Archive for June, 2009

MobileBeat2009 Top Startup Competition

Matt just posted that the MobileBeat 2009 Startup Competition has extended their deadline for submissions to July 1st. I caught up with Matthaus out at Mobile 2.0 in Barcelona to chat about some of the stuff they have planned for the event. For instance they have Michael Abbott from Palm speaking. Although I’ve seen a bunch of Palm folks out at events these days, it’s the first time I’ve seen someone from their crew speaking since the Pre release. And there’ll be a bunch of folks from the funding side too : Redpoint, Qualcomm Ventures, Blackberry Partners, Kleiner Perkins iFund, T-Mobile Ventures, and others.

Lately lots of VCs have been pinging me actually trying to get a handle on the mobile market. Things have radically shifted over the last two years. The current global economic crisis, major new platforms popping up, existing entrenched players making serious drives to keep relevance, and the redistribution of power and money from a few large players out to a larger number of smaller players has made the market really difficult to decode. Meanwhile, mobile is hot and everyone sees that there’s interesting activity going on. Venture folks still have money to put into the right startups, but finding the right startups is even harder than it used to be.

It’s definitely a unique time in mobile with respect to being able to launch a disruptive startup that carves out it’s own niche in the restructured market. People are open to ideas now that would have seemed ridiculous last year. And the partners and money are readily available if you can make a strong case for what you’re doing. So if you’ve got something that fits the bill, sign up to pitch your startup on July 16th and hopefully I’ll see you at the event!

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Not Sure I Buy the Android Fragmentation Argument

There seems to be a lot of “take it for granted” style discussion around the possibility of Android fragmentation. Without strong top down control of the platform, folks seem to think that we’re going to end up with hundreds of versions of Android, all slightly different. This was the nightmare that mobile Java became. There were large engineering teams dedicated to and specialized in taking your write-once-run-anywhere app and actually getting it to work on the volume of handsets you wanted to hit.

It’s true that technically anyone who wants to build a slightly different version of Android can, so in that sense there CAN be fragmentation. However, the ecosystem has also fundamentally changed. Before we had the carriers tightly controlling the channel, dictating what was in and out in terms of hardware, enforcing strict standards on the software they pushed to users, and doing everything they could to keep anyone else from pushing software to users. In that world the burden of dealing with fragmentation was with the developers, and the benefit went to the carriers. The carriers controlled the channel, so fragmentation continued.

The one lesson that everyone in mobile seems to have learned over the last year was that the carriers were really bad at determining the right hardware and managing that application and content catalog. It’s why everyone is jumping on the App Store Bandwagon. One of the side-effects of that is that it breaks the strongly controlled content and application channel. If ATT decides that their Android version is going to do Bluetooth slightly different, sure, go ahead. But how can they strongarm Android developers who produce Bluetooth apps into making an ATT specific version? The control isn’t really there any more. Developers might do it, but only if ATT is offering up enough incremental sales revenue to make the port worthwhile. Right now developers frequently do it cause they’re contractually obligated to if they want ATT to promote their app.

Anyone who’s worked in open source knows that forks are technically possible, but practically uncommon. When the “market” is completely open folks tend to follow a path that serves them best. And it’s a reinforcing path. Even when someone with vested interest tries to keep a fork distinct, normally the burden ends up being more on the controller than anyone else. Forks tend to get folded back or die off pretty quickly. I think the same thing should happen with Android. Sure, people might try at the start to get a leg up by including proprietary features and customizations. But in the long run if Android as a whole works, the only person they’re hurting with a fork is themselves (to the tune of a decreased application catalog). And although it’s possible for them to create a custom application catalog with some differentiation in the short term and attempt to keep that differentiation going, there’s no difference between that and the strongly controlled channel that we currently see failing today. The cost of trying to do so will outweigh the benefit of joining the mainline. толстые проститутки