Zatz Not Funny!

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Both Time Warner Cable and Cablevision have announced TV Everywhere updates with promises to bring live streaming to more devices. Beyond iPads, the new platforms they plan to support include laptops, game consoles and select smart TVs.

While I’m all for any extra features the cablecos want to throw at us, an expanded ecosystem of supported devices isn’t top on my list. In Time Warner’s case, how about making more content available? Or for any of the MSOs, how about extending streaming outside the house? Cablevision has hinted that it’s working on opening up the geographic boundaries for its app, but there’s no concrete word on when that might happen. And given the heated retransmission battles that continue elsewhere, I have to wonder if this particular streaming fight with content owners will get solved outside of court.

Meanwhile, I’m also curious to know how much demand there is for live mobile streaming. If I want to place-shift my TV, it’s usually to get access to on-demand shows. Or if there is a live event I want to hit, it’s usually coming from ESPN. (Gotta love WatchNow) Perhaps this isn’t a battle cable companies should even be fighting? How much do we need live TV on the go?

Thought municipal wireless was dead? Yeah, me too. But apparently that’s not the case. The city of Wilmington North Carolina is  launching the world’s first white spaces wireless network today built on spectrum available between broadcast TV frequencies already in use. The technology enables Wi-Fi connectivity in public spots around Wilmington, and, after today’s launch, that Wi-Fi access will be available for free to local users. Don’t get too jealous, though. Speeds are set to max out between one and two megabits per second.

The fact that the new Wilmington network is coming online for free is partly a result of broadband regulatory battles. White spaces technology is still hotly contested because of concerns around signal interference, and differing opinions surrounding how spectrum should be allocated. By remaining a non-commercial endeavor, however, the Wilmington initiative is able to avoid some of that white spaces controversy. The freebie network also keeps Wilmington well clear of other North Carolina legislation passed last year restricting community broadband efforts.

Does the Wilmington launch mean new life ahead for municipal wireless? I wouldn’t bet on it. Given the state of the economy, and lack of commercial incentive, it’s hard to see too many of these efforts getting off the ground any time soon. However, the Wilmington network could signal new life for white spaces broadband in general. Depending on how well the network performs, others might start to see white spaces as a viable broadband access alternative. Certainly the technology has some high-profile backers. Microsoft is pushing new innovations in white spaces and hoping to persuade regulators that it should be authorized for broader use. With a little real-world success and corporate cash, white spaces might just have a future ahead.

It’s all about wireless. We’ve got 4G nearly everywhere, mobile broadband in cars, and Wi-Fi hotspots out the wazoo. The cable companies are in bed with Verizon to get their wireless share, and Verizon is sucking up spectrum like a giant Bissell vacuum cleaner. Who needs that wired stuff after all?

It’s a wireless fun fest today, but I predict within 18 months (that’s a totally arbitrary guess- could be a year, could be two years) that the love affair with wireless will have entered a new and cynical phase. Not only that, but we’ll see renewed interest in wired broadband investments. Here’s why.

1. Data caps on mobile broadband are only going to get worse. Today I keep wi-fi off on my 4G phone because mobile broadband almost always performs better than whatever public wi-fi hotspot I find myself in. However, I’m grandfathered in on an unlimited data plan. When that unlimited deal goes away, my 4G access is going to be a lot less useful.

2. Wi-Fi hotspots kinda stink. By and large this is true, and as we expect to be able to do more online, the quality of public wi-fi is going to become more and more of an issue. At the same time, there’s going to be a bigger strain on these hotspots as more people try to offload from their mobile broadband connections.

3. More cool broadband stuff is coming. Between more video coming online and experiments with 1Gbps connections, we’re going to continue to have more incentive to use more data. For a quality experience, we’ll resort to the tried-and-true broadband connections we can get at home and work. Which means, those home and work connections are once again going to grow in importance.

There’s a lot of investment going on in consumer wireless broadband today, but the pendulum should swing back the other way once some of the inevitable wireless disillusionment takes hold. Read the rest of this entry »

On a few separate occasions over the last couple weeks, I’ve received both inquiries and accusations suggesting that DirecTV is  out to get TiVo… given their underwhelming new DirecTV TiVo DVR. From our writeup last month:

It’s everything we expected, but nothing we hoped for. The unit features TiVo’s original standard definition user interface, now branded as their “Classic” UI, running on outdated DirecTV hardware. So it’s neither the best TiVo experience, nor is it the best DirecTV DVR.

Christopher Price of PhoneNews cornered TiVo at CES and pitched us with the provocative theory that “DTV is sabotaging TiVo by making their boxes inferior to DTV.” From his write-up lamenting DirecTV’s lack of TiVoToGo:

Representatives for TiVo blamed DirecTV squarely for not offering the technology on their units. TiVo even went as far as to say that they had offered DirecTV a solution that would ensure copy protection requirements for DirecTV, but that the service provider still mandated that TiVo remove TiVoToGo from the new generation of DirecTV-enabled TiVo HD units.

While many agree that this new DirecTV TiVo DVR isn’t very compelling, I find Chris’ theory of sabotage highly unlikely – verging on the preposterous. First, DirecTV and TiVo are not competitors. Second, DirecTV will take a bath if the deal doesn’t work out as they bankrolled development of this product and “has obligations to nationally market [TiVo], and those obligations are substantial.”   Read the rest of this entry »

As push back on the overly broad SOPA rages, outspoken investor and reluctant content pirate Fred Wilson once again emphasizes the challenges facing the content industry… and their potential customers.

Making movies is expensive and risky. I totally get that the studios need to make a lot of money on those movies to make their business model work. But denying customers the films they want, on the devices they want to watch them, when they want to watch them is not a great business model. It leads to piracy, as we have discussed here many times, but more importantly it also leads to the loss of a transaction to a competing form of entertainment.

While Fred primarily focuses his discussion on the studio release window (this time), consumer frustration extends to all sorts of global media. And, unfortunately, I doubt we’ll see an expeditious resolution given a still archaic licensing and distribution quagmire that still emphasizes the sale of physical goods.

I do see signs of forward progress, but it’s clearly gonna be a long slog. Like Fred and many of you, I find myself frequently frustrated.   Read the rest of this entry »

Ford got a lot of buzz at CES last week with new updates to its SYNC platform, but the most interesting announcement to me was word of an update to the SYNC Destinations app. Users can now enter a destination on the iPhone (or Android or Blackberry device later this quarter) and push it directly to Ford’s in-car navigation system. The app is powered by Inrix, and it illustrates the value of connecting user input from outside the car with an interface and real-time data available inside the car. Ford and Inrix claim this is the first application to connect a smartphone with in-car GPS, but given the utility of this particular machine-to-machine communication, it certainly won’t be the last.

In addition to the updated Destinations app, Ford also announced the new SYNC AppLink service at CES, giving users voice control over certain navigation functions. Drivers can call for real-time traffic reports and turn-by-turn directions without touching a button. Users can also report traffic incidents to the Sync community, supplementing Inrix’s data with real-time user input. The AppLink service is available in select Ford 2012 model cars.

Traffic is big business, and, as local newscasters have known for decades, a big draw for Americans who spend an inordinate amount of time in their cars. Inrix has been on my radar for a couple of years now. The company is not only collecting valuable data today, it’s creating an infrastructure of data inputs that will be hard to match in a few years time if the company does its job right.

And Inrix has the potential to be valuable to far more than just consumers too. Transit authorities, law enforcement and government budgeting offices could all benefit from Inrix data. Just note this story in the Seattle Times from January 8th. Inrix was able to report on the impact of new highway tolls on local traffic congestion and average vehicle speeds. The DOT’s comments on the news were decidedly indifferent, but that’s a short-sighted response. In the future, Inrix data (and traffic data from other sources including Navteq and Google) could be critical for transportation planning, community development and more.

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