Mostrando postagens com marcador modelo de negocio. Mostrar todas as postagens
Mostrando postagens com marcador modelo de negocio. Mostrar todas as postagens

sexta-feira, 15 de maio de 2009

DIRETO O THE ECONOMIST: A morte da intermediação?

Reproduzo íntegra a coluna do The Economist (não creio que eles reclamem por esta apropriação que cita a fonte). O que diz, trocando em miúdos, é que a intermediação sofre: o poder fica nas pontas. Custa capturar o valor quando se está no meio da value chain. Diz que as notícias não morrem, mas sim aquelas empresas que vivem do empacotamento, num formato mais ou menos único, de news. Diz que a questão não é papel ou digital: é grátis ou pago. Finalmente a mídia tradicional começa a se tocar a respeito!


A coisa comeca a ficar interessante...



Media

The rebirth of news

May 14th 2009
From The Economist print edition

The internet is killing newspapers and giving birth to a new sort of news business


THE race is crowded, but San Francisco stands a fair chance of becoming the first major American city without a daily newspaper. The San Francisco Chronicle, founded in 1865, is trimming its already pared-down staff in an attempt to avoid closure. And if it does disappear? “People under 30 won’t even notice,” says Gavin Newsom, the city’s mayor.

Most industries are suffering at present, but few are doing as badly as the news business. Things are worst in America, where many papers used to enjoy comfortable local monopolies, but in Britain around 70 local papers have shut down since the beginning of 2008. Among the survivors, advertising is dwindling, editorial is thinning and journalists are being laid off. The crisis is most advanced in the Anglo-Saxon countries, but it is happening all over the rich world: the impact of the internet, exacerbated by the advertising slump, is killing the daily newspaper.

Does that matter? Technological change has destroyed all sorts of once-popular products, from the handloom to the Walkman, and the world has mostly been better for it. But news is not just a product: the press is the fourth estate, a pillar of the polity. Journalists investigate and criticise governments, thus helping voters decide whether to keep them or sack them. Autocracies can function perfectly well without news, but democracies cannot. Will the death of the daily newspaper—the main source of information for most educated people for at least the past century, the scourge of corrupt politicians, the conscience of nations—damage democracy?

Picked apart

A newspaper is a package of content—politics, sport, share prices, weather and so forth—which exists to attract eyeballs to advertisements. Unfortunately for newspapers, the internet is better at delivering some of that than paper is. It is easier to search through job and property listings on the web, so classified advertising and its associated revenue is migrating onto the internet. Some content, too, works better on the internet—news and share prices can be more frequently updated, weather can be more geographically specific—so readers are migrating too. The package is thus being picked apart.

The newspaper’s decline is both cause and effect of the worrying finding by the Pew Centre that the number of Americans aged 18-24 who got any news at all the previous day has dropped from 34% to 25% over the past ten years. But that figure may be less troubling than it looks. Because newspapers pack together all sorts of different content, many of those who claimed in the past to have seen some news probably did so for a few seconds before turning the page to the sports scores. Acquaintance as shallow as that with the news is probably no great loss to society; Pew surveys of general knowledge suggest that young people are about as well (or badly) informed as they used to be.

And the newspaper companies’ tribulations do not necessarily presage the demise of the news business, for they stem in part from the tumultuous and expensive transition from paper to electronic distribution. News organisations are currently bearing two sets of costs—those of printing and distributing their product for the old world, and providing digital versions for the new—even though they have yet to find a business model that works online.

Up to now, most have been offering their content free online, but that is unsustainable, because there isn’t enough advertising revenue online to pay for it. So either the amount of news produced must shrink, or readers must pay more. Some publications, such as the Financial Times and the Wall Street Journal, which has more than 1m online subscribers and has just promised to develop a new system of micropayments for articles, already charge for content. Others will follow: Rupert Murdoch, the Journal’s owner, has said he expects his other titles to start charging too. With news available free on Google and Yahoo!, readers may, of course, not be prepared to pay even for deeper or more specialised stuff; but since they do in the paper world, where free-sheets and paid-for publications coexist, there seems no reason why they wouldn’t online.

Better mobile devices may encourage them to do so. Apple’s iPhone is the first reader-friendly mobile phone, and the latest update to its software, due shortly, will enable news providers that currently give away content on the iPhone to start charging for it. Amazon has just unveiled a new, larger version of the Kindle, its e-book reader, better suited to displaying newspapers. Similar devices are available from other firms, with many more on the way. Better technology coupled with new payment systems will not solve the acute problems faced by newspapers today, but should eventually provide new models to enable news to flourish in the digital age.

And already, there are signs that it will (see article). New sources of news are proliferating online. Many, it is true, are unreliable. Most are badly funded. Some are the rantings of deranged extremists. But some—like Muckety, an American site which enriches news stories with interactive maps of the protagonists’ networks of influence, and NightJack, the revealing and depressing blog of an anonymous British policeman, which won the Orwell prize last month—enhance society’s understanding of itself, and could not have existed in the old world.

But the only certainty about the future of news is that it will be different from the past. It will no longer be dominated by a few big titles whose front pages determine the story of the day. Public opinion will, rather, be shaped by thousands of different voices, with as many different focuses and points of view. As a result, people will have less in common to chat about around the water-cooler. Those who are not interested in political or economic news will be less likely to come across it; but those who are will be better equipped to hold their rulers to account. Which is, after all, what society needs news for.

quinta-feira, 27 de março de 2008

Redes sociais: a nova bolha?

A discussão sobre redes sociais lembra muito a discussão sobre Internet, poucos anos atrás: há os que encontram neste fenômeno (que não é novo mas que está se firmando como tendência muito forte) um renascer da Humanidade, ou pouco menos. Há os que preferem entender como uma epidemia capaz de acabar com muitas das coisas boas que tivemos até agora (privacidade, vida social real...), deformando as mentes (e os dedos!) de nossos filhos. As empresas se perguntam onde é oportunidade e onde ameaça (sounds familiar?). Muitos procuram fazer, gastam ou investem dinheiro sem ter muito claro como e para que fazer. E outros alertam: gente, para que seja investimento e não gasto, vamos ver como se ganha dinheiro nesse treco! Alguns destes últimos recomendam prudência, coisa que irrita os entusiastas... e por ai vai.
Estou colhendo material, mas o volume é estarrecedor. Uso aqui este blog para armazenar alguns dos artigos ou reports que pretendo utilizar nas análises que estou fazendo. Agradeço qualquer imput da numerosa audiência.
Vamos lá, estes são:
Um artigo bastante aprofundado, com intenção científica, veja clicando aqui
(deste roubei o texto, em inglès, no final da página: uma listagem de sites de rede social)
O Index de Atividade na Internet, da OPA, que agora inclui um indicador de Comunidades. Também da OPA, algumas pesquisas.
Um artigo do The Guardian falando sobre os caminhos para a rentabilidade, clicando aqui.
Um artigo da CIO (Australia), sobre o mesmo tema, aqui.
Mais um: The Economist se interroga sobre os caminhos da rentabilidade, aqui. Ainda do TE, um editorial inteligente sobre as barreiras entre redes sociais (e aqui eles apontam para o que dizemos acima: lembra os inícios da Internet), aqui.
Um relatório de especialistas (em PDF, dá para fazer download) sobre o presente e o futuro da Internet, com bastante sobre redes sociais, aqui.
Otro relatório, State of the News Media, excelente no geral, muito bom no que diz respeito ao online, aqui.
Notícia sobre um falho da Justiça a favor de sites de rede social, em um processo por difamação, aqui.


What's out there?

The Big Two
Facebook
Since 2004, 97 million users, general social networking site, started with college students but now open to anyone over 13. Facebook users were the kids who sat up the front of the class and did their homework.
MySpace
Since 1999, 300 million users, general social networking site with a focus on music and pop culture. MySpace attracts the kids who sat down the back of the bus and wrote on their pencilcases.
Other networks
LinkedIn Swap career information with people you know
Twitter Sends SMS updates on your hourly activities
Bebo Share reviews and bookmarks
Friends Reunited School reunion theme
Specialist Social Networks
My Experiment Social networking site for experimental scientists who can discuss methodologies and specialised techniques
Twine Shares information, links, articles and comments
Pronetos The 'Professor's Network' is a global think-tank for academics worldwide
KIVA Allows individuals to loan to small business in the developing world
Sharing stuff
Social bookmarking (where people share and review website links):
del.ico.us Privacy settings allow you to just store or share
Digg Websites are rated and commented
Technorati Analyses keyword searches and results
Sharing photos and videos:
youTube
FlickR
Photobucket
Virtual Worlds
Second Life
Many other "virtual worlds" exist - such as 'There' and 'Kaneva,' but Second Life (inspired by cyberpunk novel 'Snowcrash') has become the best-known.
There are also hundreds of multi-player game sites, some with millions of players, many of which include a strong social networking component.

terça-feira, 2 de outubro de 2007

Google, we love you!


Em 2004 lançaram a $ 85. Hoje, valem quase $ 600.

As ações da Google continuam subindo: o modelo de negócio está sendo eficaz, a proposta de valor funciona. E os investidores fazem a festa. Veja a matéria na Bloomberg clicando aqui.

Google Stock Approaches $600 as Web Ad Spending Soars

By Ari Levy

Oct. 2 (Bloomberg) -- Google Inc. shares may surpass $600 for the first time as investors bet the world's most popular Internet search engine will capture more sales from companies shifting advertising spending to the Web.

Google, which began trading at $85 in 2004, has the sixth- highest stock price in the U.S. and has surged 27 percent this year. The shares rose $1.84 to $584.39 at 4 p.m. New York time on the Nasdaq Stock Market and earlier reached $596.81.

The search engine has taken users from Yahoo! Inc. and Microsoft Corp., pushing sales growth to at least 70 percent in each of the past three years. Google plans to lure more Web surfers and advertisers through the YouTube video site, bought last year, and has introduced software to sell mobile ads.

``Google is still dominating,'' Piper Jaffray & Co. Web analysts including Gene Munster said in an Oct. 1 report.