I wrote about this first a year ago. It is one of those terms we have been hearing for several years now, but I am of the opinion that we have turned the corner and it is now more than just an accepted term. In my current role I am learning a lot about what VMware and its entire virtualization product set. In their certification training the “post PC era” is mentioned several times. Ironic since the current CEO of VMware Paul Maritz, played a major part in creating the PC era, while he was at Microsoft. On the consumer side we have seen the rapid rise of consumer driven smart devices, like the iPhone and iPad. People want small intelligent, fun mobile devices. It seems almost hard to accept as the PC era has not really been with us that long. But technology moves fast and it seems self-evident that what VMware, Google, Apple and others are touting is all but too true.
We have seen a lot of change over the past couple of hundred year. We had the agrarian age, where much of work and wealth was tied to the care of the land and feeding of society. Then we moved to the industrial age, where man’s technological advancements started to foster new industries such as train travel, the manufacturing of cars, the necessity of steel, and the birth of the oil industry. A hundred years later, give or take a few years, the rise of the PC and the information age began to take hold. It was not long before the dream of a PC on very desktop and every home moved from fantasy to reality. The one thing that is evident is the we will not have to wait a hundred years for the birth of a new economic revolution. The tech industry is transforming rapidly and will not last as long as the industrial revolution and before long we will move to the age of robotics. The age of Nano tech. The age of new energy. In a presentation I heard Newt Gingrich say, “In the new century we will surpass all the advancements of the 20th century in the first 25 years”. It may seem bold, but is realistic and in the end will be true.
When you think about desktops and laptops it may make you think we have returned to mainframes with dumb terminals. To a certain degree it has. But I was listening to CNBC one morning and they were talking about Generation Y (those born 1980 or later) and how they use or do not use technology. This generation is the Tablet, Laptop and Mobile phone group. The idea of a desktop is not their thing. They are also the generation that will feel more comfortable with using cloud based services. In addition many things that were thought to be only available using the power of the PC are now readily available in the cloud and can be viewed through a web browser. Think if all the mapping technologies we have available to us today. We take for granted that all of that is being provided to us remotely and we are just consuming a service. We need a user interface to consume services but where those services reside is not relevant to the majority the world’s population.
The Roomba is an interesting device. A device that vacuums the house for you. It is a robot made and manufactured bu iRobot. My niece has one. I saw one once in an office space. They sell well. Are they pervasive in society? No, not yet. The people who own them are what we call in marketing terms, early adopters. What does this have to with the post-PC era? Well a large part of PC’s is the software that drives them. In the early days of the tech industry the role of software was relinquished to the PC. But as we moved into the new century and what Bill Gates called the “software decade”, he failed to see in its entire what that meant. Software was going to increasingly be deployed in hardware devices, not called a PC. These new emerging fields of Robotics and renewable energies would not be tied to the desktop. Simple robotic devices like the Roomba, start to demonstrate what the power of software will be and what it can and is going to be. It also shows a future with devices beyond simple information devices, but true productivity devices in a manual labor sense.
The latest stats for this years PC market show another year of sub 2% growth. Some due to the slower than normal global economy, but most is due to what I believe is consumers choosing to buy a tablet or smartphone and forgoing the cost of a new PC. Do not get me wrong the PC will live for the rest of the 21st Century. But what these buying trends show is that there is a world out there does not live in spreadsheets. That do not build databases. Who may not even use a word processor. A lot of those people bought a PC with Microsoft Office on it so they could access the wonders of the world-wide web. Now they have an alternative choice. A choice that is simpler and in some cases cheaper. I think sometimes in certain areas of the technology industry we became a bit silo-ed in our views. To think one view of the world will live forever is a recipe for long-term failure. Bill Gates thought the PC would be the center of the universe and it still may be, but it’s share of the overall pie is shrinking as many people move away from the PC as their primary device. Looking for the elusive mobile lifestyle.
The coming six month are reason for a lot of excitement that will test these views. We have Windows 8 coming to market and this will test the one OS to rule them all theory from the one and only company that can drive this vision, Microsoft. We will also have the iPhone5 coming for the holidays. Both these releases are guaranteed successes. These will test two fundamentally different vision from two giants in the industry. Microsoft still owns the desktop and Apple owns the consumer. In the background you have Google pitching a different a vision with its Android mobile OS and Chrome based laptops. Where will Facebook play? Are they just Social Networking? They have API’s so where there is a API there is a developer play. We are entering the post-PC era, that is almost for certain at this point. There are likely devices we have not even thought of, it could be the next great leap in robotics that creates the next break through or simply a prettier, friendlier personal device. In the end the only thing that is forever is change
Good Night and Good Luck
Hans Henrik Hoffmann August 28, 2012
Paul Maritz stepped down as VMWare CEO.
I started this blog before that announcement…it will be interesting to see what his new role will be within EMC…perhaps CEO