Netflix CEO Reed Hastings: We're not a producer
of content, we're just a distributor. We're paying for first-run
rights for "House of Cards," but only in countries where we stream
today. And when it comes to carriers and MSOs? Our relationship
with them is great -- we may use up 30% of their bandwidth, but we
haven't yet asked for any kind of carriage fees. Plus we have no
plans to offer bundles of channels, we're really just a catch up
service for older shows and movies.
Translation: We're coming right after you, you
old media suckers! We offer a better product for less, and in a few
years you'll be begging at our door. Die, die, die!
Hewlett Packard CEO Leo Apotheker: The somewhat
accidental CEO laid out the company's vision of using WebOS to
create an end-to-end product ecosystem for both consumers and
corporate America, just like Apple. Even though he plans to put the
operating system he bought from Palm onto every HP PC and printer
over $100, "we're still great partners with Microsoft."
Translation: This is not my beautiful house.
This is not my beautiful wife. Well, how did I get here?
Microsoft Windows President Steven Sinofsky: He
showed off a captivating demo of the next big release of Windows,
codenamed Windows 8. The tiled interface borrowed heavily from the
company's Windows 7 phone OS, and the now defunct Zune media
players. The new version seems bring the biggest changes to Windows
since "95," and will run across tablets, phones and PCs.
Translation: We really screwed-up this whole
transition to touch, tablets and smartphones, and this is our last
chance. If we're not successful here we're going down in flames.
Oh, and I really wish I could do a clean break with the past by
moving 100% 64-bits, but the installed base won't let me. Damn
them! I hope we get this one out on time.
Walt Disney CEO Robert Iger: Iger came off as a
savvy media mogul, trying to drag his huge enterprise into the
digital age. He was complimentary of both Netflix and Hulu, calling
the former "a platform that 's a rich place to distribute our
content," and praising the latter's user interface and overall
experience. He also admitted that Disney made some mistakes,
particularly around the Go.com portal. He also laid out plans for a
relaunch of Disney.com that will focus mostly on video and gaming,
but won't start to emerge until later this year or early next
year.
Translation: We're really behind the eight-ball
here. Our audience wants to stream our video directly and play
social games like Farmville, and we can't help them. If we don't
get our new service up soon, Netflix, Hulu, Zynga and Facebook are
going to co-opt our relationship with our users, and ultimately
devalue our brand. We better get this right, and soon. I hope our
new Silicon Valley team is up to the task.
Stephen Elop, CEO Nokia: The new head of the
Finnish phone company talked about the transition from their
Symbian phone operating system to Windows 7 Mobile, and called the
rumors that Microsoft is about to acquire the company "baseless."
He teased Walt with a new phone, but refused to show it off. Elop
couldn't say when Nokia's phones would be back in the U.S. in
force. Over 45 minutes he said very little, offered few solutions,
and spoke in platitudes and generalities.
Translation: Oh my God it's worse than I
thought. Our products are tired, our engineers overmatched and our
customers are abandoning us. Thank God they still buy feature
phones in many parts of the world today, but that 's not going to
last long. This product transition is very important.
AT&T Mobility CEO Ralph de la Vega: Most of
this tech-savvy crowd were either current or previous AT&T
mobile customers, and they were mad as hornets. De la Vega offered
a panoply of excuses, blaming everything from the 8,000% increase
in data use caused by the iPhone to a lack of cellphone towers. He
even blamed AT&T's abysmal San Francisco service on the local
government's unwillingness to let them swap in new antennas on
their cell towers. He tried to justify his company's proposed
takeover of T-Mobile as good for users, good for competition and
good for the U.S. And he ended up claiming his company was at least
partly responsible for the iPhone's design.
Translation: Shut UP! Your complaints
matter less to me than a kitten fart in a blizzard. But secretly I
admit it, we really do have a problem. Forget the customers, what
we really need are T-Mobile's cell towers and antenna sites in
major markets, along with their wireless spectrum. We'll never
catch Verizon without them. Oh, and Steve Jobs, never forget that
we designed much of the iPhone -- and you took all the credit and
threw us under the bus. I'll get you -- and your little dog
too!
CEO Alibaba Group Jack Ma: Ma tried to paint
himself as an upstanding member of the world internet economy,
while talking about how China is really all about how to avoid the
laws. He claimed that Taobao was substantially different from eBay,
Alipay was nothing like PalPal, and Alicloud much, much different
from Amazon's S3. He laid out his three principles, which are to
make your customers happy first, your employees next and finally
your investors and shareholders. His advice to his largest
shareholder, Yahoo: cut yourself into little pieces and focus on
what you really believe.