March 05, 2007
inkling Markets 1 Week Later
The inkling markets I started last week have been making progress. While I can't speak authoritatively about why the participants are investing the way they are, I can always make some wild-assed-guesses.
In the OpenID market, the biggest gainers are Wikipedia and Yahoo!. Wikipedia announced that they're working on OpenID, which sounds like it's a lock. But you'll notice that talk was given at the end of April 2006, and since they haven't done it yet, it's possible that they won't make the August 26th deadline of the market.
Another big winner is Yahoo!. They have been pretty aggressive about opening things up lately, they are offering lots of APIs to web developers and I think the feeling is that OpenID is right up their alley. Note that idproxy.net doesn't count as a "win" for Yahoo! since the market is looking at these web sites consuming OpenID.
One stock that surprised me was that MSN.com has the lowest stock price of the bunch. I realize that Microsoft has cultivated the exact opposite appearance as Yahoo! in that people believe that Microsoft refuses to interoperate with anyone else, which is probably driving the stock price down. It's still surprising to me because Microsoft has announced that they will be supporting OpenID. I wonder if the stock price is so low because of the perception of Microsoft as closed or if people believe that Microsoft will be pushing OpenID as an enterprisey technology but not something for consumers.
The Jabber market has some things that surprised me as well. While Yahoo! is doing well and MSN is not–which I attribute to the same things as their performance in OpenID–Skype is currently the highest price stock. That's surprising to me because Skype has not been very open. Of the 5 IM networks in the market, only Skype doesn't work with Adium. In August 2005 Skype announced SkypeNet API which sounds like it might allow Jabber interoperability, but apparently it's been abandoned. I wonder if the SkypeNet API is driving up the stock price or if it's just wishful thinking.
My final observation is that AIM and ICQ (both of which are owned by AOL and interoperable) haven't moved very much at all. This is notable because AOL and Google Talk (which runs on Jabber) announced interoperability in December 2005 but nothing has come from it yet. Since Google Talk runs on Jabber the path of least resistance for interoperability would be for AOL to support it as well, even if they only federate with Google at the start.
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