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mpouraryan
mpouraryan
1/6/2017 10:01:34 AM
User Rank
Platinum
Re: Geography?
..some interesting "food 4 thought" for all on #CES2017 courtesy of Fortune I picked up this morning as I wish all a great w-end: 

 
 
JANUARY 6, 2017

There are only so many 4K TVs, connected cars, and VR headsets one can look at. CES, the annual gadget show in Las Vegas, is well under way. No breakout hit is apparent, but expected themes have emerged. Artificial intelligence will be more and more crucial. Every industry is in the tech industry now: If digital isn't transforming your business, just wait. It will. Oh, and nobody seems to want to talk politics in Las Vegas, which is refreshing.

Some quick observations to end the week:

Amazon's voice-activated speaker, Echo, already was a breakaway hit last year. Now it is becoming apparent that Amazon is winning in a second way, as other companies integrate its AI-driven Alexa assistant into their wares. Fortune's Barb Darrow has a nice overview of the ramifications of Amazon's progress. One key takeaway is that vendors that incorporate Alexa, like LG in a "smart" refrigerator, use Amazon's industry-leading web hosting service, a growth engine for the company.

***

Gartner says about 30% of people in the U.S., Australia, and the U.K. who've worn fitness trackers don't wear them anymore. That's a tough business model, sort of like selling diet programs to uncommitted dieters or health-club memberships to January-only athletes. In fact, it's the ultimate uphill climb, and it explains why Jawbone is receding, Fitbit's stock is ailing (it's now prioritizing "engagement" with existing users), and the Apple Watch is something less than the Next New Thing.

***

Three cheers for diversification: Samsung says its fourth-quarter profits will grow by nearly 50% from the year-earlier period to nearly $8 billion. The reason: Its chip business never faltered even as its smartphone business cratered. Apple isn't nearly as diversified as Samsung; a major hit to its iPhone business would be far more calamitous.

Have a great weekend.
  Adam Lashinsky
  @adamlashinsky
  adam_lashinsky@fortune.com


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mhhf1ve
mhhf1ve
1/6/2017 12:28:57 AM
User Rank
Platinum
Re: Geography?
> "..the view of the incoming Administration to "unleash" business and deregulate."

I'm not so sure that the FAA will be a part of the deregulating? But if it is, then the Loon balloons stand a good chance of being a disruptive force.. uh, I suppose, that is, if the FCC also grants the balloons the wireless spectrum... 

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DHagar
DHagar
1/5/2017 9:28:10 PM
User Rank
Platinum
Re: Geography?
@mhhf1ve, interesting perspective on the influences that will affect the developments.  With that being said, it might stand a chance with the view of the incoming Administration to "unleash" business and deregulate. 

We might want to invest?

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mhhf1ve
mhhf1ve
1/5/2017 9:24:21 PM
User Rank
Platinum
Re: Geography?
> "you would expect balloons (drones) would be a more feasible low-cost alternative?"

It depends on where... and if the FAA will regulate these high altitude balloons rationally. Balloons are certainly feasible in places where the regulatory environment will simply allow them, but in the US -- there could be some show-stopping regulatory roadblocks that could hamper these balloons.

If the FAA chooses to green light these balloons, I think Loon balloons have a very good chance of being able to deliver broadband access widely.

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mpouraryan
mpouraryan
1/5/2017 8:51:16 PM
User Rank
Platinum
Re: Geography?
It will be very interesting to see what is sustainable and transformational--the one on Hair Health was particularly intriguing :) :) 

Wishing you all a great Friday & a Great W-End

 

 

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DHagar
DHagar
1/5/2017 8:43:13 PM
User Rank
Platinum
Re: Geography?
@mpouraryan, absolutely - I am with you!  CES is truly a great demonstration of forward thinking, creativity, and innovation.

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mpouraryan
mpouraryan
1/5/2017 8:15:27 PM
User Rank
Platinum
Re: Geography?
With the evolution we've been witness to, people will see thru the "hype" in a heartbeat.   We have to make sure that we don't buy into the "hype".     It is fun to be witness to the stuff at #CES2017, isn't it? 

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DHagar
DHagar
1/5/2017 8:08:08 PM
User Rank
Platinum
Re: Geography?
@mouraryan, true.  Obviously, there are equal opportunities for "hype" as well as true development; although having said that, some development has to go through periods of "discovery".  The proof will be the results and end products.

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mpouraryan
mpouraryan
1/5/2017 8:00:28 PM
User Rank
Platinum
Re: Geography?
What is critical is for all of the leading players today to remember to continue to "stay hungry & stay foolish"--something I noted in earlier thoughts as i "made the rounds".    All who forgot this did so at their peril.

 

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mpouraryan
mpouraryan
1/5/2017 7:58:53 PM
User Rank
Platinum
Re: Geography?
It will be fascinating to be witness to it--although I will readily admit in response to earlier thoughts that some of the things I have seen being announced are frankly "Weird"...although washington post called it "wacky">

 

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