Before the summer ends and the summer blockbuster movies and DAC become a distant memory (still shaking my head over The Lone Ranger’s flop), let me just share Mike Gianfagna’s vision for next summer’s blockbuster.
It’s a tad more like Terminator 2 than the masked man and Tonto. And it may not be too far from reality – that’s what’s exciting…..and scary.
Of course it’s about the semiconductor supply chain and how it might affect our lives in the future.
For those in fabless semiconductor or IP startup mode (or even thinking about how to start up and get funding), take a look at Paul McLellan’s report on a couple of panel sessions at the annual GSA Entrepreneurship Conference, held last Thursday, July 18 at the Computer History Museum.
Of note is that the first session’s panelists brought a variety of funding models to the table – from a traditional VC to Intel Capital to a brand new incubator on the scene – SKTA Innopartners. In fact, any of you fabless guys really should talk to Angel Orrantia at SKTA. They are focused on fabless semiconductors and enterprise software.
Below is an excerpt from Paul’s write-up:
GSA Entrepreneurship: Getting Money In and Out
Paul McLellan
by
Paul McLellan
Published on 07-18-2013 11:32 PM
This afternoon and evening I was at GSA’s entrepreneurship conference at the Computer History Museum. The first two panel sessions were essentially on getting money into companies to get them started (or growing them), and getting money out when you have built the business.
In the following video, Warren Savage, CEO of IPextreme, talks with Mike Gianfagna, VP of Corporate Marketing at Atrenta, about collaboration – with TSMC and the Constellations partners.
Mike’s dream is for “a vibrant industry with a well-defined quality metric.”
KNTV, the Bay Area NBC affiliate, covered a story this past Friday on how Silicon Valley is the nation’s mecca for startups. KNTV reporter Scott Budman contends that Silicon Valley is stretching its borders north to Oakland. Really?
According to a survey conducted by the National Venture Capital Association, San Francisco is the nation’s hottest city for tech startups, with San Jose coming in second. Oakland is ranked at No. 11.
As part of this story, Budman interviews San Jose EDA firm, Atrenta, pointing to Atrenta as a typical Silicon Valley startup.
The final word on the BIG theme(s) for DAC comes from Brian Bailey, Editor of EE Times EDA Designline……
For many people, the attendance numbers seem to be the number one issue on their minds this year. DAC has never been to Austin in its 50 year history and only once been to Texas. Yet there is, and has always been, a very large design community in that area, a group of people that have perhaps been overlooked. A head count seems to be a very unimportant number, even though it is an easy metric. But we are an intelligent industry that should know a lot about metrics and I think there are more useful metrics in this case, such as the number of first time attendees.
Today we will hear from McKenzie Mortensen, of IPextreme, on print vs. digital.
McKenzie Mortensen
I’m far more on the fence about this topic than I ever thought I would be. In all honesty, I’m not completely sure where I stand. I’ll try to replicate my thought process below:
Pro Print
I’m a literature nerd in a very big way—BA English (Writing, Rhetoric, and Culture), MA Children’s Literature, life-long bookworm. I love books—the look, the feel, the smell, the different typefaces, the weight of a volume as I’m reading… it’s a sensory experience as much as it is an intellectual one. I have actually begun collecting antique hardcovers and rare picture books over the past couple of years. From hand bound antiques to glossy coffee table volumes, books are a form of art.
I suffer from a mild obsession with stationery and paper products in general, plus I am an avid paper-crafter. I love to scrapbook and make collages, and magazines often come in very handy for harvesting images. I love cutting up magazines and turning them into something new. I’ve done some really neat things with old book pages also (only from damaged volumes, of course—I could never kill a book without it being a humane death).
There are certain circumstances when I would not feel comfortable having a tablet with me. For example, when I’m going to the beach or hanging out by the pool, the last thing I want to take with me is my iPad. A cheap paperback or a magazine seems a better choice in a wet, sandy environment where damage is likely.
I have a lot of bookworm friends, and one of our favorite things to do is trade books. Until it’s possible to lend a book to a friend digitally, I will need print copies of my favorites so that I can share them with people I know will appreciate them.
Books come from bookstores and libraries, and if I could live in either one, I totally would. The atmosphere is simultaneously calming and invigorating to me, a heady blend of paper, ink, and curiosity.
Pro Digital
I thought I would always be firmly a print girl, but I run into problems when I travel; as a fairly quick reader, I usually need to take more than one book with me on a trip in order to ensure that I’ll have sufficient reading material. As you can imagine, my carryon bags have been rather weighty at times. I started using my iPad only for travel to avoid the 50-pound hand luggage problem.
The illuminated screen is great for reading under any light conditions without disturbing those around me (on a dark airplane, for instance).
I can download another book whenever I want to (well, provided I have Wi-Fi access). Simple!
I love that I can highlight passages and make notes easily as I read. You can take the girl out of literary academia, but you can’t take literary academia out of the girl, I guess! I developed a “study as you read” method during my education that I still apply to leisure reading. Such a nerd! Another bonus in this area is that I can easily explore allusions made in the text. I can look up dates and brush up on historical events, for example, as necessary. I can do all of these things when reading a print volume, but it’s not very practical when I’m on the go.
Reading magazines digitally affords me the huge benefit of “clickability.” If an article mentions a restaurant I’d like to try, I can instantly view their website and check out the menu. I can order products or seek more information without having to dog-ear a page and remember to look things up later.
I can bookmark things and save images with ease, and in a very compact amount of space. Like many crafty people, I suffer from a Pinterest addiction.
We old gen folks bemoan the passing of print, even though we (in truth) haven’t cared about print for a number of years – finding the true value being on the web. I think it’s more symbolic for us old folks than anything else.
In the wake of the closing of the print editions by UBM, we decided to follow up with the new gen EDA folks we interviewed last week to get their take on this turn of events.
First up is Hannah Watanabe, of Synopsys, with her thoughts on the news…..
Hannah Watanabe
My mind goes back and forth when it comes to the whole print versus digital media. Personally, when it comes to books, I prefer to have the print version. There is something about turning a page and being able to physically see and feel how many pages I have read and how many I have left. When I’m done with the book, I can put it on a shelf with all of the other books that I have read and feel a sense of accomplishment.
However, when it comes to magazines or monthly or quarterly publications, I much prefer to have access to a digital copy. Unlike books, which I tend to read at home with a cup of tea and a blanket, I find myself looking at magazines and other publications when I’m on the go. When I’m on the go (say waiting for a dentist appointment), I only have bits and pieces of time to read, so it is much nicer to have a digital version or a magazine or publication on my phone than the whole printed version shoved in my purse. So, in short, I think that it is a good and positive move on EE Time’s part to go completely digital. With the age of smartphones, tablets and other mobile devices, I’m sure that the electronic version has a much larger audience and reach. Of course, I do feel for those who are losing their jobs due to a complete migration to digital.
In 2012, the industry discussed the qualities that reliable and reusable IP needs and the metric to measure those qualities. We think 2013 will be the year that the value of IP becomes tangible.
We tapped Warren Savage, CEO of IPextreme, to give us his thoughts on how to value IP.
Ed: So Warren, how do we figure out IP’s value?
Warren: In the most tangible sense, I think the question ought to be “how do we monetize IP?”
IPextreme has been at the forefront of this since we founded the company back in 2004, and it really was “extreme” back in those days to discuss licensing those “crown jewels.” But now it is increasingly mainstream and certainly the topic for industry discussion.
So one consideration revolves around the ton of licensing done in the industry today that is hidden. Primarily around patents and process technology. The transactional IP licensing that we specialize in, is really something that IPextreme invented.
I’m sometimes mystified when we meet a prospect or new client.
We’re supposed to handle the public introduction of the company: i.e., tell its differentiating story, nail down the supporting messages through every written or spoken effort we and the client make.
That’s not the mystifying part. We can find something to tout, always. (Look! This car has FOUR, count ’em, FOUR tires AND a steering wheel!)
Seriously, I’m speechless when, during the course of digging into the company’s value proposition, we hear, “but we don’t want to tip off the competition.”
Um…we’d never get into the family jewels. But at the story and supporting message set level, we do need to give a level of detail that shows there’s something different, new, noteworthy, NEWSworthy to the company’s editorial, blogging, analyst customer community.
It’d be like asking your lawyer to represent you in court, but not telling that lawyer everything that’s relevant to the case.
So the question I’d like to ask is: do you want to launch your company into the public domain, tell potential customers why you’ve got a different approach and technology that’s worth buying (and make money doing so)?
Or do you want to hide from the competition and everyone else, including potential customers?
A couple of weeks ago, a client asked, in essence, “why comment on articles or blogs?”
OK, so he didn’t say it exactly like that. But he did say that he’s
…struggling to figure out what really makes sense regarding the growing amount of posting by anybody and everybody….Is all this writing and blogging serving a real purpose? I’m not sure. Some blogs get recognition and response….I think most don’t.
He’s got a point. I think bloggers (indie, company and editorial) all feel, in our gut, that there’s value. But how do we measure that value? What do comments add to a blog or article? Tough one.
So I asked some of the bloggers what they thought. First off, I went to one of the longest running bloggers in EDA – Karen Bartleson. (Is it really three years, Karen? She’s at http://www.synopsys.com/blogs/thestandardsgame). She shed really insightful light on why EDA blogs get so few comments, if we compare them to consumer blogs like Yelp. And, she has her blog up on what she’s seen in the three years since she started her blog. So do take a look at Karen’s analysis of EDA blogging. I bet she’s got a take on the state of EDA blog comments.
Karen’s, along with a bunch of other bloggers’ comments on EDA blog comments gave me some trends to ponder. Some recurring points:
__the honeymoon infatuation period for EDA blogging has come…and is going. Now there needs to be some sense of longterm value.
My take…just what is “value” in terms of EDA blogs? Different from perspectives of the client, journalist and PR person.
__some indie bloggers say they see their blogs as diaries, written for themselves and interested people.
My take…everyone is aware of a larger cast of potential viewers, however. (By and large, they value comments but don’t use it as a metric of their blog’s value.)
__there are more eyeballs on the blogs than we can ascertain.
My take… however, these numbers are impossible to get for viewers and bloggers hosted by other sites. There’s no SRDS* in the EDA & IP social media world.
*SRDS was (is?) an organization that certified reader numbers for print publications so that they could charge advertising rates based on readership.
__engineers by and large are pretty quiet, shy types who rarely will comment or extend a discussion, even if they do read the blog, article and their accompanying comments.
My take…this came up a lot. I’m not sure…would their shyness prevent them from commenting? Probably. Would the relatively anonymous filter of the comment field encourage them to speak out? Potentially.
__by and large, the number of comments aren’t an accurate measure of eyeballs.
My take…lots of agreement that some sort of metric on value is reasonable, understandable. Less agreement on whether it’s needed now.
(One person compared the dilemma to the old attempt to measure column inches to value, which measures volume but doesn’t take into account perceptual, qualitative value.)
__commenting is a lot like getting a quote into an editorially-written article insofar as creating an authoritative voice that gets recognized, over time, as an industry voice to listen to…or not, depending on the content of the comment).
My take…one especially insightful editorial blogger felt that comments are a dynamic part of a living, breathing article that encompasses new perspectives with new comments and discussion.
One difference that I see is that the editor or author of the article hasn’t vetted the comment or incorporated it into his or her article. The comment is a response to the vetted article, which is the insightful editorial blogger’s point, I now see.
__the blog (and blogger) or article (and author) and its comments, to some degree, form a community onto each of themselves.
My take…this discussion got a bit abstract for me but I hear the notion. Help!
__this is a good time to talk about the expectations of each community (indie bloggers, editorial bloggers, company bloggers) and how to sync up each community so that there is value for everyone.
My take…but it’ll require the different goals and expectations of each community to somehow sync up so that each community’s efforts bring value to one another. How does that sync up with goals and expectations of customers, clients?
Of course, there’s no answer (yet) to the question about value here. The bloggers (indie, company and editorial) feel that there is value in commenting. Many of them agree that no one can measure value right now but that there ought to be some way to do so. Most everyone thinks that there is an existing, intangible value of being a voice of authority, an industry citizen.
And everyone thought we ought to keep talking about this issue.