Remember when you first saw the web…? Whether it was a Star Trek page that listed every episode or a dot matrix print out of a naked woman…either way it was something really new in Norwich, Vt/Hanover, N.H. and we couldn’t get enough of it. I immersed myself in Tektronix screens and dotmatrix printers from when I was about eight until I pulled my head out of my iPad three hours ago and saw the striking similarities of web creation all over again only this time with most of the problems solved; portability, not hot to the touch with masses of loud whirring fans, privacy for data entry and storage and and…it’s instant-on. I can’t over-state how cool it is for a computer to come to life instantly and be happy to being searching at your beck and call. Oh Thank You! I’ve been waiting since I first ran a paper tape through a PDP-9 for a computer that at least kept up with my typing. The IBM Selectric still wins on that.

But the iPad, damn is it different. But like any new form of soon to be mass accepted computing it will go through these types of iterations only this time instead of ten to fifteen years it will happen in three. And in those next three years  you will see rocket ships of success and epic failures of old guard companies that couldn’t fathom the light-speed changes that will be thrust upon them by consumer demand and not by Apple‘s creation. Apple has merely created the chalk board. The people will sketch out the story. The wealth destruction will be massive and most company’s won’t see the bullet that hits them. And this comes from an entrepreneur who once started a newspaper company. I’d sooner  own BP’s marketing department. (just kidding)

1. Content creation and consumption. Apple has given us cool new tools to envision digital imagery and sound and space and all of the meta around and between. And the first period will be filled with Ginsbergian exploration as the the walls of this new space are defined and redefined. The content will be overflowing with coolness. Each day new apps filled with wonder, doing things that took us forever to accomplish before. But now not only will we fill our grocery lists quickly but now they will be styled by a brilliant UX person who knows that all dairy belongs together and that your family’s consumption is going to stay within a gallon of the previous week. Smart content, beautifully laid out will lead to page consumption rates that are are unheard of in the wild west of www3.

2. The engine behind the web is always community. People forget this too easily and believe that Moore’s law is an engineering principle relating to processor doubling. Instead it is a law about the power of what happen when at the end of a limitless number of keyboards….Whoopsie, I meant Metcalfe’s law. Those brainiacs are so fussy when you get it wrong. Metcalfe said something to the effect that the network is exponentially more powerful with each additional node. That’s a tough nut to swallow. It’s strains my brain to think that each new netbook in Alabama makes the Internet exponentially more powerful. But I probably didn’t understand the principle. I do believe that each time you attach wetware to the network (smart people) that are far faster, self-educating, adjustable, scalable and increases in strength and numbers forever, the webs power to change the world remains exponential.

The power of the web has always been community. It was sad to see Sun come so close, “the network is the computer”….no, no, no. The network with the people are the application. A computer is boring. An application is endlessly fascinating.

3. Transaction – It is inevitable when you make the largest marketplace people will trade. The platforms/stores/entities will evolve. Prices will come down, liquidity in the system will increase and our economy will move faster. A faster economy, is, as Adam Smith told us  a better and richer economy.

4. But then a beautiful thing will happen. The merchants, marketers, branders and the rest will be held at abeyance; based on the quality of what they have made. And products poorly made or poorly described through crappy images or “All your base are belong to us” cultural incoherency will fail. Because the indescribably beautiful collision of community and commerce will lead to the right product at the right time at the right price. Community content and endless honesty about quantity on hand and and review quality will make the good etailer succeed and the shoddy ones drift out of business like so many hot dog vendors who quietly spew salmonilla in the ally’s away from the light of honest commerce. People who have been trying to unethically garner the consumers dollars for years through the spam cannon of endless informercials will find it harder in the face of real-time customer generated content. Now the retailer is held to the highest standard…that of the collected wisdom of all customers. The age is here and it’s merely been helped along by Steve Jobs making computing more collaborative and communal and capable. Thanks Steve. We’ll do our best to live up to it.

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It browses beautifully. It’s battery lasts all day. It’s light. The color is beautiful. And quite simply you can hand it around the living room as you watch TV and ask your peers what they think about an article, video, post or perhaps more importantly, a purchase.

We have wondered and tested ourselves blue in the face to help determine why online conversion is low and unmovable. And it may be a simple few things like making the experience more friendly and welcoming to peers.

For instance I loved bring the Apple Air to bed to do my browsing…but the little fan couldn’t keep up and it would try to recirculate through my comforter; eventually the computer would slow and annoy me, the fan would whine, I’d feel guilty and I’d shut the whole mess off. But for the first fifteen minutes it was so much nicer than having 10 lbs. of laptop in bed.

I’m not saying the iPad brings you savior faire that before you lacked, but it is at least cool, quite, unobtrusive and can be disposed of or shared much more easily.

This is but one of the technology changes, be it pervasive broadband, to new computing forms that I believe will accelerate the ecommerce trends. There has never been a year where I’ve have more time in the day to go physically shopping and as the tools get better and the industry matures, tools like these may cause huge leaps in immovable conversion rates.

At least I’m hoping that.

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And Chris Dixon, my new hero, recently mentions that the place to advertise is on the sites with the highest purchasing intent and then made some half-hearted suggestions around that without touching on the next real source of advertising revenue: The e-tailer.

Lets face it. Conversion has never been anywhere near where we think it should be. For politeness we’ll say that across the web 95% of browsers don’t convert. So we pay for 100% of visitors and get 5% of sales. That’s a mighty hard business to run. But if you begin both the habit of advertising where your customer is almost ready to buy, a competing etailer in your category, and you sell advertising to your competitors in the same way, it may happen that we create a layer of places that convert better for both sides. The vendors would do well to buy traffic from their retailers and yet still send or sell them as much traffic as they can. Our customers need whatever content they need in order to be comfortable to buy. Your site may have it for one type of customer but not for another.

We don’t know why people don’t buy the way they do in the offline world. But we can get one beat closer by selling and buying advertising nearest the heart of the purchase. It isn’t insane if it converts, both ways.

We may well find a new gold mine of advertising that goes many directions and yet raises nice high margin dollars. And even learn why we don’t convert at the rate we’d like.

Eventually the etailer, with its superior and unbiase customer content may find itself more as the central traffic source for quality traffic than as conversion vehicle. Wouldn’t that be funny.

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But FedEx came through and I plugged it in and waited for the lightening bolt to strike. I waited and failed through synch after synch…thinking it might be time for for Apple to spend a little time with the iTunes app and making it the happy center of the media universe that it’s supposed to be.

I keep hoping that iTunes will be great at synching this complex media world. And I keep hoping that somehow it will recognize that I am going to exceed the 16 Gigs right as I check the buttons of what I’d like on my iPad. But no, I wait, patiently and run through about fifteen dry runs before I get enough data off to make the iPad run.

But it’s not the optimum data load. But eventually I’ll get the hang of it.

And I inadvertently dumped all of the apps from my iPhone onto the iPad. What a mistake. A small iPhone app doesn’t belong on the iPad. Wait for those that are iPad ready.

And yet once it happens. Once the iPad fires up…the magic happens. It was when Netflix loaded that I first felt the magic. Just the media I want when I want it, beuatifully rendered. I preferred watching on my iPad than my 44″ 1080p flatscreen. The show felt more intimate. And the iPad never got warm in my lap. I thought I felt much of the media world begin shift to a new axis.  And again and again  as I loaded new apps I saw the media world shifting and twisting in, beginning to be caught between the old way of business and the new. Media will benefit first and suffer first. Commerce will come very shortly after.

We don’t yet know what the iPad will change . But there are some guesses:

1. Ecommerce will shift toward home and couch and bed, from primarily work.
2. The iPad will succeed
3. Netflix is going to kill on the iPad.
4. And the rest of the world is  going to have to watch and wait to see what happens as we figure it out with them.
5. Well designed ecommerce sites run just fine on the iPad. No need to hire firms to redesign for a small form factor. Just build beautiful simple focues ecommerce sites and QA on all top four browsers and you should be fine
6. And build apps that have real single purpose that deliver value above and beyond the flat world of standard ecommerce site. It’s time to innovate in return for the gift that Steve Jobs has given us. He has allowed us to once again shift into the future.

Thanks Steve…it’s brilliant.

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One analyst just raised his 2010 sales number for the iPad to 8-10 million. Which is a ridiculous amount when you consider the category doesn’t exist yet. Which is silly for me to mention it’s not like the analysts spotted the housing crash, the dot com crash or any of the other eighty three recorded fiscal bubbles…but still, they are analysts and presumably they have more wisdom in their domain than I, so I listen.

But what I am guessing and feeling is that the iPad is going to revolutionize in a different way. The notion of personal browsing. That ecommerce+ will be at your fingertips  and it will be incredibly powerful. This is not a browser who’s history you have to wipe to keep corporate from reading it, but instead your own that you carry with you…history of all messages, commerce browsing, blogging, writing, photography. The iPad will be the window into your own lives and others.

Ecommerce only represents 6% of total commerce in the US…but it’s the fast growing segment  and will be for years to come. It is expected to grow 2% a year for the foreseeable future and that is without mobile factored in. The iPad will do an interesting thing in that it will help migrate those who have been resistant to ecommerce by way of a more friendly environment where commerce will, perhaps feel less threatening. So it will increasingly steal from the physical side of commerce. For the cognoscenti ecommerce will grow faster due to a deeper wallet share. Suddenly commerce that never would have happened over the web will be possible, be it the hot dog vendor or bike parts for a kick ass bike/community/commerce app. Those who comfortably spend on the web now will see their spending accelerate as the software grows to meet capabilities in the new hardware.

And in that way the iPad will work to combine the aspects of commerce that are already appealing with those of geo-tagging, nearest physical product, best price within five miles,  and much more to move a large percentage of wallet share to the web. So ecommerce will grow, again at a much faster rate than it has. And it will grow in new, unexpected places that get the distinct advantages of this format. For instance in-game digital product sales might well grow at an astonishing rate.

And Android will follow along with their impossible to beat “Better Than Free” model and slowly and they will own the lower pricepoints. Yet this is a market that is already proven, the $275 netbook is very desirable. Add in a touch screen and phenomenal OS and it will be a dream browser. The Tablet is here to stay. And so is the app. A web page is nonspecific brochureware for the dying 2000s and  an app is the perfect hyper-focused one purpose tool for which this generation was born to use.

High price-points will be Apple‘s as there is something luxurious in software and hardware designed together. But Android’s breadth of connectivity to massive data sets creates opportunities that I don’t have the brain power to imagine. Apple and Google do something that no other companies do, they create moments when the current and future exist at once. It’s this strange feeling, as if for a moment, we get a moment of living in the future just by way of a new product release. What a cool capability.

Tablets will not have to war for its share of computing. It will instead be the third form of computing and within 36 months the primary mode for ecommerce.We won’t stop using our laptops and desktops and we can’t give up our mobile phones.” The world never converges, it only diverges into more ways that we can stay in touch, buy, say hello, record our thoughts, support our existence.

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They launched the sixty second smart phone app that wil allow you to have any product for sale in sixty seconds, including photos. This may be the coming of the seccond age. All hail Ebay.

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My guess is that the Apple Tablet will be an overwhelming hit which will change personal computing once again…but add yet another layer to development. And my guess is that Phonegap will be there quickly as well. So thanks Phonegap. Read about it on CNET

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The iPhone is the most beautiful design and business exercise I’ve ever seen. I am happily humbled by Apple for their vision and incredible operational excellence. They saw and created a future of which I hadn’t even dreamed. The iPhone set me free.

And yet…so did Compuserve in its day. Compuserve and the Mosaic browser let me run about the web as fast as my 14.4k modem would allow, from one Star Trek fan site to another. And it became both my vocation and avocation. The iPhone, ten years after I first started working on the mobile web finally delivered on the promise of the richness of the web combined with dynamic community and localization. Thank you Apple.

When we take our first timid steps in a new technology we seek safety, familiarity and comfort; and the iPhone delivers. It lets us safely download apps that have been approved and search around the well lit corners of the nice part of Internet town…but it’s a bit like a cruise ship. You can’t ever really get in trouble. It’s kinda fun for a while, but the captain never invites you up to steer it or do donuts with the thing. And eventually you want to see the whole ocean.

And the Droid…well, it’s like Netscape 1.0. It crashes more than I did in high school, which is to say, a lot. And it lets you get the full unfettered internet, location and community access. Want to download an app that steals your private data…go ahead. Want to download an app that instantly violates federal wiretapping statutes…it’s one click. Seeking something really unsavory, it exists or is in development right now. I don’t even dare to imagine the things that are to come.

The world of Adult entertainment has often been the north star of the internet, showing us where web business is going. Take a look at the origins of most video streaming software or even internet traffic tracking companies.

And trust me, the iPhone’s bevy of bikini girl apps is really not going to satisfy the seemingly insatiable cultural appetite for prurient content. And in that part of the world the Droid wins hands down. The porn world has gotten a seat back in the game.

In the 90s Yahoo failed when it couldn’t keep up with the endless requests for sites to be added to its directory. It was excruciating to wait and see if your site would get accepted and practically business death if you weren’t. And Yahoo was unblinking as they ignored every request for information on how or whether you would get in. Even when they started charging $300 to get guaranteed placement it still didn’t really satisfy a webmasters desire for instant inclusion. Which is why DMOZ came about and eventually things like Wikipedia. The community does a better job policing massive amounts of content then a small group of censors with unclear by-rules.

And the four week wait for a developer to see if their efforts to fly in the Apple world just isn’t going to work. In the Web3.0 world we are being trained to expect real time in absolutely everything.

Android delivers the vicious one-two punch of instant inclusion and boundless content. And that is too mighty for Apple to beat. In the late 90s we ran as fast as we could from AOL into the arms of Earthlink and Comcast so that we could get the full web and not the pre-chewed variety. In 24 months or less the iPhone will be the choice of fussy Meerschaum pipe smoking ascot wearing professors and the rest of the world will be carrying Android 4.o phones that allow us full unfettered access to the world of content and applications.

It seems likely that a wikipedia of applications will come to fruition with a community of trusted testers and a standards body run by the community will come about. And when we see that BBB of mobile web, we will find trust. Until then, buyer beware.

But it’s going to be a cool winding road getting there…filled with missteps, crashes and eventually government intervention.

And Google will become a bevy of little Googlets, split up by the privacy fear mongers. This is the coolest movie I’ve ever not seen and I can’t wait.

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Here’s a video about how we used to market at Backcountry.com circa 2007.  It’s kind of a B- performance. Sorry. There is some good data in here though:

This is a link that may or may not work to a speech to a BYU entrepreneurship class circa 2007.

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Wow. When Goliath finally decides to step up and kill David you expect some fireworks. I mean Motorola isn’t exactly new at cell phones. They practically invented the Bat phone and those huge things that Crocket and Tubbs lugged around on ‘Vice. So when Google and Verizon and Motorola teamed up for the wireless Malachi Crunch I expected something really cool. Unfortunately the first go round with it suggests that it kinda sucks.

I remember my two year-old son was able to operate my iPhone and unlock it on his own. He was quickly navigating through the interface without any help. I was able to make the iPhone work without resorting to a manual. I was annoyed by the touch screen typing but I got used to it in a few weeks. Already I’m jonesing for my touch screen QWERTY. The Droid is confusing and awkward and lacks, well, UI. As the CTO at my company often says, “soft is hard”. And boy the User Interface just plain stumps someone with my room temperature IQ.

The hardware is okay. The flash on the camera is nice and the speaker is better. There’s a nice use of vibration/haptics in the interface that  I like. And it’s got a nice heft to it so when I finally get annoyed enough it’ll go clear through the window as opposed to bouncing off as the iPhone might.

I will say it’s better. The iPhone has forced the rest of the world to raise the level of their game. But all you Verizonites who can’t seem to understand that it’s only about $100 to break your contract will be happier on the Droid than on the DOS like Blackberry. But it’s no iPhone. The droid is the Corvette of phones…which is nice if you’re into that kind of thing.

The game isn’t over.

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