Om kicked off the morning with a nice surprise in the form of a video clip message from Nick Carr. Here’s some notes:
The fundamental unit of computing is shifting from individual computers to the data center or the grid of computers. This means different things for businesses and suppliers. The functioning of a reliable data center is crucial to a competitive edge. Prowess in building the infrastructure and running data centers will be crucial to success.
With electric current there wasn’t an ethical dimension — computing is very different of course, because it involves information. Personal and business information has an ethical component. We are in the beginning of making ethical decisions about this infrastructure — this is not just about technology; this is about the implications of supplying information over this new grid.
And here’s our Qik live-stream (not as high quality as the Mogulus feed, but just so you can have it now). If the embed isn’t showing up, just click through.

With its new line of Wi-Fi chipsets designed to plug into a variety of consumer electronics, Broadcom is banking on Wi-Fi beating out other wireless networks for multimedia streaming. It’s not alone in its love affair with Wi-Fi; fellow chip maker Intel, for example, is pushing the standard for personal area networks as well as local area networks. Armed with faster flavors of the technology, an established consumer familiarity as well as a ready source of power from outlets, why not use Wi-Fi for everything, from attaching your keyboard to your computer wirelessly to sending HD movies to your flat screen?
True AV geeks can argue about the merits of picture quality using Wi-Fi streaming, but as a Roku user I can tell you that when the only other choice for my husband and I is to huddle in our office chairs in front of Hulu after our daughter goes to bed, Wi-Fi streamed content via television is eminently watchable. Broadcom’s banking big on the market with its 65-nanometer production plans. By pushing its chips into dongles as well as TVs, DVD players, set-top boxes and speakers, it has the ability to hurt several startups pushing alternative wireless HD technologies such as ultra-wideband, WirelessHD; and the WHDI standard. High-definition purists will gravitate toward some of the HD standards, but the big market will be in Wi-Fi for a while.
The key will be finding both manufacturer support for getting Broadcom chips inside consumer electronics equipment and finding existing equipment that has USB slots so users can easily retrofit them with Wi-Fi dongles. Wi-Fi may have its drawbacks, but for most consumers who don’t want to think interoperability, it’s easy to use. They just want something that works.

Qualcomm has spent 8.3 million pounds ($16.2 million) buying 40 MHz of L-band spectrum in the U.K., which the company could use for its MediaFLO mobile television or other two-way wireless data services. However, the wireless chipmaker’s overseas shopping spree might end at the borders of continental Europe.
That’s because the EU is encouraging its member countries to adopt the DVB-H standard. Lucky for Qualcomm, those cheeky Brits decided to keep the auction open to a variety of mobile standards. That gives Qualcomm a chance to keep selling pricey intellectual property licenses for its proprietary MediaFLO technology. With all the vendors choosing the open LTE standard, it has to find some way to goose those royalties.

AT&T reported solid earnings this morning, with income of $3.5 billion on sales of $30.7 billion for the first quarter. Like last quarter, wireless revenue drove growth, but U-Verse data looked pretty good too. As Om wrote yesterday, AT&T affirmed that it’s on track to add 1 million U-Verse subscribers by the end of 2008. At the end of March AT&T counted 379,000 subscribers for the IPTV service with 148,000 net adds in the quarter. Maybe when AT&T files its 10-Q we can see what the U-Verse churn looks like.

The folks behind the web show “Big Shot Live” have hit upon a formula that’s bringing them huge traffic. In fact, it’s worked so well that they’re now planning to spin off “Big Shot Live” as a separate company — and raise some $5 million to $10 million for it. NewTeeVee has the full story.

Comcast said today it plans to create a “P2P Bill of Rights and Responsibilities” in cooperation with P2P companies and other ISPs. The bill is supposed to be a catalog of best-practice recommendations for P2P companies and ISPs alike, but the announcement was more than vague about what those recommendations might look like. NewTeeVee has the full story.

This winter holiday season, visitors to Best Buy will be able to purchase televisions and DVD players with the ability to transmit wireless video in high definition. But before getting too excited about dumping your cords, you should know that there are currently four different ways one can watch wireless HD, and it’s unlikely all of them will be built into consumer devices.
That’s right, the variety of wireless HD technologies are sowing the seeds of a new standards war. And standards wars stink. Whether between Blu-Ray and HD DVD or the varying shades of Ultra-Wideband technologies, when the fight centers on technologies, consumers lose. This year, SiBeam, a company participating in the WirelessHD standard operating in the 60 GHz band, plans to have products on shelves, as does a UWB vendor. Products based on the third standard, known as WHDI, are expected to be on shelves this winter as well.
Device makers have yet to choose a standard, so it’s hard to say which technologies — and related startups — will win out. It’s theoretically possible that multiple technologies could win, but in the cutthroat world of consumer electronics, spending an extra $20 to $50 for a second or third chipset in every video creation and playback device is hard to justify.
So which standard will prevail? Tandhoni Rao, founder and VP of strategy at Radiospire, a startup using the spectrum allotted for Ultra-Wideband to deliver wireless HD without compression, says that when it comes to conflicting standards, his company is thinking ahead. It’s working with UWB spectrum because it’s a known quantity, and because it was easier to develop chipsets that work in the spectrum between 3.1 GHz and 10.6 GHz for UWB rather than at the 60 GHz range. However, he says the AirHook standard proposed by Radiospire for HD video delivered over UWB would mesh well with 60GHz.
In areas outside of the U.S., the UWB spectrum isn’t always available, making Radiospire’s solution less ideal for a global market. The WirelessHD standard for 60 GHz is available in most countries for delivering HD video without compression, giving that technology an edge. However, WirelessHD at 60 GHz competes against Wi-Fi, which is one of the most ubiquitous standards out there. With Wi-Fi, the biggest challenge will be figuring out a way to deliver HD video without compression.
The outlier will be the WHDI standard offered by Amimon. It uses unlicensed spectrum in the 5 GHz band to deliver uncompressed HD video over a WiFi-like signal around the home, and should have a product out through Belkin in September.
So before you give the gift of a wireless HD-enabled product, remember all the battles that have yet to be won.

Mike Volpi, CEO of Joost, spent his first weekend in California in many months dealing with the blowback from a story in The Sunday Times (of UK) that has the company scaling back its global ambitions in favor of a US-only focus. We talked earlier this evening, and Volpi said none of those things are actually true. (PaidContent had talked to Joost spokesperson earlier today.)
“We are focusing on US, Western Europe, China and a few other Asian markets,” he told me. “Taking a more measured approach to our expansion, and keeping it in sync with markets where online advertising is mature enough.” Volpi pointed out that Joost launched in China two weeks ago, and has recently signed content partnerships in Scandinavia. When you add to the mix UK, France and a couple of other Western European countries, Volpi said it is pretty obvious that the company is not scaling back from its global ambitions.
“What we are not doing is chasing every market, because as a start-up we need to be focused,” Volpi added. Due to its heritage - it was started by Skype co-founders Niklas Zennstrom and Janus Friis - Joost had received a lot of press coverage. God knows, I wrote about them a few times. The fact that it is run by Volpi, a highly regarded former Cisco executive and funded by the likes of uber VC funds Sequoia Capital and Index Ventures, it is hardly a surprise that Joost is being closely scrutinized. The company raised about $45 million in May 2007.
Joost was supposed to be the delivery vehicle for Hollywood content in the US. Instead, Hulu, a web-based video company backed by major networks chose its thunder and market, leaving Joost scrambling to play catch up. It has Viacom and CBS as its primary US partners, and it clearly needs to sign-up more A-list type content providers. Furthermore, the BBC’s iPlayer (where the former Joost CTO currently works), Kangaroo and other players are beginning to challenge Joost on its turf in Europe as well.
That said, the company doesn’t have much room for error. It needs to quickly improve its client and platform. Joost client has been subject of much criticism. Volpi knows that. He said that Joost is going to announce a new web-based platform in a few months. (We offered them 5 ways they can get out of trouble. Anil Gupte had listed 7 reasons they could be in trouble.)
When I asked Volpi about layoffs, he said that company realigned its work force. A few people were let go recently, as I first reported for NewTeeVee. Many contractors were cut as well.
As a result Joost of today is a trimmer version of its former self, thanks to pruning by Volpi, who became Joost CEO in May 2007. Some of these details were outlined in a Portfolio article. I tried to pin down Volpi on the total number of employees the company currently has, but he would not comment.
Rafat in his report says that Joost has about 100 employees. By that yardstick and my own not-quite-confirmed-data, that’s a head count reduction of around 35 to 40. Volpi said that the company is adding more “engineering” folks in their New York office and contrary to published reports has no plans to shut down the Netherlands operation.
Photo by Joey Wan.

We taped the 35th episode of The GigaOM Show this past week. I interviewed Jonathan Schwartz, CEO of Sun Microsystems where we discussed different topics including the importance of fundamental research, how Sun is changing and why he bought MySQL.
With this episode, we are going on a brief hiatus. While The GigaOM team - Liz, Katie & Chris - along with Joyce Kim had been doing a great job in keeping the show going, [thanks guys] to ask them to continue was above and beyond their call of duty. Being the show host, I felt I needed to return to the show to keep its fidelity but even taping a single episode proved to be quite taxing.
My doctors have urged me to now not to pursue activities that can raise stress and my blood pressure, and taping a show every week falls in that category. So for now we are taking a little break and will return sometime later this summer with a new look, once the doctors give me the thumbs up. Meanwhile, enjoy the episode and check out archives of the previous episodes.

New data from M:Metrics for the month of January confirms that folks who own an iPhone tend to do more entertaining things on their devices — such as watch video and visit social networks — than those who own smartphones. However February data from mobile ad network AdMob points out that iPhone users are still a relatively small part of the overall mobile phone market in the U.S. Good thing, otherwise we’d never get anything done.


Screens, from your massive HDTV to your iPhone, are increasingly filling our lives with an omnipresent glow. And VCs are increasingly funding the companies behind the technology that promises to not only help screens get better and brighter but more energy efficient. LED maker Luminus says it has raised a whopping $72 million for its PhlatLight LED products, which are primarily used for flat-panel displays, while Dutch display maker Liquavista said it’s raised $12.6 million in a Series B round. Earth2Tech has the full story.

Wow. Host Joyce Kim takes off for one week and things go crazy on this week’s episode of The GigaOM Show. We step into the world of Second Life with founder and CEO Philip Rosedale, who gets a virtual grilling from Wagner James Au (author of the new book The Making of Second Life). Rosedale gives us “The State of the Second Life” union address, talks hype cycles, and explains why the tech sector should still care about his company. Also on the show, we talk a little Hulu, and if Mary Tyler Moore is watching, I’m sorry for butchering your theme song (the producer made me do it).
UPDATE: Well this puts a different spin on this week’s episode: Philip Rosedale stepped down as CEO today. The company is searching for a replacement with more management experience.
You can also download the show for QuickTime, Windows Media, or Xvid.

Peer-to-peer TV start-up Joost will make live-streaming video available to all its users tomorrow; it has also scored a deal with its investor CBS to live stream March Madness. A new client should be ready for download by about noon ET on Wednesday, reports NewTeeVee.

NewTeeVee’s Liz Gannes catches up with BitTorrent CEO Doug Walker and talks about the company, Comcast, traffic shaping and other sundry topics. Enjoy the video, and read Liz’s post over on NewTeeVee.

Brightcove CEO Jeremy Allaire joined me (subbing for Om) and co-host Joyce Kim on the GigaOM Show this week. Hear him talk about Brightcove’s traffic spikes from TMZ, politics, and National Geographic; Yahoo’s Maven Networks acquisition; his company’s decision to drop its own ad sales team; and learning from experience to grow through partners. Download a high-quality version here.

Twenty years ago this month, the HP Deskjet launched, signaling the demise of the dot matrix printer (and its noise). Kids these days just don’t know how easy that have it. The first Deskjet cost $995, weighed 14 pounds and could only pump out two pages per minute. How did we ever make it through?
Well, people like Vyomesh Joshi, executive VP at HP’s imaging and printing division, certainly had a hand in it. Joshi stopped by The GigaOM Show to talk about HP’s Print 2.0 initiative, the company’s role in environmental issues, and the versatile abilities of inkjet technology (3D printing, anyone?). You’ve never seen anyone get so excited about printers before, though I’m still skeptical of Joshi’s claim that pictures printed with an inkjet printer are archival-quality.
You can download the episode in QuickTime, Windows Media, and Xvid.
Vinod Khosla, co-founder of Sun Microsystems and cleantech VC firm Khosla Ventures, is on a mission to foster clean energy technologies. He’s always fun to talk to, but in this week’s episode he gave Joyce and I the inside track on green transportation, biofuels, hybrids and getting the U.S. off its oil addiction. Download the episode here.


Get to know the new CEO of Mozilla, John Lilly, on this week’s GigaOM Show, where I subbed in for Om again. Joyce Kim and I had a nice chat with Lilly — he shares details on the recent executive changeover, the impending release of Firefox 3 (which Lilly claims never crashes on his machine), the formation of a new Mozilla subsidiary for email products, Mozilla’s desire to refrain from going public, and the effect of the potential Microsoft purchase of Yahoo on Firefox. Watch the embed above, or download a high-definition QuickTime version here.

Want to know how online games are going to make money in the post-World of Warcraft era? The GigaOM Show recently sat down with Joshua Hong, co-founder and CEO of K2 Network, the company behind Gamersfirst, a free-to-play game network that boasts some 4 million monthly active users. Om’s smart and gracious co-host, Joyce Kim, invited me on to chat with Hong, who was advocating the free model long before Electronic Arts got into the act.
(”For a high-quality version, go here. )

Heather Harde, CEO of TechCrunch, stopped by the “The GigaOM Show” this week to chat with co-host Joyce Kim and myself about The Crunchies, working for a blog, and her thoughts on the mergers and acquisitions market.
You can download the episode in Quicktime, Windows Media and Xvid formats.

Want tips on how to move to the Valley, take funding, and flip your startup for $75 million in under two years? Watch this week’s episode of “The GigaOM Show” with StumbleUpon founder Garrett Camp. With a little prodding from startup lawyer and co-host Joyce Kim, Camp gets down to the nitty-gritty of stock options and the merits of angel funding. And GigaOM Managing Editor Carolyn Pritchard will be pleased to note that Camp is a fellow Canadian. Happy Boxing Day in advance!

After finally admitting that the company did a poor job with the Apple TV, Steve Jobs in his Macworld keynote today unveiled a totally new interface with loads of functionality that should be enough for any Apple zealot to jump for joy. But how much faith do people really have in Apple to make its new offering a success when the product was relegated to the shadows and generally ignored over the past year? Read more over at NewTeeVee.

Online financial news show “Wallstrip” got a new host this week, Julie Alexandria, and she’s planning on spicing things up. NewTeeVee editor Liz Gannes has the interview.
Also this week, India saw its biggest-ever IPO debut: Reliance Power. So if it’s about new power, it must be green, right? In fact, it’s quite the opposite. Read more over on Earth2Tech.

No, that’s not “The View” you’re watching! It’s “the GigaOM Show,” this week with two female hosts, a female guest, and some touchy-feely subject matter. Given Om’s recent heart attack and the loop it threw us for, the team went with a health theme and brought in Heidi Roizen, a technology VC who recently switched things up to fund and write a CD aimed at inspiring people to lose weight. She tells us about “Skinny Songs” and her newfound interest in health-oriented technology companies. We also read some viewer/reader comments from the outpouring of support Om received in the last two weeks.

The writers’ strike just keeps dragging on and on, and new episodes of your favorite old teevee shows are running out. Face it, it’s time to move online. Don’t know where to start? NewTeeVee has put together a handy guide to finding the web shows you’ll like best.

Just before the holidays we took a trip down to Sand Hill Road, where we filmed this interview on cleantech investing with Draper Fisher Jurvetson’s partners Steve Jurvetson and Raj Atluru. With 11 deals and over $40 million dollars, DFJ was one of the leaders of funding the industry in 2007. We shot the video in the lobby of DFJ; they thankfully cut my bad joke about ultimate frisbie. Thanks to Steve and Raj, who gave us a lot of insights on energy efficiency, waste-to-energy, thin-film solar, synthetic genomics, and the rest of their portfolio — they also made up for my newbie video skills! Check it out, and for coverage of everything cleantech read GigaOM’s Earth2Tech:

In the most recent episode of our show, I am joined by Dan Farber, of ZDNet, and Rafe Needleman, of CNET’s Webware, to discuss and the top technology trends for 2008. Sitting in as guest host this week in Joyce Kim’s absence is the editor of Earth2Tech, Katie Fehrenbacher.