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TiECon Participant Can Predict Future – *NOT*

TiEcon 2007 will only start tomorrow, but PanAsiaBiz already reports:

“I am listening to the opening speech….of TiECon 2007. In the opening banter one of the two moderators mentioned there are 940 some billionaires in the world.”

The number of billionaires aside, I really wonder who he could listen to the opening speech that will only be delivered tomorrow.. ’cause if he can really see the future, he holds the key to become the 941st billionaire. smile_wink

Update (5/18):  I was wrong …and right.  The official TiEcon program indeed starts today, but there was a pre-event reception and panel yesterday, which I am told I was invited to…the invitation never arrived though, and there is no trace of the event on the TiEcon site. But that’s sad news for Bill: he does NOT see the future after all … so he might need an alternative path to becoming the 941st billionaire.

On a more serious note, TiEcon labels itself the “World’s Largest Convention for Entrepreneurs” – about 3 times the crowd we’ve seen at Software 2007 will spend the next two days attending  keynotes, panel discussions, and the Entrepreneurs Bazaar at the Santa Clara Convention Center.  Although online registration has closed, it’s still possible to sign up on site, tomorrow morning – unlike most “posh” conferences, this one is affordable in the $200 range (No, I have not missed a zero…and they will still feed ussmile_tongue)

 See you there! (?)

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Google @ Work Breakfast Seminar in San Francisco

Two days ago I attended a Google @ Work Breakfast event in San Francisco. Below are my raw notes and some conclusions in the end.


Google is not @ work at the Westin, where we are now, for lack of a wireless connection. But that’s OK, this is more of a briefing, they want us to watch, not play 🙂 Oh, and breakfast is good.

Speaker: Michael Lock, Sales Director, North America, Google Enterprise

Consumer Technology seeing a lot of Innovation, while Enterprise IT falling behind on the innovation curve. 75% IT budgets going to maintenance. Gartner , 2006: $8 out of $10 $ IT spend is dead money. (Hm… I feel like I’m hearing a generic speech, it could have been delivered at Software 2007 last week).

Google wants business users to have apps that they will not be forced to use, they will love to use.

More than 7000 Enterprise customers (Wow! I wonder how “Enterprise Customer” is defined. Using Google Apps with my own domain, am I one? smile_wink)

Google Enterprise team about 300 people. Not making new products, leveraging what already exists in consumer space.

3 Key Areas: Search, Geo-spatial Products, Google Apps.

3 lessons Enterprise IT can learn from Google

  1. Fast is better than slow – talks about traditional software deployment cycle. (20 minutes into the show, where’s the beef?)
  2. Simple better than complex (storytelling, this is the generic “SaaS is better” pitch) Complexities of the on-site model. “Every Tuesday somebody issues a patch” – subtle hint to Microsoft Patch Tuesdays…good slides, btw.
  3. Assume Chaos and Deal with it. “This is what Google does best” ( yeah, right… OK, the link was a cheap shot, I admitsmile_tongue). Data has changed and it does not come in rows and columns. 80+% unstructured data. Typical way we deal with it: Inbox > categorization, hierarchies. Manual categorization, hierarchies are dead. (I *almost* agree: still doing some categorization, using labels) Refers to Yahoo’s original name: “Yet Another Hierarchical Officious Oracle”. Too much data today to manage hierarchically. Search to replace hierarchies. Uses slide that compares Outlook folders to Gmail – (hm, his Gmail screenshot does not have any labels!) Embrace search as a way to navigate.

 

Google Apps

Now: Gmail, Calendar, Talk, Startpage. 

Soon: Docs & Spreadsheets, Blogger, Groups, wiki

Reduced complexity. Cost: Old: $200-1000/user/year, 1G? New: $50/user/year 10G.

Security fears, adoption curve: uses analogy of money in mattress vs in Bank, online banking > trust issues, we got used to it. Where’s the best place for money? for email?

Demo – pulls up his email account. (Has a bunch of Interview Feedbacks with actual names – one can never be too careful). Pitch against categorization, for search. (still missed the label concept – when the actual common word may not be in the mail. Has 33k unread mail in his inbox. Needs some GTD training? smile_speedy)

Calendar – shows integrating several calendars. Spreadsheet demo, with another user shared, including IM. Complementary to MS Office environment.

Enterprise Search

Easier to find things on the Net than in your company. Cute slide: top search engine on the Net: Google. top search engine in the Enterprise: …. the phone- aka asking around.

Shows MOMA, Google’s internal internal page. Pulls up a manager’s record (search), gets all reports/management chain – link to map, down to cube level. “key match”: unlike public Net, here admin can control what goes to top of search results.

Shows examples of how search pulls info from Oracle expense system. Pulls Cisco orders from order entry system. (Somewhat reminds me of how SAP’s Plattner talked about accessing data via search)

Search appliance works with existing permission systems, too.

Geo-Spatial

Maps, Earth, SketchUp

Earth Pro – data import, telephone support ..etc. Earth Enterprise – create custom earth. e.g Caltrain adding their own imagery. Utility companies ..etc.

Live demo from NT Department of Transportation, traffic cameras included. Traffic snapshot (every 5 mins) pops up. Asset tracking from Toronto company. (Runs out of time, I learned more from Mono, the Citi College guy sitting next to me, who talked about using all this stuff for facility management)  


Summary: This was a standard road-show pitch, I did not hear anything new – for a while this irritated me (hence the early comments), but towards the end, looking around the audience I realized I was wrong. I need to re-calibrate my expectations. Perhaps I came to the wrong meeting, but if Google is to achieve mass adoption outside geek circles, then doing these basic road-shows is probably the right thing.

Michael’s story-telling was good, the jokes, the Powerpoint tricks were all in the right place… somehow I still felt this was the “classic salesy” style I could have heard 15 years ago from Oracle, IBM and the like. Naive me, I was hoping Google’s innovation does not stop at technology, they also bring some freshness to sales… like actually knowing one’s product well enough not to have to dodge most questions.smile_omg  (To be fair, after the presentation there was an hour left for product demos in the breakfast area).

Finally, considering the amount of “new information”, I wonder what the big deal was uninviting some Microsoft participants. Unless of course Google Marketing subscribes to the “bad PR is good PR theory”, since the rejection earned more blog feedback than the seminar itself.

Related posts:

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Software 2007 – First Impressions, Opening

First impressions:

Registration is smooth, there’s hardly any wait.  Hm.. am I too early… where is the crowd?

 This is growth: the badge is triple the size from last year: it’s actually a little bag, with a zippable compartment to store goodies.  Are we close to dressing up in a badge? 🙂

WiFi: Finally, free WiFi! (Oops, it does not work in the main Conference Hall, where the Opening Keynote is about to start. 

MR Rangaswami, Opening Speech

Started this event in 2003,in the middle of the tech depression, still had 1100 participants – today it’s 1900.   Now we’re thriving.  Theme for this conference is Innovation.  Name a few innovative companies: Apple, FedEx, Southwest..etc.  But where’s software? 

Innovation in software was thought of as product innovation.  Get it out the door, see what customers say.  Industry changed, innovation is more than Product Release.

McKinsey Innovation Tech Vendor Survey.

PE funding is now larger than VC funding.   Surveyd 475 customers: 55% believe innovation is on the upswing.  CIO’s expect innovation from “little guys”.  (contrast to recent other survey)

Share of software expanding withing IT budgets.

Download two surveys jointly issued with McKinsey:

Enterprise Software Customer Survey

State of the Software Industry

New Sand Hill Index (stock index, obviously public companies)

 

Hasso Plattner, SAP

Innovation, Speed, Success.  Uses blackboard-style slides, with chalked handwriting. Dressed in matching black:-)

This is good, breaking it out in separate post…

 

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Software 2007: Plattner to Turn the SAP Mothership Again

Photo Credit: Dan Farber, ZDNet For half an hour or so I felt I was back at University at Software 2007 – in Professor Hasso Plattner’s class. That’s because his keynote was a compressed version of his recent SAPPHIRE 07 speech, which in turn was an “offsite class” for his Stanford students – literally so, he flew the entire class out to Atlanta. To make his point, he used the blackboard-metaphor, with chalked handwriting (and dressed in matching blacksmile_shades).

I don’t normally enjoy keynotes, but found this one fascinating: it was about a lot more than most in the audience thinks – more on this later…

The “lecture” was about his New Idea for enterprise software – more than an idea, it started as a side-project about 5 years ago, then about 3 years ago they realized they can’t do it with one codebase.. so it became a completely separate system from SAP’s current business suite. They kept the project secret as long as they could, but this year they started to talk about it: it’s code-named A1S, and currently 3000 people are working on it (For comparison, Salesforce.com has less than 200 engineers). It will be On-Demand, and not a point-solution, but a full-featured, integrated business solution, as one would expect from SAP.

Some of my raw notes on the key concepts:

  • On-demand: Google, Salesforce.com showed it works. Time now for the whole enterprise to run in the cloud. Very small footprint at customer.
  • New markets: small business customers.
  • Key difference: user-centric design. Iteration, version 7 of user interface already, it will be 8 or 9 before it launches. Every single functions delivered either by browser or smart client. They look 100% identical. Office (MS) client, Mobile, too.
  • Separation of UI, App, Db – physical sep, multiple UI’s for same App. Front ends very specific to industries. Portal based. Company, departmental portal. User roles. Multiple workplaces. In smaller companies users have multiple workplaces. High degree of personalization.
  • Event driven approach. Model based system. Instead of exposing source code, expose the model. Not just documentation, active models. Change system behavior through models. Very different from SAP’s original table-based customization. Completely open to access by/ to other system. 2500+ service interfaces exposed.
  • The future of software design will be driven by community. SDN 750K members, 4000 posts per day. We’ll have hundreds of thousands of apps from the community. Blogs, Wikis, Youtube.
  • In-memory databases. Test: 5years accounting, 36 million line items. 20G in file 1.1G compressed in memory. Any question asked > 1.1sec. There is no relational database anymore. Database can be split over multiple computers. Finally information will be in the user’s fingertips. Google-speed for all Enterprise information. Analytics first, eventually everything in memory.

For a more organized writeup, I recommend Dan Farber’s excellent summary, and for the full details watch the original SAPPHIRE 07 Keynote (after a bit of salesy intro).

As it became obvious during the post-keynote private press/blogger discussion, most in the room thought Plattner was talking about the mysterious A1S, SAP’s yet-to-be-seen On-Demand SMB offering – although he made it clear he intentionally never used the A1S moniker. I think what we heard was a lot more – but to understand it, one has understand Hasso Plattner himself. No matter how his formal position changed, the last active SAP Founder has always been the Technology Visionary behind the company – the soul of SAP, it there is such a thing.smile_wink He is not a product-pusher, not a marketer: he sets direction for several years ahead.

SAP has an existing (legacy) market to protect, and they clearly don’t want the On-Demand product to cannibalize that market. But Plattner knows On-Demand is coming, and I bet the SMB space will be the test-bed to the new system eventually “growing up” to all of SAP’s market segments. Hasso Plattner gets the On-Demand religion, and when he gets a new religion, SAP typically follows. Plattner oversaw two major paradigm changes: the move from mainframe to client/server, which was entirely his baby, and the move to SOA/Netweaver, where he embraced Shai Agassi’s initiatives. The ‘New Idea” will likely be the last time Plattner turns the Mothership around. Next he will need to find “another Shai” to make sure there is a strong tech DNA in SAP’s leadership, as the Sales/Marketing types take over at the helm.

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Truck Explosion Melts San Francisco Highway

This is was the highway I would use to drive to San Francisco, via the Bay Bridge. 

A truck crashed and exploded underneath, with flames shooting up 200 feet high, causing the upper deck of  highway 580 on the Oakland/Emeryville side leading to the Bay Bridge to collapse.

Gov. Schwarzenegger is expected to announce an incentive – most likely free rides – to use public trasnportation.  Expect a nightmare on BART.

(more at the Chronicle)

Update: another pic from Thomas Hawk, via Scoble

Another photo below:

 

 

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High Profile Startup Launch Opportunities Abound

There’s certainly no shortage of high-profile opportunities for startups nowadays. 

The creme de la creme is no doubt Demo where 70 startup can pitch, get courted by VC’s and enjoy unprecedented publicity. High profile, professional, and (almost) prohibitively expensive.  You essentially have to be already funded or bring in significant revenue to be able to afford it.  Fortunately there is a growing number of affordable alternatives.

Under the Radar is a well-established conference series presented by Dealmaker Media (formerly known as IBDNetwork). After the recent, successful Office 2.0 event, the next UtR is focusing on Entertainment and Media on June 28th.  If this is your field, hurry up there are 4 days left for registration. Clarification: the April 20th deadline is for submitting your company as a presenter, attendee registration is open right till the event itself.

SVASE, the Silicon Valley Association of Startup Entrepreneurs, expanded it’s scope of events last year with the joint Launch: Silicon Valley / Art of the Start mega-event jointly put up with Garage Technology Ventures. Guy Kawasaki calls Launch: Silicon Valley 2007 “the poor man’s Demo” and recommends you get in early. Submission deadline here is May 3rd – see more information in my earlier post

Finally, a “newborn”:  Mike Arrington just announced TechCrunch20, a conference he is co-producing with Jason Calacanis in September, where “twenty of the hottest new startups will announce and demo their products over a two day period. And they don’t pay a cent to do this.”  Submission deadline to this event is May 30th.

Summing up, in the order of occurrence:

  • Launch: Silicon Valley, June 5th, 30 startups, deadline May 3rd.
  • Under the Radar,  June28th, 32 startups, deadline April 20th.
  • TechCrunch20, September 17-18th, 20 startups, deadline May 30th.

Sounds like a “busy” summer to me smile_regular

 

 

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Surprises @ Web 2.0 Expo

thumbs_up Surprise #1: It’s early Sunday morning, and there’s a huge crowd! Wow!   ExpoCal only showed a few dozen names for the Sunday sessions, so I figured this was just for the crazy-enthusiasts, the real crowd hits tomorrow.  It’s great to see so many participants. 

thumbs_down Surprise #2:  Registration is a disaster. A Case Study in how the best technology becomes worthless without the right process.  I’m guided in the pre-registered line, it goes quite fast, then in the data entry area I enter my name and click “print” to initiate printing my badge.  So far, so good: next step is another (not-too-long) line to actually pick up the badge. 

The line is somewhat pointless though, you have to wait till they call out your name. After 15 minutes or so, I do step up, and ask, only to find out, that if I checked in on any but the first three rows of computers, it goes to another bank of printers, at the other end of the check-in area, where all the crowd for on-site registration is. Great!  Nobody has told this before.

Over to the other line, nobody seems to have my badge, am told to wait till my name is called. I’m sure I was called earlier, someone must have picked it up, it’s been over 20 minutes now. After a while, I have a crazy idea: walk up to a computer again, let’s see if I can re-print my badge.  I shouldn’t be able to … but wow! it works!  Here we go: send to print again, and voila! I am called and have the badge in hands in 5 minutes.

Now I only have to walk back to the area where I started to pick up conference material .. then up to the workshop floor.  Dear organizers, despite Surprise #1 above, this is still just the rehearsal, tomorrow the real crowd arrives, you better fix this chaotic process.

Update: It’s Monday, the first full day, and I’m glad to see the problem fixed: there are clear signs that match the computer rows to the printers, registration is easy, no crowd to be found.

thumbs_down Surprise #3:  Web 2.0 needs connectivity, we all know that.  Wireless works, albeit sloooowly.  But…but: we need, power, too. I know, it’s my fault, should have carried extra batteries.. and there’s never enough power outlet for all attendees. But I haven’t been to any conference where’s not a single power outlet in the entire room. I’m sitting outside, next to a watercooler (which runs on power, so it led me to a spare outlet), trying to recharge my hungry laptop.  I’m afraid starting tomorrow, there will be tough competition for these spots.

That’s it for now, joining Ismael’s session.

Update, Monday: power still non-existent, wi-fi dying. It’s useless, and I’m sitting in the Mindtouch wiki session, where Ken  Lui just gave up trying to demo anything, due to poor connection.   Web 2.0 Expo with Web 0.5 connection:-(

 

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Launch: Silicon Valley 2007 – Call for Startups

Startup Entrepreneurs who did not make it to the recent Under the Radar event, here’s your second chance: join us at Launch: Silicon Valley 2007, co-presented by SVASE and Garage Technology Ventures.

In fact it will be more than a second chance: while the UtR event focused specifically on the Office 2.0 space, Launch 2007 is designed to uncover and showcase products and services from the most exciting of the newest startups in information technology, mobility, security, digital media next generation internet, life sciences and clean energy.   The inaugural Launch event was in 2006, combined with Guy Kawasaki’s Art of the Start conference. 

Are these events worth attending?  The startup CEO’s who got their “breakthrough” at last year’s Launch certainly think so:

Faraz Hoodbhoy, CEO, PixSense, Inc:

”Since L:SV (November 8, 2006) we closed series A with Innovacom and ATA and have gone on to win large customer deals across the Telco and mobile social networking world. We’re growing significantly and are now looking at closing a new round of funding as well that we will announce sometime early next month.

On the team side, we’re up to well over 50 people and are looking to be over 120 by end of this year across the globe. We currently have people on the ground in Santa Clara, Beijing, Karachi, Tokyo and soon to expand to Hong Kong, Paris, London, Dubai and Bombay.

So things are going quite well so far. Thanks much for giving us the opportunity to present at L:SV; it was indeed a very good show for us.

Sincerely, Faraz”

Vajid Jafri, Founder & CEO, cFares:

“Launch: Silicon Valley was an extremely valuable event for cFares, as it was there that we met the firm that subsequently became the lead investor in our latest round of finance. We would not have achieved as much progress as we have without Launch: Silicon Valley.”

So if you are building the Next Great Business in the areas mentioned above, are (almost) ready for launch, meaning that by June 5, 2007 you will have a product or service available, but have not been out in the marketplace for more than a few months, then by all means send an Executive Summary of no more than 2 pages to Launchsv@svase.org. Submission deadline: May 3, 2007.  Last year over 150 companies from New York, Colorado, Finland, New Zealand, Australia, Spain, and the UK, as well as from the West Coast of the USA applied, so clearly the presentation spots are in high demand. (Garage Technology offers a useful Writing a Compelling Executive Summary guide)

Every Executive Summary will be evaluated by at least 2 members of the Advisory Board, composed of leading members of the Silicon Valley investment community. Following these evaluations, up to 30 companies will be invited to present at the Launch: Silicon Valley 2007 event on June 5 at the Microsoft Campus in Mountain View, California.  Presentations slots are 10 minutes, running in 6 sessions of 5 companies each.  Each presenting team will also be assigned a cocktail table in the Networking Room where they can meet with interested audience members one-on-one to answer questions and explore possibilities.

CEOs of the companies voted “most promising new company” in each of the six sessions at the event will also receive invitations (for two) to attend the prestigious Ernst & Young “Entrepreneur of the Year” Gala Dinner on June 29 at the Fairmont Hotel in San Francisco.

On the evening on June 4, the presenting companies, registered audience and selected bloggers and media will be invited to a Pre-Event Party at a prestigious location in Palo Alto, providing a further opportunity for networking with Silicon Valley’s movers and shakers.

Guy Kawasaki calls Launch: Silicon Valley “the poor man’s Demo” and recommends you get in. SVASE proudly wears that badge, since we’re bringing this event at a price that won’t keep any startup away.  It’s your turn now: send in the Executive Summary and launch with us in June.

Update (4/12): AlwaysOn: If you launch your product and no-one notices… 

 

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SVASE VC Breakfast in San Francisco with Partech International

I’ll be moderating another SVASE VC Breakfast Club meeting this Thursday, March 29th in San Francisco.  As usual, it’s an informal round-table where 10 entrepreneurs get to deliver a pitch, then answer questions and get critiqued by a VC Partner. We’ve had VC’s from Draper Fisher, Hummer Winblad, Kleiner Perkins, Mayfield, Mohr Davidow, Emergence Capital …etc.

These sessions are a valuable opportunity for Entrepreneurs, most of whom would probably have a hard time getting through the door to VC Partners. Since I’ve been through quite a few of these sessions, both as Entrepreneur and Moderator, let me share a few thoughts:

  • It’s a pressure-free environment, with no Powerpoint presentations, Business Plans…etc, just casual conversation; but it does not mean you should come unprepared!
  • Follow a structure, don’t just roam about what you would like to do, or even worse, spend all your time describing the problem, without addressing what your solution is.
  • Don’t forget “small things” like the Team, Product, Market..etc.
  • It would not hurt to mention how much you are looking for, and how you would use the funds…
  • Write down and practice your pitch, and prepare to deliver a compelling story in 3 minutes. You will have about 5, but believe me, whatever your practice time was, when you are on the spot, you will likely take twice as long to deliver your story. The second half of your time-slot is Q&A with the VC.
  • Bring an Executive Summary; some VC’s like it, others don’t.
  • Last, but not least, please be on time! I am not kidding… some of you know why I even have to bring this up. (Arriving an hour late to a one-and-a-half-hour meeting is NOT acceptable.)

Thursday’s featured VC is Nicholas El Baze, General Partner at Partech International. For details and registration please see the SVASE site.

Here’s a participating Entrepreneur’s feedback about a previous event.

See you in San Francisco!

 

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$4 and Your Soul

Screen shot from KRON TV:

That’s $4.19 for a gallon of premium in Campbell, CA.

Is this next?

(from BusinessWeek)

Update: I wonder how effective this GM ad would be now: