Archive for February, 2008
Posted in Board Of Intellectual Capital, Gerbsman Partners, Intellectual capital, Investments, Market research, Mobile, Open Garden, Technology, Venture Capital, Web 2.0, Wireless, Wireless 2.0 on February 19, 2008| Leave a Comment »
Tony Fish is a member of Gerbsman Partners Board of Intellectual Capital and spend his days with AMF Ventures in London, UK.
I have just had the pleasure of spending a few days with the Ogilvy team at the MobileWorldCongress in Barcelona and though that you may wish to have my early thoughts!
Overall you get the impression that 2.0 thinking [the move from isolation, separation and solitude to engagement, relationship and conversation] is being taken seriously by all the players in the extended value chain – motivations being fear and greed. There is a definite awaking that customer ownership and indeed Brand Value is not about billing or handsets.
Innovation, being a good yard stick, would defiantly indicate that there is plenty of opportunity to capture both new value and leak it away from existing players, with an expectation that a ‘new entrant’ will emerge to capture a significant proportion of the value whilst the major global web and mobile players are diverted; fighting each other.
However my sense was that technology, which has been the heart of MWC in previous incarnations was not the driver this year. Indeed I would go as far as suggesting that ‘mashup’ was the focus as each of the key platforms [mobile, web, TV, print and radio], seek to own more the customers purse and mind share.
The question or debate remains however. ‘Is it open or something else?’ Our growing team http://www.amfventures.com is building and delivering strategy and knowledge on this topic as ‘Mobile Web 2.0’ is becoming main stream.
Whilst speaking with Sun, who is committed to “open”, I discovered that they are supporting a startupcamp, March 7-8th, with MySQL, Google and Saleforce all speaking, and aiming to attract startups who want to be the Google, given that many of the major 2.0 players already run on Sun! http://uk.sun.com/sunnews/events/2008/mar/startupcamp/
Widgets & Gadgets featured heavily at MWC as they have already had a significant impact on content distribution and the viral take up of new services such as social networks like Facebook and MySpace and with a number of widget only companies raising substantial VC funding recently. mashup* event is running an evening debate on Widgets, which looks to be another worth while event! http://www.mashupevent.com/event/mashup-event-widgets-gadgets
I am still looking for great blogs and content to link to our research page…… http://www.amfventures.com/20_research.html
BTW – the best cupcakes ever – ever in NYC
Magnolia Bakery- for cupcake lovers worldwide
I just spent 10 days in the Big Apple. Business is booming, real estate is hot, the restaurants are full and expensive and Theater is great.
Now having said that, the Big Apple, like the rest of the country is facing another Dot Bomb/Web 2.0/Wireless 2.0 crash. During the past 4 weeks I have spoken with various equity sponsors, senior lenders and hedge funds that have identified challenges in their portfolio’s. The workout/maximize enterprise business is back in full swing. More to come.
Best regards and now GO Yankees.