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Thursday
11Mar2010

Beware of the (New) Gatekeepers 

Someone asked what I meant by this random fire. This post embellishes it a bit more.

There are three new mobile location data gatekeepers emerging; Social Location Aggregators, Network Location Aggregators, and others with their own hardware/software/services/content stack

Social Location Aggregators

Facebook and Twitter. ...These players are leveraging a rich ecosystem of smartphone publishing clients with capabilities to push location data up to their larger platforms where it's now made Web-available to other developers and their applications. There's a healthy ecosystem of publisher-contributors and developer-consumers, but power is emerging in the middle. I suspect these middle-men gatekeepers will stay open, but beware... they have the keys and can lock the front and back doors at anytime.

Network Location Aggregators

Alcatel-Lucent, LOC-AID, Neustar, Technocom, ULocate, Useful-Networks, Wavemarket.  ...Call these players the new gatekeepers of yesterdays wireless carrier gatekeepers. They use the wireless network to pull down mobile location data (by phone number) and then run their own privacy protection authorization and authentication management on web services they expose to developers. Many years ago, similar approaches made network based SMS available across silo carrier environments which subsequently spurred explosive growth for messaging. Network location aggregators hope the same happens for cross-carrier location data. All US carriers are finally aboard which should support a healthy ecosystem, but beware... these middle-men have the keys, have competing applications of their own, and they too can lock the front door at anytime.  

Others who have their own hardware/software/services/content stack

Apple and Google. They each have their own location-ready devices, positioning databases, mobile OSs, applications, services, and content (including the geo variety). It's their party; we're all just guests. Tread carefully. Doing something that threatens their core focus could get you expelled. ...They also have the keys and can lock the front door at anytime.

Thursday
04Mar2010

Top 10 Location Technology Acquisition Candidates

The below inspired me to pen this post.

This little exercise is long overdue. We now have heaps of historical data for location technology acquisitions, and since I know understanding the past is critical to manage the present and plan for the future, I'll use this historical M&A data to claim the following top 10 location technology acquisition candidates.

  1. Intermap. Tops in the top content category, 3D LIDAR long-timer Intermap is in the midst of major transitions from a contract services company to a product company. They need help. Anyone smart enough to snatch them up will have a complete North American and Western Europe 3D data set equal to Microsoft and Google.     
  2. Xora/Gearworks. After merging in August 2009, these two together now command the US enterprise mobility space built around carrier partnerships and broad handset portfolio support. They're almost large enough to start annoying Trimble.  
  3. UMapper. There aren't many smaller players left in the GIS/mapping category. Most are now too large for acquisition or have an acquisition incompatible mismatch between investments, revenues, and exit multipliers. UMapper is still small and on the cusp. They need someone else larger to help propel them across the chasm. 
  4. Skyhook. Ted Morgan brought Skyhook from a NAVTEQ Challenge semi-finalist to one of the most prominent players in the positioning space. iPhone will award that status. Cupertino should just get on with it and branch out a location technology office in Boston. Or, Qualcomm could buy their way onto the iPhone and iPad. 
  5. Loopt. Not because they are a social location player in a red-hot emerging social location category, but because they do it differently (and better) from others with the help of wireless carriers, and because they have broad reach beyond smartphones. Another mainstream social net with a diverse global subscriber base could benefit from Loopt's know-how to reach the masses publishing through a variety of mobile modes.   
  6. U-blox. Probably one of the only remaining independent GPS semi providers, it just follows the historical pattern of semi acquisitions for a larger provider to take over U-Blox.  
  7. TechnoCom. A Fast-50 in SoCal and like most other silent infrastructure players, most folks haven't heard of TechnoCom. They touch nearly every US wireless location transaction and manage nearly all carrier 911 QA systems. Intrado or TCS would make good parents.  
  8. Appello. Like the GIS category, players in the Navigation category are either too large for acquisition or have an exit-incompatible mismatch between existing investments and revenues. That doesn't help in a market where free is becoming the new consumer expectation. Appello is still small enough for another handset provider or carrier to get in on the action and offer a solid feature to boot.  
  9. Sarantel. The best GPS Antenna in the market, hands down. If Apple gets serious about owning the entire location tech hardware stack and strives for superior performance, they (or someone else in the hardware category) should consider adding Sarantel.  
  10. Layar. Augmented Reality still needs to prove itself as a money-making mode to browse the world, but maybe it won't have to. It's likely most smartphone providers will offer AR features themselves. Those that need a head start and an existing content publisher community should consider Layar.   
Monday
22Feb2010

The Proverbial Privacy Issue (Revisited)

This Wednesday the House Subcommittee on Commerce, Trade, and Consumer Protection and Subcommittee on Communications, Technology, and the Internet will hold a joint hearing on The Collection and Use of Location Information for Commercial Purposes. Very important committees in the House, the topic brings Location Privacy to the forefront of Congressional oversight. An important topic in any digital era, I published thoughts six years ago - before Clouds, Google Maps, iPhone & Android, Foursquare, Facebook, Twitter, and Buzz; even before GPS semiconductor ubiquity within mobile devices, and when cellular networks were often the only option available to passively extract user location data. It's enlightening to revisit the topic again - much has changed.

Cellular Privacy

Six years ago, mobile location privacy issue discussions de jour focused predominantly on passive extractions common to cellular network capabilities. Two broad issues were: 

  1. Corporate-liable location privacy: Companies, businesses, or corporations had legal rights to locate and track mobile devices or vehicles considered corporate property, similar to an insured asset. Locke might have agreed with this notion of property ownership, but some individuals representing labor unions did not!   
  2. Individual-liable location privacy: Individuals, consumers, citizens must provide opt-in consent to a software or platform as a service locating or tracking them. The software or platform must authenticate and authorize individual opt-in provisions with requested server-initiated location queries. 

To protect themselves, partners, and users from invasive threats, most cellular providers crafted supporting legalese with technology deployments written to safeguard personally identifiable information with included location information. Boiler agreements I recall reviewing protected individuals and application & service providers from intentional abuse and/or accidental misuse of location information coupled to a phone number (wireless' personal identity primary key). Most agreements looked similar to the below click-thru, but were less efficient and typically required legal review and sign-off - particularly for group activations. 

While safeguards introduced then protected carriers, application providers, companies and individual constituents for transactions, little discussion revolved around location information histories and storage of location data for other post-transaction commercial uses. Some early movers had foresight to include protection clauses within terms of service agreements explicitly stating location data history with personally identifiable information shall not be stored for post-processing analytics, but it's commonly known crude cellular-identification positioning techniques accompany every wireless transaction detail record. It's also known some of these historical records were attained from wireless carriers on the receiving end of issued subpeonas covered by the Patriot Act, which raises concerns and questions... Is it acceptable to store and analyze personally identifiable location information histories for government and security uses, while unacceptable for commercial purposes? ...Questions I expect the hearing addresses not just in the context of cellular provider behavior, but in the larger and more general context of the privacy discussion.

Social Web Privacy

Beyond cellular network approaches to location information capture and storage, we're now entering a new era of availability, accessibility, and concern. Today, GPS and other positioning technologies are ubiquitous within mobile devices to a point where Mobility is now synonymous with Location. At the same time, the Web has evolved from a read-only Web to a writable Web where volunteered status updates from location-capable smartphone applications post personally identifiable location information to social nets interconnected across the Web. Boutique check-in, "I am here" location broadcasting services linked to larger social networking services like Twitter are leading the movement, while controversial services such as Google's Buzz have recently emerged. While these new mobile & Web services offer local protection safeguards for users to control and manage how location information is shared and published, it's anything but clear or publicized how back-end services will use location information in post-processed commercial contexts. It's widely speculated bits of private information will be used for local advertising, based on stored, analyzed, and synthesized personal location information histories.

As an example, I use Latitude on my smartphone which offers local privacy controls for publishing and sharing.

While I control privacy provisions for peer sharing, I don't yet know how Google (or any other Web property aggregator) uses my stored location histories. I assume they synthesize my mobility movements into predictability patterns for profit, where in the future businesses in business with them tap derived intelligence and insert ads into my mobile life, and while I might want to share my location with my social network, I might not want the former. At this time, it appears I must do both, without choice. Also, who else could they sell my historical data to? Could they themselves also use my data without my authorization for their own data-product improvements? Will they grant government entities access to my information? These are all unknowns not of my personal concern, but of public concern - additional items I hope the House committee addresses on Wednesday. 

Pseudonymity, Dishonesty, & the New Privacy

Scott McNealy's now infamous utterance "You have zero privacy, get over it" may be true (or become reality soon), but it doesn't have to. In order for location information histories to create value for commercial purposes, the data must be associated with individual, unique identity. In the cellular arena it's impossible to fake individual identity because monthly bills and validated billing information define accountable relationships between individuals and service providers. However, on the Web, where 'free' defines the loose relationship between individuals and services, individual pseudonymity and dishonesty may become the currency for identity privacy on the Web. Lying about identity is wrong, but perhaps it's the only way for individuals to protect themselves while benefiting from the good-side of services on the Web & Social Web. It's troubling to think we might become a society of liars killing trust, but Web & Social Web influences may inadvertently encourage social dishonesty as a means of personal privacy protection. Will the House address these digital dishonesty issues as well? They should.

Wednesday
17Feb2010

Please Rob Me

Now here's an interesting way to raise awareness about social location check-in privacy.

 Of course, I can always spoof my location as part of a trap. Caution all around. 

Saturday
30Jan2010

Apple's Relationship of Convenience with AT&T

The Atlantic ran a story yesterday on the significance of Apple selecting AT&T for their iPad launch. The piece comments inspired me to pen this post and share a little secret... I love semiconductors - not the technology itself, but I get excited about lowest common denominator technology in general. If semiconductors are doing well and innovating rapidly, everyone else in the downstream ecosystem should do as well. I like the semi space for this reason; I also like building devices - another reason I'm drawn to them. 

Okay Spinney..., but what the hell does this have to do with Apple staying with AT&T to launch the iPad, particularly when users complain about network performance, dropped calls, and 3G coverage? The answer, I think, can be found by examining lowest common denominator effects. 

Everyone knows AT&T is one of two tier-I GSM carriers in the US along with T-Mobile - the smallest in the tier-I camp, and as such not a reasonable choice for Apple. Sprint and Verizon are CDMA carriers. Not everyone knows Qualcomm invented CDMA, owns most patents for it, and licenses these patents along with semiconductor sales for tons of dough to equipment vendors and handset manufacturers who supply Sprint and Verizon with their network gear and devices. If you're a mobile device supplier and want to launch a CDMA handset on a CDMA network, you're paying Qualcomm something - either for IP usage or for their chipsets. I can't imagine this sits well with Apple (it certainly doesn't with others like Nokia), but that's only perhaps one reason Apple launched iPad on AT&T instead of Verizon (Sprint, I suspect, was out of consideration since they too are CDMA plus connect the competitive Kindle e-reader).

The main reasons I suspect Apple continued a relationship of convenience with AT&T at this time was the A4 and Apple's vertical approach to product development, which is directly at competitive odds with Qualcomm's full system-on-a-chip Snapdragon offering currently being adopted by Android, Chrome OS, BREW, WinMo, and Linux. The situation may change when Verizon builds out a new 4G LTE network atop their 700 Mhz spectrum and when Apple will be free from Qualcomm IP licensing, but until then, AT&T looks like the long term winner of all wireless Apple products in the US because AT&T is a GSM network and at this time, that means freedom to control everything for Apple. 

Back to the A4... Remember that little thing his Steveness mentioned last week?

The A4 is Apple's 1Ghz processor (they acquired the technology), similar to Qualcomm's Snapdragon 1Ghz processor. However, unlike Qualcomm's Snapdragon, the A4 doesn't include a 3G modem, GPS, or other full system-on-a-chip capabilities that most wireless semiconductor providers have built into 3G offerings. 3G support inside iPad is a separate module from the A4 processor. I suspect it's Infineon's offering since they rule the iPhone (on a side note, Infineon's GPS also supports the iPhone).  Like Qualcomm did with their own BREW software, Jobs made it clear last week that Apple strives for super tight integration between their software and silicon to reach optimal performance, vertical scalability, and software development flexibility. Using Qualcomm-inside technology might have made it more difficult for Apple to achieve these goals while limiting their control. It's for this reason they chose to continue with AT&T!

Eventually, the same freedom-from-control that comes with vertical product development may be the reason Apple extends the A4 to build their own full system-on-a-chip that includes 3G and 4G modems, A-GPS, plus all the other features competing solutions have. I wouldn't be surprised if they did. Apple has proven controlling the whole stack and experience has competitive advantages while igniting explosive innovation with openness at the SDK and API level.