below is an interesting excerpt from Boardwatch magazine, which I find to be a good source for internet/web/BBS coverage. it talks about how the Web, to continue its momentum, may evolve into something like BBSes that give the sense of an online community.. also, I recently read a chapter from an upcoming book, I think it was by Negroponte, and he pointed out how the web/gopher servers did not really explode until the introduction of Mosaic and an *image* standard was put into HTML. (to this I would add forms capability-- buttons, etc.) This suggests that the success of the Web is really highly predicated on the easy-to-use interface of Web browsers, and the nice visual presentation given by images etc. in other words, the "hypertext" capabilities, while tremendous, were not necessarily the *key* factors in driving its use, but when coupled with these other ingredients, really pushed it all "over the top". this makes a lot of sense to me. the human being is very visually oriented (large amounts of brain capacity are dedicated to processing images). I think the days of computer programs as "lines of text scrolling up the screen" are increasingly numbered because of this. the easy-to-use GUI will be the model of most future software for a long time. in addition to this, I would add that I suspect that as soon as web pages begin to convey a sense of community (as mentioned in this column), through conferences etc., the growth of the web will increase even more dramatically.. I also continue to believe that "groupware" will prove to be a very important aspect of future web development.. (so I agree with TCM that isolated software packages that do not really integrate with the web to do groupware are going to eventually go extinct). the thoughts in this column also tie in with the recent NYT Levy column in which Levy pointed out how the internet is an entirely new medium for broadcasting in which the individual has total freedom and egalitarianism that cannot be found in any other medium of the past, and that for this reason all the recent frenzied, slobbering media mergers are actually "rearranging the deck chairs on the titanic" (he credits J.Gilmore for this quote, who seems to have an amazing propensity for great soundbites). I agree with this wholeheartedly. the big media conglomerates are going to be quite terrified when they eventually realize that the main thing they are providing is a *distribution channel*, and that these very costly distribution channels are all obsoleted (sorry to verb that word <g>) by the introduction of cyberspace for the masses. artists are free to try to reach the audience in whatever means they see fit; they are no longer dependent on the media machines to make a living. I have talked to various musicians for example who find that they can create their own CDs through individually contracting with various companies and make far more in profit than they can from going with record companies (who shave off enormous amounts of artist profit to feed the machine). an amusing pink floyd song that has a biting satire of a record company executive. "the band is just fantastic!! that's really what I think!! oh by the way, which one's pink?? oh, have you seen the charts?? everyone else is just green!! this could be made into a monster if we all pull together as a TEAM!!" now, I don't believe this means the end of various artistic people and occupations such as producers, directors, etc. however the artist/writer/ whatever suddenly becomes the driving component, the centerpiece, of the entire process. he has the ability to very discriminately decide who he wishes to work "with" (not for!) and who will benefit from his own work and in what way. he is no longer a cog in the machine but in fact the director and driving force of it all. he has the ability to cut out the parasitical middleman like never before (I do think there are many truly *beneficial* middlemen out there to help the artist flourish, and the future will help separate the wheat from the chaff). there are some things that very big companies give you, and one of them is a very big budget. but if this is the only purpose of a big company, than it can almost be seen just as a big investment firm or capital generating machine. this machine will probably continue to exist but will be in an increasingly subservient role to how artists wish to interact with it, IMHO. this can already be seen in how top actors and directors are now setting their own terms like never before. amazingly, as TCM noted in a recent post, industry pundits at one point were actually saying that "hypertext is dead" a few years ago, because no new developments had been made in it and the Ted Nelson Xanadoodoo silliness had never gotten anywhere (despite major bucks thrown at him-- one almost wonders if he set back hypertext, rather than advanced it, but that's another story). this is the amazing lack of vision that most people have about the future, about what consumers are really interested in, and you can see it again noted by Rickard below. at one point huge bucks were being thrown down prototype projects to deliver news through the vertical-blank interval of the television screen, and newspapers thought this would be the "information delivery vehicle of the future". the service flopped. the lesson was not that "hypertext is dead" or "online services are not profitable" (some of the actual conclusions of industry analysts) but that this was not the exact form that the public was interested in. there is a difference that I have emphasized elsewhere about "interactive" vs. "interconnective". the former would refer to a human interacting with computer, like a CD rom game, or hypertext, or whatever. the latter refers to humans interacting with other humans through cyberspace, more directly, more viscerally: email, chat forums, communities, multiplayer games, etc. the latter is the ingredient that is really driving the hyper cyberspatial renaissance, IMHO, and Rickard brings out this point below. (the neat thing about home pages is not so much that they are pretty and visually appealing, but that they are written by your friend Joe Schmoe next door, and highly personalized, quirky and eccentric.) for some of my own investment tips <g>, if you want to invest in companies that understand where the future is going, invest in the ones that understand: 1. anyone should be able to publish on the network. no one (not government, not media company, not internet provider, etc.) is authorized to control others through allowing or denying access, charging exhorbitant taxes, charging exhorbitant overhead, etc. this is not merely a statement of what is desirable, or my own wishful thinking, it's a basic future reality that is already largely formed at this moment. those who don't like it and fight it will simple fail to be competitive and survive over the long run. 2. the content-providers will not have to pay much for the infrastructure to provide their wares. in the past distribution and content could not be separated, and those in control of the former could control the latter. the two have been *cleaved* in the present and the future. the distribution costs for "media" are going to become almost completely negligible in the future. the distribution channels will involve cutthroat competition, and enormous bandwidth for virtually free. 2.5 companies that understand this "cleaving" will prosper. companies that are trying to combine content and delivery don't "get it" and will probably split or die. 3. humans want to "interconnect" with other humans. pretty pages and all that other stuff is great, but it doesn't create the insatiable enthusiasm for being online that "interconnection" does. the future "killer apps" will be increasingly "interconnective, not interactive". 4. increasingly, quality and true artistry will flourish. you will not be able to make a quick buck from crappy material. the public will be able to be very selective. they might be able to buy individual songs from songwriters, individual essays from writers, etc. (through clicking on various web pages). 5. middlemen will become increasingly accountable for what kind of value they are adding to the final product. they will not become obsolete, but will have to justify their cut. the artist will no longer have to sell their soul just to get a record or writing in front of the public. the artist will write their own ticket and set their own standards. the exploitative aspects of the current media machine (which are quite reprehensible and widespread, from what I can tell) are going to be replaced with a "kinder, gentler" approach.. 6. the days of a zillion people watching the same program or listening to the same music are dead. this is much lamented by the media monsters, because this was a big aspect driving their existence. this is not so much a "fragmentation of markets" but actually a "blossoming of individuality". the net will continue to fragment artistic tastes. but individuals will have little problem fulfilling their own tastes. 7. the paradox of all this is that when people are more free to pursue that which interests them in particular, and they are not "homogenized out of existence", the overall organism flourishes. there is nothing to be lamenting in that a thousand people now do not listen to the same music or read the same newspaper or whatever-- this is something to celebrate. it scares people like politicians, who derive much of their power from "homogenization".. but thankfully this is another case where I think the future will separate the healthy from the lame, presuming their is indeed a distinction in this case <g> as you can see, a lot of these points, which may seem pretty obvious to a lot of people here, are fundamentally not understood by today's preening media magnates (which, perhaps, are the entities that *will* become extinct). but it's just fine to let them go on their merry way, you know what they say about fools and money. I don't really have any idea, really, where the massive media mergers are going to go. I certainly am not saying they are going to disappear overnight. one possibility, as I mentioned, is that they would tend to become just huge, competing capital providers. they might turn into sort of "artistic communities", each with a different flavor. if they are going to die, though, the eclipse will certainly be messy as these big monsters go down kicking and screaming, realizing that the delicious lunch they were salivating after was actually sinking in a tar pit. Boardwatch Webwatch column by editor Jack Rickard The World Wide Web has deservedly captured the imagination of the online world. It displays both extraordinary connectivity, in that you can literally hop across continents by clicking the mouse, and a very visually appealing graphical interface. And it probably goes beyond that with the use of audio, videoclips, and more. But it is destined to die in its current form. Through the entire history of the online community, there has been an urge to create pretty screens, have them blessed by lawyers, and presented online for the consumption of the masses, who in theory will each pay a little bit of coin of the realm for the privilege. Literally hundreds of millions of dollars drained into this rathole fantasy before those who created online services began observing what people *wanted* to do online. Visually appealing screens are alway a novelty. But after the novelty wears off, the callers move on. Knight-Ridder provided the most grisly example of this with their failed VIEWTRON service. But they weren't alone. Currently the World Wide Web is in a nearly pure fad phase entirely based on novelty. Amost every site you visit has something new and stunning to offer by way of screen design tricks. But after clicking through the thousands of sites available for a few weeks, almost everyone tires of the game and starts looking for a home. Since most of what the web can do is present information via eye-candy screens, they rarely find one. So they are back to newsgroups and e-mail to keep them occupied. This is not entirely apparent today. The flood of new callers just gaining access is immense. And according to an NTIA study just released, by the end of 1995, nearly half of the population online will have just arrived in 1995. But at some point, webulosis, a hardening of the web, could set in. We don't actually think it will happen. There is enough in the combination of novelty and new blood to keep this in the air for some months. And that may be all that is needed. But for the web to grow beyond pretty screens, bulletin boards or something very like bulletin boards must migrate to the Web and make it truly useful. In other words, web sites must evolve into "places" where there are "people" if they are to continue to be relevent beyond specialty publishing. So our theory is that the Web is going to change into a series of bulletin boards. And bulletin boards, conversely, are going to migrate to the web with all the caller management, local message conferences, and sense of "place" that entails. ... [the article goes on to mention the Whole Earth 'Lectronic Link as a living embodiment of this trend, see http://www.well.com] --Vlad Nuri