Several new Microsoft advanced technologies

Fact: As reported in TechCrunch and other sites today, “Microsoft’s Live Labs has just released Thumbtack, a web clipping service that allows users to compile links, media, and text snippets into online storage bins for future reference. Users can also share their Thumbtack collections with their peers, allowing them to collaborate by adding new clips and notations… The service works fine on IE7 and Firefox, and isn’t OS dependent. Each of these clippings can be sorted into folders called ‘Collections’, which can be published to the web via RSS, embedded in blogs, opened to friends for collaboration, or kept private for safe keeping.”  [There’s also a good Ars Technica review of Thumbtack here.]

Institute for Advanced Technology in Governments

Channel 10 podcast

I’m a big fan of the cool site Channel 10 and its podcasts and blogs (“a place for enthusiasts with a passion for technology. Through a world-wide network of contributors, Channel 10 covers the latest news in music, mobility, photography, videography, gaming, and new PC hardware and software”).

So I was chuffed when the ubiquitous Jon Udell interviewed me a week ago for Channel 10 (“Lewis Shepherd discusses the Institute for Advanced Technology in Governments“).

If Google Executives were Presidential Candidates…

Sometimes tech executives skate away with hubris (look up Larry Ellison), but more often they run the risk of their words coming back to haunt them. 

Just a little example this week – what a difference a day makes, from Tuesday to Wednesday. I’m sympathetic to politicians and executives who put their words on the line in public, opening themselves to the hazard of after-the-fact Monday morning quarterbacks.   But this is an interesting case with lessons for cloud computing…

Dateline: Tuesday August 5

Dave Girouard, president of Google’s Enterprise unit, was energetically promoting Google Apps at the Pacific Crest Technology Leadership Forum, quoted by TechCrunch and PC Retail Mag:

Test for Prediction Markets: They Say Obama, but Polls Say It’s Tied

Fact: According to the latest Rasmussen poll released Saturday July 12, and promptly headlined by the Drudge Report, “The race for the White House is tied. The Rasmussen Reports daily Presidential Tracking Poll for Saturday shows Barack Obama and John McCain each attract 43% of the vote.” Newsweek is reporting a similar result in its own poll, with Obama moving down and McCain up (“Obama, McCain in Statistical Dead Heat“), and other polls increasingly show a similarly close race.

Analysis: I’ve been tracking the growing divide between two quite different methods purporting to offer statistical predictive analysis for the November presidential election. Polls are saying one thing, but Prediction Markets are saying another. 

Finally, a Candidate to Love

Saw this twittering by, now going very viral: watch here to see the latest political phenomenon.

Contributions gladly accepted…

(The back-story here is spelled out in a WIRED blog from a couple of weeks ago, which I just got around to reading. It’s an ingenious combination of viral marketing, campaign-news saturation, and the easily manipulable egocentricity of people like me. And you. We put the “you” in “youTube.”)

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Prediction Markets: Research and Limits

Fact: A story in Science Daily this week, “Election Forecasters Preparing For Historic Election,” relates the publication this month of the “assembled insights of prominent election forecasters in a special issue of the International Journal of Forecasting.” 

Analysis:  The journal articles are available here for download.  One of them, “Prediction Market Accuracy in the Long Run” (by Joyce E. Berg, Forrest D. Nelson, and Thomas A. Reitz from the University of Iowa’s Tippie College of Business), compares the presidential election forecasts produced from the granddaddy of them all, the Iowa Electronic Market (IEM), to “forecasts from an exhaustive body of opinion polls.”  Science Daily says they find that the IEM is “usually more accurate than the polls.”

If we extrapolate out, these election markets are special cases of prediction markets, and I’m always interested in those.

Business Executives for National Security, and Dana Carvey?

Went to the big BENS gala last night (Business Executives for National Security) in downtown Washington, along with some Microsoft colleagues – the company was a sponsor – and several guests who fit right in with the rest of the crowd, military brass and IC muckety-mucks.  I first met BENS founder Stanley Weiss back in the late 1980s when he came to Silicon Valley to recruit support for the new group, “a nonpartisan business organization aiming to cut through ideological debates on national security issues.” 

The evening’s billed highlight was the awarding of the annual BENS Eisenhower Award to Sec. of Defense Robert Gates, who gave just a phenomenal speech (see Reuters and AP coverage today, and the full text here). I blogged a couple of days ago about his speech to the Heritage Foundation, which I read the text of, but seeing Gates deliver this speech really impressed me, to be honest. He comes across as sincerely dedicated to fixing some of the fundamental problems of DoD and the intelligence community (his career after all was at CIA and he is obviously a thoughtful critic of the DNI structure and “reforms”).  I sat there wondering whether Gates would be willing to continue at the Pentagon in the next Administration (odds are much higher of that with a McCain victory, obviously, and infinitesimal otherwise).

Brent Scowcroft introduced Gates with a warm and witty tribute, and it was nice to see him in person.  He told several jokes making fun of the Beltway culture, getting big laughs. Gates continued in kind at the beginning of his remarks, before he got serious – keep reading for one of Gates’s best jokes:

Do Voters Love the Candidates… or their Fonts?

FACT:  John McCain, Hillary Clinton, and Barack Obama have chosen distinctively different typeface fonts for their campaign posters, bumper stickers, and TV-ad logos. 

Obama uses sans serif Gotham.  McCain uses sans serif Optima. Only Clinton uses a serif, New Baskerville.  According to the Los Angeles Times yesterday, many typographers are following the usage choices closely, and now some political analysts are finding message in the medium; Obama’s choice is “the hot font of 2008,” Clinton’s font flourishes “conjure trustworthiness,” while McCain’s communicates an “old-fashioned yet quirky vibe.”

ANALYSIS:  Anyone who remembers their first experience with a personal computer’s word-processing program recalls that initial thrill when the realization hit: I can choose any font? I can choose any font!!!

Billions of funky emails, resumes, and yard-sale posters later, we’re all perhaps jaded by the profusion of font styles, and tend to have built up biases and defenses regarding certain looks.

The Three-Way Race, in Politics and Search

On the eve of the Super Tuesday primaries I’ve noticed a small but curious synchronicity, a sideways rhyming, between the Microsoft – Google – Yahoo elephant dance, and the back-and-forth among the top remaining candidates on the Republican and Democratic sides in the presidential primaries.

In graduate school I once wrote an 85-page study of “The Strategic Triangle: U.S., Soviet, and PRC Realignment during the 1970s.” Ah, the good old days of Henry Kissinger and grand-game geopolitics. But let’s stick to the more prosaic cage match dominating our politics right now.  Last week, John Edwards finally dropped out (or “suspended” his campaign, preserving some shred of pre-convention viability I suppose), and in doing so he refused to endorse either Barack Obama or Hillary Clinton. Both campaigns said great things about Edwards *after* he left the race, of course, the better to woo his supporters.  But before he dropped out, while he was still showing up in debates, both Clinton and Obama (and their surrogates) showed quite a bit of peevish annoyance that the third-place fellow wasn’t giving up and tossing them his endorsement.

Similarly, Mike Huckabee is hanging on by a thread on the Republican side, to the great solace of John McCain and the fuming of Mitt Romney, the latter believing that Huckabee’s conservative supporters would line up with him in a binary choice between Romney and McCain. (Would that count as a Baptist-to-Mormon conversion?) Romney spent the weekend bashing Huckabee even more than his putative rival, McCain.  Triangulation and frustration boil over into a combustible mix, obviously.

The same combination appears to be brewing in the Googleplex, while investors and analysts dump on the once shiny GOOG, which tanked yet again today, dropping below $500.