
Facebook’s notion of a friend has a 1-bit depth. True or false. A social graph of line-art, if you will. This is in stark contrast with much higher resolution social graph that exists in our everyday lives. There are varying strengths and hues to to the sorts of social connections that describe our interaction with the world.
Smartphones capture the nuances of our really existing social graph.
We’ve begun carrying devices around that capture a wealth of information about where, who and what we’re seeing. If you’re in close proximity with a group of a dozen folks at a business address from the hours of 9 to 5, Monday through Friday, they’re almost certainly your co-workers. If you go from there to a bar with several of them a few times a week, they’re your work buddies. And those bars are probably your work-buddy bars. And at your home, a residential address where you’re in close proximity with another 1 to 5 souls who most likely share your last name; those are your family. The people you meet with on weekends, the restaurants you eat at, the parks you visit or clubs where you go dancing are the places that you go with your friends. When you travel across the country at Christmas, every year to the same place, to visit the same people, those are your extended family.
Your location, and those in your vicinity, produces a high-resolution social network. One that actually captures the intricacies of the way we really interact with people. There’s power in that idea. A lot of it. And if Facebook’s social graph is line art, the real world one is color.
A billion dollar idea?
When Color announced raising $41 million pre-launch, it triggered much second guessing of Sequoia and talk of bubbles. Are we in a bubble? Honestly, I don’t care. But if there’s anyone that I’m willing to give the benefit of the doubt to on spotting big ideas, it’s Sequoia, who have been at the top of that game for decades.
The internet peanut gallery immediately zoomed in on photo sharing not being a billion dollar idea. It’s probably not. But I’m pretty sure there’s more than meets the eye unfolding here.
What’s the data team for?
Color is putting together a top-notch data team, having recruited LinkedIn’s chief scientist. Taking the next step in the evolution of the social web is the sort of thing that top-notch data teams salivate over. More than photo sharing anyway. Heck, making sense of the way that information is connected was a big part of the spark that led to founding my own company, Directed Edge. If I were to put my chips on the table, I’d bet this isn’t about photos, but about transitioning into a high resolution social web, one that analogously, is in color.



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