Telepocalypse by Martin Geddes: WTF Index

» Meme de-jour? Hubbert's Peak from Ascription is an anathema to any enthusiasm
It appears that Kenneth Deffeyes' talk at WTF 2004 is finally getting some traction for Hubbert's Peak. See: Fast Company or these notes from the talk at Telepocalypse "Managers hate uncertainty. There’s going to be a lot more of it." ... "It's n... [Read more]

Tracked on April 6, 2004 08:42 AM

» Resource Advantage from Ascription is an anathema to any enthusiasm
I keep trying to write an essay about out sourcing, resource advantage, and network hubs. I keep failing. The point I want to make is that while resource advantage is important, feedback and power-laws are more important. Silicon valley is in a positi... [Read more]

Tracked on April 6, 2004 08:43 AM

Comments

Thanks for the summary. Did anyone capture the short talks from after dinner on Saturday? Ok, so I'm concerned because my presentation was in that session, but the other talks in that section too.

Posted by: at April 8, 2004 07:12 AM

Sorry, I must have been taking a break then. Feel free to post a summary of your talk in the comments here.

Martin

Posted by: at April 8, 2004 10:38 AM

In the absence of better place for my question.

According to Fast Company report on WTF2004, you said:

"If we take a hypothetical telco from Kansas, the network asset turns over once a year. And the data assets turns over once a century. That gives you an indication of where the opportunity is."

What do you mean by "data assets", "network asset" ?

Posted by: at April 15, 2004 06:56 AM

The network assets are things that you charge for because they transport bits.

The data assets are stored bits that have value in themselves.

Examples of data assets: verified name and address, call patterns, links between phone number and other identifiers like e-mail address.

There is a grey area around location and presence data.

Does this make sense?

Posted by: at April 15, 2004 03:14 PM

Indeed, it makes sense. But I won't bet a business plan on data assets only because some authorities acknoledged with you their impact on markets and decided to regulate.

In Belgium where I give some consulting, Mobile Number Portability is in place since 2002, and the incumbent subsidiary is losing customers by galore. As handsets were never locked (legal interdiction of subisidies by operators), residential customers can really come to a dealer, take a new contract, and the two operators have 48 hours to close the handover of the number (provided the customer paid its previous bills, etc.).

Moreover we should not overestimate the retention power of identifiers. Many never changed their phone number on the fixed network, and would be reluctant to do so. However, everyone in Europe took a mobile number and guess what we exchange in business cards or conversations? In fact, we swapped our ID system in ten years.

Posted by: at April 23, 2004 02:18 AM

Indeed, it makes sense. But I won't bet a business plan on data assets only because some authorities acknoledged with you their impact on markets and decided to regulate.

Posted by: at April 23, 2004 02:19 AM

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