Wednesday, January 26, 2011

App Internet vs Commoditised Devices?

Here's a genuinely fascinating conversation between Robert Scoble (tech blogger) and the George Colony, CEO of Forrester (recorded at Davos).

Key takeaway: The exponential growth of processing power and storage capacity is pushing everything to the edge (in device) which is a threat to web-centric companies such as Google and Facebook. "The web is a dead technology in the long run".
There is something familiar in that concept I was considering back here.(Services And The Death of The Website).
There is an alternative view - that the rapid growth in capability in devices will result in the rapid reduction in price - taking us to a place where the device (our way of accessing all the stuff of the internet) is commoditised to the point where you can pick one up off a supermarket shelf for a few pounds. In that world the web-centric companies remain important.
Perhaps it won't be one or the other but both.
The 20-minute conversation covers the impact of management changes/risk at the top of google and apple and the burning question of when China gets to be the dominant economic power in the world.
I think the CEO may be wrong about China's requirement to go through political change to end up beating the US for GDP. And here's why:

Enhanced by Zemanta

The rate of change is so rapid it's difficult for one person to keep up to speed. Let's pool our thoughts, share our reactions and, who knows, even reach some shared conclusions worth arriving at?