A Little Ludwig Goes A Long Way

First off, we are surving the 2012 Snowpocalypse. Office traffic is light but folks are here.

On the business front, it was announced that we led a round in Symplified. Great company building some pretty essential tools to manage employee identity and engagement across the web, can’t imagine how companies manage their voice and presence without this.

We also joined the investor group behind Whiptail, who build high-scale SSD arrays to replace spinning disks. Spinning disks — seems like we will look back at these in 100 years and laugh, or at least class them as a steampunk kind of gadget.

Excited to work with both companies.

Also of note today is Bluestacks’ winning the CES best software award, and Splunk’s filing. Congrats to both teams on their progress.

One of the companies in our portfolio, Korrio, is bringing out tools to allow parents to monitor the brain health of their child athletes. This is a great step, I wish this had been around when we had young student athletes in the family. You don’t have to dig around very much to see the frightful effects of head impacts in sports, and anything that raises awareness of the issue and provides tools to manage is a very good thing. There is a lot more to do, I’d love to see impact monitors in helmets that track instantaneous and cumulative impact forces, but this is a great first step, awesome to see this work happening.

• Cutting the Cord on Cable. Wish I could get there but live HD sports still keeps me stuck to cable/satellite provider. I’ve tried the streaming options and they are weak — poor selection of games/sources (I need ESPN/ABC channels + BTN + Fox Sports channels + upcoming Pac12 network), lots of stutter, not HD content. I will probably be one of the last cable subscribers in the country.
• Men with deep voices lack sperm. I was a tenor in choir.
• Do programming puzzles in interviews work?. I don’t think I’ve ever asked these kinds of questions, or at least not in 20 years.
• Gamification sucks. Respect your users.
• The Verge and The Wirecutter — good tech sites.
• If you are busy, you are doing something wrong.
• 10 new-ish programming languages. WOuld like to learn more about Chapel, haXe, X10, OPA.
• DSLRs are a dying breed. Not another “camera phones are going to win” article, but a smarter take on the mirrorless trend.

I had a great week last week that left me feeling incredibly optimistic about the Seattle economy.

First, Techstars Seattle Demo Day. What a super event, lots of coverage of it. Great young companies, enthusiasm, great pitches, good progress in fundraising. Big audience with great energy. Super job by @andysack and everyone involved, a model for everyone else in the Seattle community who wants to nurture startups. We need more of these events, not just in cloud/web. I’ve seen a lot of entrepreneurship events at UW and they are constrained by mentoring, hiring, seed financing — exactly what the techstars guys are providing. One of the companies, Romotive, has also done a great job leveraging Kickstarter and have generated a lot of early revenue — the rise of crowd-sourced pre-sales/funding is a fascinating and positive evolution.

Everyone was hiring at the event. As an indicator of how desperate people are to hire, I had two guys try to hire me. If you think I am the answer to your problem, you are pretty desperate.

Then I spent the better part of a day in a meeting with the UW College of Engineering Visiting Committee. Some great data on the College of Engineering — most programs are massively oversubscribed, turning away students in bunches, doing a great job placing students. Great evolution in programs, great facilities, great staffing. The College could probably push out many more engineers and is constrained by state economic policies; with tweaks to tuition and governance, it seems like the pipeline could open much more broadly. And we also had a chance to listen to President Young speak who seems to have a very open attitude about IP licensing, he seems to recognize that getting IP out of the university and to work is important.

I left the two days feeling like a lot of piece parts are coming together fast. Seed funding. Crowd sourcing. Mentoring. Training/Education. And with iteration and tweaking, we could see an explosion of economic growth in the Seattle area. Exciting times.

So Nest is the newest shiny toy for the tech industry and media to get all excited about, a ton of coverage this week — for a thermostat. Obviously some of the ardor will fade — how long can anyone stay excited about a thermostat? But I do think there is a theme here which has some enduring value. 

I’m not really that excited about the UI and learning features of the Nest thermostat. I am able to navigate my smart thermostat today, and I just don’t need to futz with it very often. In our new house it took me a couple days to get things where I wanted them but I’ve moved on and haven’t had to look back. 

But I am totally excited about the remote access for the Nest thermostat, the web interface. Our houses are the biggest asset we own, and the cloud presence of our house is either missing or spewed all around the web in random places. There are so many things I should be able to do: 

• Remote utility management. Remote thermostat is a nice start. I want remote utility management in general — what’s the temp right now, what’s my water usage, change my temp, change my water heater temp, turn on/off my sprinklers, check my power usage, turn on/off appliances/circuits, check my usage and billing history, etc. I can get pieces of this but it is hard hard hard to get it all and to integrate it all into a single cloud interface.
• Remote security. Webcam monitoring, alarm monitoring, history of access to house, remote door lock management. Again you can get piece parts of this but cobbling together is a significant pain.
• Remote doorbell. When someone rings my doorbell, I want an instant notification on my smartphone, I want to see the video feed from my door, and I want to be able to talk thru the intercom. The person at the door should have no idea if I’m in my kitchen or on a business trip. This is part of the security topic but is more compelling than most of the security features.
• Bills. Utility bills, consumption history, how I compare to others, bill payment.
• Financial info. Mortgage status — balance, rate, is it time to refi. The estimated sale value of my house. Mortgage document storage. Tracking of improvements to the house — costs, documentation — so I can correctly calculate cost basis at sale time.
• Service. All the warranty terms and docs for all the appliances and other features of my house. A place to track service records, to record preferred vendors, to get vendor recommendations. A service advisor — what maintenance should I expect to do in the next year based on what is known about my house — time for roof inspection, approaching lifetime of water heaters, time to repaint, what is my likely cost in the next year for all this.

You can get a ton of this info today but it is spewed all over the web. To access all the info about your house, you would have to access the Nest site, any smart metering site, a remote security site (or several for webcam, door locks, monitoring service), each of the utility websites, your bill payment web site, your mortgage provider website, zillow, redfin, etc. 

I’d love to have a portal that integrates all this via user configurable widgets into a single interface — my home at a glance. And gives me great mobile access to all the info and features. And just gets better as I add nicely designed devices into the house — a Nest thermostat, a great doorbell/webcam, internet-controllable door locks, etc.

I’m sure the Nest guys are thinking broadly about the entire space, with a general name like Nest they must have ambitions beyond thermostats. I’m excited to watch their evolution. I’d love to have better command of the largest asset I own.

Daring Fireball points to a pretty thorough takedown of QR codes as used in print ads. The original design goal — Toyota invented these to track parts — makes sense, but jamming these into consumer media is just strange.

• Users can already type in your URL or a sentence, or speak into Siri, or do an image search with their phone. Is taking a snap of this code thing really so much better?
• There’s a history of companies trying to stuff proprietary ID systems in between users and product/service providers. These visual codes are one such thing. AOL Keywords, RealNames are text-based equivalents. They all try to get advertisers to stuff these in ads, but I don’t see how this really serves users or advertisers, it mostly just serves the companies with the proprietary ID system.
• Ultimately, if your product/ad/message is so forgettable that you think jamming a QR code or text string in will help, well, there is a deeper problem.

So I don’t really get iCloud storage yet, and Photostream doesn’t really accomodate all my DSLR pictures well. So rather than just whine about what I don’t have, what do I really want?

First — I have a 203G (gigabyte) Aperture library today, that is where my primary photo storage is. Digging into this a little:

• 54G is thumbnails, previews, cache of various sorts. 27G of thumbnails alone! Impressive use of disk space, Aperture. Clearly the team has embraced the idea that disk space is cheap and is getting cheaper. There are probably some settings I could tweak to trim the size of all this at the cost of performance, but whatever, disk space IS cheap, 30% overhead is probably not a ridiculous design objective. This is all derived data tho and could be trimmed, dropped, whatever, as I think about cloud storage.
• My masters are 149G. A mix of RAW and JPG depending on which camera/scanner I used and how long ago I took — tending towards more RAW over time.
  • 19G from this year
  • 34G from 2010
  • 25G from 2009
  • 71G from earlier years.

Lets assume I continue to take pictures at the last 3 year average rate for some time, that is about 25gig of new photos every year, not accounting for inflation in photo size due to better quality capture chips, light field cameras, etc. OK so you probably have to assume some growth in that 25gig of new storage a year.

Cloud storage of photos — is it important? Hugely so, if my house is burning down, I do not want to be running back in to save a hard disk, photos are emotionally very important. And I do NOT want to have to pick and choose which photos I store in the cloud — too many photos, not enough time, I just want the entire set up in the cloud. I really just want my entire Aperture (and iPhoto) collection replicated to the cloud automagically. And then I need some modest access control features on the folders in the cloud so that I can share selected photo sets with family members, etc.

So I want a cloud storage solution that gives me ~200gig of storage today at a reasonable price, and if I think about the next couple years, a clear path to 300-400gig. And with good web access with some security. What are my choices today?

• iCloud doesn’t begin to work. Aperture doesn’t really talk to it except for Photostream. The max storage I can buy is 55gig. There are no access controls. Doesn’t work along almost every dimension.
• Dropbox. I can get 100G for $240 a year with a nice web interface and some sharing controls. I could even get the team license, store up to 350G, but for $795 a year. If I had this, I could just move my Aperture library into my dropbox folder and voila, it would be in the cloud, on my other machines, etc. However — the Aperture library folder is not really meant to be browsed by humans, the masters are chopped up into some funky balanced tree of directories. Seems like Aperture needs to learn how to work with shared storage. But I could get everything in dropbox, with a very easy UI for me, but at a high price, and probably the ability to share folders with family members would be hard to realize.
• Box.net. Well I get 50G free with their iPad offer, so they pretty much trump iCloud. I could get up to 500G in a business plan for $180/year per user. Similar pros and cons as with Dropbox, but pricing seems better.
• Smugmug. This is what I use today. There is an Aperture plugin, I can save from Aperture. The bad part about this is that it is not automagic — I have to intentionally move folders up there, not happy about that. But — unlimited storage, at $40-150 per year for jpg, some extra cost but still cheap if you want RAW. A great interface for sharing, completely customizable, printing integration, etc.

For now …. Smugmug is the way to go, but as storage costs drop, I can see flipping to box.net or dropbox at some point. I’d give up some of smugmug’s great interface for admin control but that is overkill for me anyway. If Apple made this all work natively in Aperture at a competitive cost, that would be fine too. For people with a more modest set of photos, the Box.net 50G free offer for iPad/iPhone users seems like an awesome option.

I’m struggling to understand why I would ever use iCloud storage. After a couple days of tinkering, I have two sets of data in iCloud — device backups, and Pages/Keynote docs.

• I really don’t get the value of device backups. My apps are all recoverable from the iTunes store. I use primarily apps like Evernote that already store their data in the cloud so there is minimal non-replicated data on my iPhone and iPad. Music isn’t backed up, I will need iTunes Match for that some day. My photos aren’t backed up in iCloud, that is not something that is offered at all (and besides the photos on my device are a fraction of my photo content, I use smugmug and other paid services to back up all my photos). So what exactly is in these device backups that iCloud stores? and why is this substantially better than backups stored on my Mac — when will I ever use these backups? In sum — I’ve been explicit about choosing apps and configuring apps so that all my valuable data and state info is replicated and in the cloud, so that I don’t care if I lose a device (and can use multiple devices). So why should I care about device backups?

• The other files in my iCloud storage are docs. I have Pages and Keynote docs in iCloud from my iPad. If I was purely a Mac person, and didn’t collaborate at all with people in my office and business partners who use Office, then maybe I could just use Pages/Keynote on the Mac, and the iCloud doc storage might seem pretty simple. But I use a PC sometimes to edit my docs. And so I use Office so that I can work on my Mac or PC. And so that I can, with no fidelity loss, work with my colleagues on docs they have created in Office. I guess I could still move these docs in and out of iCloud storage, but if I am going to go to the trouble of moving docs around, why don’t I just move them into box.net or dropbox? They both have great iPad and iPhone interfaces, they work with Pages/Keynote on the iPad, I get 50G free on box.net, they both offer sharing options, I can create folders in them to organize my docs and control my sharing (Seriously, iCloud, no folders??), they let me store any kind of doc, they have great Mac/PC clients so that I can sync my collection with local folders easily, etc etc. If iCloud didn’t have the Apple brand, we would all be laughing at it.

• iCloud claims to store your music but practically doesn’t. I have 16,000 songs, 88G of music, in my iTunes library (and flac versions of all this but not in iTunes). 99% of it is from ripped CDs or purchased in mp3 format outside of iTunes. None of which iCloud handles, I have to wait for iTunes Match.

• iCloud stores your photostream but I’ve already talked about why this isn’t very useful to me.

• I don’t care about mail/calendar/contact backup as all mine is already stored on my Exchange server or Gmail server.

So iCloud storage is substantially worse than leading competitive alternatives for document storage; its only unique benefit is device backup, which I can’t figure out why I’d use; and it’s other features don’t really solve any problems. I am sure Apple will improve iCloud over time but as a storage solution it is underwhelming. Am I missing something? Does anyone find iCloud storage to be hugely helpful?

When I sit in Ohio Stadium for a football game, my fancy smartphone is a useless piece of metal and plastic. Some developers have tried to come up with apps to improve the gameday experience, but these apps miss the point. With 105,000 fans in the stadium, another huge set of ticketless fans milling around outside, all the stadium staff as well as security and service staff outside the stadium — there are probably 200,000 network devices in 30-40 acres all trying to jam onto the system, and all failing. The cell network simply can’t handle the load.

Our cell networks are wonderful things, but in the build out of our networks, the notion of broadcast has been left behind. 98% of the fans want the same exact data — top 25 scores, breaking football news, in-game replays, radio game feed. And yet the cell network and data apps feed this data to each user via dedicated single-user transactions. Cell broadcast exists in the standards but is not really in use in networks or handsets. Qualcomm tried to push Mediaflo for this use but got very little uptake and eventually shut down the service.

It’s unfortunate that the idea of broadcast has been left behind. It would be hugely useful in these kinds of crowded venues. I wonder if Qualcomm might not have succeeded had they just focused on NFL and NCAA football fans — people who spend stupid amounts of money on tickets and related gameday expenses, and who would probably spend money on dedicated gameday data services. It is not an easy service to provide tho. It requires spectrum, devices using that spectrum, and local content assemblage and editorial. There may be too many moving parts. It might be easier just to truck in lots of picocells to events and say screw it, dynamically expand the cell network as needed.

Seriously, who would not want a Lava heater? I am ready to order one today.

Contrast with the “Samsung Galaxy S II Epic 4G Touch”, Samsung’s latest phone. How stupid a name is this? Do they seriously think this will have lasting impact in the market? What will they call an upgraded version some day? Will they increment the S or the II or the Epic or the 4G or will they just abandon this?

I’m no product naming expert, I used to excuse myself from all naming discussions while at Microsoft since it always felt like a discussion of how many angels on the head of a pin. Ultimately good products can overcome bad names, and bad products aren’t helped by clever names. But I admire cleanliness and simplicity in names, and the Lava name is simple, evocative, and to the point. The Samsung name is ridiculous.

UPDATE: a smart guy informs me that the Samsung name of the phone is the Galaxy S II. A little long but not egregious. It is Sprint that has slapped on the “Epic 4G Touch” modifier and Sprint deserves the blame. Pro tip: if you include “epic” in the name, pretty much guarantees the offering is not epic.

I’m playing around with ifttt.com and it is intriguing. I remember an earlier effort, yubnub, that I always found compelling. A general script interface to all my Internet data and services so that I can do interesting things across sites seems good. 

I remember the evolution of Lotus Notes. A super general collab platform that let you store anything, write nice scripts and forms on top of it. The generalness of the platform was appealing and a certain set of early adopters went for it. But there were many more customers who didn’t want to create their own collaboration apps, but needed some pre-built apps. And so then Lotus made the “nifty fifty” most popular apps available — email, calendaring, candidate tracking, simple CRM, etc etc etc. And that was good, and more customers bought it. But ultimately Notes got washed out of the market by Microsoft Exchange, for many many reasons. But one simple view is that, while Exchange was a collab platform too (although terrible to code against), Exchange really focused on the high volume apps of mail and scheduling and just made those apps work. And that is all most people really needed.

Competitively the ifttt.com guys need to be very cognizant of cherry picking. While it is great they have hundreds or thousands of canned scripts, I don’t need hundreds, I only need a couple. And that is probably true for most users. And if the couple that people need a common across large groups of users, then some competitor can sweep in and just do those couple scenarios really really well and ifttt.com will remain a niche tool. I’d bet that they will have to build a lot more code on top of their platform to make sure that the top scenarios are really slick and easy to use, to avoid losing users to alternatives.

For instance I can already pretty easily use a wordpress plugin to MIRV content over to twitter and then to facebook. Will I flip over to ifttt.com for this or will I keep using the solution that someone has polished and made fit into wordpress? I suspect I’ll use the one that fits really well in wordpress. Now if the ifttt.com guys wrote the code to provide an ifttt.com plugin for wordpress, that would be interesting…

Nice writeup of Apple’s manufacturing/supply advantage vs the PC OEMs. Reminds me very much of the way Honda and Toyota crushed the American car manufacturers in the 70′s and 80′s — GM in particular had overly complex product lines, cars with a gajillion options. Honda came in with a simple model, no options, and great great quality, and just crushed GM in core markets. Product line complexity comes at a huge cost, Apple is playing this hand well.

Sony has a new e-reader out and it seems to be very nice hardware, I’d love to buy one. Let me check out their reader store and see what their book inventory looks like these days:

Oh. And this kind of sums up Sony’s strategy. Nicely designed premium hardware, but off in their own software and service planet, which is not well executed. I’ve tried to give Sony the benefit of the doubt — I owned the first Sony Reader back in 2007 — but they have failed to act on the big picture here. A big part of the Kindle’s awesomeness is the great store backend, the seamless download experience with the store, and the availability of Kindle software on every device on the planet so that I can read my purchases on my PC, my Mac, my phone, my Kindle, my iPad, on the web, pretty much anywhere. Sony totally whiffs on this total experience. It is kind of sad because I would love to see a first rate competitor to the Kindle, and Sony has some great assets to bring to bear — retail stores, solid hardware design skills.

In the long run, Amazon wants to sell digital goods, Sony wants to make great devices — I have to wonder why Sony doesn’t abase themselves, drop their own store, let Amazon run the backend for the Sony device, and make the Reader the best Kindle-compatible device in the world. Any other strategy just seems pointless.

This year I’ve had a chance to experiment with tools for compute intensive applications. In particular, tools that harness the profusion of inexpensive CPU/GPU cycles available — OpenMP for multi-threading on single machines so that multiple cores can be leveraged; MPI to distribute compute load over clusters of machines; OpenCL for handing general purpose computation off to a graphics processor. And then on top of these tools, NumPy and SciPy for scripting and visualization from Python. The amount of excellent computational software which is now available is amazing, these capabilities would have cost immeasurable amounts of money just a decade ago. And the first time I tied together a cluster of machines or yoked up a GPU and did a massive computation, and then displayed the animated results using Python — what a great feeling! The ability to attack really hard, really large problems is better than it is has ever been.

But what a nightmare of housekeeping. Breaking up computation into threads and spreading it across multiple cores with shared memory and file system is tedious and error-prone — hand-offs between threads create opportunities for many errors. The work to break up and manage the computation load across multiple machines is even more mind-numbing and error-prone, and now the lack of shared memory and files are additional complications. Using graphics processors is even more obtuse, with their funky fractured memory spaces and architectures and limited language support. And getting all the software piece parts running in the first place takes a long time to work through all the dependencies, mixing and matching distributions and libraries and tools, and then getting it all right on multiple machines. And then you get to maintain all this as new versions of libs and runtimes are released..

But again the results can be stunning — just look around the web at what people are doing in engineering (Youtube video), life sciences (Science Mag article), or any of a dozen other areas. Harnessing multiple cheap processors to perform complicated modeling or visualization can have huge payoff in financial services, bioinformatics, engineering analysis, climate modeling, actuarial analysis, targeting analysis, and so many other areas. 

However, it is just too darn hard to wield all these tools. The space is crying out for a cloud solution. I want someone else to figure out all the dependencies and library requirements and spin up the correctly configured virtual machines with all the necessary componentry. And keep that up to date as new libraries and components are developed. I want someone else to figure out the clustering and let me elastically spin up 1, 10, 100 machines as I need to, and manage all the housekeeping between these machines. I want someone else to buy all the machines and run them, and let me share them with other users, because my use is very episodic, and I don’t want to pay for 100 or 1000 or 10000 machines all the time, when I only need the machines for a week here and there. Maybe I want to run all my code in the cloud, or maybe I want to have all the VMs and clustering info delivered to my data center, but I want someone else to solve the housekeeping and configuration issues, and let me get to work on my problems.

Amazon is doing some great work in AWS with their HPC support (AWS HPC support).
Microsoft has made a commitment to provide scientific computing resources in the cloud (NYT article). There is a lot of great academic work happening (ScienceCloud2011). But the opportunity is out there to do a lot more.

The most important elements of my life are relationships. My spouse/partner. Kids, parents, siblings. My company, co-workers, project teams, classmates. Community groups that I am part of — churches, school communities, neighborhoods, charities, etc.

It is interesting that my most personal electronic item, my iPhone, does not really provide much support for these relationships. The top level apps are generic actions that work equally well with all my contacts e –mail, texting, calls, scheduling. There is little support for or focus on the most important relationships in my life.

• Why, when I start to compose an email and type “Liz” in the address book, does the mail app suggest all the “Liz”s I have ever known with equal importance, including people I haven’t contacted in 8 years? Why doesn’t my phone know that I mean the Liz in my immediate family?
• Why do I have to click as many times to send a text to my spouse as I do to send a text to a co-worker? Shouldn’t it be super quick to send a text to my spouse?
• Why is it 1000x easier to share my calendar with my co-workers than with my spouse? Part of this is an Exchange back-end problem, but…
• There are 100 apps to try to keep track of where your potentially cheating spouse is, but why are there so few good ones focusing on the positive scenarios? (Glympse:”www.glympse.com” is a good positive tracker, a recent Ignition investment)
• The best way to see my children’s latest photos is to navigate to their facebook page — why aren’t these as easy to see as my photos?

And so on. It ought to be extra-easy to communicate with the closest people in my life — but it is no easier than communicating with some distant friend or business associate. It is easier to play a game on my phone that to communicate with my family.

Android and Windows Phone have much better support than the iPhone, enough to make me consider switching some days. Just being able to pin a contact to my home screen as I can with Android would be a nice first step.

I’d really like an app on my first iPhone page that is my spouse/partner app:

• A thumbnail of him/her
• A count of important items I need to respond to — email, texts, vmails
• quick buttons to call, text, email him/her
• his/her current mood — each of us can quickly set this and it transmits to the other’s phone immediately
• what’s on their/our calendar today and this week
• their photostream from facebook, twitter, their phone, etc
• the latest messages we’ve exchanged
• countdown to birthdays, anniversaries
• where they are right now (ie Glympse functionality)
• honeydo lists — things she/he needs me to do
• and so on. The app probably needs to be very customizable as every relationship is different.

And I’d like something similar, not quite as much info, for my kids, my parents. And maybe key friends or coworkers. Right now, my phone is a distraction from my personal life, rather than a tool that helps me to improve my personal life. For this most personal of technologies, that just seems wrong.

I’ve fallen out of the habit of talking about Ignition portfolio news up here, but it has been a busy week and I am re-motivated to talk about some of these companies.

• Bromium has a great team and working in an exciting spacen — the intersection of security, cloud computing, and virtualization. I am very interested to see how this team evolves, I can personally see myself using their technology. 
• Continuing in the cloud space, ScaleExtreme is making it really simple to manage all your servers in the cloud, I am also excited to try this out. And check out the super sweet pic of Frank in this press piece!
• StorSimple integrates enterprise storage with the cloud, giving the benefits of local storage performance and cloud backup/archiving/tiered storage. Probably not something I can ever personally use, but a great space to be in.
• In a whole different direction, Glympse lets you share your location with friends and family. I’m not a big public checkin user (foursquare, etc), but keeping family and close friends up to date with my location is a lot more compelling to me. Great team and a nice intersection of our software and mobile investment biases.

I am a huge sports enthusiast. I love the Buckeyes (despite all their current woes!). I follow with interest the Seahawks, the Browns, USC, UW, the Big Ten, the Pac Ten, the SEC. I watch excessive amounts of college football, college basketball, pro football, and pro basketball. And of course I get sucked into Olympics, the Stanley Cup, World Cup, or pretty much any other major sports event. Except baseball, which is incredibly boring.

I spend waaay too much money on sports. It is embarrassing to add it up.

• Season tickets to OSU football games, parking pass, and all the travel and other costs associated with attending OSU games — thank goodness my folks and sister usually cover the tailgate, thanks!
• Occasional bowl tickets and bowl trips. The 2002 National Championship win against Miami was the greatest trip ever.
• Other sporting event tickets a couple times a year. Latest: Rat City Roller Derby here in Seattle. Highly entertaining.
• A stupid amount on cable/satellite service. Because despite all the promise of IPTV and sites like Hulu, if you want to watch live HD sports, you pretty much need to pay for cable or satellite. And not just the basic package either, but the packages that pick up all the ESPN channels, the Big Ten network, and the Fox Sports channels. And given all the recent NCAA football TV deals, I am sure my costs will just go up here. 
• And of course I buy magazines, t shirts, jerseys, giant foam fingers, Fatheads, and all other kinds of fan gear.

My daily web reading includes all the online sports media. The major branded sites of course, but also all the blogs covering college football, and there are some great ones — EDSBS, Dr. Saturday, Smart Football, and oh so many more. And the beat writers for local media covering the teams I care about — the Dispatch, the Plain Dealer, the Seattle Times, the Orange-County Register, the LA Times, etc. I hit the web sites, consume the RSS feeds, subscribe to the tweet streams.

NCAA basketball pools? Bowl Pickem contests? Regular season pickem challenges? Of course, though I have never really gotten into fantasy football, thank goodness, because I would probably love it and burn way too much time playing it.

I’m not alone in my obsession or my spending. Thank goodness sports mania is more socially acceptable than other bad habits, the amount of time and money spent on sports each year is mindboggling. College football as a business took in $3.2B in revenue last year, making $1.1B in profit (PDF). There are games on nearly every day of the week now, and possibly spinning into Sunday in a big way if the NFL labor problems continue. And TV coverage is growing apace, with all the major conferences following the Big-10′s lead and spinning up dedicated networks. 50 million fans attended games last year, a record — only stadium capacity limits prevents this from being even larger. 

The NFL is an even larger beast in revenues — $9B in revenue (PDF). Not as many people attend the games as at the college level, but the media rights, merchandising rights, etc. are worth far more.

Expenditures don’t stop at watching games — fans will obviously buy anything having do to with their teams. I consider my collection of jackets and hats to be fairly modest. I haven’t begun to tap into the richness of the market. The range of products and services available is stunning, for example:

• Grill grates. 
• Longaberger baskets. These first two make some sense given the tailgating scene
• Pottery. 
• Furniture. Starting to get a little far afield
• Credit cards. 
• Travel. Not just physical goods!
• Toys
• Wine 
• Fishing reels. 
• Fashion Apparel. For some definition of “fashion”
• Perfume..  What does a Florida Gator smell like? Or aspire to smell like? and how is that different than the fragrance aspirations of an LSU Tiger
• Galvanized Buckets

My smartphone/tablet doesn’t really deliver much to me. Given all this enthusiasm, it is suprising to me that the iPhone (and other smartphone) and iPad experience for sports is so tepid, so undeveloped — no one has figured out how to extract money from me on my mobile device. My #1 app for following sports on the go is Twitter. I download a bunch of free score apps (ESPN and Yahoo Sportacular are both reasonable) which are fine, but I don’t pay a dime for any app or service. Given the willingness of people like me to pay for damn near anything, this is surprising. There are a bunch of sports checkin apps, but they don’t provide any real value — no better game info, no scores, no video, and honestly the enthusiasts just aren’t on these services.

What’s missing?

• Video. Realtime, clips. This is the biggest glaring problem. Particularly on football Saturdays. I want to see highlights of my team, highlights of other games, full videos of other games, plays of the day, video summaries of action in other conferences. During the week, video highlights of the upcoming opponent, clips from last year’s game, etc. And I want it on demand. I can get some of this flipping around channels on the TV but I can’t get it on my device. I’d pay for it but no one is offering.
• Opponent information. The tweet stream is good but I’d love more. What are all the opponent blogs says. What are the opponent mainstream press sites saying. Latest updates on injuries. Some curation/editorial would be good here. In the week we play Nebraska, where do I go to read all the pregame Nebraska material — blogs, newspapers, analysis, forums, etc? Where do i load up on Nebraska Hate gear? Where do I find Nebraska jokes?
• On site experience. There are some real challenges to deal with with respect to on-site, game day services. The load of 150K people all trying to use their phones around Ohio Stadium is crushing. If I was a carrier I’d offer a peak location package, truck in some antennas (cell and wifi), and charge more for peak location use. No idea if the economics would work out here. Beyond just connectivity, I’d like “PointInside” like features at the game. Where and when does the band perform. Where are various other pre-game festivities. Where is the best tailgating activity. Where can I grab a pedicab. Where are the porta-potties.
• Scores and stats. The ESPN and Yahoo Sportacular apps are fine, but they totally break down under Saturday load. There must be a way to better architect these for load. I am always super frustrated at some point on Saturday due to the lack of current reliable score info.
• Deep focus. The existing mobile apps from ESPN, etc, are all super generic, covering all sports and all teams. I’ll pay for depth coverage of college football or of Ohio State. I won’t pay for apps that cover tennis, golf, baseball, and football equally well.
• Gaming. Fantasy football is obviously popular at the NFL level. Nothing comparable really exists at the college level. Yet the level of personal identification with teams, the level of passion is probably greater at the college level. A great college game will need to leverage the intense rivalries in the game.

Sports enthusiasts have proven they will spend stupid amounts of money on their sports mania. It is surprising to me that no smartphone apps have done a good job targeting this user base and trying to separate them from some of their money. I spend more money on stupid casual games apps on my smartphone than I do on one of my main avocations in life, and this seems out of step.

Techstars expands to Seattle

• Touchable holography. Uses tracking cameras and directed ultrasound to create interaction and physical sensation. Cool demo.
• Algortihmatic - online library of algorithms and IDE. Cool tho limited.
• The LED’s dark secret. Droop in LED performance to be overcome for broader use.
• Plasmobots — “their previous research has already proved the ability of the mould to have computational abilities”.
• Ford Mike Rowe video. I didn’t realize they automatically tracked every single assembly operations through the tools. Fascinating.
• Brad Feld’s open office hours. An intriguing idea. Commendable.