the Onda

It's always good to start the first entry of every blog year with some predictions. Making accurate (and actionable) predictions is the chief currency of the entrepreneur in the technology industry (along with not confusing a long view for a short distance), so any practice in gazing into the crystal ball is a good thing.

The usefulness/pervasiveness of the web will really hit a tipping point this year: David Weinberger wrote a short piece for HBR called "The Year of Scale" which makes this point nicely. Everything from markets to expectations is now mediated by bits of information that we pluck from the ether on websites, social networks, blogs, tweets, etc.— whether we work and live in the medium or not. Of course Google plays a huge role in this augmentation of our own intelligence (as might Facebook and Twitter over the coming year), but so do web-enabled smartphones and the ever-increasing expectation that we can just "know" the answer to something.

Recently a friend told me that her 5-year old had defined Google as "where you go to find out what is true—" a sentiment that when expanded to the web itself, captures the zeitgeist of what is going on here. The next chapter in the story of the Flynn effect won't be written as the increasing ability to reason abstractly but by our ever-increasing ability to weave the information stream into making better decisions.

Smart, speedy, and portable interfaces frozen in hardware are now mass market: this is the iPhone effect, plain and simple. A couple of years ago I was writing that Apple should become the less-than-6lb. company ("if it weighs less than 6lbs and does computing, we rule it"). Last year they took the most important step in that transformation by launching the iPhone— but not because it's the sexiest product ever built, nor because it's a particularly good phone (let me tell you, it isn't!), but because it is the perfect embodiment of portable web consumption experience.

If the web browser itself could leap out of your computer and take the form of a piece of hardware that you could carry all the time, it could do no better than to look, feel, and behave just like an iPhone. From the huge screen to the multi-touch interface, every feature that makes it truly stand out boils down to delivering a killer web browsing experience (and the only real handicap, the pokey EDGE network is ameliorated by the Wi-Fi and will soon be crushed with a 3G rev).

Expect a lot more, and not just from Apple. Sure, Cupertino will ship the rest of the dev kit (which I still contend should be nothing more than an enhanced object model for mobile Safari that gives web developers access to the camera, the addressbook, any forthcoming GPS information, and the SMS message stream), as well as begin a whole load of experimentation with point-of-presence applications that mix the virtual world with the physical world. But everyone else will try their hand as well, starting with mobile giants like Nokia (where I am 100% sure some Finnish dude named Pekka is now tied to the bottom of a dogsled crossing the tundra for having missed the all-screen embodiment of a browser in a phone), and filtering down to all of the smaller venture backed startups crazy enough to do hardware (which I think should be all consumer-facing VC startups these days, but more on that in a later post).

And this mobile fever is not just about phones, but in fact about any small devices that help people better consume the web. For instance, I bet this is going to be a good year for MIT-spawned Ambient Devices which has always seemed like a glorified science project to me. Unlike digital photo frames or the utterly useless Chumby, Ambient has figured out that simple design, well-instrumented cues, and singularity of purpose can make the different between a gadget which suffers from the net-connected version of the alarm-clock flashing "12:00" (e.g., my Chumby), and a device that weaves itself into your everyday life. Physical computing is here to stay and 2008 is going to be a vintage year for it.

The Activity Stream will become hot as Hansel: I'm not sure whether it will be Twitter, Google's Jaiku, the Facebook minifeed, or something completely new from a random startup, but the notion that there will be streams of metadata that we'll share with each other in the same way that people share blog feeds today but on a much more massive scale is going to become a standard part of the way that people interact with the web, and with each other. I suspect Facebook has the lead today, mostly because its minifeed takes no effort to set up and is very nicely scrubbed in the application, but Facebook seems to be getting this walled-garden stench which may create an opportunity for a lighter-weight, more open alternative. Initial setup will remain the challenge for regular users (and may be why the platform vendors: Google, Amazon, Apple, and Nokia could win here, or at least do a bunch of cool M&A in 2008), but once people get used to living in each other's flows, they'll be no going back.

Those are my top 3 predictions for this year. A little more abstract than usual, but thinking at this level certainly beats wondering whether we're going to suffer from a global economic recession.

Finally, just to mark where I've gone wrong in this game in the past: I'm ready to throw in the towel on the unwitting blogger, the casual publisher, or whatever you call the regular person who does something akin to starting a blog. I've been looking for the mass market application that causes millions of people to sit forward and put the same level of effort that those of us that keep blogs do, believing that the right combination of ease-of-use and ego gratification could get people over all of the barriers, but I just don't see it. Micropublishing— a popular trend predicted for the mass market for 2008 by the pundits— may come the closest, but there is a point at which it's just not publishing anymore.

R.I.P, Mister Unwitting Blogger— you content creating bastard— we hardly knew ye!

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