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The first one is about a book call The End of TV, it's birlliant : http://ulik.typepad.com/leafar/2006/10/en_quelq...
The second is about a book written by a friend called "The Peer Age : the "pay-off" choice of free" sorry for the poor transaltion and I used The buggle video to explain why it was a brilliant reading.
http://ulik.typepad.com/leafar/2006/09/lage_de_...
His book just came out but it's a redo a of a 2004 version (which is in english) and was very prospective at the time:
The Entertainment Industry is Cracked, here is the Patch that can be dowloaded here :
http://www.google.com/search?q=The+Entertainmen...
It's fun to see that we are thinking in the same way. Hoepfully the Web3 is not too far.
We are going to bake the (clunky) www.feedgit.com into inclue! people will be able to create a watchlist for video clips based on keywords from youtube, google video and others.
give us a try. We are a small team that has spent 18 months building the app and are currently looking for VC.
I'm pondering what the strategic and business model implications will be.
Will the major networks ink a joint venture to move television to the internet before Google, Yahoo, and MSN?
If the future of television is the internet then shouldn't major networks acquire social networks, social media sites, and internet video companies?
Will Google end up with television and internet advertising being the major driver of revenue?
Will Google continue to be considered a tech, search, or internet company? Or Will everyone-traders, investment bankers, analysts, etc.-admit that Google's a media company and expect the stock to trade at a media company p/e ratio?)
I think we need to turn your consideartion around.... Google is from the start a media company.... and search technology is its waves.
So every media company will need tech to survive. It could filtering technology or other mediation related tech.
The relevant bits on my blog are mainly MyPCTV and the IPTV ones.
Business model wise, the main issue for IPTV plays is that they have to subsidise a STB and higher SLA typically, as well as Big Media content deals, vs a Web2.0 style "free ride" over existing assets to the TV.
The "tipping point" - and its a good argument to have right now - is the rate of migration of the PC into the living room.
Re social networks, social media etc - yes, its part of the story - but the big thing will be owning the metadata. Or designing a must have CPE PC of course.
Re Google...it is now (imho) mainly an Ad Media business and is interested in Search (or Video) insofar as it transports Ads....but this too will change when every home owns an IP Video pipe....and Video search is very different so another player may be able to bypass / acquire a bypass company.
One of the current debates (aka the Netflix Gambit) is that there is not enough uncontended broadband capacity. We shall see.......
We are writing a more complete article on all this, plus the Mobile element, should get it finished in the next week or so.
STB's are much better than PC's at delivering a dedicated media centric experience. I think the future is one of dedicated high performance devices that are updated seamlessly and configured on the web.
In the world of 10,000 channels programming in fact matters deeply. GoogleVideo fails because it is built on a pure search paradigm. Users cannot all do their own programming, in fact the mainstream wants programming. And programming does not stem only from crowdsourcing. You will need a mix of "evolved" linear programming and user filtering.
Finally there is an important issue with quality. The internet is not a broadcast network and services like Akimbo offer a quality that is not sufficient for most. Maybe the Venice Project has the answer; but in the meantime broadcasting infrastructure will continue to matter for any full length, quality sensitive content (unless suddenly the download model becomes ubiquitous, but that would assume elegant or no DRM).