Friday, June 06, 2014

The Only Way Google Can Grow Like Crazy

English: Left to right, Eric E. Schmidt, Serge...
English: Left to right, Eric E. Schmidt, Sergey Brin and Larry Page of Google Polski: Od lewej do prawej: Eric E. Schmidt, Sergey Brin i Larry Page z firmy Google (Photo credit: Wikipedia)
The only way Google can grow like crazy - and crazy is double digits - year in year out is if it gets a few more billion people online fast. Universal internet access is still Google's best bet, a better bet than Google Glass - duh! - and the Google Car. It is imaginable when one company dominated the PC operating system, but it is harder to explain why one company dominates online search. You were told growing up the competition was only one click away. But Google does. And so no matter how you play it, Google benefits simply by getting more people online. As in, it can simply keep offering the services it offers, and bring in three more billion people online, and it will have passed 500 billion in market value, and that 500 is a conservative estimate. I am surprised it is spending only one billion on satellites. Google should spend 10 billion, maybe 20 billion, and get everybody online already, like within a year, or two, before Obama passes out of office. This is not charity yo, this is big business. Waiting would hurt. If Google takes 10 years to get everybody online, there is no telling another search engine will not show up. 10 years are a long time in tech innovation. Maybe Jack Ma has a cousin or two. This is called printing money. This is called zero risk taking. This is harvest time for Google. The hard work has already been done, and the money is sitting in the bank like banana.

For every billion Google spends to get more of the world's people online, its market value is going to go up by at least two, maybe five, sometimes 10. Bhagat's Google Law, if you need a name for the easy math.
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Internet Trends 2014 By Mary Meeker

Wild Hardware Startup

Liu, who’d backed UCWeb, first heard Lei’s pitch over the phone, in a call that lasted from 9 at night to 9 in the morning. Liu recalls that Lei described a smartphone company that moved with the speed of an Internet startup, listening and responding to users, selling hardware at or near cost, and earning a profit on accessories and Internet services. Liu ended up supplying half of the initial $10 million in capital. The VC arm of Qualcomm kicked in a minority investment.
Xiaomi's Phones Have Conquered China. Now It's Aiming for the Rest of the World


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Wednesday, June 04, 2014

Followed By Dell

I am honored, what can I say!



How Funding Works

Quality Video Will Keep Fetching Top Dollars



The Internet will not make the Television go away. They will merge. And quality content will keep making money. It can be argued, more money. It is harder to make a top quality 30 minute video clip than it is to take one great photo. There is still a barrier to entry, but the barrier is lower, and so more high quality content gets in.
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Ocean City

You need to believe this, I wrote my last post before I read this article, which is mind blowing.

The Next Giant Chinese City Will Float In The Ocean
The whole city is designed to be fairly self-sufficient. Tidal energy will power the island, and farms and hatcheries around the edge will provide food. Trash will be converted into more energy on site. The island will even have its own factory producing some hyper-local goods..... As futuristic as it seems, the island may be coming soon--a large Chinese property investment firm is reviewing the design now and expected to begin testing some of its components in 2015.



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Oceans Should Also Be Covered

Balloons, Drones, And Now Satellites

Outside of Google Beijing, Jan 13, 2010
Outside of Google Beijing, Jan 13, 2010 (Photo credit: Junyu Wang | 王俊煜)
How Google Could Disrupt Global Internet Delivery by Satellite
if Google could beam Internet connectivity to countries that have only a single ISP—often one controlled by a government—and very high prices for Internet connectivity, “that could be a game changer for a huge swath of the globe” ..... O3b satellites orbit at a relatively low altitude of about 8,000 kilometers, and the company says this means a more-tolerable 150-millisecond delay coverage to latitudes up to 45 degrees north or south of the equator, a swath of territory inhabited by 70 percent of the world’s population.
Philanthropy is good business for Google. If it takes internet access to 100 million new people, that will be 100 million new people conducting searches on Google. The monetization part is in-built. And so I wonder why Google is not even more muscular in its attempts.

This is my idea of a moonshot.
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