Comcast has bought a controlling share in NBCU.  Maybe you’ve heard.

Just what this means for hulu is now topic du jour.  For those unfamiliar with the service (are there any left?), hulu is a browser-based premium video website that launched a year and a half ago as a NBC/Fox joint venture and has since became wildly popular (and deservedly so: on a technical level, the streaming is very well implemented, and on a user experience level, the UI is  very cleanly designed).  Since April, when Disney bought into hulu, CBS has been the only major broadcast network left outside of the hulu fold.

More than any other service, Hulu was looking like the future of premium online video.

Then along comes Comcast and makes things interesting: the largest company in the vertical industry most threatened by the advent of online premium (non user-generated) video is now part owner in the nascent medium’s industry leader.

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At this week’s Web 2.0 Summit in San Fransisco, Morgan Stanley analyst Mary Meeker had a lot to say about the future of mobile computing, most of it strongly positive.


A few points from her presentation:

• Apple makes a great device, which has helped drive explosive growth in mobile computing
• The stock market is a leading indicator of economic recovery
• Mobile computing means carriers face “surging demand but uncertain economics”

Granted, these proclamations are hardly revelatory - in fact, they’re nothing you haven’t heard a few dozen times before. But while it’s hard to know what contribution (if any) yet another restating of such already thoroughly accepted truisms will make to the current level of reverberation going on within the echo chamber of technology and economics analysis, there was (as usual) a great deal of other useful information packed into her presentation.

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The open source software development model has made substantial inroads into the mainstream consumer and enterprise markets over the past few years – to the point that even Microsoft is now tentatively testing the waters by supporting the Apache Foundation (the folks behind the ubiquitous open source Tomcat web server) and even contributing some code to the underlying kernel of the open source Linux operating system.

Software created by an open community of contributing developers with full access to pre-compiled source code - how secure and stable can it be?   Such long-held concerns have now largely faded, as robust and secure open source applications have flourished over the past few years.

When it comes to online video, though, open source remains a bit of a work in progress.

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We’ve been watching (and writing) about the rumored Apple tablet netbook for a while now - essentially an iTouch with a 6-10″ touch screen, we feel like this thing is gonna be huge.

Hulu’s been working on an iPhone App (using the more Apple-friendly MP4 format rather than than Adobe Flash) for a few months now - imagine a 10″ tablet for the home that can access iTunes, YouTube and Hulu.  Imagine all this running over your fast home internet connection rather than AT&T’s under-performing 3G data network.  Imagine (the admittedly more remote) possibility of the otherwise Microsoft-centric Netflix streaming service coming to the iPhone OS as well.

In short, this could be one compelling consumer electronics internet video device.

We had speculated on a holiday 2009 release, but recenty the Financial Times reported the iTouch tablet/netbook might hit as soon as September. There’s one (as yet unsolved) problem most of the somewhat breathless coverage of this device fails to mention, though:

Battery Life.

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Long-form internet video vs. short-form internet video:  As a recent article in the New York Times noted, online video  program length is starting to increase beyond the short 1- or 2-minute user-generated YouTube clips we’re used to snacking on from the workplace.  The NY Times piece correctly identifies at least one factor behind the trend: increased bandwidth and video quality.

However, like most coverage of internet video, the article labors under the short-sighted assumption that “internet video” is necessarily a function of the  computer and the web browser (evidently under a similar assumption, another New York Times article was recently able to proclaim that “Putting Network TV on the Internet is Not Disruptive”).

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I wrote about Time Warner Cable’s “TV Everywhere” service a month or so ago when it was first announced.   In a nutshell, “TV Everywhere” would allow you password-protected access to all your cable content on demand from any web browser, as long as you maintain a valid cable subscription for all your ‘lean-back’ (i.e. television) viewing needs.

In other words, internet TV everywhere - everywhere except the TV, that is.  

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I have to admit I’ve been more than a bit skeptical of recent reports touting mobile video as The Next Big Thing.  Yes, it’s something a lot of people (especially younger people) seem to want, it’s a great use case for us mass-transit users, and with Moore’s Law apparently still in effect, current hardware can now support an excellent user experience.

My issue, though, is with the network.

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Last week, I attended the first HD Communication Summit, here, in New York. 

I have to confess, the concept of high definition voice transmission was new to me. 

Yet, by the time I left the auditorium, Jeff Pulver and team certainly made sure I was up to speed. (For the purpose of full disclosure, although I am a “telco guy”, I am primarily focused on market analysis and vendor scouting in the fixed broadband consumer data space. That keeps core voice service topics outside my purview).

So why HD-quality voice transmission, if for decades standard-definition 300 to 3000 Hz service quality has done just fine for most of us?

Among the arguments, once people have gotten a taste of what wideband voice communications is like, they wouldn’t want to turn back - ever!  

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Got your attention?  I hope so, because for such a hot technology, there’s a surprising level of misunderstanding and general fuzziness out there around the precise meaning of the term ‘streaming‘ - even among some new media types Who Should Know Better.  Here, then, is a brief clarification (in an effort to keep the eyes-glazing-over syndrome to a minimum, I’ll keep it as short as possible):
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Who doesn’t like Hulu.  As a fan of user interface design, I enjoy the elegance and simplicity of the site almost as much as the video streams themselves.  Launched in 2007 as a joint venture between NBCU and News Corp. (Fox/Paramount), the service has since grown to offer streams from many other content owners as well (recently Disney signed on, and is also reportedly planning to become an equity stakeholder).
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