Category Archive for: Competition

XM Radio – quality issues and long term business

I like XM (or Sirius) as a concept (audio delivery virtually anywhere). I actually like using it and have it in my car. But the quality of the audio drives me nuts.  It’s like listening to 64Kbps MP3s – and it might be that level of compression. They were playing Avril Levigne’s Complicatedand there is…

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Stuff I find – web 2.0 – silly name

Even with all the research I do on competition and emerging technologies, and all the research I have done, I constantly come across things I should have seen a long time ago.  Last night was the “Web 2.0 directory” Go2web20.net.  It’s a great resource for anyone looking for startups in the “web 2.0” space. That of course means…

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Microsoft can't beat Apple (it's not because they can't)

Of course Microsoft can beat Apple – but not the direction it’s going: consumer electronics and entertainment. And it’s simple – Microsoft has a process model that does not permit the type of innovation that would allow it to compete in the consumer space.   To figure that out, you don’t have to look any further than…

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No-DRM Yahoo MP3 'Experiment' doesn't mean anything

Yahoo and the Majors have done an “experiment” with selling files in an ‘un-protected’ (no DRM) format.  They did it a while ago, but comments of the success of the experiment have been surfacing with Jobs’recent anti-DRM declaration. That means that on the Yahoo music service – which is a subscription, MS-DRM based service, released a few Norah Jones…

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Microsoft as Innovator? Not first anyway…

Here’s why Microsoft will never be the thought leader and innovative leader they think they are (note: Competitive Advantage here for startup).  From an interview in Forbes with MS Robbie Bach:  Can we expect a Zune phone next? Right now, I can tell you that the Zune team is really focused on producing great innovation…

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Barrier to entry – differentiation & quality

As we talk to more and more investors, I am asked more and more often:  what are the barriers to entry? This question is of course standard practice when you are not comfortable in the space. So here is the thing:  in the Internet space, there are few barriers to entry now. Capital is not even really…

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"me too" – differentiation – branding?

I’ve been thinking about our brand a lot lately. And thinking about its place within the overall digital music market and thinking about differentiation via brand (as opposed to functionality). One of the things about the big consumer digital music market:  it’s big and there is lots of competition. For the most part, they all…

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Ruckus as a viable service?

Ruckus has launched (again) as a college download service. It’s intended as a way to get students to stop downloading illegally by offering them a free download service.  Free – meaning advertisement based. In their new model, they are doing a rev share with the labels and offering “free content” to students.  “Free” in the…

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XM Radio vs download services – implications

XM Radio is in legal trouble with the RIAA; the courts have refused to dismiss the case regarding their player/recorder, “Inno”. The allegation is that XM is acting as a means to infringe on copyrights by offering a service+device that allows the recording of digital streams. These recorded streams (as files) can then be played back at will and in any order. …

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AOL Music is Napster = acquisition?

Napster has a new partner agreement in place with AOL to help build revenue. The two companies signed a deal where Napster will take over AOL Music’s (previously a MusicNet company) subscriber base. Add to the mix that Napster put it self on the auction block recently and this has very interesting implications for the new…

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