Gustavo Ballvé on December 8th, 2010
Corporate Strategy, Food for thought, Home, Industries, Investment Themes, Media, Portfolio Management, Tech

This FT article called “Why the iPad should rival the Web” is another entry in the “The web is dead/ long live the Internet” debate. It’s a pretty interesting look at iPad magazines allowing immersion that web sites can only dream of. That people actually spend 45 minutes in an iPad magazine makes us envious in terms of the Buysiders readers’ experiences – which are not unlike that of other blogs – with its average of 1.96 pages per visit and average time on site of 2:50… But there’s more on the subject.

An October 31st article in the New York Times tempers the “Web is dead” argument with numbers that show how the internet is still growing fast, and faster still in locations where apps and smartphones still have a long way to go. OK, we understand how the “average” may be tilted towards the Web in the short term, but this argument doesn’t change the fact that if the trend holds in the US and other developed nations, the emerging markets will eventually catch up. This article’s usefulness is also about linking to two other articles:

– This January 27th article about a “Splinternet” is one of the original “web is dead” manifestos. While Forrester Research is obviously interested in scaring people into buying whatever consulting project they have for this aspect, it doesn’t subtract from the trend – and yes, we’d love to read their full report. Amazingly enough, the article was written just before the iPad was unveiled, and here’s a follow-up article called “Proof that the Splinternet is real“.

– This article called “Closing the Digital Frontier” on the July/ August 2010 issue of The Atlantic Monthly goes back to the early years of the web and its neo-hippie inspirations of ultimate freedom. It’s a nice backdrop to all of the debate, and a reminder of how the content providers were sucked into the “free information now” idea and almost committed business suicide. It’s also amazing to read some of the grandiose statements of the hacker/ cyberworld/ netizen era of the early 1990’s and compare it to today’s models… Always good to think about early-stage technology’s promises and bold statements. There’s also an article called “Information wants to be paid for” that’s just a short manifesto in favor of the “freemium” model that appears to be emerging in the publishing business.

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