In Part 1, I looked at what could be behind Facebook's acquisition of
WhatsApp and subsequent purchase of Oculus Rift. How are these seemingly
different acquisitions related? There is no question that both Facebook and
Google are in a race to build the next-generation computing/communications
platform (after mobile) and the battle lines are being drawn between the
over-the-top (OTT) players and telecommunications companies. After all, both
Facebook and Google count on telcos to deliver services to their customer
base. How will the WhatsApp and Oculus Rift acquisitions shape Facebook and
impact the rest of the market including Google and mobile?
Facebook did not pay $19 billion for WhatsApp simply because it's an SMS
replacement, a Skype and Twitter competitor, because it could grow its
international subscriber base, or could attract customers among the coveted
What Internet of Things (IoT) technology is of most interest to you? Do you
currently use any IoT applications or IoT-based products? What challenges do
you predict IoT will face? Is your business considering any IoT offerings?
You're invited to MetraTech's monthly Twitter chat to discuss these questions
As of Tuesday, June 17, MetraTech will host a monthly Twitter chat for
individuals interested in machine-to-machine (M2M) and IoT topics. During
these chats, we'll help keep you current on news, events and happenings
within the IoT market, and give you a platform to exp... (more)
When Facebook decided to invest a cool $19 billion ($16 billion upfront) for
messaging app WhatsApp the entire world was bound to take notice.
Telecommunications types, in particular, were keen to understand how this
latest move would impact them as mobile operators have been feeling the heat
from over the top (OTT) players like Google and Facebook for years. (To put
this $19 billion in perspective, AT&T, one of the world's largest telecom
carriers, invests about $20 billion in networks and spectrum in an entire
year.) Shortly thereafter, in another surprise move and with the dus... (more)
Some people really want Google to be a wireless carrier. The most recent
speculative episode was early in April when The Information published an
exclusive suggesting that Google might be thinking about an MVNO deal with
Verizon or AT&T, based on comments by people who were unnamed (but might have
been close to Google).
Now I don't want to be picky, but the notion that Google might want to become
a wireless carrier has been talked about by unnamed "experts" in bars for
many years, and lots of that speculation has been published with enthusiasm.
It is rather evident that becomin... (more)
At the Geneva Motor Show Apple officially launched its new "CarPlay" product
for cars, to some excitement. Apple has enlisted a number of big name auto
manufacturers into the program, so you can expect to see CarPlay in your new
vehicle sometime soon.
But what's new here? At first glance this is just a computer company
providing its interface expertise to car companies, just like the deal
between Microsoft and Ford that was announced way back at CES 2007. The list
of features - entertainment, maps, messaging, voice control - looks very
similar. So what's different, and why is Ap... (more)