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Jan 3

On raising kids: “The days are long but the years are short.

- My buddy Brooks Preston.  #goodperspective

Picking Paths

“Look at every path closely and deliberately.  Try it as many times as you think necessary.  Then ask yourself, and yourself alone, one question…Does this path have a good heart?  If it does, the path is good.  If it doesn’t it is of no use.” - Carlos Casteneda

Remember the dinosaurs - it can take awhile for incumbents to die

Evidence suggests that dinosaurs did not go instinct immediately but lived another 300,000+ yrs after the asteroid hit earth.  Good to remember as we analyze the impact of new disruptive technologies on traditional media companies, venture capital, employment, etc…  

Sometimes it takes awhile for traditional businesses undergoing massive change to die (not always).  

Example:  The 2011 estimated revenues for the YellowPages business was $23.4 bn with 71% of this as traditional print revenues (non-digital).   

(Thanks Salil Mehta for the analogy/discussion today)

The snowball that will disrupt education…High School norms.

Paul Freedman (Altius) told me a fascinating story today of how USC changed from a no-name Los Angeles commuter school to a top education brand:

1. They first built a program that would attract the top students around the United States: Film (leveraging their location close to Hollywood).   

2. The thing that they didn’t quite expect:  Once the top kids from a high school went to USC… the next year when the new seniors were applying to schools and had seen prior top students go to USC, they applied and decided to go as well.  But the kicker:  They did not go to the Film school, they just enrolled in the general program.     

3. Over time, as more and more top kids went to USC, the school was tranformed to a top brand.

I realize I am simplifying the story…but the insight from my fun conversation with Paul today: 

As more and more top high school students stop going to College as the logical next step after high school….the snowball starts to grow in size and scale….more and more students will start blazing the path of not going to traditional colleges after high school.   And before you know it, a very large % of talented students will pick an alternative post-high school path for their education….

Education is clearly getting disrupted…but once the norm changes amongst high school students that top students have viable other alternatives…the dam is going to break…

And plenty of new startups in education (including CRV’s Udacity) get to suck up the demand from the students blazing this new path…

p.s. - This is close to home…I grew up in Pittsburgh, PA and went to University of Wisconsin-Madison.  Looking back, I had never even heard of UW until a friend of mine, a year ahead of me went there…And once I visited her, I could visualize the path…

:-)

May 8

Lloyd-like optimism

From Dumb and Dumber:

Lloyd: What do you think the chances are of a guy like you and a girl like me… ending up together? 
Mary: Well, Lloyd, that’s difficult to say. I mean, we don’t really… 
Lloyd: Hit me with it! Just give it to me straight! I came a long way just to see you, Mary. The least you can do is level with me. What are my chances? 
Mary: Not good. 
Lloyd: You mean, not good like one out of a hundred? 
Mary: I’d say more like one out of a million. 
[pause
Lloyd: So you’re telling me there’s a chance… *YEAH!* 
- Lloyd and Mary from Dumb and Dumber

May 8
apparently this is the letter that you get your first day at Apple.
Awesome.

apparently this is the letter that you get your first day at Apple.

Awesome.

The rise of smart mobile services (not apps!) (guest post on techcrunch)


A new generation of Smart Mobile Services is coming. We don’t need to wait for Google Glasses to build the next generation of world-changing consumer services. Many of the enabling features for these services exist in our smartphones today.

What do I mean by a Service versus an App?

Well, most mobile app developers have built their user experiences to look a lot like a desktop application jammed on a phone. I open up the app when I need something. I open up Outlook on my desktop to check email (I am on Gmail, but work with me here), and I open up my Yelp app on my iPhone when I need a restaurant recommendation. Same, same.

I am either in it, or it is off. For the mobile apps running in the background (e.g., email), they currently don’t add any utility to my offline experiences and interactions. This will continue to work for many apps going forward, but there will be an entire new generation of Services (vs. Apps) that will run in the background, be with me, and add value to my daily flow, productivity and experiences.

What do I mean by “Smart”?

“Smart” means understanding a user and understanding their physical and mental state.

Smart services will process user information in the background to make accurate predictions around real-time user intention and will offer suggestions, results and different user interfaces/interactions based on their prediction of state.

Smart example: Google predictive search in mobile: By adding location data, Google can predict better search queries and search results – improving the user experience.

Very few apps today do any processing to figure out the context and state of the user. They could use passive location data, where I am, who I am with, web services and information, etc. to make assumptions about the user (e.g., Saar is at home now, or Saar is driving) and interact with me differently as a function of state.

A change in user interaction

Current mobile apps use the notification channel and SMS to bring me back to their apps. But very few have “smart notifications” that take advantage of my current context. These next generation services will only interrupt me when they have something valuable to add that is in-context. And they will do a much better job building different user interfaces based on my state.

As I think about what these new Smart Services will look like, here are some of the characteristics I have been noodling on:

  • The most disruptive ones will change our physical interactions and be additive to our offline experiences.
  • Services will process things in the background, predicting our state with a high degree of accuracy.
  • Many will primarily interact with the user through interruptions — and they only interrupt when they have something of value to add.  (e.g., for Uber: Your car is arriving now.)  They won’t feel “heavy” and bombard us with information overload – they will earn the right to interrupt with value.
  • The user interface will look very different from existing web interfaces for some of these apps — as they won’t have things to suggest/interrupt a lot of the time, but when they do they will be very helpful. Example: It is “ok” for the user interface to say: ”Close the app, we don’t have anything for you now.”
  • Understanding context will follow simple heuristics for some services and big data processing for others. As an example, many home automation applications may only need to know that I am in my house to automate music, thermostats, etc. But more sophisticated data analysis and processing will be required for more complicated interactions/recommendations/transactions (ala Square payments).

If I have lost a bunch of you on this post at this point, I apologize. Another way and getting to the point is asking: Why can’t I have the services below today?

Diet – When I step into the gelato place (and you have a high degree of certainty that this is in fact what I am doing), why don’t you ping me and encourage to walk out and go down the street for frozen yogurt instead?

Music and home automation – Why won’t Sonos turn on automatically as I pull into my driveway during reasonable hours?

Driving — Why can’t an app notice in my calendar that I have to get to SF from Palo Alto and ahead of time warn me that 101 is jammed? Why do I still need to check? Highlight potential hiccups and problems proactively and otherwise remain silent.

Discover —  If there is awesome location-based content (or people for that matter), how come it is so hard to discover?

(Any good brainstorm of location-based services will include these scenarios, and has for the past 10 years. But the enablers now exist for these services to become a reality.)

It is really early days and I am excited for what is to come. What do you think the most exciting smart services will do or look like?

Special thanks to Gentry Underwood from Orchestra for contributing many of the ideas and inspirations for this post.

At the Stanford Business School - where Phil Knight the founder of Nike attended.
There comes a time in every life when the past recedes and the future opens.  It’s that moment when you turn to face the unknown.  Some will turn back to what they already know.  Some will walk straight ahead into uncertainty.  I can’t tell you which one is right.  But I can tell you which one is more fun.  - Philip H. Knight, MBA 1962 

At the Stanford Business School - where Phil Knight the founder of Nike attended.

There comes a time in every life when the past recedes and the future opens.  It’s that moment when you turn to face the unknown.  Some will turn back to what they already know.  Some will walk straight ahead into uncertainty.  I can’t tell you which one is right.  But I can tell you which one is more fun.  - Philip H. Knight, MBA 1962 

Awesome to get one of my favorite quotes in a fortune cookie!   A ship in harbor is safe, but that is not what ships are built for~John A. Shedd, Salt from My Attic (1928)

Awesome to get one of my favorite quotes in a fortune cookie!   A ship in harbor is safe, but that is not what ships are built for~John A. Shedd, Salt from My Attic (1928)

Visiting the Harley Davidson museum and found this quote about how they got started.  Not a business school pitch.   Authentic passion and excitement by tinkerers.  #loveit

Visiting the Harley Davidson museum and found this quote about how they got started.  Not a business school pitch.   Authentic passion and excitement by tinkerers.  #loveit