- Startups - Connected Devices and Web TVs Special - TWiST #165

0:00-1:00 Welcome to a special episode of TWiST!

1:00-2:00 We're reviewing the state of web-enabled TVs and connected devices, looking at Apple TV, Google TV, Roku, Boxee, Vizio and the Samsung Smart TV.

2:00-4:15 Welcome to Ashwin Navin of Flingo.

4:15-5:30 Thank you to Carbonite for sponsoring the show.

5:30-6:45 Steve, what are the two classes of devices we have today?

6:45-8:00 Ashwin, which of these two classes--TV sets or connected devices--is going to win?

8:30-9:15 How much does that add to the cost of the television?

9:15-10:30 How big of a part of the audience are the gaming consoles? Is this a trend?

10:30-11:00 Do you see a day coming when the Xbox, for example, has different branding for a set top box versus a TV?

12:00-13:45 So at Christmas will a consumer be able to buy a non-Internet enabled TV?

13:45-14:45 The estimate is that broadband will have 30% penetration of US households by 2013, is that right?

14:45-16:00 Will every home have this technology within the next 3 years?

17:00-19:00 Let's take a look at the Apple TV platform. Ashwin, is Apple going to make TV sets?

19:00-20:00 What price would you guess that an Apple TV set would come out at and who are its competitors?

20:00-21:00 How much does that Samsung set cost? How often does the price drop?

22:00-24:00 What are the key features of the Apple TV? You're controlling that with your iPad?

24:00-25:00 Do they support Hulu on Apple TV?

25:15-26:30 Let's talk about the Google TV. What's the state of it?

26:45-27:30 Tell us what Airplay is?

28:45-30:00 Is the touchpad going to be the dominant control for these types of devices?

30:00-32:00 Thank you to GoToMeeting for sponsoring the show.

32:00-33:00 Why has Google TV been a failure?

33:00-34:00 What are the highlights of the platform? What are the favorite features?

35:00-36:30 Ashwin: Forget YouTube, give me a native app.

36:30-37:30 Looking at the app selection, you can choose from TMZ. Did you write the code for this, Ashwin?

37:30-38:00 What does it cost people to use Flingo to make an app?

40:00- What about making money? Does the Google platform have any built in pay-per-view?

41:00-41:30 Let's take a look at the Roku. What are the features?

42:30-44:00 How do they make their money, off the hardware?

45:00-46:00 Boxee is a startup out of New York funded by Fred Wilson. Tell us about it.

46:00-47:00 Who is using this? Is it the geek choice?

47:00-47:45 What apps does Boxee run?

47:45-48:30 Ashwin, are you betting on the Web winning?

49:45-50:15 Let's move on to the TV sets.

50:15-52:30 What percentage of people bought an ethernet cable to run these TVs?

54:00-54:45 So here you have another iPhone app to control this Samsung set?

54:45-55:15 Can the Internet handle have everyone in the world having one of these?

57:00- So you can use Samsung as the billing engine and buy everything from there?

58:30-1:01:15 Looking ahead at the landscape: Roku is coming out with a new model, Apple is rumored to be launching a set top TV in 2012, etc. Who looses in all of this?

1:01:15-1:03:15 Are people going to start building iPad-like devices to sell with the TVs?

1:03:15-1:04:00 What about streaming from HDRs and the concept of HDRs in general?

1:04:00-1:05:30 So now we have an arms race between Time Warner, Comcast and DirecTV?

1:06:30-1:07:30 Thank you to the producers and tech team. And thank you to GoToMeeting and Carbonite for sponsoring the show.

1:07:30-1:08:00 Thank you so much for joining us today Ashwin and Steven. And a special thank you to Executive Producer Mary Ann Halford for her contributions.