Graeme Thickins on Tech

Reflections & analysis about innovation, technology, startups, investing, healthcare, and more .... with a focus on Minnesota, Land of 10,000 Lakes. Blogging continuously since 2005.

Tag: PC Forum 2006 (Page 1 of 4)

Eurekster: With Passive Collaboration, Who Needs Tagging?

March 26, 2006 / / 1 Comment

One of the past firms that launched at PC Forum and was in attendance at this year’s event was Eurekster, a Web 2.0 search personalization company. This company debuted two years previous at the 2004 PC Forum. I sat down with CEO Steve Marder to get an update on what’s been happening lately with the company. Marder recounted how, in November 2005, his company introduced “Swickis,” which are community-powered search engines for personal and small-business websites. (Search + wicki = swicki.) He described that launch as a “self-service beta.” [Prior to PC Forum, I had actually taken Eureksterlogo advantage of that service and created a swicki for my own blog, which I set up and took live in about 15 minutes. You can see it at the right, complete with what’s called the “buzz cloud” within the widget itself.] In its announcement, Eurekster said publishers are invited to create their own swickis, free of charge, with the Eurekster SwickiBuilder here, and “can opt to share in the search-related advertising revenue, a feature that will be available soon.” Harder told me some 5000 blogs have signed up so far and set up a swicki.

Marder continued: “We operate on the ASP model. And it’s easy to integrate our look-and-feel into your site.” He said he and his co-founder, Grant Ryan, Ph.D., who is based in New Zealand, had previously cofounded another technology company, which was focused in enterprise search. That firm is SLI Systems, which Marder said is profitable, and both he and Ryan continue to serve on that firm’s board.

“Eurekster is all about the end user,” said Marder. “Our engine learns from your community. We enable personal networks.”

But, in addition to targeting “the rest of the Web,” as Marder put it, with the swicki concept (meaning the smaller sites), Eurekster also has an offering called SearchPublisher, which is an enterprise-level platform for delivering a highly customized, branded search feature on large web sites. Customers include such companies as Bolt, Gartner, Friendster, Hollywood.com, Community Connect, and Locker Gnome. Eurekster also announced, on the first of day of PC Forum, that Popular Science, the world’s largest science and technology magazine, had integrated Eurekster’s SearchPublisher community search platform into its website, PopSci.com. That site is a destination for readers interested in the latest developments in science and technology, including cars, electronics, communications, tools, space and aviation, among other topics.

“We allow passive collaboration, with no tagging. It’s the concept of ‘auto-tagging’,” said Marder. “Your users are communicating with you via search.” He said Eurekster gives the publisher control. “Small or large, they have community. We harness the collective intelligence of that community, while leveraging the expertise of the publisher.”

Eurekster is a privately held firm based in San Francisco and currently has 20 employees, with R&D based in New Zealand. It received angel backing in December 2004. What’s on tap for the company? Marder had this heads-up for me: “Monetization is coming next.”

PC Forum: Illumio Puts Social Networking to Work

March 23, 2006 / / 0 Comments

I had a chance to sit down with David Gilmour, CEO of Tacit Software, Palo Alto, on Sunday afternoon, before PC Forum really got going, to learn a little about a new web service he would be debuting later at the event, called “Illumio.” I think it was the coolest stealth company to come out at PC Forum (actually, Illumio is not a company, but a project within an existing company). Tacit, founded in 1997, produces software to enable collaboration among employees in large enterprises. For a refresher on what the term “tacit knowledge” means, see this Wikipedia page. Customers include Lockheed Martin, Morgan Stanley, Northrop Grumman, and the U.S. Government, and its partners are IBM, SAIC, and Sun. Investors include Draper Fisher Jurvetson, Woodside Fund, RBC Technology Ventures, Alta Partners, Reuters Venture Capital, and In-Q-Tel. Gilmour described Illumio as “a Web 2.0 way to extend Tacit software” What it will do (a public beta starts soon, per the signup at www.illumio.com) is allow any individual to search their network of colleagues, and tap into their knowledge for “what they know, what they have, and who they know.” Tacit’s patented software technology continuously processes e-mail, documents, and other business communications and automatically discovers each employee’s work focus, expertise, and business relationships.

The Illumio project started, said Gilmour, as a way to get smaller companies to take advantage of Tacit’s software technology — that is, customers that couldn’t afford either the cost or the time for a full software deployment, which can takes months. The Illumio version of the software, a web service, will be free initially, Gimour said. “Tacit and Illumio are more about collaboration as opposed to knowledge management. It’s what we call ‘massively federated desktop search’,” Gilmour explained. “We enable you to search your colleagues, and interact in new ways.” Later, in the company presentations session 031306tacit on Monday afternoon, CEO Gilmour spoke of the ready market for Illumio: “There will be something like 50 million desktop search engines by the end of 2006, and there will be zero PCs without desktop search after the next OS generation.” He said his company’s Illumio technology now supports Google and MSN desktop search, and others will follow. It searches files, documents, email, contacts, favorites, browser cache, appointments, and more. He allowed, however, that a problem with desktop search is privacy. “The market is hyper-sensitive about that,” and he said his company works hard on it.

The Illumio web service “gets you information you can’t find anywhere else,” said Gilmour. He explained that, once the service is ready for public beta (still not as of today), it will be a 2.5 Mb download (Windows only at first), which then sits on top of your desktop search engine. “The service doesn’t know who matches a request until someone opts in to the request,” he said. Illumio has an IM-like feature, and no peer-to-peer connection. “Everything is done through SOAP on the server, with tiny XML documents.”

Gilmour gave some examples of how the Illumio service would work. The first was a “Document Request.” For example, “Who has the latest Gartner presentation on social networking”? A message would pop up on the desktop of your network connections as a small window, said Gilmour, and the receiver does not have to search through his disk. “There’s even a time estimate displayed for you on how long all the contacts’ computers will take to respond to the request,” he said.

Another example he gave was a request called “Get an Answer.” Gilmour said this is handled by the declining Dutch auction method, in which “the bar will be lowered if there’s no answer, till one comes in.” Another type of request, which uses the software’s “Personal Groups” feature, allows one to search for someone that knows a certain person. For example, he said — in the case of “Who knows Esther?” — the software would search for who did the most email with her.

The company’s vision with Illumio is “How can social networks be put to use for people,” said Gilmour. “It lets you search your friends and colleagues for what they alone can offer you. And, when you have something they want, it puts you in control of that and ensures your privacy.” The web service will also have a feature called “Shared Illumio Groups,” which a user will be able to set up at the Illumio site, and these can be either “Public” or “Managed.”

Audience questions afterwards (it was a well attended and attentive session) included the following. Q: How will you stop scurilous uses? A: We’re very concerned. We don’t know yet, and will write the rules as we need them. Q: Will you partner with commerce sites? A: There is the possibility of buying and selling things with this technology. Q: What about competitors? A: Others that have tried to do something similar have required the user to write their own profile, but that’s not a reliable technique.

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Bill Joy: Quackery Alert

March 18, 2006 / / 0 Comments

On Tuesday morning at PC Forum, the kickoff session was Esther Dyson’s interview with Bill Joy, one of the legendary founders of Sun Microsystems and longtime CTO there. “Big Swings at Big Problems” is how the session was advertised. Esther said the last time Bill spoke at PC Forum was 1995, and she 031406billjoy_1 wore the sweatshirt from that event in honor of the occasion. A lot has certainly changed in those 11 years, for Sun and everyone else. In recent years, Bill made the move to VC-land and joined Kleiner Perkins — where his former Sun colleague, Vinod Khosla, has been a partner for many years.

Bill said there are still 15 years left on Moore’s Law, and that the smaller devices that will result from these contunuing technology advancements “will enable many more people to have computers and get educated — if they can figure out how to get courseware on those things.”

But what else is Bill focusing on at KP these days? “We’re looking for innovators who can get more clean water and better energy — and get everyone driving efficient cars. And I mean electric cars, not just hybrids.” [Just an aside: Bill, please call me when the torque on those things equals that of my Turbo Passat, would ya?]

Asked about recent investments KP is making, Joy said “it’s a wonderful time to be working with innovators.” One example, he said, is a still-stealth company KP has backed that’s “putting everything needed for a cheap (computing) device onto one chip.” And [yawn] they also recently did two public company investments (PIPEs). “How much is KP leaving the Valley behind?” asked Esther. “We’ve always had a life sciences group. We still have an IT group, including green tech. Vinod just announced a new fund yesterday. He’s a big ethanol advocate. And I’m working with him on biofuels initiatives.”

Joy continued: “Nanoscale technology is driving the development of new materials. The breadth of proposals is very wide these days. The great stuff always sounds like quakery. I get all those.” Bill also said that a lot of what’s happening today reminds him of 1999, except “there are bigger opportunities worldwide.”

Why haven’t there been many of these new investments yet by KP? “We’ve been looking to invest in a water technology,” Joy said, implying he and his partners just haven’t seen a good candidate yet. “We need ones with little or no maintenance.” For example, no filters to change, he said. “Clean water is the best enabler of good health (in the third world). And electricity is an enabler of many things.”

What about the “laptop for every child” program? asked an audience member. “I’d like to see a ten-dollar computer,” Joy said, “with a roll-up display.”

Esther’s closing comment was, “Bill, you were so gloomy five years ago…” (referring to his now infamous Wired article, “The Future Doesn’t Need Us,” a line of thinking he’s since moved away from). “You just have to keep your eyes on what needs to be done,” Joy said. “It’s an incredibly exciting time.”

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Jeremy Allaire: Minnesota Boy Makes Good (Very Good)

March 16, 2006 / / 1 Comment

I hooked up with Jeremy via email in advance of PC Forum, and asked him if he’d like to do a little interview at the event for my blog, which of course includes lots of readers back in the Twin Cities. And he quickly responded via Blackberry that he’d be happy to. Which I really appreciated, considering how Brightcove344x69 popular this guy is now with his hot, new startup, Brightcove. Jeremy and his company even had a major feature on page 1A of the Wall Street Journal a couple of weeks ago. So, despite being very busy at PC Forum (including as a panelist — see my previous post on business models), he graciously agreed to spend time chatting with me. What’s more, he had to endure several email attempts by me to hook up with him at the conference (thanks Jeremy!). Hey, it wasn’t easy finding a specific person in a group of 450, especially with things spread out over a large property like LaCosta.

It’s hard to believe it will be 10 years this fall that Jeremy and his brother J.J. — just a couple of years out of Macalester College in St. Paul — plus the 25 or so young employees that were then part of Allaire Corp., picked up and moved the company, lock, stock, and barrel, to Cambridge, MA, at their VC’s suggestion. (That was after first considering but passing on Silicon Valley.) Thus began the legendary status of Allaire Corp. around our neck of the woods as the Web 1.0 company that got away — but one that made it very, very big in the process. The company grew to some 450 employees before being acquired for something north of $350 million by Macromedia, where Jeremy then served as CTO for three years (commuting from Boston to San Francisco, which he admits got old).

The move worked well for the company and the two Allaire brothers, Jeremy told me. Both took a strong liking to Cambridge and settled in, got married, and now have two kids each. I asked Jeremy of he ever gets back to visit his parents in Winona, MN. He said not often, but that he sees them regulary at another house they now have in the Boston area.

I also had to ask about the latest big development for J.J. — the acquisition of his startup, Onfolio, by Microsoft. (J.J. was originally scheduled to be at PC Forum and I’d planned to interview him as well, But, alas, he had to cancel due to obligations associated with the acquisition.) Jeremy told me it was a big win for J.J., for a company that he had just self-funded over the past few years. (After Allaire Corp. was acquired, Jeremy said the two didn’t really consider teaming up again in a new business, though they remain close personally — simply because they had different interests.) All six employees of Onfolio, including J.J., are now doing yet another big move — this time to Redmond. How does J.J. feel about that, I asked? “He’s really excited about it,” said Jeremy. First Ray Ozzie leaves Boston behind, now J.J…

Meantime, Jeremy, though he’s not planning to move himself anytime soon, is still quite the traveler, regularly shuttling between Brightcove’s home office in Cambridge and three others already set up: in New York City, Los Angeles, and San Francisco (the cities that most of the major content producers and media companies call home, after all). He told me the company already has 50 employees and is heading to be double that soon.

What’s been the timeline of Brightcove’s short history to date? First, Jeremy told me, he incubated the idea at General Catalyst Partners in Boston for a year or so, after leaving Macromedia. He first presented the company and its planned business model at PC Forum in March 2005. From then through the fall, he and others at the firm began selectively getting the word out to key partners and content providers. That culminated with a presentation at the very well attended insider conference “Web 2.0” (sponsored by O’Reilly), which was held in San Francisco last fall. The company soon had a public debut via a story in the New York Times, which was then followed in February by the major front-page WSJ piece. (I asked Jeremy how he happened to choose his cracker-jack PR firm, SutherlandGold, based in San Francisco, and he said he met them at last year’s PC Forum! I had the opportunity to meet two of those folks at dinner one evening — Susan Cashen, formerly of TiVo, and Amy Janzen — where we shared some good conversation with my colleague Gary Bolles of Conferenza and Microcast Communications.)

So, fast forward, how is Brightcove sitting today? Very well indeed. Jeremy gave me a rundown: it already has 200 of what he calls “broadband channels” or content partners. And, since the company started what it called a “commercial preview” in November, for video producers, it has signed up 450 companies to date. It has 700 of its video “players” deployed, and it has 7000 titles already in its library. It also has an affiliate syndication program, and one client — Reuters — has 1000 affiliates signed up to date. With this Brightcove program for Reuters, any web site or blog can simply fill out a form, put some code into their web page, and become an instant video news broadcaster. (I plan to try it out myself!) Deals with other major media firms include the New York Times, and yet others are still in the works, including CBS (as touched on in the WSJ article) — though Jeremy had no new announcements he could tell me about quite yet.

My final question for Jeremy was this: What’s it like having Barry Diller on your board? “Oh, it’s great,” he said. “He’s a remarkably intelligent guy, with a strong strategic mind for online businesses. And he’s one of the most connected people on the planet.” Jeremy said it’s very rare for Diller’s firm, IAC/InterActiveCorp, to make minority investments, which they did on the case of Brightcove. They tend to only acquire companies outright. Diller sits on Brightcove’s board, which is also quite an achievement for the startup, since he only serves on two other boards: The Washington Post and Coca-Cola.

I closed by asking Jeremy about his management team, which he said is “tremendous.” It even includes one colleague from the early days of Allaire Corp., who was also a friend of his at Macalester College in St. Paul: Adam Berrey, now Brightcove’s VP of Marketing. Where was Jeremy off to next? San Francisco, he said, to keynote at the “VON” conference. And he was going to spend some time at his offices there as well, in addition to catching up with a guy I’ve since met who was employee #4 at Allaire Corp., Ben Cantlon. (Ben recently relocated back to Minneapolis but was visiting SF this week.)

Thanks for the interview, Jeremy, and best of luck as you continue disrupting the video distribution business!

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PC Forum: What’s The Encore for Search?

March 15, 2006 / / 4 Comments

The last panel on Tuesday morning was the best one of the conference, I thought. It seemed the panelists were the best prepared or had the most interesting things to say, which tends to evoke the best array of questions. If I had to vote for the best panelist, it would be Jeff Weiner of Yahoo, followed closely by Rich Barton of hotter-than-a.pngstol real-estate search site Zillow. But the other two, Omid Kordestani of Google and Ellen Siminoff of Efficient Frontier (and a member of the founding team at Yahoo) 031406searchpanel were quite good, too. Esther Dyson kicked things off by referring to some pundit’s remark that search was as good as it’s going to get. “I don’t agree,” said Jeff Weiner. “Search is the great democratizer,” and he says lots more good stuff is coming — “like voting on search results and other Web 2.0 stuff.” But he also made an excellent point: that for a company to really take advantage of search, it needs a smart webmaster (read: for SEO and SEM), or to “be wealthy enough to hire that out.” As an example of something new, Weiner also offered up “Yahoo Answers,” a service whereby anyone can ask a question and anyone can answer. It’s essentially a knowledge search service, he said, which had a December beta launch.

In an attempt to provoke some friendly discussion between the rivals, Esther asked, “Does it come down to algorithms like Google versus people like Yahoo?” No, said Weiner, “They’re not mutually exclusive.” Zillow’s Barton then put in a hard plug for MSN search (former Microsoftie that he is). He said it has more tools to help him with his searching. (He got no rise out of Google or Yahoo on that.) But the most interesting thing Barton had to offer up at this point in the discussion was an analogy to cosmology. “The experts believe only 4% of the universe is visible,” he said, “which is about the same percentage of knowledge you can get at with today’s search.” Finding that “dark matter and lighting it up” is where the opportunity lies. He said, “We found a ‘galaxy’ that’s really interesting” in Zillow. “We knew people were ga-ga about houses, but we didn’t know how much!” In just four-and-a-half weeks, millions have already visited the site, according to Barton. Esther commented on how people are finding new uses for it, too, which Barton admitted his team really hadn’t expected — such as using it in recruiting, as a reference-checking tool, and even for dating research. Yes, you may change your opinion of that loser in the bar when you see where he/she lives….

Where else is there room for improvement in search? Ellen Siminoff says local search is an area ripe for advances — “a long way to go there.” Yahoo’s Weiner talked about how untapped the universe of content is right now. “There are 750 trillion objects put there” (don’t ask me where he gets such a number), and “only 0.0058% of it is indexed today.” So, search startups, start your engines…

“What percent of searches are purposeful, such as work-related, versus just idle surfing?” asked Esther. “Virtually 100% of them,” said Weiner. “Filling idle time is a purpose in itself.” He also noted that search is “increasingly becoming more of a media model.” Siminoff noted that the search engines are not yet taking advantage of determining the real purpose of the search. “It’s been more about the commercial aspect, but only about half of searches today are monetizeable.”

In response to a question about metadata, Weiner make the comment that the word “meme” is popping up in regard to that these days. (See Wikipedia page defining “Meme”.) He said “Maybe we need a ‘Why’ button under a search ad that tells me why I’m getting this ad.” He also noted that, for tagging to work, the value received must exceed the effort put in to do the tagging. “But we need to work on that ‘meme’ word, to make it more user-friendly.”

Weiner went on to say that there’s “radical change on the web…people like to share and be an authority.” He noted that someone had referred recently to photo-sharing site Flickr (now part of Yahoo) as “a culture of generosity.” Which provoked an audience questioner to say: “People want to help other people. It isn’t about machines versus people. It’s all models.” Weiner agreed that different models are needed, including vertical search such as Zillow.

“What other opportunity?” Esther challenged the panelists. “There is lots of dark matter out there,” said Zillow’s Barton. “Healthcare immediately comes to mind.” And another two, said Yahoo’s Weiner, would be “legal search and opinion-based search.” What about better analyzing search results?asked an audience member. “We have Yahoo Buzz,” said Weiner, “and others have things that get at this.” Barton said Zillow even has a feature that’s like a stock chart, showing the value of a house over time. Not to be outdone, Weiner said Yahoo is working on a marketplace for ideas, in conjunction with O’Reilly Media.

“What about new user interfaces, new experiences?” asked an audience member. Barton said search engines have a problem: “They’re stuck in the box” (the search box). “UI designers at these companies are dying to get out of it,” but can’t afford to tick off users (or maybe don’t want to go first?). Another question was about “in-context” search, which is actually part of the basic technology of the Internet, according to the questioner, but hasn’t been fully exploited yet. “Why isn’t more known about it?” he asked. That didn’t really get an answer out of any of the panelists — which tends to make we wonder which of them could secretly be working on it(?). Finally, an audience question from Seth Goldstein of Root Markets: “Will Google or Yahoo allow users to take their search activity data with them?” (Meaning, let it be portable.) Both said yes, that it belongs to them. Hey, more power to the user!

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