Latest on twitter:

Hypernet : Le futur du web selon Mike Mapple

The social networking application space is now very crowded.  The wave is about to crest.  There is more competition for users which means that the costs of acquiring users is increasing while the lifetime value of users for new products is under more pressure.  This is a natural part of how a tech wave evolves.  In the early days, there are very few “surfers.”  There is plenty of room for everyone.  But pretty soon, lots of people crowd to the same beaches and it’s just not the same.  Anyone who surfs during a busy time in Santa Cruz has probably experienced a crowd of angry surfers acting territorial and saying “dude – get off my wave.”  That’s what life is going to be like for new social networking startups going forward.

Some people will misinterpret this point.  I am not saying that social networking is “dead” or that we are in a “bubble” or that the current crop of major social networking companies aren’t valuable.  My business is startups and where the opportunities are to start meaningful game-changing companies in the future.  Social networking will matter for sure.  But entrepreneurs from this point on should look at it as a “feature” rather than the next great startup opportunity.

Enter the Hypernet

One of the reasons I am so excited about this point in time is that, in the last few years, the new infrastructure has been put into place for a major new wave. Roger and I think the new infrastructure combines the web plus cellular plus WiFi (which we call the Hypernet), combined with potential new user experiences that involve billions of nodes and millions of clouds (which we call the Hyperweb).  We believe that these are the prime forces of a massive new gathering wave.  In the next few years, a handful of entrepreneurs will begin to build the enabling platforms that define some of the great technology companies of tomorrow. We also believe that this wave will be much larger than the social networking wave because it has a larger hardware component to it.  Generally speaking, when a wave has hardware components to it as well, there is an even larger ripple effect and the value multipliers are even stronger.

http://rogerandmike.com/post/14629058018/technology-waves-and-the-hypernet