Here is my impressionistic transcript of the "Making (Business) Sense of Networks" panel at Supernova, with JC Herz, Joi Ito, Maria Martinez and Ross Mayfield:
From mainframes to minis to PCs to phones: an order of mangitude of
increase in devices at each step. I don't care if MSFT takes over
the desktop, because it will dwindle to the importantce of
mainframes today. How can CE devices eclipse PCs and
communcations tools?Some layers of your business make money, some don't. They
flipflop. NTT DoCoMo loses moeny on its devices and makes $8BB on
network services. Soon it will go away due to end-to-end and new
biz will come up.
