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Technology Stocks : Investing in Exponential Growth
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From: Paul H. Christiansen9/17/2016 10:48:18 AM
   of 1084
 
The Ubiquity of Voice and the Venture Opportunity



People have always used their own voices (supplemented with facial and other movement) as the natural UI for real-time person-to-person communication. However, while human-to-machine user interfaces have changed and progressed through different paradigms over the decades of computing, voice as one of those until only recently was merely a cute toy which didn’t really work well (enough).

But now the race is on between Apple and Amazon to make voice as the primary input & output everywhere:

Amazon’s strategy is to put voice I/O in every conceivable location in your home (and outside it). Echo’s Alexa started in your kitchen and is now multiplying to every room in your house and is becoming portable. Apple’s strategy is to put voice I/O as close to you as possible. Moving Siri from your pocket, to your wrist, and now directly into your ear. Yes, in theory Google and Microsoft are running the race, too, but their current offerings are buried too deep in your pocket on your phone (or even worse, on your desktop)*. The past few years of consumer behavior have shown that it’s too much friction for most consumers to always pull out their phone out of their pocket or purse and initiate a conversational routine. (Of course, not all people complete the same computing tasks the same way: for example, some power-users use keyboard strokes in a faster way than a mouse/touchpad, even though perhaps the latter is more “intuitive” and therefore easier.) But the rule of thumb is that people employ the UI which is the easiest, fastest, and least prone to error… for them.

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