My blog is now: blog.aintnolai.com

My blog is now: blog.aintnolai.com

First he made a bold move to acquire Yahoo! for $42B+ in January (balls!)
Then he said take it or leave it (strong negotiation, yeah!)
Then he said he won’t raise the price (consistent message, still good)
Then he raised the price (uh-oh, he’s flip-flop’ing. it killed kerry, remember?)
Then he left abruptly (ah, maybe he woke up!)
Then he said, we can really do it alone, exploring alternatives (should we believe him?)
Then he won’t answer Carl Icahn’s call (maybe he means it??)
Then he said, wait, wait, please come back Jerry. I’m sorry, I won’t buy all of Yahoo. I just really need this little bitty thing called Search. (rejoice in the Yang and Icahn Residences)

So I guess the conclusion so far is:
- He really doesn’t think MSFT will ever catch up to GOOG on its own
- He’s making it up as he goes
- He doesn’t know how to negotiate
Jerry Yang. You lucky dog. Ballmer may be a more capable CEO than you, but it’s better to be lucky than good!
Check out this chart out from comScore via Paul Kedrosky:
The top two sites are probably not a surprise to anyone. But look at the third ranked entry: “Microsoft Sites.” If you haven’t followed comScore before, you probably would be surprised by the high ranking of Microsoft, given its generally lacking performance of its web properties. But before you jump to the conclusion that MSN or Windows Live (or whatever their latest brand is), you should know that this number includes microsoft.com. Microsoft.com is the corporate home page for Microsoft, visited by people to check for the latest Windows or Office patches, searching for support info, finding out about their product offerings, etc. I have no idea why comScore combines two very different sets of content, msn.com/live.com, and microsoft.com, into one measure. This just seems wrong to me, particularly if I’m an advertiser. The traffic to microsoft.com does not show ads, nor does it give my ads any impressions. So why combine the measure?
Ok, you may argue that microsoft.com is probably not a very big traffic driver compared to say msn.com/live.com properties. But you would be completely wrong. Just look at Apple.com, which is entirely about their product lines (perhaps with a very small contribution from .Mac). Apple generated ~48M unique visitors in April. In contrast, Microsoft, which owns about 95% of both the desktop OS and office productivity apps market, and also has a much wider product line than Apple, should in theory generate alot more unique visitors to microsoft.com. And yet the “Microsoft Sites” number is just 2.5x of the Apple numbers.
So the question is: just how many uniques is going to hotmail.com, msn.com and live.com properties, the real competitors to Google and Yahoo? I think comScore will be well served by tallying msn/live separately from microsoft.com.
I have been using NewsGator products for a while now, maybe since 2000. I’ve used pretty much their entire range of client products, from FeedDemon, the Windows RSS reader, to NewsGator Go! for Windows Mobile, to NetNewsWire on the Mac. Along the way I’ve also tried NewsGator Inbox for Outlook, and very ocassionally use NewsGator Online in a pinch. That’s pretty much their entire offering for reading RSS (i.e. non-servers).
I’ve stuck with them for so long because the integration between all the clients is pretty good, at least my feed status is synchronized across all devices, so that if I read Lifehacker on the smartphone, the same posts won’t show up as unread on the PC/Mac. The one thing I was confused over, though, was their “clipping” mechanism: they seem to have various flavor of it on their various clients, and there is no synchronization of them on the server. So whenever I switch machine, or a hard drive dies, I’d lose all the clippings. All in all, it was still decent.
For the longest time I’ve heard from friends that Google Reader rocks. But I still resisted because their web client NewsGator Online was pretty slow, and I assumed that all web RSS clients will always be slower than desktop clients; not an unreasonable assumption given my experience with web email compared to Outlook or Apple Mail. Add to it that the rich client I used most recently, NetNewsWire, was pretty awesome, and I just didn’t see a major need to change.
Then came the day my MacBookPro was in Apple’s shop for a week, and I was sustaining my addiction on the home Mac Mini. I didn’t want to install NetNewsWire on it for just one week, and so I decided it was high time to give Google Reader a spin. I exported my OPML from NewsGator Online and imported it to Google Reader and started using it. I was blown away how fast and rich the web client was! It wasn’t giving much speed away compared to the mac client at all. In particular I liked:
- Google Reader’s preview was super fast, almost faster than NetNewsWire. I suspect they are caching the posts on Google’s servers given how many users would read the same feeds.
- GReaders preview shows all rich media for the most part, instead of the embargo of flash video in NetNewsWire. Given how often YouTube clips are embedded these days, it sure beats using NetNewsWire and then have to open the post on the default browser. Seeing the video right in the context of the preview area rocks.
- Using the Lifehacker Firefox extension for GReader provides me withshortcut keys that make navigating from post to post, marking articles as read or unread, and bookmarking posts all super efficient.
- GReader surprised me even with the mobile version. It’s not as good as the full browser version, but it’s very usable and doesn’t seem to give up much against the NewsGator Go! on the WM5 Blackjack.
- The trump card though, one that I think NetNewsWire will never be able to match, is the feature to bookmark interesting posts, or as GReader calls it, the Starred Item feature. It’s straight out of GMail. Synchronizing bookmark data across multiple clients (RSS or otherwise) on multiple devices is inherently complicated, have all sorts of failure cases that will occasionally pops up, no matter how good the mechanism is. Maybe Windows Live Mesh will solve it completely, but I kinda doubt it. GReader’s web based approach guarantees data synchronicity. Everything will always be in sync, and I’ll never have to worry about porting locally stored bookmarks from one machine to another. Add to it Google’s implicit promise for infinite storage, their search capability, and it’s hard to give this advantage up.
Ever since my switchover to Mac exclusively, I’ve been finding tons of Mac apps that have amazing design and quality. Honestly I didn’t think NetNewsWire for the Mac can be topped. But the promise of Google Reader is just too alluring, and so for me at least, another desktop app has fallen. Long live the web apps!
Dear Steve Ballmer:
Sorry about the YHOO bid falling apart; I knew you think/thought that the way to competitiveness on the web is by getting bigger. Single digit search share (and declining) just won’t cut it. So in that light, the YHOO bid was a good move. But alas, your board of directors was too stingy and gave you a short leash, preventing you from winning the bid. I’m sorry they don’t share your innate sense of competitiveness, that MSFT have to be the top dog in this game, that they are so focused on stupid things such as stock price.
Now that scale and size isn’t going to be in the playbook, you’ll need a Plan B. I know that you are a student of boxing, so let’s make this a boxing analogy. If you are in the title fight, and the other guy outweighs you by 100 lbs, what would you do? Well, if you can’t gain weight, you need to gain power and speed! What you need, Sir, is to knock out the opponent with speed and power of your punches! You don’t want to go thru the entire bout with their weigh advantage, but if you can dance around him like Ali (your hero) did to XXX, you’ll have a good shot of taking out the bigger opponent.
So how do you do that in the web search business? Well, there is no magic bullet. But you certainly would need people who aren’t trained in your traditional software business. Let’s face it, your executives may be smart, but they grew up with the Microsoft way of attributional warfare, where size and stamina matters more than speed and agility. The cliche about “MS will try and try again until they get it right” and “MS products don’t get good until the third version” is based on real business cases. To put those guys in charge of a speed-and-agility campaign, well, that just won’t do.
What you need to do is to set your web team free. Free of the baggage of the Microsoft Way, even though you breath and live it every second of the day. You need an organization that works the way the internet industry works, not by centralized planning from 3 years out and executing to the plan (read Steve Sinofsky’s blog), but by experimentation and rapid failure and learning and reacting. And you just can’t do that with your current roster. You need to attract the kind of execs that Facebook is attracting from Google.
Except that they will never join Microsoft.
Why would they? Facebook is pre-IPO with momentum. Microsoft is like owning utility stock. Certainly the stock price under your reign hasn’t proven to be profitable to any Microsoft employee or executive. (BTW, you really need to revisit that stock award program. It’s lamer than a donkey with its kneecap taken out.) You can grant a million shares to any hot shot net exec, and they still won’t take it since the stock price is so stagnant. And it’s not about it being stagnant, but that they know the web business will continue to be a small part of the MSFT stock price.
What they want, I think, is a smaller company that they can turn around with their mad skillz. A company whose stock is directly attributable to their performance, not the monopoly businesses that MSFT owns. A company that they can direct to whatever direction as the market dictates, without MS directors or executives running interference, telling them “Sorry, you can’t do that, it’ll eat into our existing business revenue.”
What you need, dear Steve, is to spin off your web and advertising properties, take it a high risk high reward situation that attracts the executives from Google and Facebook and Yahoo, give them incentives with an incredible upside. Just like what Facebook is offering to the Google execs.
Now this maybe what you had in mind with YHOO all along, but I doubt Jerry Yang is the kind of guy who can make this kind of breakthrough happen (although you have to admit that YHOO has been better at this game than you have. Sorry.) But with or without YHOO, with or without any other acquisition, you need to set the web business free.
You know what they say. If you love them set them free.
I’ve been a fan of Tibetan culture ever since grad school. One night while I was supposed to be studying, I was just bored out of my mind from quantum physics / communication theory / whatever, and went looking for an interesting book to read instead. I picked up from the stacks the oldest book I could find, complete with loose pages and crooked typesetting. The book I picked up happened to be about the mythology of Tibetan culture. The tales of how each reincarnated Dalai Lama is identified when just a child was endlessly fascinating. The Oracles and the mystical events that led to the Golden Child was incredibly exotic and rich in culture. I thought to myself how shameful it is to have this disappear from humanity. Over time I learned more about the culture through Western press, learned about Tibetan Buddhism and became increasingly sure that the culture should and must be protected against Han-washing that the Chinese government are intent on carrying out.

The systemic destruction of any culture, indigenous or not, is one of the worst crime in the world. What the European settlers did to the Native Americans, the Australians did with the Aborigines, the Spanish to the Incas, were all despicable acts, acts that turned humanity further down the road to a monocultural wasteland. The Nazis obviously take that crime to the extreme in the modern era, trying to destroy not only the culture but went on to murdering the Jewish people. In the names of religion and civilization, cultural destruction have been carried out all over the globe by Christian missionaries, from the Pacific Islands to South America to Africa. Not unlike what the Moors did in the name of Islam during the Dark Ages, actually.
Anyway, I’ve long held the belief that the Dalai Lama’s position, of not seeking independence but autonomy, is the right middle ground. China will never willingly give up the Tibetan plateau because of its military significance. Throughout Chinese history, the majority Han Chinese empires has been subject to invasions and attacks from neighboring states such as Mongolia, Manchuria, and, yes Tibet. The first two groups succeed and established their own empire for a time, establishing minority rule over the Han Chinese. For bad or good, weariness over the neighboring state is just part of the Chinese cultural consciousness. After all, they wasted millions of lives building a giant wall to protect themselves; that should tell you something.
Add to it that Tibet as an independent state is not the predominant stance throughout modern Asian history, and I can see why the Dalai Lama took the position that he still holds.
But somehow, the protests and anger over the Chinese treatment of Tibetan protestors has me on the fence. I couldn’t quite put a finger on what it is, but I’m not as strongly protective on the Tibetan side as I usually am. Was it because in some small way I identify with the Chinese authority? Maybe, but that’s not my usual norm and it would be a bit surprising. I really couldn’t put my pulse on it. When asked by my Korean in-law’s how I feel about Tibetan situation, I stuttered and couldn’t quite articulate the complexity of my thinking. And that really got me thinking.
I came to two realizations:
First: There is a new element in the conflict/impasse, and that is the young Tibetans that are not only yearning for autonomy, but for an independent Tibetan state. As with young people everywhere, they are more aggressive than the older generations, and it’s hard to blame them. But it went beyond what I think is the solution, and I felt it hard to support their position. This takes away some of my enthusiasm for supporting this particular round of movement.
Second: I think that there is more than a tinge of Anti-Chinese sentiment in these protests against China, outside of the Tibet issue. The rise of China in the last two decades has surprised a lot of people around the globe, putting them increasingly at odds with the Chinese economic behemoth. Issues of job security, product safety, environmental pollution, energy consumption and price increases, food shortages, and concerns about their military spending are all reactions to their rise in global stature. Some of them are legit issues that the world should be concerned about, such as job security, product safety and environmental issues that affects everyone in the world. Others, in particular their military modernization, I feel is completely ignorant of the Chinese history and culture, and is driven by the zero-sum, they-are-winning-we-must-be-losing mindset of the developed world.
In some ways, it is this “holier than thou attitude” that turns me off about this round of protest against China, confusing me for a moment from my real position on Tibet. The Dalai Lama has wisely chosen the middle way, one that both the young Tibetans and the Chinese authority should follow. In particular, I don’t understand why the Chinese authority is so stupid as to let this opportunity pass. But when people from around the world attack China, fanned by their national and economic insecurity and supposed moral superiority, yet little sense of Tibetan and Chinese political history, I do take issue with the sentiment behind the attacks.
So to be clear: I support the Dalai Lama’s stance for Tibetan automonmy, but believe the current round of protests smack of cultural and economic bias. I hope cooler head prevails before we get into a us-vs-them contest.
I love NY. We just came home from our NYC vacation, and it brought back the memories of so many trips there, and how each trip was great. When the girls are off to college we are hoping to move to NY and enjoy life with great restaurants, top notch culture, and enjoy the convivial atmosphere of the city.
But while I’ve been to NYC many times, I’ve only ridden on the subway twice. Both times I was riding with a native New Yorker. Now I am not a neophyte suburbanite who is afraid of crime or grunginess and think the subway is scary. In thinking through the reason for this, I think I’m just one of many visitors who just can’t get past the monster that is the MTA subway map.
I’m generally not afraid of complexity, and is considered sufficiently intelligent, but I’ve never been able to decipher this thing. Why all the crazy curves? What are the differences between black and white dots on stations? Where do I transfer from one line to another? And for god sake, why are some lines enclosed in circles and some in squares, and what’s up with the crazy numbering/naming?
Before this recent trip, I resolved to understand this system map by reading all about it on the web and in guidebooks, and thought, OK, I think I finally got it. I’ll try to use the subway as the main transportation option when I get there. Every evening before I hit the sack, I took out the guidebook and map, and try to figure out what is the subway ride that we need to take for the next day’s itinerary. Yet after about half an hour of head scratching and deciphering, I got sufficiently confused that I thought better of it, that the last thing I need on vacation are the wife/kids waiting impatiently as they wait for me to figure the crazy system out. We ended up walking all over midtown, from our 38th and Park home base to Columbus Circle and Central Park a few times. When we needed to get to lower Manhattan, we just took a few $10 cab rides.
The problem is once again the map. It’s just too difficult to understand. Upon reflecting what happened (again), I googled and found this great post on CartoBlog, a cartography web site. It explains why the NY subway map is the way it is: The system being a mash-up of three competing subway companies, with non-rationalized routes; the narrowness of Manhattan as compared to London’s radial subway layout; the way people expects the subway map to be realistic to the above ground street grid, etc. The post also talks about the various attempts to update the map for usability, and how each attempt failed for various reasons.
But what really caught my eyes were the most recent attempt, the Kick Map. It seems to have addressed most of the issues cited while rationalizing the system as a whole. Check out the comparison from the old map (left) to the Kick version (right) for Lower Manhattan:
Notice how the map is actually readable now? No more overloading of train lines into one graphical line. The curve of the routes are now easy to follow, and more importantly, ignored. I mean who really need to know exactly how the tunnel is curving underground, as long as the stations are placed correctly? And as a final blow, notice how the Fulton-Broadway-Nassau situation was before (incomprehensible), compared to how clear the Kick map illustrates it.
Yes, maybe the multiple route lines are a bit dominating, to the detriment of the above ground information, but that’s the only down side I can see. As a visitor, my first order of business is to determine which route will get me from point A to point B, and determine the 1-2 stations that’s closest to the end points. Getting to and from the station to the final destination I can do by asking for directions above ground, or consulting a street map. The Kick map accomplishes its goal of explaining the subway system effectively, while the official MTA map requires me to spend a semester to learn the symbology and meaning that it stops me cold before I start. I think that even for a native New Yorker, the Kick map will be useful too. I’m sure that most New Yorkers already know their daily commute trips by heart (probably learned the route thru trial and error), so they don’t need no stinking map. But when they use the subway to a new spot, the Kick map has got to be easier to read at the station or in the train.
Alas, the wise crowd at the MTA apparently rejected the Kick Map last year. But I gathered that the Kick Design guys are licensing it to Gray Line, so you may want to go there and pick up a few copies when you are in town.
Since I’m mostly working alone these days, communicating via email or IM with my partner, I have had the luxury of working anywhere, anytime. For the last month or so, I’ve found that I work very well when this is the view from my desk:

It’s actually pretty affordable. Whenever I’m mentally stuck and can’t focus, I drive to Alki Beach and park by the water’s edge, and just yank out my laptop. Between my 3G modem (best thing ever) and an inverter to power the laptop, I can work there for hours on end, and it’s usually some of my most productive time. There’s no distraction, no fridge to raid, no TV to watch, plus that view is just inspirational for writing a spec or business plan or what have you.
I think everyone should have a quiet place they can go to, not necessarily with that view, but looking out to a view that’s serene and mind-quieting. I’ve read about Kathy Sierra’s Airstream office rig, and I want one. And I’ve got the design all figured out:
Ideally I’d like a 19-22′ vintage Airstream, something like this:

And since I’m a mod-head, I’ll have the interior all stripped down to the shell. No plumbing, no cabinets, no dinette set, no beds. I’m ick’ed out by the bathrooms on RVs and so I think I’ll take that out too…I’ll just go to the nearest gas station and Starbucks if needed. Ideally, I’ll have a solar-charged battery system with an inverter to kick up the power to 110v, so I can use it to power electronics. Interior wise, I just want this:

It’s an interior designed by Bosch & Fjord for their client MindLab, as a conference room where people can collaborate. I think the curve walls will be perfectly matched to an Airstream’s shell, plus the immense whiteboard surface will be great for doddling your latest big idea. I’ll add a simple conference table and some chairs running down the middle of the Airstream, hang a projector on the ceiling, an electrical outlet from the battery system, a WiFi access point powered by my 3G modem, and I’ll be all set to do pretty much anything I need to get done.
I think I can put together the whole thing around $5-7K, with alot of elbow grease thrown in, which really isn’t too bad. The only problems are that my house has no room for RV parking, and I don’t have a tow vehicle, both of which can be fixed with more money. If I have time right now I’d actually go for it, but the day is short and this has to stay as a pipe dream for now.
If you have something like this setup for your work, write me a comment!
I read this on John Cook’s Venture Blog the other day: Bag, Borrow, or Steal, a site that rents out super fantabulous handbags for like hundreds of dollars a month, has raised $15M dollars from Madrona, Steelpoint, and others.
Now I don’t doubt for a minute that the VCs saw something great about this business. And it’s easy for me to sit here, as a guy, a geek guy specifically, and say “what the hell did they see?” But, seriously, WTF? $15M fund raised? What’s the pre/post money are they saying?? Ok, maybe I should use my analytical skills and dissect this puppy:
There’s no doubt that the business opportunity is there. It’s just that it requires a large capital base to make it work. And has a limited upside, and won’t scale very large. And requires a large marketing expense on an ongoing basis. If I’m the VC, it’s hard for me to imagine that this company can return 10X on my $15M investment. I’m guessing the pre-money would be in the $50M range? How much would it be worth if this all works out? $200M? $300M? I’ve gotta think I can deploy my capital better elsewhere. How many startups can you fund for $15M? I would think you can do at least five, and everyone one of them can promise return better than Bag, Borrow or Steal.
The New Yorker had a great article, titled Numbers Guy. The author, Jim Holt, wrote about the brain research into how humans experience and work with numbers. There are alot of interesting data here, including how it seems that there are two parts to the brain, one doing rough approximation, and a separate part doing precise ordering and calculation. Stanislas Dehaene, a neuroscientist in Paris, was working with a subject who had sustained a brain hemorrhage that left him with an enormous lesion in the rear half of his brain’s left hemisphere:
Dehaene….showed him the numerals 7 and 8. Mr. N was able to answer quickly that 8 was the larger number—far more quickly than if he had had to identify them by counting up to the right quantities. He could also judge whether various numbers were bigger or smaller than 55, slipping up only when they were very close to 55. Dehaene dubbed Mr. N “the Approximate Man.” The Approximate Man lived in a world where a year comprised “about 350 days” and an hour “about fifty minutes,” where there were five seasons, and where a dozen eggs amounted to “six or ten.” Dehaene asked him to add 2 and 2 several times and received answers ranging from three to five. But, he noted, “he never offers a result as absurd as 9.”
Somehow, the damaged part of the subject’s brain had taken away his ability to do precise number handling, but the rough approximation function is in some other part of the brain and it’s left intact.
To me, the most interesting observations about the article has to do with bilingualism, as I’m bilingual (more precisely semi-bi-lingual since my Chinese has regressed so much, which would make me more of a “lingual”). In particular:
So maybe I better gear up to teach my kids math in Chinese so they can sustain an advantage in math over her friends :-)
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