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Facebook's acquisition of WhatsApp illustrates the magnitude of challenges faced by mobile service providers committed to branded over the top messaging platforms of their own. At 450 million users, headed for a billion, WhatsApp will be hard to challenge, as network effects increase the value of using WhatsApp rather than any of the smaller apps. Outernet is getting a lot of hype about its promise to deliver unrestricted, globally accessible, broadcast data, quality content from all over the Internet, available to all of humanity, for free, as stated on its website. These are great sound bites, but things like no cost and quotes out of the Universal Declaration of Human Rights don't pay the bills. As recently as 2005, voice revenues represented 73 percent of total revenues. By 2013, voice had dropped to just 43 percent of total revenues. In a US telecommunications services industry that exceeded $500 billion in annual revenues in 2013, voice services—both wireline and wireless—represented about a third of industry revenues. Tesla's profit and outlook stunned the market this week and the stock priced sored on the news. This showcases why the traditional car companies are frightened of and trying to kill the company much like they killed Tucker decades ago. Tesla could make most of them obsolete with a transition wave that might rival what happened when cars first came to market and took out horses as the primary personal transportation device. Mobile consumption of video is driving usage of TV apps, with 55 percent of U.S. smartphone owners and 61 percent of tablet owners using a TV-related app at least once a month. The number of global TV app users on smartphones will reach 1.29 billion by 2018, according to new research from Parks Associates. While many of us have been watching the Winter Olympic Games in Sochi, Russia for the past two weeks, there's one thing we haven't seen much of: iPhones being used by ordinary Russians. There's a pretty good reason for this, and it involves an ongoing squabble that Apple has been having with major Russian mobile phone service providers. The Facebook acquisition of popular real-time messaging company WhatsApp for $12 billion in Facebook stock, $4 billion in cash and an additional $3 billion in restricted stock to WhatsApp employees over the next four years has sent reverberations not just through the blogosphere but also through board rooms around the world. Google Fiber, stop the half-measure exploring new cities crap already. I appreciate a good, conservative build-as-you-go business plan like anyone else, but it's time to put some serious marketing, PR, and cash on the table. America needs a viable third broadband service provider to shake up cable and the AT&T/Verizon telecom duopoly. You're the only game in the town and if you don't start putting the pedal to the metal, you're going to find expansion is going to get more expensive every month you delay.
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