Google gets clue: Internet not fit for TV

Here’s a piece of earth-shaking news from the I told you so department:

AMSTERDAM (Reuters) – New Internet TV services such as Joost and YouTube may bring the global network to its knees, Internet companies said on Wednesday, adding they are already investing heavily just to keep data flowing.

Google, which acquired online video sharing site YouTube last year, said the Internet was not designed for TV.

It even issued a warning to companies that think they can start distributing mainstream TV shows and movies on a global scale at broadcast quality over the public Internet.

“The Web infrastructure, and even Google’s (infrastructure) doesn’t scale. It’s not going to offer the quality of service that consumers expect,” Vincent Dureau, Google’s head of TV technology, said at the Cable Europe Congress.

Google instead offered to work together with cable operators to combine its technology for searching for video and TV footage and its tailored advertising with the cable networks’ high-quality delivery of shows.

Duh. Regularly scheduled broadcast TV is fine for the Internet because we have a cute trick called multicast that allows many people to get a single stream, but the proliferation of any time, any show services like YouTube will bring the net to its knees. And that, boys and girls, is why you want Net Neutrality to die in the cradle.

The Internet, you see, is not a truck, it’s a series of tubes each of which has a limited capacity. And once they’re full, they’re full. And you have to wait. Ted Stevens was right all along, and it’s about time that Google got around to noticing.

Linklove Mark Goldberg.

UPDATE: AT&T is learning the same lesson the hard way.

Steve Jobs is posing

People, come on. When Steve Jobs says stuff like this:

The third alternative is to abolish DRMs entirely. Imagine a world where every online store sells DRM-free music encoded in open licensable formats. In such a world, any player can play music purchased from any store, and any store can sell music which is playable on all players. This is clearly the best alternative for consumers, and Apple would embrace it in a heartbeat. If the big four music companies would license Apple their music without the requirement that it be protected with a DRM, we would switch to selling only DRM-free music on our iTunes store. Every iPod ever made will play this DRM-free music.

he’s got his eye on your wallet. Google gets a free pass for putting Chinese dissidents in prison because they say “don’t be evil, wink wink.” Jobs sees how well the Good Guy thing works for them and he wants some of that action for Apple.

Watch what they do, not at what they say. Google is wrecking the Internet by piling on more regulation, and Jobs is running a music store, nothing more and nothing less.

Prof. Fast Eddie Felten, the voting machine hacker, nails it:

This is both a clever PR move and a proactive defense against European antitrust scrutiny. Mandatory licensing is a typical antitrust remedy in situations like this, so Apple wants to take licensing off the table as an option. Most of all, Apple wants to deflect the blame for the current situation onto the record companies. Steve Jobs is a genius at this sort of thing, and it looks like he will succeed again.

Pay attention to the man behind the curtain.

Accel getting serious?

This little move probably won’t garner a lot of attention, but I think it’s interesting:

Silicon Valley venture firm Accel Partners has hired mobile software expert Richard Wong as a partner, the latest sign of where investors think the action will be.

Wong spent six years at OpenWave, which developed early mobile browsers (WAP), and where Wong worked with mobile companies like Sorrent, Jamdat, Infospace and Motricity in their earliest stages and saw them grow quickly. He oversaw OpenWave’s marketing efforts, and more recently was head of its product division. (Here is his bio.)

Mobile wireless is a much more interesting world than the old-time Internet, and it’s not constrained by nutty interest groups peddling loony regulatory myths. It’s smart of Accel to get serious about it.

Doc Searls is a real man

Regarding my post on the attacks on Phil Kerpen’s Forbes article on net neutrality, Doc Searls does the right thing:

He’s right.

In an email yesterday, a friend complimented the post Richard corrected. Here’s what I wrote back: Look at it again. I’ve changed it a bit to make the logic work better. But I did it in a hurry. Not sure I didn’t lose something. Well, the problem wasn’t what I lost, but what I didn’t find in the first place, because I didn’t take the time look deep enough.

Blogging isn’t the main thing I do. It’s a side thing. I purposely spend as little time with it as I can, while still doing it. In this respect it isn’t journalism. Yet I’m still “supposed to be a journalist”.

That’s right too.

So there’s a corollary to “live and learn”. The longer you live, the more you re-learn.

That’s a hugely impressive and generous reaction and I admire Doc for being man enough to write it.

On the other side of the table, Mike Maslick and Broadband Karl refuse to cop to rash analysis. That tells me a lot. If there were more people in the world like Doc, we’d come to a happy resolution on hard issues like net neutrality a lot sooner. And you know what? That’s another thing that the Deloitte and Touche Telecom Report says, and the larger point of Doc’s post.

The hugely partisan, emotional debate over net neutrality that’s mostly about name-calling (Telco shill! Google bitch!) and fear-mongering isn’t helping anybody.

Let’s all take a step back, cool off, and look for common ground.

When Neuts Attack, Part n

Advocates of network neutrality are busily spreading a colorful story today. It begins with a piece in Forbes by Phil Kerpen of the Heartland Institute about the effects of threatened network neutrality legislation on investment in the Internet’s infrastructure. Kerpen discusses a study of telecom trends by Deloitte & Touche to the effect that the uncertain regulatory climate is bad for investment, and without new infrastructure the Internet will soon be in trouble.

For this, Kerpen is attacked by Paul Kapustka and Om Malik at GigaOm as a lying shill of the telcos:

Since Kerpen doesn’t actually link to the study, we are left to wonder what his conclusions are based on. It looks like DT doesn’t even believe there’s a problem, since another research paper there3 predicts that “unrelenting progress in processing power, network bandwidth and storage capacity” will let electronic games proliferate. What you’re seeing in Kerpen’s missive is another offering from the “telco chorus,” a group of bloviators who are paid either by conservative advocacy operations (like Kerpen’s Americans for Prosperity), or by groups indirectly supported by telco contributions.

Broadband Reports fires up this smokescreen:

Who’s to blame for this proclaimed bandwidth apocalypse? Network neutrality advocates, who are scaring off capacity investment, according to Phil Kerpen of Americans For Prosperity. Deloitte & Touche’s actual capacity prediction can be found here, but they make no mention of network neutrality law fears as the primary reason for the crunch — instead stating companies aren’t increasing capacity “because consumers will be unwilling to pay increased costs.”

Mike Maslick at Techdirt adds his own twist to Broadband Report’s fantasies:

It’s based on a Deloitte & Touche report, claiming that there hasn’t been enough backbone buildout to handle the growth in traffic — and the writer somehow connects this to network neutrality by saying it’s because of fear over network neutrality rules that the buildout isn’t happening. There’s just one problem, as Broadband Reports points out, the D&T report doesn’t mention network neutrality at all, and there’s no evidence to suggest that network neutrality has anything to do with backbone buildout.

The problem with these vicious and personal attacks (beside their evident rudeness) is that they’re completely off-base. The D & T Telecoms Predictions 2007 report has a whole section on network neutrality, ending with this remark:

Those who oppose creating [net neutrality] mandates argue that their business models are being undermined by Internet companies offering bandwidth-hungry services such as video and audio-streaming, heavily networked online games, video-based chat and peer-to-peer downloads. Many ISPs and telecommunications companies would like to start charging content companies, and others, a fee to provide access to their services. There are two primary reasons for this. The first is that ISPs and telecommunications carriers are seeing revenues stagnate. As penetration growth slows, competition drives down prices and rapidly rising Internet use among existing customers erodes margins. The second is that some of the largest Internet companies are enjoying bumper revenue growth and increasing profitability, and carriers would like to use their position in the value chain to participate in this growth.

Internet usage and traffic are both growing rapidly. There is an increasingly urgent need for new revenues that could fund expansion of the infrastructure on which the Internet runs. For example, on several key intercontinental routes, such as that between Asia and Europe, backbone capacity has grown slower than usage (see Figure 1), and may increasingly struggle to keep pace with demand. Similarly, ISPs and carriers may have to invest in higher capacity infrastructure to continue to be able to provide genuine broadband speeds to consumers and business users.

Balancing the two sides of [the network neutrality] debate is likely to remain challenging. Both sides have merit; both have their flaws. Clearly, something has to change in the economics of Internet access such that network operators and ISPs can continue to invest in new infrastructure and maintain service quality, and consumers can continue to enjoy the Internet as they know it today. (page 7, section titled The Network Neutrality Debate Needs Resolution.)

So whether you agree with Kerpen or not, it’s clear that his article is true to the Deloitte and Touche report’s summary of the issues, and the attacks by Kaputska, Malik, Broadband Reports, and Maslick are as wildly off base as they are vicious and personal.

UPDATE: Doc Searls jumps on the bandwagon right behind Broadband Report’s pseudonymous Karl:

As Karl notes at Broadband Reports, Deloitte & Touche’s actual capacity prediction can be found here, but they make no mention of network neutrality law fears as the primary reason for the crunch — instead stating companies aren’t increasing capacity “because consumers will be unwilling to pay increased costs.”

Like Karl, Doc didn’t bother reading the D & T report, he read a summary in a news article and drew wildly wrong conclusions from it. The bottom line here is simple: before calling somebody a liar, check your facts. Karl, Doc Searls, Mike Maslick, Paul Kapustka, and Om Malik couldn’t be bothered with that in this case, and they’re all supposed to be journalists.

UPDATE 2: See this post on the fallout from my criticism of Karl, et. al. Doc Searls posted an impressive retraction.

3000 Percent Growth in Wireless Broadband in a Year

The latest FCC report on broadband penetration is out and the growth in wireless broadband is amazing:

One interesting detail of the new statistics is the rise of new platforms for delivering broadband. Cable and DSL still dominate the market, with 28.5 and 22.6 million lines, respectively. Mobile wireless, however, went from only about 379,000 subscribers in June 2005 to more than 11 million in June 2006.

Empirical research finds, without question to my knowledge, that cross-platform and other facilities-based competition is a key driver pushing investment and innovation. The arrival of wireless broadband is a very good sign regarding market competitiveness.

The next person who says “broadband duopoly” gets slugged. It’s at least a triopoly and maybe a quadropoly. This is clearly bad news for Google’s “grassroots” campaign to save the Internet.

Lovable scamp Colbert nails Wikipedia again

Stephen Colbert takes on Wikipedia again with this great clip on Wiki-lobbying. He exhorts fans to edit the Wikipedia entry on “Reality” to say “Reality has become a commodity” and sure enough they comply. Ironically, they’re fought off by Wikipedia Admin Raul654, one of the Google fan-boys who mangled the Network Neutrality entry to reflect a completely warped point of view.

Linklove to ValleyWag.

A tale of two visionaries

For today’s “compare and contrast” exercise look at the concise and clear Peter Huber explaining why net neutrality is a boon to lawyers:

The new Congress is determined to enact a “net neutrality” bill. Nobody yet knows what those two words mean. The new law won’t provide any intelligible answer, either. It will, however, put a real drag on new capital investment in faster digital pipes by making it illegal for many big companies to help pay for them, while leaving everyone guessing about the details for years. That last bit is great news for all the telecom lawyers (like me) who get paid far too much to make sense out of idiotic new laws like this one.

…with Visicalc Frankston’s vision of citizen net admins:

The Internet connection just carries raw bits. We get to decide what the bits mean. The carriers’ attempt to provide us with services over-defined and thus limited the solution. The results may seem counter-intuitive – by narrowly defining the allowable solutions the carriers’ effort failed. Instead those Internet packets gave us the opportunity to choose among any solutions including our own.

Today the gas and electric utilities deliver information via their web sites without having to make any special deals with the carriers. I use the term “carrier” but these companies are really in the business of providing services and deploy CFR only as a means of providing the services. The failure of the residential gateway highlights the sharp difference between the service culture and the Internet culture. Yet we still confuse the two.

Do you stop BitTorrent before picking up the VoIP phone? Then shame on you for discriminating, you control freak!

Google’s plans for world domination

Check out Cringely on Google’s plans for world domination:

Google controls more network fiber than any other organization. This is not to say that Google OWNS all that fiber, just that they control it through agreements with network operators. I find two very interesting aspects to this story: 1) that Google has acquired — or even needs to acquire — so much bandwidth, and; 2) that they don’t own it, since probably the cheapest way to pick up that volume of fiber would be to simply buy out any number of backbone providers like Level 3 Communications.

The “do no evil” guys are a lot scarier than the telcos or Microsoft, as they have absolutely no conscience. You’ve been warned.

Of course, it’s likely that a company so full of itself and stocked with overly-narrow employees will blow up in a fairly spectacular way someplace between here and world domination. On the other hand, it may soon be too late to stop global warming or global Googling.

The worst academic paper ever written

Public Knowledge intern Bill Herman has written a marvelous piece of propaganda for net neutrality regulations and managed to have it published in a law journal.

Herman argues, in essence, that the traditional Internet represents the last word on network architecture, and any attempt to improve it will necessarily result in the Lord smiting the American Economy with boils, plagues of locusts, and hordes of hungry millionaires unable to take their rightful place among the billionaires. It’s actually a fine example of the errors that will be made when questions of technical network architecture are decided by legal academics, regulators, interns, and other wannabes.

My short rebuttal: the traditional Internet doesn’t represent the last word in network architecture, it’s actually the first of a series of experiments that will need to be conducted to find the best way to design networks for multiple services. For essentially its entire life, the Internet has only been concerned with providing service to one type of application, the “careful file transfer”, hence it’s not needed to deal with the problems it faces today.

The Internet of the future will absorb the functions that have traditionally been provided by the telephone and cable TV networks, as well as functions that aren’t performed at all today (such as rapid service for massively multi-player on-line games.) In the course of this future development, network engineers need the same freedom to experiment that the original researchers had in the ARPANet and early Internet days.

It’s way too early in the game for government to begin mandating solutions to technical problems that are just now beginning to be researched.

If this paper gets any traction, I’ll do a more detailed critique of the mistaken assertions, shoddy reasoning, and unfortunate smears it contains.