The eBay Of Working Capital

Recession and tight credit markets create a new way for businesses to tap cash. By selling outstanding receivables, much needed financing is available without resorting to vulture financing.

eBay of working capital

What kind of impact will this financing method have on balance sheets?

Will this put pressure on banks to lend, or will they too get into this business?

Lightbulbs To Replace Wi-Fi Hotspots?

Internet connections at the speed of light.

Smart LED lighting and lightbulbs could become Wi-Fi hotspots. Could this be the service provider for Internet Phase 2?

From Cellular News Lightbulbs to replace Wi-Fi hotspots

Boston University's College of Engineering is launching a program, under a National Science Foundation grant, to develop the next generation of wireless communications technology based on visible light instead of radio waves.

Researchers expect to piggyback data communications capabilities on low-power light emitting diodes, or LEDs, to create "Smart Lighting" that would be faster and more secure than current network technology.

This initiative aims to develop an optical communication technology that would make an LED light the equivalent of a Wi-Fi access point.

"Imagine if your computer, iPhone, TV, radio and thermostat could all communicate with you when you walked in a room just by flipping the wall light switch and without the usual cluster of wires," said BU Engineering Professor Thomas Little.

"This is a unique opportunity to create a transcendent technology that not only enables energy efficient lighting, but also creates the next generation of secure wireless communications," Little added.

America Is At A Tipping Point....Google's Clean Energy 2030 Proposal

America stands at a tipping point. A huge transformation and opportunity is available with the right thinking and execution.

Our country is massive and loaded with natural resources. In addition, we have the best engineers in the world that can get us out of this "hole". A drastic economic shift can occur when we go from being a sole consumer of energy to "producing" it ourselves.

With some government incentives, we have the ability to:

1. Reduce our dependence on oil

2. Utilize our own natural resources (offshore drilling, ANWR) that buys us time (and lowers prices) until renewable energy becomes grid parity or competes with coal.

3. Reduce money going to oil producing countries (terrorist nations) and keep the money within our country (massive trade deficit reduction)..higher GDP,

4. Create millions of jobs (some that include manufacturing)

5. Allow people to be producers of energy in addition to consumers of it (HUGE transformation)..imagine the income change when Joe Consumer can sell power back to the grid while he's working at his job

6. Renewable energy technologies can be licensed to other countries...instead of buying oil, we can sell our own "oil" to other countries.

7. Profits generated by renewable energy companies (instead of foreign countries) can be put back into R&D and the economy.....the money stays here in the U.S.

-------------------------------------------------------

Google, a company that is creating the best methods for information retrieval in the Internet Age, has fantastic insight on how to thrive in the Renewable Energy Age.

Google Public Policy outlines Google's Clean Energy 2030

Right now the U.S. has a very real opportunity to transform our economy from one running on fossil fuels to one largely based on clean energy. We are developing the technologies and know-how to accomplish this. We can build whole new industries and create millions of new jobs. We can reduce energy costs, both at the gas pump and at home. We can improve our national security.

Highlights of their proposal:

(1) Reduce demand by doing more with less
reducing energy demand through energy efficiency -- adopting technologies and practices that allow us to do more with less

(2) Develop renewable energy that is cheaper than coal We want to help catalyze the development of renewable energy that is price competitive with coal. At least three technologies show tremendous promise: wind, solar thermal, and advanced geothermal

(3) Electrify transportation and re-invent our electric grid
Much of the technology in our current electrical grid was developed in the 60s and is wasteful and not very smart

For the full Clean Energy 2030 Proposal

Headlines To Ponder

Congress questions wireless carriers about high costs of texting as it hits all-time high

Solar panel prices might not decline as much as thought

Google to digitize newspaper archives

VC money shows maturing of cleantech industry

Court bans VoIP on iPhone

What is "wideband"?

Low energy communities or transition towns

Countries that lead in broadband adoption

Censorship already for Internet aviation

Headlines That Will Make You Ponder

Headlines that make me ponder.

Google enters TV ad space

1500 Unmanned ships spray salt to offset global warming

U.S. bottled water market slowing (economy to blame or something else?)

Google floats idea of water powered data center

More than 30 utility scale solar plants in the US (see where they are)

Google invests in satellite broadband startup

How delivery firms are saving fuel

Build your own cloud

4 creative solutions to energy problems

Netflix prepares for shift to streaming

EPA approves stricter air quality requirements for lawn equipment and boats.

Justice Department mulling antitrust suit against Google

Two major movie studios help US theaters go digital (how will films be delivered?)

Could newspapers get a second life?

More Reasons Why The Power Grid Needs To Be Upgraded

The Public Record highlights why the Power Grid is in Dire Straits

“Electricity generation and consumption have steadily risen, placing an increased burden on a transmission system that was not designed to carry such a large load.”....




Another reason why the grid needs to be upgraded, it's an easy target for hackers.

The US power grid - three interconnected grids made up of 3,500 utilities serving 283 million people - still hangs together by a thread, and its dilapidated state is perhaps one of the greatest threats to homeland security, according to Bruce deGrazia, the president of Global Homeland Security Advisors and a former assistant deputy undersecretary for the Department of Defense

Comcast To Slow Web Traffic And Redfines "Unlimited" Bandwidth

"Penalty goes to IP address number X, 10 minutes for high bandwidthing"

From Bloomberg Comcast to Slow Some Web Traffic for Up to 20 Minutes

Comcast Corp. plans to slow Internet service to its heaviest users during periods of congestion, after regulators ordered the company to devise a new method for managing its Web traffic.

The top Internet speeds for targeted customers will be reduced for periods lasting 10 minutes to 20 minutes, keeping service to other users flowing.

See what speeds your ISP is really giving you (as opposed to what they advertise).

Do a SpeedTest.

It's free and takes less than a minute (no registration req'd) and will give your download and upload speeds. Find the closest server to your location and give it a test.

My closest test server is less than 50 miles away and this morning my download speed was 2.6 Mbps and 854 kbps upload. That's a far cry from the 6 Mbps Comcast advertises.

American Airlines Kicks Off AirCell's In-Flight Internet Service

The "Prodigy" of aviation broadband service is taking off.


It's great that we are getting some type of Internet service on a plane. However, due to Aircell's limited bandwidth and scalability issues, I think we will see a much faster aviation broadband service leapfrog Aircell. We all know what happened to Prodigy.

From Reuters American Airlines kicks off in-flight Internet service.


AMR Corp's American Airlines began offering Internet access on long-haul domestic flights on Wednesday, making American the first U.S. airline to offer full in-flight broadband. The world's largest airline said its passengers on Boeing 767-200 aircraft can pay $12.95 for Internet access on nonstop flights between New York and San Francisco, New York and Los Angeles, and New York and Miami.

American's mobile broadband service, which is called Gogo, is provided by AirCell. Each Gogo session includes full Internet access.

Why Prodigy?

There are approximately 2000 planes in air at any one time in US or Europe and Aircell couldn't accommodate even a fraction of these planes.

I would keep an eye out for Harris Corp and their recently introduced aviation broadband service.

Harris, which does a ton of business with the FAA, recently announced an Air-to-ground solution (ATG) that has 10xs the capacity at same or lower cost. In most cases they offer 10-50x more bandwidth, 5-100xs lower cost per bit, and speeds up to 35 Mbps.

More discussions on aviation broadband.

Cloud Computing...Evolutionary Or Revolutionary?

Cloud computing
ZDNet has a great story that asks Is The Enterprise Ready For Cloud Computing?

Some snippets from the story.

Cloud Computing is the most disruptive technology that has come along in a very long time.

Respected technology analysts say it will be bigger than e-Business and it’s potentially a quarter of a trillion dollar market. So, is Cloud Computing a revolution or an evolution?

If you woke up in the morning and read in the Wall Street Journal that an eCommerce company like Overstock.com had stopped using the USPS, UPS, FedEx, DHL, etc. to deliver their goods and, instead, leased airport hubs all over the world, bought a fleet of jets and bought thousands of trucks and started delivering the stuff themselves, you’d think they were out of their minds.

So, why is it not equally insane for financial services companies, health care institutions, manufacturing companies, bio-tech companies, pharmaceutical giants, etc. to be spending a billion dollars or much more every year on information technology infrastructure?

run those applications on massively scalable infrastructure that scales up and down dynamically as needed, using resources on demand, always there when needed and only paying for what is consumed

A Cloud infrastructure done right, behind the corporate firewall, enables the enterprise to run their data centers as metered utilities.

The End Of The PC....

Ponderings
What does the end of the Windows era tell us?

Does the PC really matter any more?

Is bandwidth more of a factor than chip speed?

Microsoft's announcement this week signals major transformation ahead.

Amazon, (and their recent VC funding of Elastra ) Microsoft, Google and IBM, AT&T, HP, Verizon and Salesforce.com are all shifting to a new type of "operating system", called cloud computing.

-----Cloud computing is the new catch phrase for utility computing, where customers buy computing power from a provider that hosts the software infrastructure applications on its own server computers and storage arrays.

-----That lets the customer save themselves the hassle and cash of having to purchase their own hardware and software; ostensibly, the customer rents the computing power necessary to run the applications they use on the Internet. This is a sign of the increasing Webification of the working world, where the Internet is the platform.

If the "Internet is the platform":

If "processing" is now being done on the Net, wouldn't bandwidth speed be more of a factor than chip processing speed?

Bandwidth, storage and delivery services become priorities.

Chip speed no longer a factor......

So where do chip companies turn for growth now that chip speed and the PC era is over?

Fear not, there's another industry for the chip companies that can utilize Moore's Law --the number of transistors that can be inexpensively placed on an integrated circuit is increasing exponentially.

And that is exactly why why semiconductor companies are making their move into solar

So is the solar cell the PC for the 21st century?





Publicly Traded Solar Stocks

TiVo And Amazon Create New Media Commerce Platform

Disruptive technology that initially hurt TV advertising, might actually be its savior.

Time shifted viewing and the TiVo (DVR) are disrupting TV viewing. More eyeballs leave TV, advertisers need a dynamic service for digital video recorders (DVRs).

From The N.Y. Times TiVo And Amazon team Up

TiVo, the Silicon Valley company that introduced millions to the joy of skipping television commercials, is trying to crack a decades-old media dream. It wants to turn the television remote control into a tool for buying the products being advertised and promoted on commercials and talk shows.

The company, based in Alviso, Calif., will introduce a “product purchase” feature on Tuesday in partnership with the Internet retailer Amazon.com. Owners of TiVo video recorders will see, in TiVo’s various onscreen menus, links to buy products like CDs, DVDs and books that guests are promoting on talk shows like “The Oprah Winfrey Show,” “The Late Show With David Letterman” and “The Daily Show.”

The move highlights TiVo’s attempt to shift from being a creator of set-top boxes, competing with copycat devices, to being an advertising innovator that is trying to develop advertising technologies for the television industry.

“Just a few years ago, we were viewed with great paranoia as the disruptor,” said Thomas S. Rogers, chief executive of TiVo. “Our goal now is to work with the media industry to come up with ways to resist the downward pressure of less advertising viewing and create a way for advertising on TV to become more effective, more engaging and closer to the sale.”

But beware, Microsoft has a new "TV stopping patent".

The patent, which Microsoft originally applied for in 1993, enables the company to develop and market technology that allows television viewers to pause programmes to follow on-screen hyperlinks and participate in games, chat rooms and other interactive services.

What's bigger than all of these services?

The "Next Google" will be able to collect data, second-by-second, from all services/devices connected to the broadband pipe and deliver relevant advertising to ANY display.
The kicker...it already exists.

From the CEO " the ability to report actual anonymous second-by-second program and advertising audience viewership data from tens of millions of set top boxes (STB)s represents a huge technological and informational leap from today's television measurement standard"

"We currently have access to 500,000 set-top-boxes (STBs) made available to us through different network operators from multiple TV markets from which we are collecting, aggregating and reporting anonymous, second-by-second data to our development partners."

The Next Google is here.

Pop! Technology Bar Codes...Disruptive Technology For How Long?

In my opinion, this technology is a must have for any retailer involved with perishable items. ..until RFID becomes widely adopted.

It would have been disruptive about 10 years ago, but more advanced technologies are coming that will disrupt this shortly.

Pop! Technology's 'smart' barcodes provide users with real time information about the status and condition of their products at all points of the supply and distribution chain, from manufacture to end-user.

The Company's barcodes, which are compatible with current scanning devices, can provide users with a range of critical information, including product temperature, retail placement, fraud detection and shoppers' buying patterns.

Here's the problem, the item still has to be scanned manually. RFID tags will offer the same function, and many more (dynamically). This bar code is still passive.

Example: their barcode can detect if a carton of milk or package of meat has been exposed to improper temperatures (the barcode is able to determine if the packaging went over x number of degrees) preventing the item from being sold to consumers.

The barcode contains irreversible temperature sensitive ink.

They just announced they have retained Growthink to raise $2.0 million in Series A capital for Pop! Technology, a creator of 'active' barcode.

"Pop! Technology's smart barcodes are indeed very smart, and have the potential to be a disruptive technology that can be utilized by a wide range of industries. We're excited about our client's potential for growth," said Emily Burg, Growthink's Director of Strategy.

In my opinion, disruptive yes, but length of impact very limited.

Growthink is a very reputable and forward thinking investment banking firm, but I am a little surprised they are working with this technology. I wonder how long before various forms of RFID tags leapfrog Pop!'s smart barcode technology.

More on Pop! Technology from Texas Startup

Am I missing something, let me know.

Walt Mossberg Reviews AirCell's InFlight GoGo Service

Wall Street Journal Walt Mossberg reviews AirCell's GoGo service.

Beginning this summer, as soon as next month, wireless Internet access will arrive in the passenger cabins of some commercial U.S. airliners.

On these Internet-equipped planes, any passenger with a Wi-Fi enabled laptop — or a cellphone with Wi-Fi — will be able to do almost everything he or she could do online at home or at the office. That includes surfing the Web, using email, having instant-messenger text chats, downloading and uploading files, and streaming video and audio.

A few Web functions will be offered free from Gogo, including access to the American Airlines Web site, to Frommer’s online travel guides and to a limited selection of articles from The Wall Street Journal.

What other companies should subsidize free Web functions?

On my test flight, download speeds varied from 266 kilobits per second to about 1.4 megabits per second, with the most typical speeds hovering between 500 and 600 kbps. Upload speeds were between 250 and 300 kbps.

Speeds could degrade on a large plane with scores of people online simultaneously.

While AirCell is making all of the aviation broadband headlines, Harris Corp recently announced an Air-to-ground solution (ATG) that has 10xs the capacity at same or lower cost. In most cases they offer 10-50x more bandwidth and 5-100xs lower cost per bit.

Aircell gets Internet access to the planes through a network of 92 towers scattered across North America. These essentially are cellphone towers, carrying a high-speed cellphone data signal, except that the Aircell antennas point up, into the sky. A receiver on the underside of the aircraft picks up the signal, which is then distributed through the plane via Wi-Fi.

AirCell has a few obstacles to overcome:

Limited bandwidth, scalability issues and I'm not sure AirCell's service can be used in Europe or Asia.

In Europe, Lufthansa has announced that with the help of T-Mobile it will be reinstating its broadband service (formerly from Connexion) to its long-haul flights by 2008.

Europe seems to be giving voice the nod as an in-flight service, and more bandwidth will be required. The health of US airlines is also a concern. I would keep an eye on the other aviation broadband players.

Look for a high-speed aviation broadband service to get traction in Europe first.


More Aviation Broadband ponderings.

Upcoming Video Boom Offers Many Opportunities

According to Cisco, Internet video will account for half of all consumer Internet traffic by 2012.

In Cisco's Visual Networking Index, video already accounts for a quarter of all consumer Internet traffic. That number is expected to rise to 32 percent by the end of the year.

Where are the opportunities?



Areas I would watch for:

1. Transmission efficiency. Hardware and software that can speed up all types of video transmission.

2. Video search engines. While it's rather easy to scan text to provide relevant related searches, a search engine that can scan audio for words that are relevant will be big. I am thinking of how Google offers the "cache" feature in search results, but this becomes available for video searches as well.

a. this finds a video that is relevant to my search
b. takes me to the place in the video that pertains to my search.

Example: Bill Buckner blunder in 86' Mets victory. I don't remember what inning or game it was, but the search engine takes me to the spot in the video where the blunder occurred.

3. Devices. Soon all camera phones and video cameras will be connected to the Net and will be able to transmit live video feed. Add this to the numerous traffic cameras, surveillance (bank, building, residential) that already exist that will be connected. Opportunities: A massive number of IP addresses will be needed (IPv6) and this will create overload on some networks...alternate methods of Internet connection needed (White Space). In addition device relation management (DRM) software will be big. DRM is enterprise software that enables the monitoring, managing, and servicing of intelligent devices over the Internet.

4. Advertising. I don't mean just placing a video ad next to search results or next to content. I think there is a huge opportunity in placing an ad WITHIN a video. You see backstops at baseball games with ads on them, they are able to place a relevant ad according to the location of the viewer. (NY Yankee game shows Wiz Sports but a viewer watching the game in Florida might see a Sports Authority ad).

The real opportunity for video creators and distributors, is an application that allows an ad/graphic to be placed/inserted within the video.

Example: You're videotaping Johnny's soccer game and transmitting live on the Net to his grandparents. Just like Adsense, you will be able to earn revenue from an advertiser inserting an ad/graphic on the soccer field. Johnny's soccer field has a big Adidas logo on it. (think of the first down marker yellow line in football). A way to monetize the upcoming surge in video content.

Just some ideas I think will come with the video boom.

Any others you can think of?

WiFi In Sky Means Big Bucks For Airlines

How do airlines combat the rising cost of fuel?

Today they are starting to charge for checked in luggage, but soon they will become the internet service provider in the sky.

From ABC News WiFI In Sky Means Big Bucks For Airlines

-the effort's gaining momentum with at least four airlines planning to roll out in-flight internet access before long, and research suggests it could be a cash cow.

Multimedia Intelligence says sales of in-flight digital broadband likely will exceed $1 billion by 2012

Two technologies have emerged so far, and with that kind of money to be made, several players are jockeying for position in what promises to be a big game.

Air-to-ground (ATG) uses frequencies to transmit signals from ground stations to aircraft in something of a WiFi in the sky. It uses existing infrastructure -- cell towers -- and so is relatively cheap to set up, but at 3-Mbps (buffering... buffering...) throughput per plane, the connections are slow.
-----------------------------------
That could soon change. (my take)

Harris Corp, a large communications equipment supplier to the FAA, just announced their aviation broadband solution with speeds up to 35 Mbps per plane at this aviation conference

This is an Air-to-ground solution (ATG) is able to offer 10xs the capacity at same or lower cost. In most cases they offer 10-50x more bandwidth and 5-100xs lower cost per bit.
------------------------------------------------
Satellite systems transmit signals using a data transceiver/router, satellite antenna, and 802.11b access points. The big advantage over ATG is its availability -- it works anywhere, including over water -- and it is considered by some to be more robust with a data rate of about 30 Mbps per plane (think low-end DSL). But it costs more for airlines to set up, which is a big consideration for an industry that's hemorrhaging cash.

The Illinois firm Aircell will outfit American Airlines' transcontinental 767 fleet with its air-to-ground product, and Virgin Atlantic has signed on as well.

Southwest is testing a satellite system by the California company Row 44 , and Alaska Airlines is looking at it, too.

JetBlue just announced it's pumping up its LiveTV operation by buying Verizon's Airfone network.

After years of looking for a buyer, Verizon Communications Inc on Monday agreed to sell its Airfone in-flight telephone service to LiveTV LLC

On the international side, Lufthansa has teamed up with T-Mobile, satellite operator SES Global and signal processing equipment maker ViaSat to offer a satellite based service.

There are approximately 2000 planes in air at any one time in US or Europe and the leading player can't accommodate even a fraction of these planes.

Dana Waldman, chief executive officer of Voyant International commented in the aviation broadband release, “Harris’ state-of-the art technology and support will allow us to offer our airline customers the high broadband capacity and excellent service they require.”

More ponderings on Aviation Broadband

Consumers Want Broadband Over HDTV

This should give Google's White Space Initiative even more weight.

White Space offers "a once-in-a-lifetime opportunity to provide ubiquitous wireless broadband access to all Americans".

From ArsTechnica

Broadband services and speeds are ranked higher than any other "new" service when it comes to their importance to consumers.

New survey results from Pike & Fischer Broadband Advisory Services show that while HDTV and digital phone service were important to some consumers, high-speed data came out ahead of the rest.

-almost 40 percent of Pike & Fischer's survey respondents gave high-speed data the highest rating. Comparatively, only about 25 percent ranked HDTV as high, and digital phone service was at the bottom of the list, with under 10 percent ranking it a five.

A recent report by Akamai pointed out that countries like South Korea, Japan, and Hong Kong all have relatively high percentages of broadband connections over 5Mbps (64, 48, and 35 percent, respectively), while only 20 percent of US connections fall into that category.

When it comes to just "fast" connectivity (over 2Mbps), the US ranked at number 24 in the list—South Korea once again came out on top, followed by Belgium and Switzerland.

The average download speed in the US was a mere 1.9Mbps.

Pike & Fischer points out the fairly obvious (to us geeks, anyway): without high broadband speeds, millions of other features being offered to us by cable companies and telcos will have a harder time getting off the ground.

The Internet Then And Now

Sometimes a picture is worth a thousand routers.

The Wall Street Journal has a story The Internet: Then And Now

The two images above are maps of the Internet, specifically the “routers” – equipment that passes data to its intended destination – and the paths between them.

The map on the left was made 10 years ago, and shows about 88,000 routers. The one on the right was made a couple of months ago. This time Lumeta mapped over 450,000 routers.

The upshot is that it’s now a lot more efficient to send data around the world.

The telecommunications companies and other organizations that operate the insides of the Internet have added so much equipment that there are now five times as many roads and ramps as there were a decade ago.

Tru2Way And Sony Set To Upset Set Top Box Business

How does this affect the set-stop box and digital video recorder (DVR) component players?

From Yahoo Sony Inks Interactive Cable-TV Deal

Comcast , Time Warner Cable, Cox, Charter, Cablevision and Bright House Networks and Sony Electronics agreed to a standard that will allow consumers to access interactive digital and high-definition video without the assistance of a set-top cable box.

The enabling Tru2way technology, based on Sun Microsystems' Java runtime environment, enables interactive capabilities in TV sets, gaming consoles, portable media players, and even mobile phones

Sony's agreement with the nation's top cable giants, which together serve more than 105 million U.S. homes, will eliminate cable set-top box deployment headaches and maintenance costs for cable-TV operators. Another perk: The deal will end those pesky monthly set-top rental fees that many consumers hate.

"The goals of Tru2way are to provide a universal, national platform that will enable consumers to receive cable's interactive services without a set-top box," noted Joy Sims, a spokesperson for the National Cable TV Association.

Corporations Fail To Budget For Upcoming Bandwidth Boom

Nicholas Carr, author of The Big Switch and of IT Doesn't Matter states the information technology (IT) departments won't matter in the next few years as computing takes place on the Net, versus on the PC.

Will corporations be prepared for the upcoming bandwidth boom?

Enterprise bandwidth requirements will more than double in the next five years, yet budgets will only increase by five per cent, according to a survey released today.

The research, carried out by Omniboss - a division of market analysis firm Vanson Bourne - among 100 senior IT decision makers found a further one in five executives thought their bandwidth requirements were likely to grow by 150 per cent or more.

Nearly one third (30 per cent) believed voice over internet protocol (VoIP) and converging voice, data and multimedia technologies such as video on demand would also have a significant effect on traffic in the future.

What Does The Next Google Look LIke?

Google is so big for consumers and advertisers because they are great at delivering targeted ads along side randomly desired content on the Internet. What if there was an application that could do that on the TV.

Time shifted viewing and the TiVo (DVR) are disrupting TV viewing. More eyeballs leave TV, advertisers need a dynamic service for digital video recorders (dvrs).

The NY Times asks With TiVo and the Web, what is prime time?

there has been a sharp increase in time-shifting

Some of the six million (drop in recorded viewers) are still watching, but on their own terms, thanks to TiVos and other digital video recorders, streaming video on the Internet, and cable video on demand offerings. So while overall usage of television is steady, the linear broadcasts favored by advertisers are in decline.

Dan Tynan from PC World listed "time shifted viewing + digital video recorder" as one of his top 10 Disruptive Technology Combinations.

To quote the CEO of the Next Google.

" the ability to report actual anonymous second-by-second program and advertising audience viewership data from tens of millions of set top boxes (STB)s represents a huge technological and informational leap from today's television measurement standard"

What does the Next Google look like?

The most powerful Google Analytics machine sits in your house and is the Next Google.

The Next Google will be able to collect data, second-by-second, from all services/devices connected to the broadband pipe and deliver relevant dynamic advertising to ANY display

The Next Google is able to dynamic targeted advertising while desired content is being delivered regardless of the device or time watched.

The Next Google will be able to analyze all content coming in and out of our "pipe", from ALL devices, whether it is used actively or passively and deliver targeted ads to all devices connected to this pipe.

Do you know who does all of this?