consumer internet - the one distinguishing feature that saves the product?

Yahoo was a great portal, comparing it with excite and lycos.
Yahoo is still a very good one, but there is a new (: not new anymore) kid in the block, Google.

As long as individual users interact one-on-one with the portals, and don't care about other users, sonner or later, the portals are going ot be lost to a new kid in the block.

Who will survive for a much longer time - EBay, Facebook, MySpace, LinkedIn
What makes them unique
Each of them have one class of users.
These users come to the portal because of other users, rather than just for the portal.
It is an exchange - where succesful transactions happen.

If your company makes software for consumers, you can make the consumers stick by having a provision to make consumers interact with each other. Then, you are in the game !!

Disruptive HP, the software way

If everybody wants to hold their data in the cloud, and with 2.0, there is room for a lot of cloud. This includes Google cloud, Amazon S3, Akamai, and a number of content delivery networks + hosting companies.

HP, to be the king in this field, acquire the best of the breed

• Akamai for CDN
• Hurricane Electric/Rackspace for hosting

and be a one-stop-shop :)

Enlist a couple of companies in video-on-demand and business applications,
then this will be a great new line of business

Yahoo - Content is King, size matters, but what next?

Content is King

Yahoo has been a forerunner in being one of the best companies for content quality and quantity.

In the Videos avenue,
Amazon is catching up with its Tivo tieup service.
YouTube is a killer product for Google, bringing in lots of users.

Yahoo needs to integrate NetFlix for its users
Integrate the movie download service for Yahoo users worldwide
If possible, take a stake at NetFlix, or even buy it.

Yahoo can easily enthuse 100 million users in the next 6 months
supplying 2 movies per user per month, in return for in movie ads,
and make more money than the $5/- or $10/- netflix subscription fees.

Disruptive and explosive growth for PayPal

Online classfieds are a small percentage when compared to newspaper classfieds.
Similary, online payments are a small percentage when compared to offline payments.
How to disrupt this system?

Summary
Create a credit card equivalent using the cell phone and the current paypal system

For A Consumer
Paypal issues a card similar to a grocery club/warehouse club card containing the consumer's cell number.
Consumer swipes the card or just gives the telephone number to the shopkeeper
Shopkeeper handles this card/transaction similar to a credit card
Paypal sends request for authorization to the consumer's cell phone
Consumer accepts the transaction
Shopkeeper transaction is authorized
WOW level of security - nobody can use a stolen card

For the Shopkeeper
Swipe a paypal card similar to visa/mastercard/amex/discover card
Enter the details into a verifone processor Nutri 8* type system, amount to charge, and wait for authorization
Complete the transaction

Advantages
All - New level of security
Shopkeeper - Transaction costs are much cheaper than a credit card; Provide faster transfer of money to the store than a credit card
Consumer - No need to carry a card, all you need is your cell phone, and a paypal account.
Paypal - Mega source of revenue

A Breakout Strategy for PayPal
Buy 10% Stake at MasterCard - Integrate the two

Disruptive ideas for Handset Makers

Handset makers, improve the phone's interface

iPhone touch screen is good;
vPhone, the voice driven phone, is great.
Combination of iPhone touch + vPhone voice is best.

The next killer interface would be a speech driven interface.
A VXML based user interface will make it more intuitive,folks can customize their phone to understand their languages.

Voice based locking and unlocking adds a level of security.

How will the phone distinguish between user requests and conversations?
Simple - name your phone. Everyhting between the phone name and a pause is a request to the phone.
Rabbit, browse the web ==> Brings up web browser
Browse the web ==> does nothing
Rabbit, call Mary ==> calls Mary
Call Mary ==> does nothing

Simple, intuitive, useful - go for a vPhone

A disruptive model for NetFlix and BlockBuster

Videos are mailed to millions of customers, who specifically have asked for a specific video.

The mailer knows the demographics and interest of the customer.

NetFlix, for example, can enclose a disney video with a 20 second introduction and 20 second conclusion.

This could thank the customer for choosing netflix, and in parallel show an ad.
This can generate enough revenue to make the model so disruptive that customers can be mailed DVDs for free for life :)

Next big disruptive deal from Google

Free device for everybody.

This will be presented to everybody in the world for free - as a cell phone.

Ads ofcourse will take care of paying for the cell phone.

There will be no ad during the call.

A grammar recognition keyword identifying software in the cell phone would send a summary of keywords from the conversations, the location, the times, and this will help deliver the ultimate customized ad.

Don't worry, Google will never store these to get into any controversies,
and you can always go to google.com to customize how/when/type of messages
to some extent.