P2P Business Model Now Viable with Comcast Move – It has to be

Comcast putting a limit on usage 250GB just opened the door on the P2P business model. GigaOm (Om) who is an authority on this subject weights in. Om nails it by saying that in the short term it might not look good but it certainly raises question about what the future might look like. I agree with Om on this. Caps are bad and possibly foreclose the future innovation. Wait it’s a free market. The answer is P2P.

P2P is not hip today but this move by Comcast opens the door for the p2p business model. Why? The innovation in acceleration and performance has to come from new innovation in the transport. Comcast can’t deny p2p after this move. They have to let it “play” (pun intended). P2P is the only way the guys like Comcast can increase user experience while offering faster performance for both Live and On-Demand programming.

It’s also a red herring to allow Comcast (in the short term) to own HD quality programming. Here Comcast doesn’t care about the net and wants the HD side of it (see NBC playbook from the Olypics – HD trumps everything).

HD is the end game and the question is will Comcast keep the broadcast franchise or will the net technologies get there fast?

Memo to Intel: Do Users Know Who You Are? Intel’s New Intel Inside Has To Be HD

I was browsing the web today and found this interview that I did with Sean Maloney at Intel. It got me thinking. Intel needs a new intel inside consumer branding theme. I found it for them. It’s HiDef – HD. Sean Maloney gets it. He’s old school Intel, but he understands what new users are looking for.

In the old days the CPU powered software. Today it’s a entire new paradigm -rich media and broadband. It’s the ‘new software equivalent for processors and subsystems”. The Intel Inside brand is getting stale. Intel Inside clicked for consumers back in the 90s, but I think that Intel is confusing to a new breed of consumers now. The new net users don’t have that historical connection that guys like me have with Intel. Intel needs to connect with those new users while keeping it’s image up with the existing users.

Answer: HiDef – HD. HD touches all consumers both online and offline. Intel needs to own image in the mind of the consumer. I would argue that HD is yet to be owned from brand association perspective by any one vendor. HD is everywhere but yet unbranded.

More importantly HD requires a boatload of processing power and storage (and cloud computing – I won’t get started how cloud computing is threating the PC which should have Intel worried as well). Great processing and system software, Intel’s technology stronghold, enables a great user experience from online to the living room. Intel needs to leverage that in a clear message to consumers.

Companies like nVidia are competing directly with Intel on CPUs. With nVidia dominating the graphics market for years they have a chance to make a run at Intel. Will nVidia and others possibly steal away the Intel franchise?

Here is the interview with Sean Maloney that I did. Sean gets it. He thinks big and Intel needs a new Intel Inside theme. It has to be HD.

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