Tech.pinions Podcast: Google I/O, 4K, GoPro

Welcome to this week’s Tech.pinions podcast.

This week Bob O’Donnell, Ben Bajarin and Tim Bajarin discuss Google I/O, the opportunities for 4K displays and devices, and the GoPro IPO.

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If you happen to use a podcast aggregator or want to add it to iTunes manually the feed to our podcast is: techpinions.com/feed/podcast

Runtime: 30:22

Published by

Bob O'Donnell

Bob O’Donnell is the president and chief analyst of TECHnalysis Research, LLC a technology consulting and market research firm that provides strategic consulting and market research services to the technology industry and professional financial community. You can follow him on Twitter @bobodtech.

248 thoughts on “Tech.pinions Podcast: Google I/O, 4K, GoPro”

  1. I really liked the description of AOSP and Cherry Mobile. The shocker for me was that Cherry Mobile is, in fact, a carrier!! Advances in SoC, the commoditization of hardware and the Shenzen ecosystem are empowering carriers to create their own hardware.

    It reminded me of i-mode ( http://en.wikipedia.org/wiki/I-mode ). I-mode was created and owned by DoCoMo, a carrier. I-mode, was not just an internet pipe. It had its own e-mail protocol, news, financial services and lots more. I-mode had carrier billing. However, the far more interesting thing is that had “official” vs. “unofficial” websites. If you were chosen as an “official” website, then you were displayed on the i-mode portal (which was a single button on the device), and you had access to carrier billing. I-mode was the kingmaker.

    The i-mode spec was dictated by DoCoMo, and I think even the OS. Phone vendors were just manufacturing the commodity hardware.

    As Ben mentions, I always felt that Google’s strategy was to commoditize both hardware and software, which would hopefully result in the value being sucked up to the service layer. I was however always uneasy with this because strong arming an ecosystem is never easy, and often results in unanticipated results (just look at how humans are affecting the biological ecosystem). I was wondering whether Google’s strategy could actually backfire.

    I have a sense that this is what will ultimately happen. Hardware and software commoditization may empower carriers to become the modern i-modes; something that Steve Jobs (who called them orifices) tried hard to break down with the original iPhone.

    As things stand today however, this will not directly affect iPhone.

    1. Google’s “strategy” was to sell out everybody and to sell everybody. They’ve essentially done that but as you say, it appears their deal(s) with the devils or the pipers, is coming to its inevitable ends. It’s time to pay and there’s nothing left to sell.
      Their income streams are drying up. Desktop is becoming irrelevant (as a source of revenue), apple is hacking off the tentacles and their (google’s) user base either can’t or won’t pay (enough to make them worthwhile) as google’s customers amass their own data.
      Google has sucked the oxygen and life out of the low end, and now china, probably followed by India, are taking their lunch.
      I wonder if Sergey and Larry have seen the future? Is it blackberry or Nokia? Will a consortium (Rockstar anyone?) take their IP? Or will it be apple, after google lit the fuse on the thermonuclear war, but was too busy gloating and forgot to stand back?
      I feel dirty when I resort to google search now. I’m ashamed and embarrassed that I championed them last century as the only choice in search, even applying to be on the gmail beta and getting there before anyone I knew, then sending friends invites. Eeuugghh. Payback’s a bitch.

      1. Sorry, the “guest” was me trying to edit my ramble, but disqus crapped out again before I finished. It was supposed to end “a Fast and Furious installment. ”
        Hardly worth the effort……now I can’t delete the repeat…..damn

    2. Google’s “strategy” was to sell out everybody and to sell everybody. They’ve essentially done that but as you say, it appears their deal(s) with the devils or the pipers, is coming to its inevitable ends. It’s time to pay and there’s nothing left to sell.
      Their income streams are drying up. Desktop is becoming irrelevant (as a source of revenue), apple is hacking off the tentacles and their (google’s) user base either can’t or won’t pay (enough to make them worthwhile) as google’s customers amass their own data.
      Google has sucked the oxygen and life out of the low end, and now china, probably followed by India, are taking their lunch.
      I wonder if Sergey and Larry have seen the future? Is it blackberry or Nokia? Will a consortium (Rockstar anyone?) take their IP? Or will it be apple, after google lit the fuse on the thermonuclear war, but was too busy gloating and forgot to stand back?
      I feel dirty when I resort to google search now. I’m ashamed and embarrassed that I championed them last century as the only choice in search, even applying to be on the gmail beta and getting there before anyone I knew, then sending friends invites. Eeuugghh. Payback’s a bitch. I know I’m still mangling metaphors but it feels appropriate in this slow motion train wreck. Or is it a pile up in a fast and furious

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  101. You can certainly see your enthusiasm within the work you write. The arena hopes for even more passionate writers like you who are not afraid to mention how they believe. Always follow your heart. “We are near waking when we dream we are dreaming.” by Friedrich von Hardenberg Novalis.

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