david galbraith's blog
January 29, 2008
What Criticism of the Macbook Air proves?

If the reviewers of the Macbook Air are right, then people don't really care about Apple design.

Above is a commercial for an original Pentium, it promises movie quality films, amazing computer graphics and instant number crunching.

A Pentium had around 3 million transistors, 2 year old Intel processors today have 1.7 billion.

You would need six hundred Pentium based computers, in an office the size of a hangar, to equal the processing power of a single Macbook Air that fits in an envelope.

Yet if you would believe what you read, the Macbook Air, is under spec'ed, when the vast majority of professional computer users use exactly the same software as we did when we had Pentiums.

And this opinion, that the Air is under powered, is according to the leading technology journalists in the country, not mad people with tin foil hats.


Pentium's were first made when the applications that people most used were spreadsheets, word processors and presentation software. A tiny minority pf people did things like 3d graphics and high resolution photo retouching.

In fact the most notable new entrant in software, the browser, would potentially reduce client computer requirements.

Today not much has changed, more people do photo retouching but often at lower resolution. More processing is done on servers, and most people still use things like word processors and spreadsheets in similar ways.

In fact the extra demands on computing power are largely for consumer applications, so you could argue that 'professional' computers need something else than computing horse power.

The initial reception of the Macbook Air proves that the current process of designing, marketing and selling computers has nothing to do with 'specification' requirements, but everything to do with specification lust.

If the critics are right, they show that above all that despite Apple's great designs, people don't really care about design, unless its lathered on top of tech prowess.

But what if the problem was with the critics themselves. Perhaps they are out of touch and way too geeky for a world where computers are not sold like self assembly amateur electronics projects.

Posted by david galbraith on January 29, 2008
January 22, 2008
Time for Ebay to be the new Apple and get a Steve Jobs

Meg Whitman is to step down at Ebay after 10 years.

Anyone who has worked in Silicon Valley will have heard rumors of what an inefficient shambles Ebay is internally and how it is devoid of any creative inspiration.

But before dismissing Whitman, consider that she grew a company from 30 people and $4m revenue, to the behemoth it is now.

Like all things in life, the Ebay story is complicated, but here is a stab at a simplified version.

Ebay's model was very clear when Whitman took over, they needed an executor not tempted by innovation or distraction, a John Sculley type not a Steve Jobs type.

As Ebay grew, it remained focused and held on to its monopoly by building a reputation system that created a switching cost for its users. Ebay performed financially.

Like all monopolistic companies there is a time when the growth starts to slow as it saturates its market and creative input is required to develop new products and explore new markets.

For Ebay, its weaknesses started showing with the PayPal acquisition and the tipping point was the Skype purchase.

Ebay had no option but to buy Paypal, because a fleet footed startup was potentially hijacking their business by inserting its payment system into their own transaction flow, as Ebay users were having to sign up with Paypal, in flagrante.

Paypal could have been a threat to the entire retail banking industry, rather than Ebay. With Ebay's purchase Paypal's ambitions were scorched and its efficacy demolished. It was a good deal, however, coming in the middle of the dotcom crash where the premium for Paypal's potential banking play didn't show too much.

Paypal's founders had no place in a company run by management consultant types, they left and the product calcified while the team swelled, several people doing the job that one person had previously.

If Paypal was a way of acquiring innovation, where the company had been unable to innovate internally, the Skype purchase was a somewhat creative acquisition itself.

Sure there was a potentially hijacking threat with Skype, but it hadn't yet manifested itself, and the asking price was more than the value of buying it just to kill it. Paypal was about banking and Skype about telecoms, big ideas that command big prices when you have lost of users.

Ebay doesn't do creative, so this was a mistake. Skype wasn't yet part of the Ebay transaction flow, and its price wasn't cheap. To justify its price it needed to continue to innovate, something that Ebay is not setup to do.

This is where Ebay is now, a very successful business woman is leaving a company at the time where it needs a visionary.

The amazing thing, is that Ebay has some obvious and profound visionary potential:

1. Ebay is all about Green, the biggest angle any company can have, currently, and yet it has ignored this. As the largest marketplace for second hand goods, it is the worlds largest recycler.

2. Ebay contains a collective memory of the worlds stuff. How we interact with the world is largely through this stuff, yet Ebay throws away this memory by deleting its archives from the web. If you don't think this is of profound importannce, William Gibson says it much better, here.

What is needed is a visionary to take what Whitman has built and let it flourish again, by building products and services based upon fundamental concepts, like those above. Ebay needs a Steve Jobs.

Ironically, and against all consensus, I suspect that Steve Jobs's are actually less rare than Whitman's, they just don't often get a chance to run a company.

eBay’s Whitman To Retire; Donahoe As Leading Candidate | paidContent.org

Posted by david galbraith on January 22, 2008
January 18, 2008
Why the Cool Gadgets Come out in Japan First

A great article on why Japan still leads the US in terms of Gadgets.

There are a variety of reasons posited, but the main one is that gadgets are not dominated by males in Japan.

I couldn't help but be reminded of the fact that Myspace's growth came from its male/female balance, caused by teenage girls attraction to alpha males in bands.

Perhaps this gender symmetry helps achieve viral growth since hubs and key influencers are more likely to connect male -> female -> male etc.

Thanks to Keith for the article.
ASIAN POP The Gadget Gap / Why does all the cool stuff come out in Asia first?

Posted by david galbraith on January 18, 2008
January 17, 2008
Julien 'Spike' Galbraith born Jan 11 08

Julien 'Spike' Galbraith born 21:12 on Jan 11.
I am so, so happy.

Posted by david galbraith on January 17, 2008