John Bresee

Which is to say big and loud and fast and it’ll piss a lot of people off.

Ironically it’s those in the Netbook world who look shocked and say, “look how much more we give for half the price?” I’ve got bad news for Netbookians…your computers suck. They’re slow and painful and cramped. But oh yes, they were cheap. And we love cheap.

But the iPad isn’t a nicely done Netbook. It isn’t a Kindle with color. It’s not an iPhone that met a steam roller. It is the the next fom of computing and it’s beautiful. Yes, as always, it’s missing some things. But it’s not like a boat missing a motor. It’s more like, well, an iPhone that launched without cut and paste. We suffered along while we all worked to change the world.

The truth is we carry 100X the computer we need in our laptop most of the time. Buried in a slow loading inconvenient poorly designed behemoth. The iPad can accomplish 95% of what we need our laptops for. Oh, we won’t get rid of our laptops. That five percent is crucial. We will just add the fourth form of computing to our lives. And it will be beautiful and we will wonder in two years how we ever ordered off a menu that wasn’t pre-loaded in our iPad with our built in payment system.

The iPad is our wallet, portfolio, memory, communication, calendaring…well it’s our life. It’s just not our phone replacement. Our bags got lighter. We’ll take the laptops home one the weekends for heavy work.

Desktops? How cute…they’ll be good for towing behind cars or some such anti-world recreation. But the iPad will be our center.

And yes Android will follow and it will be good. It will be the Chevy 3/4 ton to the beautiful Pininfarina like lines of the iPod. Change is good and at first it will look effete and snobbish. But soon it will be real. And Microsoft and RIM and others will head for other shores, other businesses where they don’t have to compete with such smart people.. Most of our computing is simple and can even be fun. and it’s always better when it has location. The world continues to change whether we bought a two pound Droid with a worthless keyboard or not. The iPad makes me happy.

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The Droid is far more phone than I gave it credit for initially. It’s seems inconceivable but in the two weeks that the Droid has been available the Android OS has suddenly amassed 20% of the mobile internet traffic in the US.

RIM, which is the DOS of mobile Internet, is watching its awkward mobile traffic share swirl down the drain. One could reasonably guess that the market caps of the trailing providers will follow.

Palm, the inventor of the space, will likely be gone in a very short while. It’s sad as it is a once great company that made understandable wrong turns.

Microsoft is so busy competing in a raft of worlds that it perhaps did not determine that only one path mattered; mobile. They can lose the living room and even the server room but mobile was a must win. And in years of OS (CE, Mobile, etc.) releases they never seemed to be able to envision the endless vista that mobile truly represents.

It’s a two horse race now, Android vs. iPhone. It’s important not to understate that apple has created the fastest consumer technology growth ramp the world has ever seen. But Android is much closer than I thought was conceivable.

What matters is that for anyone looking at mobile development the paths will have to be bifurcated. Releasing apps for one world won’t be enough anymore…and we have yet to release even one. To find the world changing so quickly, even before entering the game is a frightening prospect from an enterprise planning point of view. I cling to the hope that where change is fastest is also where opportunity is greatest.

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