Friday, June 10, 2005
Chambers' Real-Time Enterprise Message

David Berlind summarises the message by Cisco's CEO at a keynote at Interop: "The ever elusive productivity gains that can drive efficiency and profitability are now hiding in interactions (as opposed to transactions); to unlock them, the 'cloud' that once defined a network’s boundaries must grow to encompass the applications and services in a way that delivers a centralized view of digitized information anytime, anywhere, and in any mode that the information consumer wants."

Shanda and Sina

The China Stock Blog outlines key points made in presentations at the Goldman Sachs Internet conference by Shanda and Sina.

Small is the New Big

Seth Godin writes:


I’m writing this on a laptop at a skateboard park… that added wifi for parents. Because they wanted to. It took them a few minutes and $50. No big meetings, corporate policies or feasibility studies. They just did it.

Today, little companies often make more money than big companies. Little churches grow faster than worldwide ones. Little jets are way faster (door to door) than big ones.

Today, Craigslist (18 employees) is the fourth most visited site according to some measures. They are partly owned by eBay (more than 4,000 employees) which hopes to stay in the same league, traffic-wise. They’re certainly not growing nearly as fast.

Small means the founder makes a far greater percentage of the customer interactions. Small means the founder is close to the decisions that matter and can make them, quickly.

Small is the new big because small gives you the flexibility to change the business model when your competition changes theirs.

Small means you can tell the truth on your blog.

Small means that you can answer email from your customers.


Jeff Jarvis adds:

I've been trying to figure this out for sometime: On the one hand, things in our world are getting bigger: Walmart... media conglomerates... Dell... merged airlines... megachurches... Home Depot... merged banks... Microsoft...

But on the other hand, things are getting smaller: The empowered individual can create a media company, using blog software; create a manufacturing company, using somebody else's factory and somebody else's distribution; create a multinational enterprise, using nothing more than a Skype line.

I wondered whether small was just a trend or a new organizing principle for the business world. I now think it could be the latter. Small won't replace big, of course, but small will add up to considerable new competition. And that is because small can now succeed. The economies of scale must compete with the economies of small.

General | PermaLink | Comments (1)

I do not contribute to the view that small is going to compete with big! small will small or get gobbled up by the big! But there is life in being small I agree!!

Posted by cvrk
Sun's Tarantella Acquisition

This is a little old, but still worth noting. Jonathan Schwartz writes:


There's no question enterprises and CIO's are interested in an alternative to the deployment complexity associated with PC's. 'Thin' is in, but according to our calculus, the existing 'thin client' options are just as expensive as a traditional PC (if not more expensive). There's similarly no question the preponderance of legacy desktop applications are written to Windows, rather than the internet. And preserving access to that legacy is a checklist item for those seeking to lower desktop PC costs while moving to shared services or grid infrastructure.

With Sun's SunRay, what we view as the first of many "DOIP" devices to emerge, we've delivered a step function improvement in security and cost - literally moving the desktop to the grid. But there have been two principle objections raised by customers.

The first related (the past tense is deliberate) to the need for a continuous network connection. Without a high quality network, a SunRay is worthless - at its simplest, it's a display that uses the network instead of a cable to attach to a CPU (which means the CPU for a SunRay can be 1,000's of miles away). This network centricity is one of the SunRay's many advantages - as a completely stateless device, if you steal a SunRay, you've got yourself a worthless piece of plastic. Nothing more. There's no data, even settings, to steal - the value's in the network. So problems like the FBI or Wells Fargo experienced can be a thing of the past. It also means you can centralize upgrades and configurations - and put it all in the network.

Before networks were truly pervasive or of reasonable quality, this 'constraint' - the need for a persistent network connection - was an impediment to adoption. But now we say, "you run a SunRay wherever you run Google." And the objection's off the table.

The next issue hasn't been so easy to overcome. It's that the majority of the legacy applications customers were looking to present through a secured thin client were written to Windows. And SunRay today leverages an open source Mozilla/StarOffice/Java Desktop System stack, where Windows is largely inaccessible unless you grapple with the complexity and expense of a Citrix license. With the increasing interoperability between the two companies, though, Tarantella's technology provides a foundation to present Windows applications over a grid (ours, or a customer's). Without a Citrix license.

So at this point, there are no more objections - SunRay's are a far more efficient deployment option for desktop applications. Windows, Solaris or Linux.

Atanu's Abhishek Letters

Atanu Dey has started a series of letters to Abhishek (my son, born April 19, 2005). They are not necessarily specific to Abhishek but to all young children - "Little Buddhas" as Atanu calls them. Here are the first two [1 2].


Welcome to the world and may you have a long and happy stay here. In this letter I will try to tell you a few things that may help you along.

You are just a month old. The universe you are born into is infinitely older than you. I hope someday you would learn what the relation between you and the universe is and appreciate the unique place you occupy within it. You will spend quite a bit of time making a living, but to truly make a life, you will have to comprehend who you are in the larger scheme of things. We will talk about this at length later.
...
I will close this one with some words from The Desiderata: “You are a child of the universe, no less than the trees and the stars. You have a right to be here. And whether or not it is clear to you, no doubt the universe is unfolding as it should.”

With a deep bow to the Buddha within you.


I will be starting my own letters to Abhishek starting next week as part of Tech Talk.

General | PermaLink | Comments (1)

"Little Buddhas" or indigo children?

http://en.wikipedia.org/wiki/Indigo_children

Posted by Dimitar Vesselinov
TECH TALK: Dotcom Nostalgia: The Future

When I look back, there are times when I have mixed feelings about the decision to sell. On the one hand, it gave me the ability to start from scratch – with capital. On the other hand, it also took away the platform that I had built to reach out to a large audience in India and outside. That platform could have been a base for new services over time. Building a new platform can be incredibly hard!

A question I also get asked often is whether I was lucky or was I smart. A lot of Internet entrepreneurs would probably ask themselves the same question. In my case, I guess it was an element of luck at the end, but then one had to be smart to be in a situation to capitalise on the luck. I did not start off with a desire to sell. In fact, even when the offer was on the table, it was not an instant Yes. Money had not been a motivator for me once we turned profitable. But in the end, I did realise that I had reached the limits of how I could grow the business myself. I had two choices: either raise capital and bring in new management (which I was also attempting to do) or sell and work with the acquiring company to grow the business. I chose the second option. (I don't know what would have happened had I chosen the first option!)

For me now, IndiaWorld is a set of memories and experiences. They were five wonderful years – even though on an individual basis, each day had its own challenges. But it was a period when I was excited almost every morning when I woke up. One didn't know what the day would bring, but the mystery itself had its own aura.

For a period in between (2001-2004), I think somehow that excitement dried up. I had lots of ideas, but I lacked the ability to execute on them. It was a difficult period. Now, however, it is back. Broadband and mobility are going to transform the world as we know it now. The opportunities are plenty. This time around, I am working to put an ecosystem of companies together which can together help construct tomorrow's world.

It may not the same as taking one small idea and trying to build it out incrementally. I am now thinking bigger – but I still need to retain the entrepreneurial zeal and roots. This is where the last few sentences of the article capture my thinking:


My focus has really been on how to use technology as a platform and as a tool for change. How can we create solutions for the next billion people in emerging markets? We need disruptive innovations in such markets.

For instance, how do you deliver education differently? You need to leapfrog in the delivery of services. How can we build technology-enabled solutions which can be used in India first? How can you envision tomorrow's world and go out and create it? Indiaworld was a vindication of that belief.


Hopefully, we can be smart and lucky again!

Tech Talk | PermaLink | Comments (5)

Hi Rajesh,

It gives me great pleasure to read your blog every morning. Apart from pleasure, there's an inspiration to carry on.

Being a part of your vision (I work for Novatium) of taking technology to the emerging markets makes me feel proud. I believe it's certainly possible to achieve our (no longer yours alone!) vision.

We are smart for sure. Are we lucky? Only time will tell...

Regards,
Adi.

Posted by Aditya

It's an incredible feeling and I share Aditya's opinion Rajesh.
It moves me so much to read your blogs. Hope we all will work together to see a better tomorrow.
Opportunity. Yes. like never before.

Aravind

Posted by Aravind

Rajesh,

your words that you have ideas and the ability to execute is dried up, has put me in a train of thoughts, as i am also facing the same dilemma.
I wish and pray God that he gives the fire back to act.

Posted by cvrk

Well said Rajesh.

I think the dot-com boom, bust and now this cautious optimism shows us one thing - the consumer moves at her own pace. She adopts and rejects technologies and ideas at a much slower rate than the rate at which entrepreneurs can churn them out.

Consumers simply never adopted some of the outlandish dreams of companies in the dot-com era.
But they are now! Its a pity many things that are now being adopted were pioneered by companies who never lived to see their success.

I sometimes use the grandmom test for technology.
(I can't use my mom because she is a high-tech entrepreneur herself. :-))

The grandmom test can lead to results that might seem counterintuitive to us techies.

1. Does my grandma use and understand email ? Yes she totally gets it and can't live without it.

2. Does she understand broadband ? Yes, somewhat. (she doesnt like the cost).

3. Does she understand wireless ? Totally, and she loves it.

But:

Does she blog ? No! Does she use an RSS aggregator to read blogs ? No. She was surprised when I told her there are quality Hindi and Marathi blogs out there. She wanted to know how to subscribe to those blogs by email. I was unable to explain to her satisfaction why she needs to have an RSS aggregator.

That is not to suggest that blogging is not mainstream - it is just an example to point out that even years after the dot-com crash, we have a tendency to overreach ourselves and invent stuff faster than the consumer can keep up.

If our vision and pace is firmly aligned with our customers ability to grok technology, we will be fine in this boom (can we call it that already?) Otherwise we play ourselves right into another bubble. :-)

Good luck to the emergic/novatium teams.

Sumedh Mungee

Posted by Sumedh Mungee

Interesting view Raesh...Along with a few friends, I started GaramChai.com [URL: http://www.garamchai.com] in 1999. The goal was two-fold: be a part of the Dot.Com 'boom'...and at the same time create an information 'portal' that would be useful.

The second goal continues to be on track. As far as raking it big in the dot.com wave...well! The only redeeming factor is that unlike others who borrowed extensively, the capital outflow was very limited…and the ‘portal’ continues to be in the black

Posted by Raj
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Internet Tea Leaves (Sep 2005)
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Reinventing Computing (Aug 2004)
Tech Trends (Jul 2004)
Letter to Arun Shourie (Apr 2004)
As India Develops (Mar 2004)
My Mental Model (Dec 2003)
The Next Billion (Sep 2003)
Transforming Rural India 2 (Jul 2003)
The Discovery of India (Jun 2003)
Transforming Rural India (Mar 2003)
The Rs 5,000 PC Ecosystem (Jan 2003)
Disruptive Bridges (Nov 2002)
India Post: Ideas for Tomorrow (Nov 2002)
Technology's Next Markets (Oct 2002)
Server-based Computing (Jul 2002)
India's Next Decade (Apr 2002)
The Digital Divide (Apr 2002)
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15 Years as an Entrepreneur (Nov 2006)
Of Blue Oceans and Black Swans (May 2006)
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The Value of Vision (Mar 2006)
Vision and Worries (Oct 2005)
Bootstrapping a Business (Oct 2005)
India Needs More Entrepreneurs (Aug 2005)
Dotcom Nostalgia (Jun 2005)
When Things Go Wrong (Apr 2005)
My Life as an Entrepreneur (Nov 2004)
An Entrepreneur's Growth Challenge (Sep 2004)
Creating Options (Sep 2004)
From Employee to Entrepreneur (Aug 2004)
A Tale of Two Summers (Aug 2004)
Crucible Experiences (May 2004)
The Company (May 2004)
An Entrepreneur's Attributes (Nov 2003)
An Entrepreneur's Early Days (Sep 2003)
Reflections on Ideas and Entrepreneurship (Jul 2003)
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Life as an Entrepreneur (Oct 2001)
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Abhishek (my son)
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Letter to a Two-Year-Old (Apr 2007)
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Letter to a 2005 Baby (Jun 2005)
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Facebook (May 2007)
Doing Education Right (May 2007)
Reflections from a Dubai Trip (Apr 2007)
Creating India's New Cities (Apr 2007)
India's Challenges (Mar 2007)
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Four Blog Years (May 2006)
Fooled by Randomness (May 2006)
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Revolution on the Roads (Apr 2006)
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Peter Drucker: Management's Newton (Nov 2005)
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Building a Better India (Sep 2005)
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