Category think

diversity within the real time stream

I got a call on Friday from a journalist at the Financial Times who was writing on the Twitter ecosystem. We had an interesting conversation and he ran his piece over the weekend Twitter branches out as London’s ‘ecosystem’ flies.

As the title suggests the focus was on the Twitter ecosystem in London.    Our conversation also touched on the overall size and health of the real-time ecosystem — this topic didn’t make it into the article. It’s hard to gauge the health of a business ecosystem that is still very much under development and has yet to mature into one that produces meaningful revenues. Yet the question got me thinking — it also got me thinking that it has been a while since I had posted here. It was one busy summer. I have a couple of long posts I’m working on but for now I want to do this quick post on the real-time ecosystem and in it offer up some metrics on its health.

Back in June I did a presentation at Jeff Pulver’s 140conf, the topic of which was the real-time / Twitter ecosystem.   Since then, I have been thinking about the diversity of data sources, notably the question of where people are publishing and consuming real-time data streams. At betaworks we are fairly deep into the real time / Twitter ecosystem.  In fact, every company at betaworks is a participant, in one manner or another, in this ecosystem, and that’s a feature, not a bug! Of the 20 or so companies in the betaworks network, there is a subset that we we operate; one of those is bit.ly.

2puffsIn an attempt to answer this question about the diversity of the ecosystem, let me run through some internal data from bit.ly.   bit.ly is a URL shortener that offers among other things real-time tracking of the clicks on each link (add “+” to any bit.ly URL to see this data stream).   With a billion bit.ly links clicked on in August — 300m last week — bit.ly has become almost part of the infrastructure of the real time cloud.  Given its scale bit.ly’s data is a fair proxy for the activity of the real-time stream, at least of the links in the stream.

On Friday of this week (yesterday) there were 20,924,833 bit.ly links created across the web (we call these “encodes”). These 20.9m encodes are not unique URL’s, since one popular URL might have been shortened by multiple people. But each encode represents intentionality of some form. bit.ly in turn retains a parent : child mapping, so that you can see what your sharing of a link generates vs. the population (e.g., I shared a video on Twitter the other day; my specific bit.ly link got 88 clicks, out of a total of 250 clicks on any bit.ly link to that same video.  see http://bit.ly/Rmi25+).

So where were these 20.9m encodes created? Approximately half of the encodes took place within the Twitter ecosystem. No surprise here: Twitter is clearly the leading public, real-time stream and about 20% of the updates on Twitter contain at least one link, approx half of which are bit.ly links.   But here is something surprising: less than 5% of the 20.9m came from Twitter.com (i.e., from Twitter’s use of bit.ly as the default URL-shortener). Over 45% of the total encodes came from other services associated in some way with Twitter – i.e. the Twitter ecosystem — a long and diverse list of services and companies within the ecosystem who use bit.ly.

The balance of the encodes came from other areas of the real time web, outside of Twitter. Google Reader incorporated bit.ly this summer, as did Nokia, CBS, Dropbox, and some tools within Facebook. And then of course people use the bit.ly web site — which has healthy growth — to create links and then share them via instant-messaging services, MySpace, email, and countless other communications tools.

The bit.ly links that are created are also very diverse. Its harder to summarise this without offering a list of 100,000 of URL’s — but suffice it to say that there are a lot of pages from the major web publishers, lots of YouTube links, lots of Amazon and eBay product pages, and lots of maps. And then there is a long, long tail of other URL’s. When a pile-up happens in the social web it is invariably triggered by link-sharing, and so bit.ly usually sees it in the seconds before it happens.

This data says to me that the ecosystem as a whole is becoming fairly diverse. Lots of end points are publishing (i.e. creating encodes) and then many end points are offering ways to use the data streams.

In turn, this diversity of the emerging ecosystem is, I believe, an indicator of its health. Monocultures aren’t very resilient to change; ecosystems tend to be more resilient and adaptable. For me, these few data points suggest that the real-time stream is becoming more and more interesting and more and more diverse.

#140conf talk

The presentation i’m giving on June 16th at the 140 Character conference in New York.

Distribution … now

In February 1948, Communist leader Klement Gottwald stepped out on the balcony of a Baroque palace in Prague to address hundreds of thousands of his fellow citizens packed into Old Town Square. It was a crucial moment in Czech history – a fateful moment of the kind that occurs once or twice in a millennium.

Gottwald was flanked by his comrades, with Clementis standing next to him. There were snow flurries, it was cold, and Gottwald was bareheaded. The solicitous Clementis took off his own fur cap and set it on Gottwald’s head.

The Party propaganda section put out hundreds of thousands of copies of a photograph of that balcony with Gottwald, a fur cap on his head and comrades at his side, speaking to the nation. On that balcony the history of Communist Czechoslovakia was born. Every child knew the photograph from posters, schoolbooks, and museums.

Four years later Clementis was charged with treason and hanged. The propaganda section immediately airbrushed him out of history, and obviously, out of all the photographs as well. Ever since, Gottwald has stood on that balcony alone. Where Clementis once stood, there is only bare palace wall. All that remains of Clementis is the cap on Gottwald’s head.

Book of Laughter and Forgetting, Milan Kundera

The rise of social distribution networks

Over the past year there has been a rapid shift in social distribution online.    I believe this evolution represents an important change in how people find and use things online. At betaworks I am seeing some of our companies get 15-20% of daily traffic via social distribution — and the percentage is growing.    This post outlines some of the aspects of this shift that I think are most interesting.   The post itself is somewhat of a collage of media and thinking.

Distribution is one of the oldest parts of the media business.    Content is assumed to be king so long as you control the distribution flow to that content. From newspapers to NewsCorp companies have understand this model well.   Yet this model has never suited the Internet very well.     From the closed network ISP’s to Netcenter.   Pathfinder to Active desktop, Excite Lycos, Pointcast to the Network computer.   From attempts to differentially price bits to preset bookmarks on your browser — these are all attempts at gate keeping attention and navigation online.    Yet the relative flatness of the internet and its hyperlinked structure has offered people the ability to route around these toll gates.   Rather than client software or access the nexus of distribution became search.    Today there seems to be a new distribution model that is emerging.   One that is based on people’s ability to publically syndicate and distribute messages — aka content — in an open manner.    This has been a part of the internet since day one — yet now its emerging in a different form — its not pages, its streams, its social and so its syndication.    The tools serve to produce, consume, amplify and filter the stream.     In the spirit of this new wave of Now Media here is a collage of data about this shift.

Dimensions of the now web and how is it different?

Start with this constant, real time, flowing stream of data getting published, republished, annotated and co-opt’d across a myriad of sites and tools.    The social component is complex — consider where its happening.    The facile view is to say its Twitter, Facebook, Tumblr or FriendFeed — pick your favorite service.    But its much more than that because all these sites are, to varying degrees, becoming open and distributed. Its blogs, media storage sites (ie: twitpic) comment boards or moderation tools (ie: disqus) — a whole site can emerge around an issue — become relevant for week and then resubmerge into the morass of the data stream, even publishers are jumping in, only this week the Times pushed out the Times Wire.    The now web — or real time web — is still very much under construction but we are back in the dark room trying to understand the dimensions and contours of something new, or even to how to map and outline its borders. Its exciting stuff.

Think streams …

First and foremost what emerges out of this is a new metaphor — think streams vs. pages.     This seems like an abstract difference but I think its very important.    Metaphors help us shape and structure our perspective, they serve as a foundation for how we map and what patterns we observe in the world.     In the initial design of the web reading and writing (editing) were given equal consideration – yet for fifteen years the primary metaphor of the web has been pages and reading.     The metaphors we used to circumscribe this possibility set were mostly drawn from books and architecture (pages, browser, sites etc.).    Most of these metaphors were static and one way.     The steam metaphor is fundamentally different.  Its dynamic, it doesnt live very well within a page and still very much evolving.    Figuring out where the stream metaphor came from is hard — my sense is that it emerged out of RSS.    RSS introduced us to the concept of the web data as a stream — RSS itself became part of the delivery infrastructure but the metaphor it introduced us to is becoming an important part of our eveyday day lives.

A stream.   A real time, flowing, dynamic stream of  information — that we as users and participants can dip in and out of and whether we participate in them or simply observe we are are a part of this flow.     Stowe Boyd talks about this as the web as flow: “the first glimmers of a web that isnt about pages and browsers” (see this video interview,  view section 6 –> 7.50 mins in).       This world of flow, of streams, contains a very different possibility set to the world of pages.   Among other things it changes how we perceive needs.  Overload isnt a problem anymore since we have no choice but to acknowledge that we cant wade through all this information.   This isnt an inbox we have to empty,  or a page we have to get to the bottom of — its a flow of data that we can dip into at will but we cant attempt to gain an all encompassing view of it.     Dave Winer put it this way in a conversation over lunch about a year ago.    He said “think about Twitter as a rope of information — at the outset you assume you can hold on to the rope.  That you can read all the posts, handle all the replies and use Twitter as a communications tool, similar to IM — then at some point, as the number of people you follow and follow you rises — your hands begin to burn. You realize you cant hold the rope you need to just let go and observe the rope”.      Over at Facebook Zuckerberg started by framing the flow of user data as a news feed — a direct reference to RSS — but more recently he shifted to talk about it as a stream: “… a continuous stream of information that delivers a deeper understanding for everyone participating in it. As this happens, people will no longer come to Facebook to consume a particular piece or type of content, but to consume and participate in the stream itself.”    I have to finish up this section on the stream metaphor with a quote from Steve Gillmor.    He is talking about a new version of Friendfeed, but more generally he is talking about real time streams.     The content and the language — this stuff is stirring souls.

We’re seeing a new Beatles emerging in this new morning of creativity, a series of devices and software constructs that empower us with both the personal meaning of our lives and the intuitive combinations of serendipity and found material and the sturdiness that only rigorous practice brings. The ideas and sculpture, the rendering of this supple brine, we’ll stand in awe of it as it is polished to a sparkling sheen. (full article here)

Now, Now, Now

The real time aspect of these streams is essential.  At betaworks we are big believers in real time as a disruptive force — it’s an important aspect of many of our companies — it’s why we invested a lot of money into making bit.ly real time.  I remember when Jack Dorsey first saw bit.ly’s  plus or info page (the page you get to by putting a “+” at the end of any bit.ly URL) –  he said this is “great but it updates on 30 min cycles, you need to make it real time”.   This was August of ’08 — I registered the thought, but also thought he was nuts.    Here we sit in the spring of ’09 and we invested months in making bit.ly real time –  it works, and it matters.   Jack was right — its what people want to see the effects on how a meme is are spreading — real time.   It makes sense — watching a 30 min delay on a stream — is somewhere between weird and useless.   You can see an example of the real time bit.ly traffic flow to an URL  here. Another betaworks company, Someecards, is getting 20% of daily traffic from Twitter.   One of the founders Brook Lundy said the following “real time is now vital to what do.    Take the swine flu — within minutes of the news that a pandemic level 5 had been declared — we had an ecard out on Twitter”.    Sardonic, ironic, edgy ecards — who would have thought they would go real time.    Instead of me waxing on about real time let me pass the baton over to Om — he summarizes the shift as well as one could:

  1. “The web is transitioning from mere interactivity to a more dynamic, real-time web where read-write functions are heading towards balanced synchronicity. The real-time web, as I have argued in the past, is the next logical step in the Internet’s evolution. (read)
  2. The complete disaggregation of the web in parallel with the slow decline of the destination web. (read)
  3. More and more people are publishing more and more “social objects” and sharing them online. That data deluge is creating a new kind of search opportunity. (read)”

Only connect …

The social aspects of this real time stream are clearly a core and emerging property.   Real time gives this ambient stream a degree of connectedness that other online media types haven’t.  Presence, chat, IRC and instant messaging all gave us glimmers of what was to come but the “one to one” nature of IM meant that we could never truly experience its social value.    It was thrilling to know someone else was on the network at the same time as you — and very useful to be able to message them but it was one to one.    Similarly IRC and chats rooms were open to one to many and many to many communications but they usually weren’t public.   And in instances that they were public the tools to moderate and manage the network of interactions were missing or crude.   In contrast the connectedness or density of real time social interactions emerging today is astounding — as the examples in the collage above illustrate.    Yet its early days.    There are a host of interesting questions on the social front.    One of the most interesting is, I think, how willthe different activity streams intersect and combine / recombine or will they simple compete with one another?      The two dominant, semi-public, activity streams today are Facebook and Twitter.    It is easy to think about them as similar and bound for head on competition — yet the structure of these two networks is fairly different.    Whether its possible or desirable to combine these streams is an emerging question — I suspect the answer is that over time they will merge but its worth thinking about the differences when thinking about ways to bring them together.      The key difference I observe between them are:

#1. Friending on Facebook is symmetrical — on Twitter it’s asymmetrical.    On Facebook if I follow you, you need to follow me, not so on Twitter, on Twitter I can follow you and you can never notice or care.   Similarly, I can unfollow you and again you may never notice or care.   This is an important difference.   When I ran Fotolog I observed the dynamics associated with an asymmetrical friend network — it is, I think, a closer approximation of the way human beings manage social relationships.    And I wonder the extent to which the Facebook sysmetrical friend network was / is product of the audience for which Facebook was intially created (students).   When I was a student I was happy to have a symmetrical social network, today not so much.

#2. The data on Facebook is assumed to be mostly private, or shared within private groups, Facebook itself has been mostly closed to the open web — and Facebook asserts a level of ownership over the data that passes through its network.   In contrast the data on Twitter is assumed to be public and Twitter asserts very few rights over the underlying data.    These are broad statements — worth unpacking a bit.    Facebook has been called a walled garden — there are real advantages to a walled garden — AOL certainly benefited from been closed to the web for a long long time.   Yet the by product of a closed system is that (a) data is not accessible or searchable by the web in general –ie: you need to be inside the garden to navigate it  (b) it assumes that the pace innovation inside the garden will match or exceed the rate of innovation outside of the garden and (c) the assertion of rights over the content within the garden means you have to mediate access and rights if and when those assets flow out of the garden.   Twitter takes a different approach.     The core of Twitter is a simple transport for the flow of data — the media associated with the post is not placed inline — so Twitter doesnt need to assert rights over it.    Example — if I post a picture within Facebook, Facebook asserts ownership rights over that picture, they can reuse that picture as they see fit.    If i leave Facebook they still have rights to use the image I posted.    In contrast if I post a picture within Twitter the picture is hosted on which ever service I decided to use.   What appears in Twitter is a simple link to that image.   I as the creator of that image can decide whether I want those rights to be broad or narrow.

#3. Defined use case vs. open use case.    Facebook is a fantastically well designed set of work-flows or use cases.   I arrive on the site and it present me with a myriad of possible paths I can follow to find people, share and post items and receive /measure associated feedback. Yet the paths are defined for the users.   If Facebook  is the well organized, pre planned town Twitter is more like new urban-ism — its organic and the paths are formed by the users.    Twitter is dead simple and the associated work-flows aren’t defined, I can devise them for myself (@replies, RT, hashtags all arose out of user behavior rather than a predefined UI.   At Fotolog we had a similar set of emergent, user driven features.  ie:  groups formed organically and then over time the company integrated the now defined work-flow into the system).    There are people who will swear Twitter is a communications platform, like email or IM — other say its micro-blogging — others say its broadcast — and the answer is that its all of the above and more.   Its work flows are open available to be defined by users and developers alike.   Form and content are separated in way that makes work-flows, or use cases open to interpretation and needs.

As I write this post Facebook is rapidly re-inventing itself on all three of the dimensions above.    It is changing at a pace that is remarkable for a company with its size membership.     I think its changing because Facebook have understood that they cant attempt to control the stream — they need to turn themselves inside out and become part of the web stream.   The next couple of years are going to be pretty interesting.       Maybe E.M. Forrester had it nailed in Howard’s End:  Only connect! That was the whole of her sermon  … Live in fragments no longer.

The streams are open and distributed and context is vital

The streams of data that constitute this now web are open, distributed, often appropriated, sometimes filtered, sometimes curated but often raw.     The streams make up a composite view of communications and media — one that is almost collage like (see composite media and wholes vs. centers).     To varying degrees the streams are open to search / navigation tools and its very often long, long tail stuff.  Let me run out some data as an example.     I pulled a day of bit.ly data — all the bit.ly links that were clicked on May 6th.      The 50 most popular links  generated only 4.4% (647,538) of the total number of clicks.    The top 10 URL’s were responsible for half (2%) of those 647,538 clicks.  50% of the total clicks (14m) went to links that received  48 clicks or less.   A full 37% of the links that day received only 1 click.   This is a very very long and flat tail — its more like a pancake.   I see this as a very healthy data set that is emerging.

Weeding out context out of this stream of data is vital.     Today context is provided mostly via social interactions and gestures.    People send out a message — with some context in the message itself and then the network picks up from there.   The message is often re-tweeted, favorite’d,  liked or re-blogged, its appropriated usually with attribution to creator or the source message — sometimes its categorized with a tag of some form and then curation occurs around that tag — and all this time, around it spins picking up velocity and more context as it swirls.    Over time  tools will emerge to provide real context to these pile up’s.   Semantic extraction services like Calais, Freebase, Zemanta, Glue, kynetx and Twine will offer a windows of context into the stream — as will better trending and search tools.      I believe search gets redefined in this world, as it collides with navigation– I blogged at length on the subject last winter.   And filtering  becomes a critical part of this puzzle.   Friendfeed is doing fascinating things with filters — allowing you to navigate and search in ways that a year ago could never have been imagined.

Think chunk
Traffic isnt distributed evenly in this new world.      All of a sudden crowds can show up on your site.     This breaks with the stream metaphor a little — its easy to think of flows in the stream as steady — but you have to think in bursts — this is where words like swarms become appropriate.    Some data to illustrate this shift.   The charts below are tracking the number of users simultaneously on a site.    The site is a political blog.    You can see on the left that the daily traffic flows are fairly predictable — peaking around 40-60 users on the site on an average day, peaks are around mid day.    Weekends are slow  — the chart is tracking Monday to Monday, from them wednesday seems to be the strongest day of the week — at least it was last week.   But then take a look at the chart on the right — tracking the same data for the last 30 days.   You can see that on four occasions over the last 30 days all of a sudden the traffic was more than 10x the norm.   Digging into these spikes — they were either driven by a pile up on Twitter, Facebook, Digg or a feature on one of the blog aggregation sites.    What do you do when out of no where 1000 people show up on your site?

CB traffic minnesotaindependent.com

The other week I was sitting in NY on 14th street and 9th Avenue with a colleague talking about this stuff.   We were accross the street from the Apple store and it struck me that there was a perfect example of a service that was setup to respond to chunky traffic.     If 5,000 people show up at an Apple store in the next 10 minutes — they know what to do.   It may not be perfect but they manage the flow of people in and out of the store, start a line outside, bring people standing outside water as they wait. maybe take names so people can leave and come back.   I’ve experienced all of the above while waiting in line at that store.   Apple has figured out how to manage swarms like a museum or public event would.    Most businesses and web sites have no idea how to do this.    Traffic in the other iterations of the web was more or less smooth but the future isnt smooth — its chunky.    So what to do when a burst takes place?   I have no real idea whats going to emerge here but cursory thoughts include making sure the author is present to manage comments etc., build in a dynamic mechanism to alert the crowd to other related items?    Beyond that its not clear to me but I think its a question that will be answered — since users are asking it.    Where we are starting at betaworks is making sure the tools are in place to at least find out if a swarm has shown up on your site.    The example above was tracked using Chartbeat — a service we developed.    We dont know what to do yet — but we do know that the first step is making sure you actually know that the tree fell — real time.

Where is Clementis’s hat? Where is the history?

I love that quote from Kundera.    The activity streams that are emerging online are all these shards — these ambient shards of people’s lives.    How do we map these shards to form and retain a sense of history?     Like the hat objects exist and ebb and flow with or without context.    The burden to construct and make sense of all of this information flow is placed, today, mostly on people.    In contrast to an authoritarian state eliminating history — today history is disappearing given a deluge of flow, a lack of tools to navigate and provide context about the past.    The cacophony of the crowd erases the past and affirms the present.   It started with search and now its accelerated with the now web.    I dont know where it leads but I almost want a remember button — like the like or favorite.   Something that registers  something as a memory — as an salient fact that I for one can draw out of the stream at a later time.   Its strangely compforting to know everything is out there but with little sense of priority of ability to find it it becomes like a mythical library — its there but we cant access it.

Unfinished

This media is unfinished, it evolves, it doesnt get finished or completed.    Take the two quotes below — both from Brian Eno, but fifteen years apart — they outline some of the boundaries of this aspect of the stream.

In a blinding flash of inspiration, the other day I realized that “interactive” anything is the wrong word. Interactive makes you imagine people sitting with their hands on controls, some kind of gamelike thing. The right word is “unfinished.” Think of cultural products, or art works, or the people who use them even, as being unfinished. Permanently unfinished. We come from a cultural heritage that says things have a “nature,” and that this nature is fixed and describable. We find more and more that this idea is insupportable – the “nature” of something is not by any means singular, and depends on where and when you find it, and what you want it for. The functional identity of things is a product of our interaction with them. And our own identities are products of our interaction with everything else. Now a lot of cultures far more “primitive” than ours take this entirely for granted – surely it is the whole basis of animism that the universe is a living, changing, changeable place. Does this make clearer why I welcome that African thing? It’s not nostalgia or admiration of the exotic – it’s saying, Here is a bundle of ideas that we would do well to learn from.  (Eno, Wired interview, 1995)

In an age of digital perfectability, it takes quite a lot of courage to say, “Leave it alone” and, if you do decide to make changes, [it takes] quite a lot of judgment to know at which point you stop. A lot of technology offers you the chance to make everything completely, wonderfully perfect, and thus to take out whatever residue of human life there was in the work to start with. It would be as though someone approached Cezanne and said, “You know, if you used Photoshop you could get rid of all those annoying brush marks and just have really nice, flat color surfaces.” It’s a misunderstanding to think that the traces of human activity — brushstrokes, tuning drift, arrhythmia — are not part of the work. They are the fundamental texture of the work, the fine grain of it. (Eno, Wired interview, 2008)

The media, these messages, stream — is clearly unfinished and constantly evolving as this post will likely also evolve as we learn more about the now web and the emerging social distribution networks.

Gottwald minus Clementis

Addendum, some new links

First — thank you to Alley Insider for re-posting the essay, and to TechCrunch and GigaOm for extending the discussion.    This piece at its heart is all about re-syndication and appropriation – as Om said “its all very meta to see this happen to the essay itself”.     There is also an article that I read after posting from Nova Spivack that I should have read in advance — he digs deep into the metaphor of the web as a stream.    And Fred Wilson and I did a session at the social media bootcamp last week where he talked about shifts in distribution dynamics — he outlines his thoughts about the emerging social stack here.   I do wish there was an easy way to thread all the comments from these different sites into the discussion here — the fragmentation is frustrating, the tools need to get smarter and make it easier to collate comments.

bit.ly now

We have had a lot going on at bit.ly over the past few weeks — some highlights — starting with some data.

• bit.ly is now encoding (creating) over 10m URL’s or links a week now — not too shabby for a company that was started last July.

• We picked the winners of the API contest last week after some excellent submissions

• Also last week the bit.ly team started to push out the new real time metrics system. This system offers the ability to watch in real time clicks to a particular bit.ly URL or link  The team are still tuning and adjusting the user experience but let me outline how it works.

If you take any bit.ly link and add a “+” to the end of the URL you get the Info Page for that link.  Once you are on the info page you can see the clicks to that particular link updated by week, by day or live — a real time stream of the data flow.

An example:

On the 15th of February a bit.ly user shortened a link to an article on The Consumerist about Facebook changing their terms of service.  The article was sent around a set of social networks and via email with the following link http://bit.ly/mDwWb.   It picked up velocity and two days later the bit.ly info page indicates that the link has been clicked on over 40,000 times — you can see the info page for this link below (or at http://bit.ly/mDwWb+ ).

In the screenshot below

1.) you see a thumbnail image of the page, its title, the source URL and the bit.ly URL.    You also see the total number of clicks to that page via bit.ly, the geographical distribution of those clicks, conversations about this link on Twitter, FriendFeed etc and the names of other bit.ly users who shortened the same link.

2.) you see the click data arrayed over time.:

bit.ly live

The view selected in the screenshot above is for the past day — in the video below you can see the live data coming in while the social distribution of this page was peaking yesterday.

This exposes intentionality of sharing in its rawest form.   People are taking this page and re-distributing it to their friends.     The article from the Consumerist is also on Digg — 5800 people found this story interesting enough to Digg it.   Yet more than 40,000 people actually shared this story and drove a click through to the item they shared.     bit.ly is proving to be an interesting complement to the thumbs up.   We also pushed out a Twitter bot last week that publishes the most popular link on bit.ly each hour.    The content is pretty interesting.   Take a look and tell me what you think — twitter user name: bitlynow.

————–

A brief note re: Dave Winer’s post today on on bit.ly.

Dave is moving on from his day to day involvement with bit.ly — I want to thank him for his ideas, help and participation.     It was an amazing experience working with Dave.    Dave doesnt pull any punches — he requires you to think — his perspective is grounded in a deep appreciation for practice — the act of using products — understanding workflow and intuiting needs from that understanding.   I learnt a lot.     From bit.ly and from from me — thank you.

A pleasure and a privildege.

Creative destruction … Google slayed by the Notificator?

The web has repeatedly demonstrated its ability to evolve and leave embedded franchises struggling or in the dirt.    Prodigy, AOL were early candidates.   Today Yahoo and Ebay are struggling, and I think Google is tipping down the same path.    This cycle of creative destruction — more recently framed as the innovators dilemma — is both fascinating and hugely dislocating for businesses.    To see this immense franchises melt before your very eyes — is hard to say the least.   I saw it up close at AOL.    I remember back in 2000, just after the new organizational structure for AOL / Time Warner was announced there was a three day HBS training program for 80 or so of us at AOL.   I loath these HR programs — but this one was amazing.   I remember Kotter as great (fascinating set of videos on leadership, wish I had them recorded), Colin Powell was amazing and then on the second morning Clay Christensen spoke to the group.    He is an imposing figure, tall as heck, and a great speaker — he walked through his theory of the innovators dilemma, illustrated it with supporting case studies and then asked us where disruption was going to come from for AOL?    Barry Schuler — who was taking over from Pittman as CEO of AOL jumped to answer.   He explained that AOL was a disruptive company by its nature.    That AOL had disruption in its DNA and so AOL would continue to disrupt other businesses and as the disruptor its fate would be different.     It was an interesting argument — heart felt and in the early days of the Internet cycle it seemed credible.   The Internet leaders would have the creative DNA and organizational fortitude to withstand further cycles of disruption.    Christensen didn’t buy it.     He said time and time again disruptive business confuse adjacent innovation for disruptive innovation.   They think they are still disrupting when they are just innovating on the same theme that they began with.   As a consequence they miss the grass roots challenger — the real disruptor to their business.   The company who is disrupting their business doesn’t look relevant to the billion dollar franchise, its often scrappy and unpolished, it looks like a sideline business, and often its business model is TBD.    With the AOL story now unraveled — I now see search as fragmenting and Twitter search doing to Google what broadband did to AOL.

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Video First

Search is fragmenting into verticals.     In the past year two meaningful verticals have emerged — one is video — the other is real time search.   Let me play out what happened in video since its indicative of what is happening in the now web.     YouTube.com is now the second largest search site online — YouTube generates domestically close to 3BN searches per month — it’s a bigger search destination than Yahoo.     The Google team nailed this one.    Lucky or smart — they got it dead right.    When they bought YouTube the conventional thinking was they are moving into media –  in hindsight — its media but more importantly to Google — YouTube is search.     They figured out that video search was both hard and different and that owning the asset would give them both a media destination (browse, watch, share) and a search destination (find, watch, share).  Video search is different because it alters the line or distinction between search, browse and navigation.       I remember when Jon Miller and I were in the meetings with Brin and Page back in November of 2006 — I tried to convince them that video was primarily a browse experience and that a partnership with AOL should include a video JV around YouTube.     Today this blurring of the line between searching, browsing and navigation is becoming more complex as distribution and access of YouTube grows outside of YouTube.com.    44% of YouTube views happen in the embedded YouTube player (ie off YouTube.com) and late last year they added search into the embedded experience.    YouTube is clearly a very different search experience to Google.com.       A last point here before I move to real time search.    Look at the speed at which YouTube picked up market share.  YouTube searches grew 114% year over year from Nov 2007 to Nov 2008!?!     This is amazing — for years the web search shares numbers have inched up in Google favor — as AOL, Yahoo and others inch down, one percentage point here or there.    But this YouTube share shift blows away the more gradual shifts taking place in the established search market.     Video search now represents 26% of Google’s total search volume.

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The rise of the Notificator

I started thinking about search on the now web in earnest last spring.    betaworks had invested in Summize and the first version of the product (a blog sentiment engine) was not taking off with users.   The team had created a tool to mine sentiments in real-time from the Twitter stream of data.    It was very interesting — a little grid that populated real time sentiments.   We worked with Jay, Abdur, Greg and Gerry Campbell to make the decision to shift the product focus to Twitter search.   The Summize Twitter search product was launched in mid April.   I remember the evening of the launch — the trending topic was IMAP — I thought “that cant be right, why would IMAP be trending”, I dug into the Tweets and saw that Gmail IMAP was having issues.    I sat there looking at the screen — thinking here was an issue (Gmail IMAP is broken) that had emerged out of the collective Twitter stream — Something that an algorithmically based search engine, based on the relationships between links, where the provider is applying math to context less pages could never identify in real time.

A few weeks later I was on a call with Dave Winer and the Switchabit team — one member of the team (Jay) all of a sudden said there was an explosion outside.   He jumped off the conference call to figure out what had happened.    Dave asked the rest of us where Jay lived — within seconds he had Tweeted out “Explosion in Falls Church, VA?”  Over the nxt hour and a half the Tweets flowed in and around the issue (for details see & click on the picture above).    What emerged was a minor earthquake had taken place in Falls Church, Virginia.    All of this came out of a blend of Dave’s tweet and a real time search platform.  The conversations took a while to zero in on the facts — it was messy and rough on the edges but it all happened hours before main stream news, the USGS or any “official” body picked it up the story.  Something new was emerging — was it search, news — or a blend of the two.   By the time Twitter acquired Summize in July of ’08 it was clear that Now Web Search was an important new development.

Fast forward to today and take a simple example of how Twitter Search changes everything.    Imagine you are in line waiting for coffee and you hear people chattering about a plane landing on the Hudson.   You go back to your desk and search Google for plane on the Hudson — today — weeks after the event, Google is replete with results — but the DAY of the incident there was nothing on the topic to be found on Google.  Yet at http://search.twitter.com the conversations are right there in front of you.    The same holds for any topical issues — lipstick on pig? — for real time questions, real time branding analysis, tracking a new product launch — on pretty much any subject if you want to know whats happening now, search.twitter.com will come up with a superior result set.

How is real time search different?     History isnt that relevant — relevancy is driven mostly by time.    One of the Twitter search engineers said to me a few months ago that his CS professor wouldn’t technically regard Twitter Search as search.   The primary axis for relevancy is time — this is very different to traditional search.   Next, similar to video search — real time search melds search, navigation and browsing.       Way back in early Twitter land there was a feature called Track.  It let you monitor or track — the use of a word on Twitter.    As Twitter scaled up Track didn’t and the feature was shut off.   Then came Summize with the capability to refresh results — to essentially watch the evolution of a search query.      Today I use a product called Tweetdeck (note disclosure below) — it offers a simple UX where you can monitor multiple searches — real time — in unison.    This reformulation of search as navigation is, I think, a step into a very new and different future.   Google.com has suddenly become the source for pages — not conversations, not the real time web.   What comes next?   I think context is the next hurdle.    Social context and page based context.    Gerry Campbell talks about the importance of what happens before the query in a far more articulate way than I can and in general Abdur, Greg, EJ, Gerry, Jeff Jonas and others have thought a lot more about this than I have.    But the question of how much you can squeeze out of a context less pixel and how context can to be wrapped around data seems to be the beginning of the next chapter.    People have been talking about this for years– its not that this is new — its just that the implementation of Twitter and the timing seems to be right — context in Twitter search is social.   74 years later the Notificator is finally reaching scale.

A side bar thought: I do wonder whether Twitter’s success is partially base on Google teaching us how to compose search strings?    Google has trained us how to search against its index by composing  concise, intent driven statements.   Twitter with its 140 character limit picked right up from the Google search string.    The question is different (what are you doing? vs. what are you looking for?)  but  the compression of meaning required by Twitter is I think a behavior that Google helped engender.     Maybe, Google taught us how to Twitter.

On the subject of inheritance.  I also believe Facebook had to come before Twitter.    Facebook is the first US based social network — to achieve scale, that is based on real identity.  Geocities, Tripod, Myspace — you have to dig back into history to bbs’s to find social platforms where people used their real names, but none of these got to scale.    The Twitter experience is grounded in identity – you knowing who it was who posted what.    Facebook laid the ground work for that.

What would Google do?

I love the fact that Twitter is letting its business plan emerge in a crowd sourced manner.   Search is clearly a very big piece of the puzzle — but what about the incumbents?   What would Google do, to quote Jarvis?   Let me play out some possible moves on the chess board.   As I see it Google faces a handful of challenges to launching a now web search offering.    First up — where do they launch it,  Google.com or now.Google.com?    Given that now web navigational experience is different to Google.com the answer would seem to be now.google.com.   Ok — so move number one — they need to launch a new search offering lets call it now.google.com.    Where does the data come from for now.google.com?    The majority of the public real time data stream exists within Twitter so any http://now.google.com/ like product will affirm Twitter’s dominance in this category and the importance of the Twitter data stream.    Back when this started Summize was branded “Conversational Search” not Twitter Search.     Yet we did some analysis early on and concluded that the key stream of real time data was within Twitter.    Ten months later Twitter is still the dominant, open, now web data stream.   See the Google trend data below – Twitter is lapping its competition, even the sub category “Twitter Search” is trending way beyond the other services.   (Note: I am using Google trends here because I think they provide the best proxy for inbound attention to the real time microbloggging networks.   Its a measure of who is looking for these services.    It would be preferable to measure actual traffic measured but Comscore, Hitwise, Compete, Alexa etc. all fail to account for API traffic — let alone the cross posting of data (a significant portion of traffic to one service is actually cross postings from Twitter).   The data is messy here, and prone to misinterpretation, so much so that the images may seem blurry).   Also note the caveat re; open.   Since most of the other scaled now web streams of data are closed / and or not searchable (Facebook, email etc.).

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gTrends data on twitter

Google is left with a set of conflicting choices.     And there is a huge business model question.     Does Ad Sense work well in the conversational sphere?   My experience turning Fotolog into a business suggests that it would work but not as well as it does on Google.com.    The intent is different when someone posts on Twitter vs. searching on Google.   Yet, Twitter as a venture backed company has the resources to figure out exactly how to tune AdSense or any other advertising or payments platform to its stream of data.    Lastly, I would say that there is a human obstacle here.     As always the creative destruction is coming from the bottom up — its scrappy and and prone to been written off as NIH.     Twitter search today is crude — but so was Google.com once upon a not so long time ago.     Its hard to keep this perspective, especially given the pace that these platforms reach scale.     It would be fun to play out the chess moves in detail but I will leave that to another post.   I’m running out of steam here.

AOL has taken a long time to die.    I thought the membership (paid subscribers) and audience would fall off faster than it has.    These shifts happen really fast but business models and organizations are slow to adapt.  Maybe its time for the Notificator to go public and let people vote with their dollars.   Google has built an incredible franchise — and a business model with phenomenal scale and operating leverage.   Yet once again the internet is proving that cycles turn — the platform is ripe for innovation and just when you think you know what is going on you get blindsided by the Notificator.

Note:    Gerry Campbell wrote a piece yesterday about the evolution of search and ways to thread social inference into  search.    Very much worth a read — the chart below, from Gerry’s piece, is useful as a construct to outline the opportunity.

gerry-campbell-emerging-search-landscape1

Disclosure.   I am CEO of betaworks.    betaworks is a Twitter shareholder.  We are also a Tweetdeck shareholder.  betaworks companies are listed on our web site.

Micro-giving on the Huff Po

Ran the following essay on the Huff Po over xmas. Piece by Ken Lerer and I on what we are learning from the charity water drive and the possibilities of micro-giving.

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Here is the article from the Huff Post:

Micro-Giving: A New Era in Fundraising

Thirty years ago, a young economics professor named Muhammad Yunus started a new kind of banking in Bangladesh — tiny loans to small entrepreneurs. Few thought these dreamers in a dirt-poor country would ever repay. But most did — and in 2006, Yunus won the Nobel Peace Prize.

Micro-lending has changed lives, built communities and created unlikely leaders.

Now a wave of friends and “loose ties” within the social media community are bringing the micro-lending concept and applying it to charitable giving.

Call it “Micro-giving”.

Late last week Laura Fitton of Pistachio Consulting launched a new kind of fundraising drive: an effort to raise $25,000 for a nonprofit called charity: water, a cause that works to bring clean, safe water to developing countries. She chose Twitter as her platform for financial pledges. And because she was aware of the bleak economy bearing down on her friends, she didn’t want to lean on them for significant contributions. “I asked for $25,000,” she says, “which would be just $2 for each reader I have on Twitter.”

In four days, @wellwishes had raised over $5,000. Average pledge size has been $8.50, the median is $2. And the beneficiary has taken notice. “I see micro-giving as the next stage of online fund raising,” says Scott Harrison, founder and president of charity: water. “The idea of thousands of $2 gifts adding up to wells in Africa that impact thousands of lives is something everybody can get behind.”

Though reminiscent of the Obama campaign’s decentralized funding, @wellwishes is a whole new model because it incorporates convenient, tiny donations made right on Twitter — the word-of-mouth powered social network and microblogging platform. Using payment service from a company called Tipjoy, it’s both simple and social to give. Your pledge shows up on Twitter as “p $2 @wellwishes for charity: water to save lives” (This is shorthand for “pay $2 to the Charity organization whose user name on Twitter is wellwishes.”) And that message goes — instantly — to all of the people who follow you on Twitter.

Laura Fitton (her Twitter user name is Pistachio) kicked off the campaign with an announcement of the experiment:

p $2 @wellwishes just to practice my hand at using micropayments on @tipjoy

In a later Tweet, she made her appeal:

I want something TOTALLY insane for Christmas: 12,500 people each to donate $2 for clean water @wellwishes.

And many did. Okay, these are pledges, not donations. But just as poor people pay their micro-loans, so micro-donors make good on their pledges — so far, an astonishing 86% have come through.

And then there’s the fact that the request gets personalized as people pass it on. Some add just a phrase: “very cool”. Others say the same thing, but with more characters: “small bits via Twitter + big audience = good xmas”.

The message is as important as the medium — using Twitter/Tipjoy, everyone who participates is both a donor and a broadcaster.

That suggests we’re entering a new era in fundraising and perhaps other social/political causes. What’s new? Virtual tribes — networks of caring people with more commitment than cash.

And that’s what excites us about micro-giving: It takes so little. You might not have much to spare, but you’ve got a penny jar — and we all know that if you reach in and remove a handful of change, you’ll feel no pain. What’s great about the new, frictionless online giving we’re testing here is that, if you’ve got a good cause, you no longer need to spend a fortune on real-world marketing. Online, with word of mouth and simple technology, pennies can become serious money.

Muhammad Yunus says that we can create a poverty-free world “if we collectively believe in it.” That’s a lot of belief. It will be easier to create that world if good causes have adequate funding — and if they can get that funding a few pennies at a time.

That, it seems to us, is a “very cool” idea. So give it a whirl. Give here and support charity: water, and be among the first to try what we hope is a new way to give online — micro-giving. For which you get large thanks.

disclosure note: betaworks is an investor in Twitter and Tipjoy. Tipjoy waived all fees for this effort, and, with betaworks, is making a matching gift.

We are making solid progress towards the goal. You can see a running total here.

An experiment in Microfunding and new forms of giving

Late last week we kicked off a drive to raise $25,000 for http://www.charitywater.org/ — a non-profit that brings clean and safe drinking water to people in developing nations. We launched this over Twitter — in partnership with Pistachio and Tipjoy.

In the first 24 hrs we raised $944 from 144 people. As of today — Saturday — we have pledges of $1400 from 213 people, a total of about $2600. This is amazing, the money is going to have a very real impact on people’s lives. Unclean water is the cause of about 80% of disease. 43,000 people died last week from bad drinking water. $2600 in 48 hours is an amazing start, all raised over the Twitter platform. Of the $2600 about half of it was raised via Tipjoy. Here is a live update of the pledges to Charity: Water (@Wellwishes) via tipjoy, and the payment (vs. pledge) rate.

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You can add a $2 gift right here:

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In terms the approach it feels like we are scratching on something radically new here. It intersects with a set of trends I am fascinated by: dynamic community formation and participation, the now web or real time cloud and micro-lending or in this case micro-giving. Laura Fitton (@Pistachio) has written about this before, as have others — its giving me a lot to think about as we head into the Christmas season and the snow falls here. A payment rate of 83% is astoundingly high.

We also put together a little video of the launch of this effort. Laura is testing, Chartbeat, an un-released product from betaworks — it can track the traffic surge from Twitter to Larura’s blog post. If anyone wonders the effects of Twitter this little video says a lot. Watch what happens 20 seconds in.

Laura had a technical reaction to the video:

holy AWESOMENESS.

chartbeat is going to be INSANELY valuable. that is SO cool.

bit.ly v2

We just pushed out the new bit.ly bookmarklet.    You can still go to bit.ly and shorten your URL’s and get all the information about the URL — but we have also made all of this functionality available without you having to leave the page you are interested in.

#1. Go to bit.ly and drag the link circled below into you browser toolbar.

#2. When you are on a page, click the bit.ly link in your browser and automagically a tile comes up that shortens the URL, lets you send it to someone (email or twitter) and see information or conversations about that page.

#3. There is no third step.    See the screen shot below of a post on AVC — with bit.ly showing information about where Fred’s post got shared and how often.



Summize growth

Summize organic traffic growth, week over week.   Its astounding to see the Summize business grow from 0 to 14M queries a week in over the space of two months (note I updated the chart with the past week) —  traffic over the past 2 weeks has made the insanity of WWDC hard to see on the chart.

A testament to what a great product and UI can achieve in no time at all.   This past week with the launch of bit.ly I spent much of my time on Twitter, Summize, Friend Feed and a handful of other services.  Google is playing nxt to no part in the now-web that is emerging out of this ecosystem.   Rafer also pointed me to this chart on compete.    More on search and navigation to come, for now some pictures — Summize traffic and a wonderful fireworks display from this evening in Shelter Island.

bit.ly a simple, professional URL shortener

We launched bit.ly yesterday and got an intense amount of buzz and attention.  We thought this was an important piece of the puzzle but didn’t fully appreciate the vacuum that we were running into.   A crazy day — Summize offers a great interface into the groundswell of activity — Nate, Jay and the team iterating and updating the service throughout the day (you can see the updates here). 

On the switchAbit/bitly/twitabit blog we did the official launch post.  Save you the jump here is the summary of what we offer and why its different

1. History — we remember the last 15 shortened URLs you’ve created. They’re displayed on the home page next time you go back. Cookie-based, sign in will come but the first rule of the game was keep it simple.

2. Click/Referrer tracking — Every time someone clicks on a short URL we add 1 to the count of clicks for that page and for the referring page.

3. There’s a simple API for creating short URLs from your web apps.

4. We automatically create three thumbnail images for each page you link through bit.ly, small, medium and large size. You can use these in presenting choices to your users.

5. We automatically mirror each page, never know when you might need a backup. :-)

6. Most important for professional applications, you can access all the data about each page through a simple XML or JSON interface. Example.

7. All the standard features you expect from serious url-shorteners.    

And it’s just the beginning, we’re tracking lots more data so that as more URLs are shortened by bit.ly we’ll be able to turn on more features.   Marshall talks about some of what we are going to do on the data side in the RWW article below. 

More to come on how this fits with switchabit, twitabit, findings — the cluster of services we are building.    For now some commentary:

ReadWriteWeb

Bit.ly Is a Big Deal URL Shortener

Scripting News

Alley Insider

Summize

NilsR


 

web 2.0 & making money

Article in today's financial times about Web 2.0 companies making, and not, making money.   I think the article is right and we are likely heading for some consolidation — but the article misses the most interesting points about why and how that consolidation will take place.  Its a fairly typical turn of the tide article — replete with a bonus quotation from someone who just raised a lot of money.     Moving on from the drama of MSM — start with why there will be consolidation of some form.  

The web 1.0 companies who survived and prospered did so mostly on the back of Google –  its distribution and its monetization platform.    The fact that many web 2.0 companies have yet to turn a profit is an indication that (a) Google's  platform is still not optimized for this generation of web services and that (b) Facebook, the company everyone expected to provide an alternative, has thus far failed to  provide a platform to build a business.    A year ago this week I drafted an essay on why I believed the Facebook platform needed to offer Web 2.0 applications more than just distribution — its a year later and the data is starting to be tabulated.    Facebook has left a wide gaping opportunity for others to drive into –and companies driving in to fill this gap need to scale social graphs and in order to do that they are opening up — Facebook's misstep, accomplished two moves on the chess board!    They had a chance to build another walled garden but now they are in a struggle to the bottom (or top) of who can become more open — very good for the web as a whole and, specifically, very good for web 2.0 companies.      

Moving to the how.    This shift will pry open opportunity and monetization platforms across the web – and its likely we will have diversity in this system, it will likely be much more sustainable than web 1.0.    While this change is taking place its important to grow audience, manage costs and experiment with monetization approaches that follow the grain of your service.   And lastly, the consolidation the FT talks about — may not be the typical consoldation we see as busssiness go through changes — many of the web 2.0 companies have managed overhead/costs very aggresively, there might be opportunities to loosely couple parts instead of the organizational pain that mergers spawn.    More to come on this later when I have some time to write.    

Compacting connections

Interesting article by the founder of Meetro about what he learned from his startup experience.   Intrigued by the discussion about launch and member growth — he talks about how it first took off in Chicago and then it started spreading into small communities around Chicago.   A lesson I leant at Fotolog was the value of compacting social networks — its counter intuitive but it makes sense when you think about it.     Communities need to be compact or tightly connected at the outset in order to reach critical mass.    Duncan Watts has done a lot of great research on this — Adam Seifer taught me about it in practice.    Raw growth is not the right metric to focus on when you start a social network — you need to measure and track the density of those connections – tight, compacted social networks grow faster than thin broadly distributed one's.

Dimensionalizing the web

What is a web page today? If you look at the average web page, it’s a compilation of a diverse set of data sources drawn into a construct that we think of as a concrete whole. It probably started with CGI — and the first commercial application was likely the ad banner — but today that simple web page is made up of a whole mix of things ranging from dynamic content, ad’s,  widgets, sidebar tools, gadgets — the frame that we think of as a web page is now constructed from data streams in from all these sources and more.   This componentization of the page was the first step in what is becoming a different architecture for information delivery. What we have today are the equivalent of early life forms – necessary building blocks that evolution will use as more sophisticated lateral services develop. The organization of data streams and how they are constructed relates to our understanding of the dimensions of the web.

Question?   What would the web look like if you picked it up and looked at the bottom? I imagine, what you would see would be a set of databases – with streams of data flowing between them, into these things we call web pages and between these things we call web sites. These metaphors we have applied to the web — pages and sites — are analog’s that helped us grasp and structure the web, yet like any proxy they also impose limits on our perspective. RDF/RSS started me thinking about a lot of these ideas but in the eight or so years since those standards were developed our understanding and approach to web sites as vertical businesses has barely evolved. The spacial assumption we imposed on the web — that a site is a discrete experience that a publisher can control — maps with both a human need to impose hard edges on a dynamic, complex system but also with how we have understood media for the past 100 years or so. I think those edges are been broken down and are offering a different view of the web, and therefore of media companies, one that is less structured around the hard edges of a web page or site, less vertical, less about data silos and more about dynamic, fluid use of data and connections between data points. Some examples.

Take a look at this picture of this post I found on tumblr last week. This person — Erin — is using tumblr to announce a meetup. In this case email and reblogging are the tools she is using to confirm attendants. Shouldn’t this person use meetup for this — clearly its their preference not to, but why?

tumb log

I would propose two theories: context and easy of use. First context — context is important, Erin has followers (an audience) on tumblr, she has an environment that is customized with a user experience she could control (nice background) — and so she wants her meetup to appear in that context. Ease of use — for a myriad of reasons it seems it was easier for her to roll her own meetup than use meetup.com or to quote Pip Coburn the perceived benefits outweigh the perceived pain of trying to learn something new. So here is an example of someone molding a use case (creating a meetup) into another web experience to fulfill a need.

Example #2. What about Twitter. What is the web site Twitter.com?   The first answer — the one I would tell a stranger in conversation — is that its a destination to access and use the microblogging service provided by Twitter, “want to try one to many micropublishing? go to twitter.com”.   Sounds simple enough. Yet that conclusion isn’t supported by the data. I don’t have the exact number but I think its safe to say that more than half of the interactions with Twitter occur off Twitter.com — and the number is in all likelihood a lot higher than that. So is Twitter a protocol?, maybe.   Maybe Ted Stevens actually understood the web better than we thought — thinking about Twitter as a pipe makes more sense than as a  destination.   But its not a pipe in way that old media understood pipes — its different, im not sure i understand exactly what that difference is going to yeild but what is clear today is that each interaction that takes place on the network add’s value or context to further interactions.    As data chunks move around Twitter the get organized and collated into conversations and meme’s.  Similar to the Meetup example — each node on the twitter network is contextualized in form that makes sense for that particular interaction. But unlike Meetup, Twitter is powering all these interactions. The data becomes more valuable as it moves from interface to interface — not less.     There is something very powerful that is happening with the simplicity and openess of this network.   A network is the best metaphor I can think of for Twitter.

Another example.  Iminlikewithyou — the flash casual gaming site, started off as a destination (disclosure note, a betaworks company).    All of a sudden users started grabbing the code and syndicating their game on to their web sites.    But this isnt just the game — its not a widget model — its the entire underlying game net that is getting syndicated.     IILWY is closer to our understanding of old media but its contains some of the bizarre distributed breadth and possibilities that Twitter holds.

So where does all of this lead us?  I believe we need new metaphors to understand and place dimensions around what a web experience is. I don’t have an answer but I do have a few thoughts on how we can begin to frame and understand the shape of what is to come.

i) Think Centers vs wholes, think about networks vs. destinations

Pic by CALast week I was re-reading Christopher Alexander the Nature of Order . In the first book he has a section about wholes vs. centers. He makes the argument that composing visual structures as whole’s — thinking of buildings, things, windows — anything as a whole — fails to recognize the context in which the object lives. He builds the argument up starting with a dot on a piece of paper — he then analyzes how the dot divides and structures our spacial understanding of the piece of paper.  From this point he starts to frame up a way of looking at the world that is based on thinking about centers, zones of spatial activity vs. wholes.   An example he cites:

“On one occasion, I was discussing the concept of centers, as it applied to some bedroom curtains, with my wife Pamela.     She made the comment that the use of the word “centers” as I had explained it to her, was already changing her view of everything around her, even as we were talking: “When I look at the curtain in the room, and think of the curtain, the curtain rod, the window, the sky, the light on the ceiling, as centers, then I become so much more cognizant of the relatedness of all things — it is as though my awareness increases”

I think Alexander’s point and work here is profoundly applicable to the web. If you start thinking about centers — clusters of information — vs. destinations and vertical sites, for me at least, it gives me a frame of reference a metaphor that is far more expansive and networked than the one in which we operate today.   At Fotolog I learned that centers can form and cluster with remarkable speed within a community — now this is starting to happen with information moving laterally between domains.

ii) Think what can move laterally and encourage it to move

People, those things we often call users, want to take data and move it laterally across the web.   They want it to exist in context’s that make sense for a particular interaction. Whether its data portability standards, micro-content standards, people want to cross post and move data from one service to another. There is much that needs to be done here.   A year ago when F8 was launched it seemed that Facebook was driving headlong into this domain.   Yet a year later it now seems like Facebook might become known as the last portal, the last walled garden experience — data comes in but not out.   Openness of interface, api’s — letting data come in an go out of a domain is central to this thesis.    The Facebook newsfeed could be a web wide service — instead the way its articulated today is about retaining eye balls and attention — a movie we have seen before.  Last week we started talking publicly about SwitchAbit — SwitchAbit is a service that is designed to help drive this lateral movement of data across the web, while retaining context, its a small contribution we are hoping to make to this larger puzzle.

iii) Think about how to atomize context so that it can travel with the data

Dirty DataAtomizing content is one piece of the puzzle, the other is doing the same for context so it can travel with the data as it moves around the web from center to center.    Outside.in — Steven Johnson’s creation — trawls through blog posts and attaches geo context to individual posts. I sometimes refer to Outside.in as a washing machine — dirty data comes in one end — Outside.in scrubs the data set and ships out geo-pressed results the other end.   The geo scrubbed post is now more useful for end users, publishers and advertisers.   A bit of structure goes a long way when the data can then move into other structures.   The breadth of what geo scrubbing can do is staggering — think about pivoting or organizing any piece of information around a map — the spatial dimension that is most familiar to our species.  A bit of context goes a long way.   (disclosure note, Outside.in / an investment of betaworks)

iv) Think Layers

There is a layering dimension that is worth consideration — there are services starting to emerge that offer functionality that is framed around exposing some separation between different layers of the web.   Photoshop is the software that first introduced me to the layer metaphor,  i still cant use photoshop, but I think I get the layer idea.   Google earth has applied a layering concept to mapping.   Similarly services like PMOG are experimenting with layers.   Back at betaworks Billy Chasen started working with layers about eight months ago.   He developed a simple navigational tool called Fichey that lets you navigate web pages independent of their domain – using a common navigational tool.    Want to flip thru the top digg stories? — fichey makes it fairly easy and fast.   This was just a beginning.    Billy has developed a service called firefly — it’s in testing now and over the coming weeks we will begin to preview it — but its all about creating a layer of interactivity that is contextualized with the web site you are on but its exists independent of that web site.

v) Accept uncertainty, keep it rough on the edges

What did Rummy say about the known unknown’s?    As we experiment and design these new forms of interactions its vital that we remain open to roughness and incompleteness on the edges of the web.   The more we try to place these services into the convenient, existing models, that we have used to structure our thinking thus far the more we will limit our ability to look ahead and think about these things differently.

This is just a beginning.   I hope these five areas have helped define and frame how to think about alternative data dimensions on the web.  Time to wrap this post up — enough for now.

Switching bits

Betaworks is starting to roll out SwitchAbit, our first homegrown product. SwitchAbit is a content router. A switchboard to connect one service to another. It will let people shuttle a flickr to twitter, or to tumblr, facebook or pownce or pretty much wherever people want. SwitchAbit doesn’t aspire to be another UI to aggregate data — in fact its the reverse — it assumes that people want to contextualize information streams within existing services and existing communities. I’m tired of companies seeking to jam users into a new user experience that is mostly designed to drive a business model rather than drive new, relevant or meaningful interactions. As a consequence SwitchAbit is designed to be a platform — Twittergram will be the first service that will be powered by the platform.

When we started working on SwitchAbit one of the foundational services that inspired us was Twittergram, a service that Dave Winer created almost a year ago. Few individuals have been more innovative in finding ways to move data — live & static data — laterally across the web. This lateral movement of data is exactly what SwitchAbit is about. Once we had an alpha version of SwitchAbit working I sent it to a handful of people, one was Dave. After a rapid set of email exchanges — we came to an agreement and Dave is joining SwitchAbit as an advisor. The last deal we worked on was back in Userland days, between AOL and Userland — after months we never managed to finalize a relationship — this time around we managed to get this done end to end in about an hour. Good stuff.

It’s less than six months since we setup the development team at betaworks and this is the first of three products that will roll out in the coming months. As I started to outline last week betaworks is a company that through focus and structure is designed to drive linkages and accelerate innovation across what we call our network. The intent is to create a set of loosely coupled components — some wholly owned, some partially owned — and drive innovation, context and value across the network — thru the exchange of data. What people today call monetization, but monetization as it applies to a network, not two isolated nodes. Over time this network will look like a company — I guess a media company is the best analog we have today — but a little different in focus, structure and purpose. And we aren’t going to start talking about new media, again. For now we are very excited about getting SwitchAbit rolling.

beta working

The past few months have been fast and hectic. The focus has been getting betaworks to scale. We call betaworks a platform for seed business creation — let me spell out a little more about what that means to us.

We are creating a network of companies — some of which we are building and some of which we are investors in — that are threaded together by a set of common themes and capabilities. A set of loosely coupled bits that over time we will seek to connect in ways that are meaningful. Some background follows on our perspective and intent.

I started betaworks in 2006 seeking to develop a new methodology, and platform, for seeding businesses. We gathered a small team and for a year we tested a series of different approaches to seed business creation. We learnt a lot, we had successes and failures, we intentionally kept it small — permitting us to learn fast, fail fast and make small mistakes. In hindsight the most important thing we learnt was a design principle. When we started out we thought we could design or architect elements of betaworks. What I learnt was that given that we dont know all of the elements we are going to thread together we needed to start by working, by building, and then in the practice of work let the components between the companies emerge rather than imposing a top down view of what the connections should be.

Mid 2007 we flipped our approach — and went bottoms up. We stayed small, under the radar, focussed on our theme, seeking not to be distracted by opportunism. We started identifying standards and methodologies to scale our work and stopped trying to over think the design. By the fall of 2007 we had assembled our learning and formally started to build out the platform. Six months later we have four things that we have built and we have fourteen seed investments.

Central to the design of betaworks is the assumption that companies building services with a common theme can and should profit from inclusion in a platform or network of loosely coupled bits and driving context and meaning across these sites is valuable. Portals are gone but a new metaphor has yet to emerge to replace the portal concept. The portal was grounded in the same set of assumptions as media has operated with for many years — as it recedes something new is emerging. Something that is more distributed — something that is not based on the assumption that erecting a walled garden around services is the way to build a sustainable long term relationship with users or a long term business. Something that actually encourages the movement of data across edge services, vs. building silos — as data moves and is exchanged it actually gains in value becoming more interesting to users not less. There is a hairball we are decoding, bit by bit, its right in front of us our job is to figure it out and scale it.

Someone said to me last week that we are a reverse incubator. Incubators share the peripheral services things that I believe entrepreneurs can and should get from the market (legal, hr, accounting, office space) — betaworks is designed to share core capabilities – software / IP, knowledge, data, standards, analytics, leadership, tools etc… Someone a year ago called it a funcubator — maybe a reversobator, or outcubator? — a little less George Clintoneque. enough.