID within days by makers of iPhone apps
- a practical, simple billing mechanism for OpenID apps of all types
- overnight Apple could become the largest payment provider in the mobile space. Not just on the iPhone, but on any reasonably web capable phone owned by an iTunes user. Not just in the mobile space. Anyone with an iTunes account would be a payment-capable.

Will it happen?

– Jeff

Fri, September 21 2007 » Imported, Uncategorized » No Comments

Canadian cellphone class-action goes ahead

HamburglerA class-action suit against the long-running practice of Canadian mobile operators to charge unadvertised additional fees has just been certified by a judge in Saskatchewan.

Any Canadians that would like to join the class action can do so here. (Roland, that means you!)

Here is Michael Geist (Canada’s answer to Lawrence Lessig) on System Access Fees:

“Emboldened by limited competition, [Canadian] providers have not hesitated to pad their prices by adding the deceptive “system access fee.” Contrary to popular belief, the fee, which adds nearly $100 per year to every wireless phone bill (MTS Mobility in Manitoba just increased its system access fee to $107.40 per year), is not a government-mandated charge but rather a slick method of camouflaging higher prices.”

Jeff

Thu, September 20 2007 » Imported, Uncategorized » No Comments

Steve Jobs to Operators: Bend Over

cellphones_deadJobs is known for being cheeky – but check this out, then imagine the cursing going on in the boardrooms of Apple’s operator partners after today’s launch of the iPod Touch:

  • Jobs: “Wi-Fi, as you know, is not only faster than 2.5G, but it’s faster than any 3G network”.
  • Song playing on the iPod Touch: “Cellphone’s Dead – Beck”
  • On the iTunes Wi-Fi Music Store: “We’re gonna do something else, too: we’re gonna bring it to the iPhone”

What Apple has done is make the carrier networks look old and stale. They are saying, remember the iPhone? Of all the things you loved about it, none of them were enabled by your operator. Just the contract. Here’s one without the contract.

And reading between the lines: Oh, but you want voice? Stay tuned.

Cellphone’s dead indeed.

Blast from the recent past: “When asked about a give-and-take leading to the Apple-Cingular partnership, [Cingular CEO] Lurie said, “I’m not sure we gave anything.” Later, he commented, “I think they bent a lot.”

Jeff

Wed, September 5 2007 » Imported, Uncategorized » No Comments

Blackberry CEO Tries to Drive a Wedge Between Apple and Mobile Operators

rim

From the Toronto Star via Engadget Mobile:

[RIM Co-CEO Balsillie] is also intensely critical of what appears to be an effort by Apple to wrest control of the customer experience in the consumer market. For example, the iPhone is being sold through Apple’s own stores, instead of strictly through AT&T Inc., which signed an exclusive U.S. deal with the computer maker. The phone is free of AT&T’s logo and software and is tied closely to Apple’s iTunes music store, which is where subscribers will need to go to activate their phones and browse rate plans.

“It’s a dangerous strategy,” says Balsillie. “It’s a tremendous amount of control. And the more control of the platform that goes out of the carrier, the more they shift into a commodity pipe.”

This post could alternately be titled “Blackberry CEO Whispers Sweet Nothings in Operators Ears”.

This is really about trying to drive a wedge between Apple and its current and potential mobile network partners. Of all the big mobile device manufacturers, RIM has the least to gain if the industry moves to a more open mobile market with weakened operators, and enjoys a very comfortable position in the current operator-dominated environment. Unlike most mobile device manufacturers, RIM derives a large chunk of their revenue from service subscriptions. They sell into the least price-sensitive segment of the mobile market – business and government users. They have gotten their current market position by providing internet services on networks with poor data capabilities.

But all of this is changing. RIM’s centralized email relay infrastructure is becoming dated and their services like push email and calendaring are in danger of becoming commoditized by copycat devices and internet cloud services.

I love my Blackberry Pearl and it’s a great device. But I expect I’ll be even happier as an iPhone user when it arrives in Canada…

Jeff

Fri, July 13 2007 » Imported, Uncategorized » No Comments