Only 2 companies are making profit selling phones !

You should read the presentation “The State of the Internet“ from “Business Insider” .

You’ll find in a lot of numbers about internet evolution in last years (audience, advertisement, mobile, …)

For example, today, 95% of mobile profit are going to 2 companies : Apple and Samsung !

Except HTC, all others are losing money.

(source : kelblog)

Google 2011 revenues breakdown

In 2011 , 96% of google revenues came from advertising.

This infographic gives the breakdown of these advertising revenues.

My prefered number : the cost per click for “Cheap car insurance” is $33.97 !

(source : wordstream)

The history of 200 countries over 200 years in 4 minutes

What problem are you trying to solve ? (a good video about innovation)

Here’s a good video about innovation.
It’s a speech by Scott Berkun at Web 2.0 Expo in 2008.
Berkun gives a 10 minutes speech about innovation (post-it, Edison, …) and finish by this very good idea : the most important question to answer  by innovators to be successfull is

This is especially true for social media !

According to Google, Google docs is not (yet) a good alternative to Microsoft office !

Image by Google via CrunchBase

The battle between google and microsoft is in progress, with a big battle Microsoft office / Google documents.

Posted via email from lmau’s posterous

New features in google translate : it rocks ! Check this video if you’re not convinced !

Posted via email from lmau’s posterous

Solar Energy : myth or reality ?

hey son, get out of the clouds
Originally uploaded by notsogoodphotography

Yesterday (May 29th 2009)  I did attend SOLARCON in Singapore.

One afternoon of overlook of Solar energy business.

Solar is about producing electricity using PhotoVoltaic (PV) technology.
After this afternoon, here are my ideas, my questions about this market:

• the market is very promising, a lot of nice charts that show a wonderful market in … 2100
• The ecosystem is not ready.
  For example, for PV panels are done using silicon, historically, silicon market is shared by 8 big players. Today, 120 companies are ramping up in china. The forecast is to keep 20-30 players.
  The prices went from 140$ / kg to 60 $/kg. No real idea of forecast.
• The grid parity (solar electricity at competitive price) should be reached in 2012 in area with high electricity coast / lot of sun like Italy and California.
• Current crisis has an impact on development : big investments are needed, and banks to not loan money these days.
• The technology is improving a lot, often, so investment done today may be obsolete soon
• Biggest countries (US, India, China) recently announced big plans to increase solar part in electricity production. Because they think green…and also because it’s a good way to develop economy during the crisis.
  To meet these targets of solar electricity production for 2030, the production of solar panel have to be 9 times bigger than what it is this year… for the next 20 years.. (sounds crazy, no ?)
• To sustain ecosystem, all players ask the governments to give grants and to fix the electricity rates.
  
• Smartgrid is mandatory for efficient solar electricity production.

My feeling after these presentations is good, but a lot of very big investments have to be done, it will take time.
Politics help will be needed to sustain these very long term investments.

[Update 2012 : it seems twitter do not keep old tweets, the link below does not work anymore today]

During the presentations, I’ve updated my twitter using the #solarcon tag (surprisingly, nobody else did this), so you can find my notes there.