I caught the last half of the AlwaysOn VC breakfast today, hosted by Tony Perkins, with Silicon Valley legend Tim Draper of Draper Fisher Jurvetson, Brad Feld of Mobius Venture Capital and John Jarve of Menlo Ventures.
Some notable quotes:
Draper: “Don’t come to us telling how you’re going to do Web 2.0. It’s too late. How are you targeting the year 2012?”
Jarve: “Verizon’s Vcast has been a disaster. You spend all your time trying to find a decent clip to watch. … MobiTV has it right [with live streaming]. Live sports will be big.”
A yeah, but, from Draper, who said, “I’d rather see time-shifted video. TiVo has changed everything, and we’re not going back.”
More Draper: “[Several years out], the wifi network will eclipse the cell phone network.”
Jarve: “SBC and Verizon have had a terrible track record when it comes to offering content for IPTV. It’s more likely that independent content producers will supply the content. But the only way SBC and Verizon are going to afford to lay those additonal miles of fiber is if they provide the content, too.”
Perkins — a lifelong Mac user — knocked Apple for its semi-closed iPod and iTunes models, citing MP3.com founder Michael Robertson’s recent criticism of Apple’s proprietary policies. But Draper would have none of it. “Steve Jobs is God.”
JD Lasica, founder of Inside Social Media, is also a fiction author and the co-founder of the cruise discovery engine Cruiseable. See his About page, contact JD or follow him on Twitter.
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