Ep. 105: CES, where new technology fights for deals.

I. Hey everyone and welcome to reporters' roundtable first reported around it looked 2012 and we're doing that live. From the yet here on the convention or the nine CNET make a boot. Hey within. This is the show about gadgets and big companies Sony Samsung LG Toshiba. On an awful they're gonna get refrigerators their rumba competitors all that up. But there's a whole other side. The technology economy which is what we normally when we cover back it says the Internet which is on Norton's part in the little companies that are. Emerging that want to on the these big companies in the central hall here. So we're talking about this edition of reporters' roundtable you may get it how the small fry the small Oppenheimer's. Companies. I actually think that how that small I'd get here. Get in with the big guy to do it and my to get to discuss the really interesting topic of the technology ecosystem and how small and they are earth like Bartlett. All along in the deck at at CNET co worker Paul thank you coming in court like. Yet and Josh Stein managing partner at paper computer in one of the coolest. The T understand the road just thanks to comment thank you for artwork it started here. What you personally. Is there. Where are the startups here I mean are they that they call or the elsewhere we have where do you see the cool new technology. So this is the yet to the first time they've sort of created this startup Alley that people you've reek of our corporate Indonesian. And uncle stuff there on it's a little weird to have a separate from the hold. The whole Paul I've met a lot of great artists that are not there yet particularly if they didn't wanna be there. On the other that again and art there's been great on deleted his on the net a lot of sort of company that come here for the event that are not the end of the nighttime events and parties and so clearly there's a big presence here kinda neat. Looks excuse bill and down you know Chinese retailers and distributors it's just they're little loved it there they're actually little program does. The Joplin and these become to the authority hang up. Well you know I I think we obviously come to the war in meet with big companies. You know. I I we help people we facts are that the big companies ecosystem which are certain operating that you want on the guide it. You know each year Microsoft and don't agree with all yours get you the product. On you know opt in of course there's a that you mention it like it that night fun little thing that long yet. So. Are there are lots of small emerging companies here. Yeah you know I think let in the duke and certainly not central all right time you'll see the occasional one on the legal and there's going through retail channel like the idea attached to go pro attached camera things like that. Smaller companies are trying to accurately big impression on retail channel you know more traditional silicon Alley or that guy I don't think and that is the thing that you're gonna be here while the answer here and you're here and we got it indicate that your bank again not the only venture capitalist who never. Who it was here and and what. What kind of your remote operation are you are you going to Booth to Booth looked particularly keen are you taking meetings. Are you. Looking at is the Panasonic with the look for opportunities we're portfolio companies how to work. Yeah a little all that I mean it's it's a really efficiently that that means is people people here you lock it out and then with the bigger companies. I'm what I like it was usually will happen gives toward that is sole job a lot of surround and shall all the products that are coming out there that did again I mean when you go to our Booth there's something. And others they're doing deals with. Best buy and target them up though and you come along and they haven't been hilt. Bay Area entrepreneur or representative. Do they know what to do what you've. You know it is buried yet very amino were Robert Microsoft later today and those are there really well and done that you can do that by the way I yeah exactly they India where we're no longer have. Apple of course you know they are there not here and and yeah I saw last year that'll via but the interesting thing. Yet to date you know these these these initial surrounded it is that it's a useful thing I mean I think you know a lot of our company's one department is bigger companies don't happiness in action. I really don't. Paul and he's seen from from become a small company rumored that the existing. You know. You mentioned the camera I've seen a lot of companies making gadgets for the iPhone making cameras ya wanna than robot. Companies on how remote is and they just basically closed the big financing round the room. Appreciate wondered that the standard entered university examined if written big money on their make this a lot of people making the anything. Gadgets that the yet. Find ways to work with your Smartphone. And over and I and all of that Indonesia and they also dealer got that Apple retail. Or is there looking to check into Canada China get this tour and dental in the Apple they're making things. Opt out if you're doing that you're encouraging even more Apple mark iPhone hate manufacturers now are. I created an I told likely to the other day were an item case bubble. There's just too many cases it's pretty docile little word of warning people that you have an idea of Virginia's Kate we. And I don't think you did in fact if I get it litigation related charge. IPhone without board to write a book you probably look at Napoleon and it discharges. I want to know if you actually need to deal here where it does that make you use them. Yet you know we've got a lot of promotion here in terms of actually meet investment yes. I know I happen although it added a near miss the company that now fairly well known that companies make the problem and that can go a mile. Op America even year. Like two years ago and here's the company time you know product or anywhere the courted product that was still on. If we can manage Q&A minor in making investments in it but now. That that alone keeps you coming back and yeah I mean it's you know that they won the title and take out a way that the the end they all heavily edit right now and askew on what particular what typically you're looking for before we do that now we come back and talk about what a beastie looks more. Act yet are gonna take it with rage right now and get into that in the hill when it comes back it to. Right we are back and were not able to pop off loans from CNET have you seen any deals get done here. I haven't seen a deal get done collecting them approaches that are offered. I just have one company that does that make on the the vehicle mode modular robotic and they make the key thing called keep it grew out of the project at of them at night eat eat eat is actually at Carnegie Mellon. Manatee slate. Did these robot sensors that sensors and they may actually thinking of building block and let them. And honestly I felt bad for all the boot within you know a hundred yards and not obvious the look at that all the loot around and people would just like. Rallied around this one does it plainly beating. And those guys just sort of and they'll vote and have them they get depressed they get all the traffic people wanna mine and I haven't had the manufacturing it in from boulder an avid video today talking and and came back to ten standalone that the 1990s competent and nine dollars and let them on which they turned down that don't need it but there's more money there's definitely going after pill when you can see you boot. Johnson that it blocks like that does one. Let me do that mean that it makes the TV or it might mean that is that does that does that indicate anything these. Yes yes and it does mean that great who's been there but now I you know I guess not in this case. You don't even over the park at the different they're gonna eat and you look for the but he literally eat you know when things really step four dollars and the popular greatly circuit also agree that one of the challenges for us yet there's a lot of where businesses generally harbor businesses haven't been an Apple too much money scale not Martin had not yet. It takes too much money uniter that compiled the cash. I think he probably has as I'd like the other in order work. Venture and it's certainly do you mentioned today. You can start an Internet companies to dive in the garage with no hardware. Practically nothing in upfront services and it's hard to figure how to use when he million dollars. In some cases. I agree I think that it it it you know what's changed with you know things like employment services means hardware. Things like that you can get product market yet very early you can note you have something where he Dogg Serena dot. And company really building a company that built on money mean U appeasement the pre sample rate look at the amount of money they would. Raised and it's done on it happens right now. It's so what they'll hire a lot of people the infrastructure costs. You know about scale pretty significantly you know there and not having to Russian on the Asian network. You know that you want to figure out what is the application. What is the product usually do on the org source and doing things like. And the cheapest that I mean color of the art components that are via any either. An option that might mean that the company that dropped hand. Me. Recently and and surveillance camera and that it did them and amp amp. Know that this thing that definitely true I mean media you know you like they just as you can rent servers and on now you know typically. Actually contract partner. There's still a lot of money get an inventory. I'm ironically the after the company rose the worst problem right that you really popular productivity and quality and and under 200 million dollars just on our. You get product built out there hopefully they'll let you know that. You don't you don't have to active. Built prophecy does. Or that budget if the deal for me quantity yeah you know one thing that we love to go. Software and you know particularly now it operated becomes acted if you make a mistake if there's but you can hit it right then I mean you know back in the old days when I was. Aetna object opera company we shipped the code into retail channel I bought it immediately mean mistake it was really expensive there so what. You know now your sales force it upon them. And you could record but you'll have to tell our talk that talk about though ethic that restrict what are you looking for you here with representing. Silicon Valley and your own server portal what do you look workers have opportunities. We're on from a certain port at a big Zoellick. You know I think one of the things that we like which looking at the big companies that just in it and what can be played it possible and also we're that the guys looking though because you've you can make money by supporting them also you know completely areas that they're not so certainly. I'm. You know I think this year from T-Mobile. The really big story I think I you know I'm on the and a separate post PC I'll I think you know. Single bullet on becoming redundant everything and mobile. I'm. He's looking at the hardware I don't think we would ever and that any in threatening or the company actually need the server from mobile. But understanding the physical capabilities like this critical entrepreneurs and again. On you know picking up on the new services to get every platform shift every opportunity and if you talk like that that really because one thing that we keep the all the units and deputy Smart TVs obviously there's an opportunity. In act. The Smart. Or. But what little light that they see me that these guys are leaving out whether it's bird on bird and in the way to. A U classic ones do company I work with that is on air out. Of boxes that company. I've been very powerful solution for collaboration around content particularly in the ride to their DeLeon really interesting like they. In what I would David where Microsoft has served but again not in between SharePoint which is an established product which they currently sell their channel. They had me like most big companies that worked for them to radically reinvented without a lot of and I wanted things that was interesting that he was talking to there's Ike which is there new. Box Dropbox like product that we're that for you it worked for years cannot actually looks okay but it's you know it's there really unit consumer. So I tightly that now the product manager blocked that things like okay. Out of the how the access permissions work well all it's all individually by building a network printer right you gotta guilt that you can't. Large scale back birthing corporate level or group if you ultimately. Somebody in the treaty provision accessible content. You're not that you that doesn't. You know that's useful you know they're meeting this Wednesday and it. So all you were looking at all the companies over at eureka park and elsewhere on the edge of the so the edge of the so slightly of the conference like this opportunity it is here. It is the perimeter that she boot. I accidentally proceed because of that quality you see here that you think is the white paper opportunity over there. You know that to the question most of it is around mobile and there aren't some people here who would you know making app. Which doesn't seem quite liked to Wisconsin but it is asserting the gadget. That is because there that's sort of what you're talking about me Justine plays down an attempt at new things with augmented reality. That seemed to be it was that he loved and it reality company news really dislike buckled slippers that it seemed to be. It's in the UK time equipment that you add I don't know what it is that'll get beyond marketing literally have to mean Booker then. The military company just to go on matters AR is augmented reality it is interesting and I did an idea about. A demo from one of the events of the joint helmet that he's an Android is an entry computer. In a helmet with either block your vision with Lindsay is looking at you can overlay. The real world on though they are or my purse anyway you're not and a and a black and that. You don't want. But there's another company here I can't remember they've used something that they have looked a wanna a monocle. Glad to bring up that project an image that you can get the heads up display which isn't necessarily augmented reality. Is that of interest you to that Victoria but you know that. Wouldn't put it straight that it absolutely I don't think a lot of people ignoring monocle anytime soon but I think the what we often see is they could come back yet I was gonna I think that you know I'm I'm gonna go on the list data directly in front mottled provocative and next here. But you what we often see is not the first person with an idea doesn't get it quite right but it still the idea right right and so what's gonna happen is in your people are gonna put on somebody in my in the way. Make it work really really works people. If you find met back in 1999 I was building mobile shopping right back don't slap on you ports that you were dead on right out later. And you know I thought it would look like over Detroit that hey we were you know we were early wrong as opposed to just wrong wrong yet Elvis on accomplishing this that you got a lot more in of the gate yet has merit and it filed back paid at about one of the alternate way to do it. You know in this bubble of entrepreneurship in the early bubble the first bubble. I covered in 1999 it was. Venture capitalists which is. Experiment money. Now in this publishing Angel on there Angel investors of the smaller amount of money on and then there's this new model which is emerging now and it's really interesting product automatically so what you've covered. Would kick start what does the crowd on the article crisper with kick starter into Google and other models like that what do you think of as a Paul and dot I've. Find it interesting that you just using public and accepted. If they can Leary and it anyway the world where the boom that address and blew that correctly I don't understand is that the whole this elegant that it didn't bubble bubble let. And of that though I'm look at you know all these gadgets that CNET mentioned coming from the phone these. One company that made a Lindsey put on let me turn your your own camera the wide angle and human all the things aren't there and they can't get money from you thank you look at if we don't want to invest in hardware he generally can't in there Angel basic you don't want to have this in hardware. They get a kick dollars that go and update just. Just like does it modular robots that help it update that it may bluntly we. On you know they read a hundred. It when he thousand dollars and it daughter those people need potentially for their prototype this development in the violent product. They took that and you know it months later raised. Money yet so you know I think it's really really amazing thing just that it has that in theory is that. I think it's great so you know again I I think the most important thing is known you have something that people like me and the sooner you can get an error. I'm but never anything you we're seeing more and more companies. Father coming in and they already have customers area users and they haven't read any and Apple you know ten years ago. It's like ten million dollars for a software company make sure you buy you a product that night in the upper and I mean one of the problems in the Bristol load. If you knew that people people love investment in the what they do there's an action. Yes absolutely I mean I think through money edit with the hope. And now it's like that that you liked what he actually like to customers paying customers and Evelyn you know and you conclude that predict what. We know it when you're burns what you're so nimble and your three you know I I I told reporters I don't these as a trusted it you know expanding get big picture so you really constantly argue 34 people. Did strategy dine. Once the burglary or kicking up your burning you know half a million dollars a month you complete it actually really hard. To turn the ship at that point if you if you really cute when in the wrong direction that you can get is more TV and get thing we're going to break dark before you hit the gas. The that are so. What other opportunities we talk about mobile obviously of the app economy there are other parts accessory economy. What other opportunities beauty of it that yeah obviously I mean I I think the you know the the the twin sister global clout. Right yeah services that go with the plus ninety that you wanted to enabling the other. I'm I I think you're going to speaking about her where I am thinking we never say never terms of the category. But hurt we're that it happens to the service is very bright and get the I look at the hardware out. Immediately caught the acquisition or just the one time thing but that would occur in nature you're attached to a timer service and I'm very into it and you're gonna be a little for the mobile industry. Yet the deputy that's exactly right and it altered description you know the doesn't have the problem described where to get the hardware pretty much right you know you can keep updating it from there. Yet been totally exactly but I and and I just think that in the network during connection I have had a great talk with them. You know one of the little support Samsung. Yeah this is a real get to those guys the idea that the relationship with the customer goes on sale right I'm you know like I was sort of I scaring them into 14 on how they handled in the right on your tablet you know he did it it it they've gotten better at it. Let you know the new version of Android come out and it wasn't it it wasn't always the case that you could upgrade your device I mean that's just. Oh don't don't mean I had a sitting right where you're headed people can't don't yeah we were looking at via the Galaxy Nexus now I have the note to the next dug up in the one after that five point however I don't ever. And they were all running different versions Stanford correct side note here but whatever I think they have really done that now I think they they the the big guys that really didn't ballot Tuesday but is it a little cloud he can do here. I mean. Everyone is offering their own clout they're the sort of acted. Apple may end up wanting to own a whole change you know any dislike. I think that consumers only can you that would serve as you can why you know that brings it really pinpoint what is the for the content of opportunity trying to break into the what is the impact of Apple at a place like this that is important to be aware. And I think Apple really is driving mobile and I'm meeting and write obviously is driving a lot of via Nat penetration that instrument in Indonesian sampling apples and on and I think you've got to be aware of Apple's. I on the controller at system very tightly which is why it worked so well billion users but I'm. You know we've seen them do that and you know we can change models particularly now you know. I think you have to try and maneuver around those guys but you can work within Apple and yuppie mobile meaning for example we have double booking company that is grown faster than almost any opinions that the company generated. Millions and millions of dollars in net income in its first year. I was not typical in in in the soft rural service land around you know if you can the mobile games you could build them quickly Apple's all the monetization built in there. And it's just amazing companies and they'll. And can you imagine what the Apple shall would look like Apple and then he is now. I mean all of the ultra book would be left to look like right all the MacBook. Ripped off the dial up a round the U all the happened those who have keyboards on all the cases wouldn't be here right. Because there was before the dominant happy game via and a time and satellite company it would yet. So listen finally recommendation if you're gonna come to this so if you're an entrepreneur connector here or in person company that product trying to get traction. How do you bet use the yet. All you wanna the first from it from our perspective the journalism respect commitment from the the funding that into perspective looked most a lot of. Company to come here. Wait to write they don't even have much new to this people and bring that they can bring a little things you could they know that our mile held here is ready coverage coverage that it's a little. Marketing you know the present. On that she adamantly clear in street side make it exciting time issue with it in and I'm. I walked by happy that I look at them I mean what it is I mean this is linked to outline them yet but. You know there's one dude didn't get attention didn't make good relations. Documented to take advantage of the fact that you your pictures they're here. I did the big thing it's planet that out you know the biggest mistake you make it just kind of neat to the show and clean it up I you know plan Michael schedule at a time the a lot of files a lot of wholesome people would email me and maybe we get together I would say you know figure out that you wanted to. Plan ahead and eating and using it you can you know I posted them on I think one of the best late if you wanna get into the future permanent partners. I set up the dinner you know and invite him. The party to where happen at that that's where the validity to happen that the human thing that greatly we're gonna hear what that. The medium of greater than what is the dinner table the end and and afterward and tag and entering and we're really want that all alone in the decade at CNET dot Scion is a.