Microsoft Chief Software Architect Ray Ozzie faced down two hardball questions in a Q & A wrap to a conversation with Wired editor Steven Levy at the Churchill Club. On one, a much anticipated question about Google’s new realtime collaboration tool Wave, Ozzie had put a lot of thought into the answer. He praised the small startup project as only he could, as a clone of the Groove software he sold to Microsoft while joining the company and taking the CSA reins from Bill Gates.

But he also critiqued the Google effort as “anti-Web”, suggesting the project took on such a hard problem that its complexity might curb its adoption. Nonetheless, he seemed to relish learning from Google’s effort, positioning Live Mesh as a simpler reworking of Groove in the context of integration into the Microsoft OS. For a Silicon Valley audience who probably has paid little notice to Mesh, Ozzie’s careful dissection may spark some deeper attention as Wave exits its early pilot stages and grapples with integration into Google Apps.

Not since Apple stunned a developer/media crowd by giving away free iSight video cameras has a company gone to the heart of what Jonathan Schwartz calls the tendency of not just software but hardware to trend to free. Google’s giveaway of 4,000 Android phones and 30 days of 3G answers the musical question: is that an Android phone in your pocket or are you just happy to see me?

Google’s HTML 5 pitch got a whole lot more interesting when developers realized the company was moving into the kind of viral marketing Apple seemed to own until recently. The App Store has created an always-on version of the developer evangelism connection, and we’ll see how effective Google is in building on the momentum created by the phone toolkit. The iPhone 3.0 release continues to keep Apple ahead in lining developer pockets with money through increased monetization scenarios. Now the differentiator will come on the media side of the equation.

It’s time to get completely off RSS and switch to Twitter. RSS just doesn’t cut it anymore. The River of News has become the East River of news, which means it’s not worth swimming in if you get my drift.

I haven’t been in Google Reader for months. Google Reader is the dominant RSS reader. I’ve done the math: Twitter 365 Google Reader 0. All my RSS feeds are in Google Reader. I don’t go there any more. Since all my feeds are in Google Reader and I don’t go there, I don’t use RSS anymore.

Of course, my friends use RSS, or they used to. Pretty much every blog has an RSS feed, and aggregators like TechMeme spider RSS feeds as well as the original pages on the sites. I’ve wired up TCIT, the Gillmor Gang feed, and my YouTube feed on my FriendFeed, but that’s FriendFeed using RSS, not me. I believe FriendFeed outputs RSS, but I don’t use it.

On Friday the FriendFeed founders Bret Taylor and Paul Buchheit debuted a radical redesign of the product for about 15 journalists, technologists, and Robert Scoble. We were asked not to discuss the details until Monday morning. I’ve been playing with the beta for the last few hours and have already come to several conclusions about what this means for the social media community and by extension enterprise computing.

First, the disruption occurring around the realtime universal message bus invented by Twitter has now spread much more widely than commonly anticipated. Twitter’s breakout in the mainstream media hints at the speed with which this technology is moving, as does Dave WIner’s fascination with harnessing Twitter while at the same time questioning the validity of a single commercial company’s dominance of the space.

Some analysts have suggested that Twitter has moved past and consumed RSS at the center of the information machine. As newspapers and other print vehicles appear to collapse, the common concerns expressed about the permanent loss and funding of the fourth estate ignore the rise of a superclass of information creation. What some call the fallow ego-driven spew of the Warholian elites is more likely to be seen in the rear view mirror as something more akin to body painting and ultimately jazz.

Without directly violating the embargo, what FriendFeed 2.0 suggests is the capture of the sense of the moment. Like a Kennedy press conference or the incredible rhythm trills of Lennon on the roof in Get Back, we’re seeing something electric and tangible appearing out of nothing. I dive in and swim in the current, swooping from swirl to eddy, then into direct communication and back to the world I’ve left behind for a moment. It still takes several moves to accomplish a single task, but the handwriting is on the wall and the time is near when we can pick up where we left off months ago.

Microsoft’s Steven Martin has ironically blown the whistle on an attempt at an “open” coalition that freezes out certain companies. Ironic in that Microsoft and IBM played this game years ago with the WS-I, an industry standards group that pointedly stonewalled Sun Microsystems’ involvement before caving under media pressure.

In a Google Groups post Introducing the Open Cloud Manifesto, Rueven Cohen describes an effort involving “several of the largest technology companies and organizations” to “draw a line in the sand.”

We are still working on the first version of the manifesto which will be
published Monday, March 30th with a goal of being ratified by the greater
cloud community. Given the nature of this document we have attempted to be
as inclusive as possible inviting most of the major names in technology to
participate in the initial draft. The intention of this first draft is to
act as a line in the sand, a starting point for others to get involved.
That being said this manifesto is not specifically targeting any one company
or industry but instead is intended to engage a dialogue on the
opportunities and benefits of fostering an open cloud ideology for everyone.

As inclusive as possible? Not targeted at any one company? Engage in a dialogue? What a load of crap that is. It’s the same back room cigar-smoke-filled scam of the good old days when Web Services first began its inexorable move to reshape computing.

Dare Obasanjo writes about Facebook’s news feed redesign and decides it is a big mistake. He’s backed by some 94% of users responding to a Facebook application poll, and cites internal gossip that Mark Zuckerberg thinks user feedback is irrelevant. I think Dare is premature in this assessment.

First of all, Facebook is not copying Twitter; it’s copying FriendFeed, who originally copied Twitter. Where Obasanjo describes two different models - phone book and micromessaging - there already are three, including personalized aggregation or what I will call the micro-portal. Facebook already had part of the last functionality, so its opening of the micromessaging stream consolidates all three legs of the tripod.

In doing so, Facebook is counting on the same relative inertia that Twitter has so carefully cultivated. The calculation is that 175 million people are less likely to move away from something than they are to wait and see what is going to happen. Twitter decided they could stonewall third parties once a critical mass was reached, parrying attempts to build competitive subservices by slowing down API access. Today’s Twitter to FriendFeed delay: a reported 40 minutes.

Now that Facebook has jumped into the activity stream, how long will it be before major platform vendors do the same? Google seems strangely quiet except for a few retracted comments from Eric Schmidt about Twitter being a poor man’s email. Speaking of poor man’s email (aren’t we all these days) Microsoft has taken a huge chunk out of Notes engagements with its on-demand Exchange Online product. But so far, no direct attacks on Twitter et al.

The Facebook announcements seem most threatening to FriendFeed, at least from a feature perspective. In recent weeks, Facebook has sprouted a number of FriendFeed constructs - Likes and Comments the most obvious. In a few cases, the new tools go a step beyond FriendFeed by making it easier to post rich media types. But there’s a catch in this ease of use, namely the Roach Motel-ian question of whether the data ever comes out.

At a time when many people are saying innovation is dead along with the economy as we knew it, I can’t help but feel the hot breath of a surge in the power of the network. As Marc Andreessen reminds in his fascinating conversation with Charlie Rose, the Internet didn’t take off until the browser. The infrastructure was in place for some time already, but when the browser appeared, the TV generation sat up and took notice.

Now we’re at the threshold of the realtime moment, and history seems to be repeating itself. For some of us, the advent of a reasonably realtime message bus over public networks has changed something about the existing infrastructure in ways that are not yet important to a broad section of Internet dwellers. The numbers are adding up — 175 million Facebook users, tens of thousands of instant Twitter followers, constant texting and video chats among the teenage crowd — a semi-secret economy of interactive media that is sucking the chewy chocolate center out of the one-way broadcast sector.

Fred Wilson finds himself on two sides of the fundamental issue of our time: the user’s right to access data the way he or she wants to. On one side, that of the user, Wilson is an investor and board member of Boxee, a startup that translates web pages into a form more easily consumable on a TV screen. One site in particular, Hulu, just shut Boxee down at the insistence of the content providers for material on the NBC and Fox-owned site.

Boxee’s popular because it leverages Hulu’s free access to mainstream content in an on-demand solution. It’s the long-awaited rollup of TV or the computer, where on demand entertainment can be watched on the big screen under computer control. The studios don’t want us getting used to that methodology, especially not when it breaks out of the tightly controlled box where you can watch for free (ad-supported) or pay (DVD and Pay per view on demand) but not free on demand on the big screen.

Twitter developer manager Alex Payne has updated the Twitter FAQ with the actual, real, honest story on the return of Track to its users. First, the relevant text:

When will the firehose be ready?

By late January, early February 2009. For at least Q1 2009, the “firehose” (the near-realtime stream of all public status updates on Twitter) will only be available to a small group of trusted partners. The firehose is a stream HTTP solution; a client connects to it and the stream begins, ceasing only when the client disconnects. Once we’re confident in the stability of the service, we’ll add partners on a case-by-case basis. We may allow a wider selection of clients to consume subsets of the public stream (that is, updates from a collection of user IDs or matching specific search terms). We do not intend to allow anonymous, unregulated public access to this stream for any number of legal, financial, and technical reasons.

Now, the translation:

It can be illuminating to compare the strategies of the major cloud platform vendors. Instead of matching currently exposed features, let’s imagine what each major player could do to tack away from competitor strengths and toward their own. For example, Google.

Unlike Amazon Web Services or Microsoft’s forthcoming Azure cloud, Google’s overall application architecture is firewalled off from direct developer access. Yes, AppEngine can be addressed directly, as can the Google APIs. But to date there is no easy way to engage with Gmail Labs unless you are a Google engineer with 20% of your time on your hands. If you’re a Salesforce, you can invest in API connectors and leverage your own cloud. Or you can add gadgets from your iGoogle toolchest.

Marc Benioff has an uncanny sense of how to stitch together the multutude of social media and Web service resources that dominate the technology space. While many of the audience decry the notion of the enterprise applicability of these tools, Benioff and Salesforce think they’re on the way to what he calls “the next billion dollar opportunity” on top of this realtime platform.

On stage at Salesforce’s announcement of its Service Cloud, vendors like Google, Facebook, Plantronics, and even the Obama/Biden transition team are solving business problems with existing services. Salesforce spaces these announcements out over time at about one every two months. Sometimes the progress seems substantial, other times more incremental. Stitched together into a CRM service spanning Google Search, social media communities, and best practices databases, the net result delivers real value at just the time corporations are looking for leapfrog technology.

When President Obama delivers his Saturday radio address, it’s also shot on video and delivered over YouTube. When the news broadcasts excerpt from it, they use the Internet version, the one with pictures. It’s no longer a radio address; it’s a Webcast.

This week I tried to record the second season premiere of Damages, a twisty series with Glenn Close and Ted Danson among others on the FX network. No luck on the first try on Dish Network; the recording lasted 40 of the 70 minutes. A second try on Comcast bombed out after 5 minutes, but it may have been a 5 minute recap of the first season that tripped up the “New” show algorithm. Then on a hunch I checked Comcast’s On Demand repository and sure enough, there was not only the first show of the new season but the whole first season.

I saw Paul Buchheit at the Crunchies and took the opportunity to buttonhole the FriendFeed co-founder about the usual subjects: Track, track, and realtime search. Basically, track. He told me a variation of what he’s posted on FriendFeed over the holidays, that once the team was back to work they would be prioritizing the next set of work to be done. Given the times they are a’changing and all, I thought I’d suggest a few directions while we wait for Track.

Google vice president Marissa Mayer announced Google Chrome is coming out of beta in an interview with Michael Arrington at Le Web 08. The Google’s open source browser has a number of eager customers, including OEMs who can’t offer the browser until it is in full release. Chrome’s Windows client has been in beta since its roll out 3 months ago, and with the new move will likely spur bundling with Google Toolbar and Google Apps.

Chrome’s official release comes at a time when Google is accelerating efforts to redefine the browser around open Web standards while adding rich media and secure code extensions. Google’s open source Native Client project is just one possible future for the Chrome platform, where applications can run in a browser but incorporate native code modules. For example, this would allow developers to perform image processing on the local client without requiring round trips to the server.

Anything Microsoft does is looked at through a prism cut from the glass of the company that Gates built. The days of the anti-trust trial, Hailstorm, and the browser wars may seem far away, but not for the Netscapes and Novells who foundered in the face of the Windows and Office steamroller. Yet refugees of those wars have reinvented themselves in the new world of the social network, most poignantly represented by Eric Schmidt and his third-times-the-charm Google.

In the context of Google, a reinvigorated Apple, and the rise of cloud computing, Microsoft has figured out they have just as much of right to be reborn. Ray Ozzie’s tenure at the company has been a kind of stealth startup transformation applied to the entrenched duchies of the old company, and it’s bearing fruit in new language not often heard from Redmond: open, cross-platform, Mesh, Silverlight, Azure.

Salesforce and Google have extended their strategic partnership with Force.com for Google App Engine, essentially bridging the two cloud-based application development environments. App Engine applications, which are typically consumer apps, will be able to access enterprise data and services via the Force.com API.

The integration consists of a Python library, example code, and testing harness that allows App Engine apps to read and write to Force.com. As an example, Salesforce executives demoed for me a hybrid application that combined a game interface built on App Engine that allowed visitors to Harrah’s website the ability to win additional points and upgrade their experience in the actual Las Vegas casino.

Sun’s difficult position has been covered here, in business circles, and even in the land of puppets. So when Jonathan Schwartz surfaces with the launch of JavaFX 1.0, naturally the question in everyone’s mind is how exactly a client technology is going to advance Sun’s position in the marketplace as it downsizes to avoid a possible collapse.

Schwartz comes out swinging in the video embedded below, talking of Java’s strong position on desktops and what he calls the majority of mobile devices. He frames the discussion around the desire of companies to escape from the lock-in of the browser, dividing the world conceptually between Microsoft’s Internet Explorer and Google Chrome (presumably including Firefox and its growing share.) As he details a range of screens through which to project Java power, you can even see an iPhone on the far right though Java, like Flash, is shut out of the Apple smartphone.

The competition for the next wave of enterprise computing has heated up since Microsoft announced its Windows Azure strategy a month ago. While the jury is out in some quarters about Microsoft’s ability to actually deliver the reliability, security, and even the interoperability that is promised, the timetable has accelerated the plans of competitors and forced some to define themselves in terms of the cloud at a dangerous moment.

Sun Microsystems has been under particular pressure to realign; analysts and even Sun employees such as Tim Bray have been outspoken in their pleas for Sun’s executive team to jettison unprofitable ventures in favor of some kind of cloud strategy. CEO Jonathan Schwartz has hinted in recent months of some wood behind what Sun calls its Grid effort, and will this week roll out Sun’s JavaFX 1.0 front end technology to compete with Flash/Air and Silverlight.

JavaFX could be one of the casualties if Sun decides to pare technologies along with the 18% of its employees it’s trimming. Other cuts might include the NetBeans development environment, which has kept pace with or even bettered Eclipse in quality but not in uptake, and OpenOffice, the free Office replacement. Unfortunately for Sun, Google Docs has stolen some of the strategic thunder with an on-demand product from a company that can afford it.

If Twitter wants to make money, it needs to do to others what they’ve been trying to do to Twitter. That is, extend its lead in market share by solving the problem of cross-platform micromessaging. With activity streams from Facebook, Microsoft, MySpace, FriendFeed, and a score of smaller players flowing over RSS, XMPP, and HTTP Push, Twitter can consolidate its power by cloning the best of its competitors’ offerings.

Key to this jujitsu is the understanding of what constitutes a micromessage. Though Twitter’s competitors for the most part frame the issue as one of interoperability, in fact Twitter is in the unique position to define the platform on its own terms. If Twitter provides tools that allow users to integrate their messages, social graph, and discovery mechanisms with all other systems, Twitter in effect becomes the Post Office of the new messaging paradigm.

FriendFeed has done an exceptional job in the last few months modeling this strategy, and soon will reach a tipping point where it will be worth assembling a near replica of the high value parts of a Twitter Follow and discovery cloud. Already you can use the Imaginary Friends functionality to aggregate “friends” from multiple services, and create a Friends List and associated realtime feed to simulate much of the Twitter UI. But Twitter’s embargo of realtime Track data keeps other services from exploiting the Twitter user base as an organic messaging cloud akin to Google’s search cloud.

It seemed almost like the Good Old Days when everyone waited on Microsoft to show their cards before doing anything. While Adobe took over Moscone West in San Francisco for its MAX developer conference, Microsoft launched its Microsoft Online Services operation at the St. Regis 3 blocks away before an audience of press, analysts, bloggers, and most importantly, business partners. As one Adobe high up said, “Microsoft is focused on the enterprise.”

Google’s release of its Gmail Video service is noteworthy for several reasons. It is integrated into the Gmail console, adding voice and video services to the realtime console that is being built out around XMPP. It is remarkably easy to use; Dan Farber just called to test the service and I popped the window out and continued chatting with him while returning to this post. Several alerts on Yammer and Friendfeed’s realtime IM competed briefly in other chat windows. Oh, and Google just added about a quarter of its version of Silverlight to my MacBook Air. Call it Silverlite.

Friendfeed co-founder Bret Taylor joined the Gillmor Gang this afternoon to discuss Friendfeed’s XMPP stream of its Home and Friends List feeds. I sat with Taylor at the Friendfeed offices and Marc Canter joined intermittently by phone. Canter took the opportunity to vent about Friendfeed’s responsibility to exert leadership in the XMPP space before his line unexpectedly went dead.

The video below joins the conversation just before that point, and continues with discussion of Friendfeed’s new direction and role with the release of the realtime technologies. While Taylor acknowledged the possible threat to some companies (read Twitter) of providing access to the full firehose of data, he indicated building confidence in allowing businesses on top of the Friendfeed APIs was more valuable for Friendfeed.

At the O’Reilly Web 2.0 Summit conference in San Francisco, a context switch from Web 2.0 to cloud computing is well under way. Wired’s Kevin Kelly suggested a variation of the Semantic Web where pages give way to the data on the pages, with each of those chunks representing real objects in physical space, or as Kelly said, anything that can hold an electric charge.

AT&T’s Ralph de la Vega told Mike Arrington that he foresaw a world where phones controlled TVs, coffee machines, cars, and every other device along the way to and from work. The notion of a universal remote or mouse as Microsoft Research defined it years ago is now becoming an economic reality, one that de la Vega suggests is recession-immune as of now. The presence of a keyboard, whether physical as per the Blackberry Bold or virtual on the iPhone, is the new dividing line, with AT&T deriving north of $95 a month revenue versus $58 per month for the average user.

Salesforce’s DreamForce developer conference opens Monday morning with the announcement of a new Force.com Sites service. Sites is a new business for Salesforce, potentially extending the thousands of Force.com applications by pushing application data to the Web over Salesforce servers.

In doing so, Salesforce becomes even more of a channel for larger cloud players such as Google and Amazon, and even Microsoft to the extent that Force.com developers are free to integrate services such as Mesh and even Silverlight.

Although Marc Benioff dismisses such an alliance, he’ll have to work fast to expand Force.com outward as Microsoft comes after him from the outside in. Fertile ground may lie in harnessing Google apps and realtime services to populate Sites-enabled applications with smart information services based on targeted user behavior derived from Gmail, Google Reader, IM, and micromessaging. Salesforce can provide tomorrow’s Azure services today while using fear of Microsoft overwhelming the industry again to encourage Google and other RIA cloud players such as Adobe to federate around Salesforce as a rallying point for the enterprise.