I was struck by both Jobs and Genachowski's acceptance of the set top box as
well as a willingness to suffer ATT. The irony is that the limitations Jobs
is imposing on the iPad software mirror the problems with the set top box as
a carrier-controlled device. The problem with third party boxes is in
getting access to the popular content available only via "cable". I put
"cable" in quote because we're soon going to using the word for the content
and rather than the physical cable. This will cause a lot of confusion.

 

The problem is with the concept of the set top box itself. After all, why
not treat video streams as just streams of bits? Shouldn't we be able to use
any device to take a video steam going over IP and connect it to the TV? In
fact we're going in that direction with TVE (TV Everywhere) and Over-The-Top
(Video over IP). You can get a taste of it with http://hbogo.com. Steve
Burke of Comcast spoke about shifting his business to distribution/content
and distancing itself from today's pipes (the physical cable).

 

There was also discussion of the problems of wrought by ATT. The capacity
problems seem identical to the capacity problems we faced in the 1990's when
the phone network was threatened by too much dial-up modem traffic. We
solved that by removing the need for the dial-up modem rather than adding
more ports. Given the byte-limits ATT just imposed on iPad traffic and the
fact that if you try to update an app that needs more than 20Mb ATT refuses
to carry the traffic it's clear that ATT's attitude is to blame the user
just like it and the other phone companies did in the 1990's.

 

The solution is to move away from the constrictions of the today's cellular
with its distant towards and artificial distinction between wired and
wireless bits. Rather than adding more carrier-controlled femtocells why not
just make a smidgen of the capacity to today's access point capacity
available as infrastructure? If you look at the aggregate capacity of the
Wi-Fi access points you see walking down the street and compare it to the
cellular system you'll immediately see orders of magnitude additional
capacity. This shouldn't be a surprise as the access points are equivalent
to many million cell towers, at least for data. The marginal cost of the
additional traffic is very small since it would use the existing
infrastructure and the unused and under-lit fiber that is available in so
many places. We could then add additional fungible capacity as needed rather
than special purpose cellular gear.

 

PS: Speaking of twisting winding passages. Verizon just started blocking
port 25 so this message didn't go out till I guessed what was wrong. The
problem occurred while I was traveling to All Things Digital! I got a
panicked call from my wife saying her email wasn't going out. So I remoted
in to my desktop and thence her machine and corrected the problem.

How do normal people deal with this? Would they even know to see mail stuck
in "outgoing"? What about devices that have port 25 wired-in for error
reporting? I long ago gave up trying to directly contact with other sites'
port 25. This is another example of challenge in trying to wend ones way
through the twisting and winding passages in the hills and valleys of the
ancient land of tele-communications.

 

(Clarification -- Asa's credit here is as photographer not reporter).

 

-----Original Message-----
From: David Farber [mailto:[email protected]] 
Sent: Friday, June 04, 2010 10:08
To: ip
Subject: [IP] Steve Jobs: Google TV Will Go the Way of TiVo and Roku

 

 

Steve Jobs: Google TV Will Go the Way of TiVo and Roku By Liz Gannes Jun. 1,
2010, 9:30pm 

 

Steve Jobs at D8 by Asa Mathat | All Things Digital

 

The only way to innovate in the TV industry is to make consumers want to pay
full price for set-top boxes versus the ones they get virtually free, Apple
CEO Steve Jobs said in an interview tonight at D8, as live-blogged by
Engadget and All Things D. Ideally, this break-through product wouldn't be
yet another box, but part of the TV. And by those definitions, Jobs' logic
(and his new attitude towards his former ally) says the new Google TV is not
innovative.

 

http://newteevee.com/2010/06/01/steve-jobs-google-tv-will-go-the-way-of-tivo
-and-roku/
<http://newteevee.com/2010/06/01/steve-jobs-google-tv-will-go-the-way-of-tiv
o-and-roku/http:/newteevee.com/2010/06/01/steve-jobs-google-tv-will-go-the-w
ay-of-tivo-and-roku/> 

 

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