Malleable social graphs and mini-mobs: why Facebook could destroy Foursquare and Gowalla with one check in

I didn’t write about the big location war at SXSW (between location-based apps like Foursquare, Gowalla, Loopt, Brightkite, Whrrl, and others). Why not? Because, well, MG Siegler at Techcrunch has been. But I did participate, and took notes and now I’m looking at what’s next:

1. These apps are great for creating “mini mobs.” I saw several happen at SXSW, including a party in the lobby of my hotel at 3 a.m. (I watched that form, saw it was fun, and got out of bed to join it). Check out the video of these “mini-mobs” being created and destroyed at SXSW.
2. These apps will really show their form when malleable social graphs arrive. What are these? Well, right now social networks like Facebook, Twitter, and Google Buzz have very un-malleable social graphs. IE, they don’t change who they present to you based on the behavior of your friends. More on that in a second. First the mini-mob video at SXSW:

If Facebook understands these two new capabilities and makes their location features do them even partially well they will decimate the newbies. Why? Well, today I visited San Jose’s hottest new park. Thousands of people have visited in the 14-days since the park has opened (it just got a $72 million upgrade). On Gowalla and Whrrl only two geeks had checked in at the park. Here’s the park on Gowalla. Here’s the same park on Foursquare. This is in the center of Silicon Valley, home of all early-adopter bubbles. These new services have NOT gone mainstream here and have NOT gotten enough adoption. Aside: this park rocks for geeks who have young kids.

Facebook, if it does these two features right will bring its 400 million users (Foursquare only has 500,000 or so) and could take away all the oxygen from this new group of services that’s trying to follow Twitter’s path to success (Foursquare has reached 500,000 users faster than Twitter did and is only a year old).

So, this is a warning to all the VCs who are ready to throw big money at Foursquare: Facebook could mess up this whole party and even if it doesn’t this is VERY EARLY DAYS for location-based services and the services themselves have NOT explained to any of us what they are useful for (they are useful for social media networkers like me, but not for the normal person — yet).

First, a cautionary tale. Facebook will also have to face the very real location backlash. These two posts show that location-based services help stalkers, Michelle Greer says, and help thieves, Nick O’Neill reports.

These are anti-forces Twitter and Facebook never had to face and will, I predict, prove to be why these services WON’T follow Twitter into the path of mainstream hype and acceptance. That’s why I’m looking for all of these to go down a different path: the path to malleable social graphs and mini-mobs.

My son walking on a pig at Happy Hollow park in San Jose

The way I found this path is fun. It ended up today at the new Happy Hollow park in San Jose (just reopened with a $72 million upgrade). The pictures that you are seeing here are mine, shot with my iPhone and Gowalla today. The kid you see climbing on the pig is my son.

Malleable social graphs, what are they?

Well, right now, if you are looking to go to a Napa Winery, or three, and you go to Twitter or Facebook everyone looks the same to you. But, now, check in in Napa with Foursquare and all of a sudden you only see people near you. I have more than 7,000 friends and when I tried this last week (I was visiting a startup near there) I only saw four other people. So, now I was talking with four other people who were on my social graph and who actually were located near me. Now, I bet I could text each of those four and ask them where to go and I’d get very good answers.

That is a malleable social graph. IE, it changes based on conditions you set in motion.

What are some other examples?

1. Check into “24″ (the TV show). Why would you see anyone who also isn’t watching 24? Now, if some of them say that there’s a new cool video on YouTube that is interesting, are they more likely to match your tastes than the general population? Absolutely yes!

2. Check into a car wash. I did today on Gowalla and Foursquare (here’s my photos and details on Gowalla). Now look at your phone. What businesses did Gowalla bring to you? Mine brought me a lamp store across the street. Dumb. That is NOT a malleable social graph. Why would ANYONE checking into a car wash be interested in a lamp store? How about showing where the bathrooms are? How about showing where the closest junk food places are to grab a snack? If Gowalla did THAT then it would be demonstrating a malleable business graph. Right now Gowalla doesn’t have either a malleable social graph, nor does it have a malleable business graph. It’s dumb about this stuff, that is a major opening for Facebook. Foursquare isn’t much better, although it does better with the social graph stuff (at least I only saw people near my carwash, unlike in Gowalla).

3. Check into politics. I told Facebook that I’m a liberal Democrat. So why am I still seeing Republican crap in my news feed? Facebook hasn’t implemented malleable social graphs yet and, so, its newsfeed is still presenting information to me that I might not care about and, in some cases, might actually make me angry.

4. Check into a London pub. Gowalla has this really cool feature called “trips.” Here’s one for London pubs. Does my social graph change if I complete a tour around all the pubs to show me all the other boozers who have visited London? No. But what if it did? What would that let my social graph do? Well, for one, if you are expert on London Pubs, like my friend Hugh Macleod is (he took me on a tour of such pubs a few years back) well, I bet he’d also be pretty good at finding the best pubs in Texas where he now lives. Which he is. Why would I take advice on pubs from someone who has never been in a real London pub?

5. Check into sushi. One of my favorite sushi places in San Mateo, Yuzu, has a few negative reviews. Why is that? It’s called the “masses are asses” problem on Yelp. Here’s what happens: Yuzu is a place that is awesome for advanced sushi lovers. I’ve eaten sushi all over the world in places like Tokyo, Yokohama, New York, London, and other places. I love advanced sushi. I look for restaurants who do sushi well. But most people aren’t like me. Most people don’t even like sushi. So, if they get dragged to a place like this they try to order “Americanized” sushi like, um, California rolls. Or fried crap I can’t even pronounce. That is NOT sushi. Anyway, these people, er, newbies, get to Yuzu and find that all the other “non-sushi” stuff sucks. So they rate it low. Me? I could care less about all that other non-sushi stuff when I am looking for a sushi restaurant, which is why I rate this place five stars. Now, Yelp does NOT have a malleable social graph. We can’t filter out all the “sushi newbies” who don’t like sushi anyway. So, this is a major way that Facebook can take over. Alikelist does a lot better at this than anyone. At least so far (I did two videos with that company to understand their view of malleable social graphs. I came away wondering how long it would be before Facebook buys Alikelist).

6. Check into movies. If I say I like Avatar why would I care about what someone who doesn’t like Avatar think of other movies? Yet I see their reviews on all the review sites. Malleable social graphs are needed to reorder movie reviews. Lunch.com tries to do that by asking you to compare movies and then finds people like you. Lunch.com is working on malleable social graphs and is largely seen as one of the best-positioned companies to compete with Yelp.com and other movie review sites because of it.

Anyway, I could keep going. This just gives you a taste of what malleable social graphs could do. Now let’s talk about mini-mobs.

Mini-mobs and how they will improve your life.

I’ve been in a few mobs. I remember one time when the San Francisco 49ers won the Superbowl and I was downtown and got caught up in it. Very scary, the mob surrounded my car and shook it, breaking the mirrors off. Not an experience I wish to repeat.

As my history teacher in community college used to say “the masses are asses.” Yelp is seeing some of the masses are asses problem, as we discussed above. So are other review sites. But Facebook was supposed to save us from these “masses.” After all, we’d only friend or follow our personal friends and people we knew and that would solve all the world’s problems. Well, it didn’t.

Why not? Because our friends still form mobs that don’t really give us the best experiences.

Talking with Bill

Look at what happened at SXSW this year: the crowds got so big that the experiences that some of us had weren’t as good as previous years. Jolie O’Dell says she’s not going back. I, too, felt that there was less goodness this year. Mostly because you couldn’t escape from the masses. Masses are fun for a while, but the really extraordinary experiences I’ve had have been smaller. Far smaller.

Look at this chat I was a part of with Bill Gates. I’ll forever remember it. Partly because it was Bill Gates, but partly because it was small, intimate, and focused. The best parties at SXSW were that way too, which is why I woke up to go downstairs to join the Revolving Door Party.

So, if mobs are bad but small mobs are good, well, then we need to encourage the production of these new, mini-mobs.

Zappos did that by driving a bus around Austin at SXSW. The bus had its own checkin, so you could join up there.

But what do you really want? Well, first, you need malleable social graphs that will show you people who are probably more likely to get along with you. After all, if you hate wine why would you go and hang out with Gary Vaynerchuk? So if you are looking to start a minimob, like he does (he moved his party to a new venue after it got too crowded and the lines got too long to create minimobs) wouldn’t it be better if your Facebook showed you four people near you who were like you? After all, Facebook knows who your REAL friends are. You know, the ones that are like you and the ones you interact with. Those stalker kids might look like you but you don’t interact with them and Facebook knows the difference.

See where we’re going with this? What if Facebook only shared your political thoughts with people like you? What if it showed you sushi restaurants that sushi lovers like me cared about (and only showed you when sushi lovers like you are in the restaurant)? What if it matched your movie tastes to yours and only showed you friends who also liked Avatar?

Wouldn’t that help you build minimobs that match your style and interests? Yes!

So, now, where is Foursquare or Gowalla or the others going to find the oxygen to survive the Facebook onslaught?

Well, it needs both and it needs both quickly. And those companies better be praying every evening that Facebook doesn’t get this stuff for a year or more. If Facebook comes out with a competent location system in April at its sold-out F8 conference this little “check in” game will be over. Sorry, none of these services has enough users to survive a competent Facebook.

My bet? It’s on Facebook but I will use Gowalla and Foursquare all the way until we see how competent Facebook’s offerings are.

See you at the end of April.

Oh, and while we’re talking about mini-mobs, I’m creating one of my own. Next Friday night at the Apple store in Palo Alto on University Ave. Come by anytime in the evening, I’ll be there all night until the store opens and I can pick up my iPad. Plancast has a way to plan our mini-mob, join the fun!

Things I’ve learned by clicking “like” 15,301 times

Mike Arrington is right. I am addicted to friendfeed and it’s very difficult to pry myself away from it and do a more serious blog. I now have 15,300 reasons why I am so addicted.

It is called “Like.” But clicking “Like” doesn’t mean I actually like that item. It means I want YOU to see it.

People ask me why so many people follow me. (26,000 on friendfeed, 50,000 on Twitter, 5,000 on Facebook).

This is why: I shine my flashlight on other people. So far in the past 11 months I’ve done it 15,300 times.

Most other A list bloggers that you know never even try to link out and tell their readers about other people doing great work this way.

Some things I’ve learned?

1. I’m more likely to share items from people I’ve met face-to-face. Why? There’s a social reciprocity aspect to it. If I’ve met you at a conference I know you a little more reliably than other people I haven’t met.
2. There is some overlap with TechMeme because I have similar interests but my likes tend to be far smaller stories than will ever get onto TechMeme. Things that will make you smarter, but aren’t big news items that’ll attract a lot of links. Things like Tim Ferriss’ post about how to learn any language in three months.
3. More “independent” voices make it onto my list than onto TechMeme.
4. I like racing TechMeme. Often I can beat it with a like by half an hour or more. But lots of times it beats me. Which, brings me to #5.
5. I don’t get nervous anymore about missing things. Why? Because I am following 13,000 people on friendfeed and they will keep bringing back important things. Plus, important things get onto TechFuga and TechMeme. I call my behavior “media snacking.” If I have time I’ll snack on different stuff from around the Internet.
6. After I like something I can see how other people respond to it, so I can refactor my likes. If people hate a like, or tell me I messed up, I will use that info in future likes.
7. Likes are searchable. If I search for someone’s name on the Everyone tab anything they’ve liked will come up in the search. Which brings me to the next item.
8. Likes are metadata that improves the original item. How? Well, for instance, in friendfeed I can hide all Tweets that don’t have a like. That makes finding interesting tweets DRAMATICALLY easier.
9. By having all my 26,000 followers on friendfeed see the items I like (it puts them into their view) I find that I am getting to know my followers in a much more intimate way than if we just tweeted at each other. On a separate page you can see all the items I’ve commented on, to see this in action.
10. Likes can overwhelm people. I am liking about 700 things a week. Many people just can’t deal with that flow (and it gets far worse the more people you follow on friendfeed). That’s why I say on friendfeed it is hugely important to be very careful who you follow. I recommend putting noisy likers like me into a separate list, which will help you get more value out of us.

What do you think? Does this behavior help you? Or do you think it’s lame?

Best growing newish services of 2008 (is Louis Gray right?)

I see Louis Gray has posted a list of his 10 top new web services for 2008.

I thought the list was missing a few of the best new services. So, I did two comparisons:

1. I asked Twitter for what services they liked the best that were new.
2. I compared all of Louis’ top services on Compete.com to my favorite new service, FriendFeed, to see how they measured up in traffic.

First, let’s compare in Compete. I included TechMeme in the charts as a baseline since that news service continues to be popular.

1. Twitter Search. Can’t compare here, but Louis is right. This is a service that not only got popular this year but also was acquired by Twitter.
2. SocialMedian. FriendFeed had much more growth this year. But SocialMedian is up and to the right.
3. Backtype. They were up, but only slightly compared to FriendFeed. Jury is still out here.
4. TweetDeck. Guy Kawasaki uses it, so that’s enough evidence. TweetDeck actually grew faster than Backtype or SocialMedian, so they deserve to be higher up on the list.
5. Strands. My friend Francine Hardaway loves Strands, so that’s enough evidence that Louis is right, but they struggled to find an audience this year when compared to the other services on the list.
6. ReadBurner. They struggled more than anyone on this list so far to get growth. Sorry, but in a recession growth is job #1 and no one has come close yet to FriendFeed in growth metric.
7. Feedly. This one is like ReadBurner. Struggling to show growth.
8. Gnip. Flatlined.
9. Toluu. Flatlined.
10. SocialToo. Show a lot of growth in last month. Impressive compared to Feedly, Gnip, Toluu.

What are my favorite new things, written before I started this post?

1. FriendFeed. Growth solid all year long except last month. The best of any of these services mentioned so far.
2. Qik. Good growth earlier this year, then flatlined.
3. TripIt. Nice solid growth all year long, but not fast enough to get VC’s hot and bothered.
4. Evernote. Solid growth this year, but flatlined past few months.

What about Twitterer’s favorite services? How did they compare? My comments in italics.

jgsilvestrone @scobleizer top new applications: Green Home Huddle, Green Directory Montana Sorry, Louis Gray is a better picker. These services aren’t even on Compete.com’s traffic list.
TexasGirlErin @Scobleizer ShareThis and newcomer Modista will be something I use in 2009. Wow, we have a winner! ShareThis.com beats FriendFeed’s growth. Louis, how did you miss this one? Modista? Try again, flatline growth.
nickck @Scobleizer friendfeed, zotero (which is the best notating app for firefox). Sorry, Zotero is flatlined, so Louis Gray is better at picking new companies.
erincollopy @scobleizer -Tweet Deck and Kayak for travel. Infraction! Kayak existed before the year started and was very popular. It grew and now is falling in popularity. Go to jail, do not pass go and do not collect $200.
meaganm @Scobleizer I’d say ShareThis! And you’d beat Louis Gray, but do you have nine more in your pocket?
davidhhendricks @Scobleizer tripit I love it to, so you get points for picking the same thing I did.
KellyJohns @Scobleizer Friendfeed is the best, thanks for recommending Robert, Qik too if it would actually work on my Blackberry or iPhone. Qik works on Blackberry now, iPhone if you jailbreak it.
zaphodd @Scobleizer Services: Meebo, iTunes App store, Boxee Hey, I didn’t know about Meebo before this year, but they were already popular. I will give you a point because they grew really nicely this year. Boxee? Definitely cool. Not much growth until late in the year, but still pretty flat.
jblock @Scobleizer Yammer and FriendFeed. Yammer won TC50, so they deserve to be on the list. They grew really fast right after that, but have leveled off since then.
OfficeHax @Scobleizer snackr is the hottest service that I started using in 08. Snackr has too few users to be found by compete.com. No “beat Louis Gray” trophie for you.
sweyn @Scobleizer Laconi.ca is my pick for new service. Oh, let’s just put Plurk in there too. Plurk grew nicely. Louis Gray missed that one. Laconi.ca wasn’t even found by compete. The service identi.ca, which is based on Laconi.ca grew, fell, and now is flatlined. So, Plurk beats it. You’re no Louis Gray!
JimmySky @Scobleizer: Digsby, Evernote. Evernote has already been covered. Digsby grew quite well all year, except for last two months where it went up like crazy and then fell back down. Did Oprah talk about it? Anyway, you beat Louis Gray, so congrats!
teleken @Scobleizer Twitter, FriendFeed, last.fm. Twitter? That started in 2006. So, infraction! Last.fm? Same thing. Although both grew nicely so at least your heart is in right place.
JonathanDeamer @Scobleizer Hottest new service that I wasn’t using in 2007? Spotify. Best music app I’ve ever used, no question. You seen it? I haven’t seen it, invite-only at this point so compete.com doesn’t have any data for it. Gotta check it out!
thatJENgirl @Scobleizer Yahoo Pipes, WidgetBox, Webnode.com. Webnode had pretty flat growth, but better than a few of Louis’ choices, so you win there. WidgetBox? That was popular at the beginning of the year but had nice growth all year long.
dcfemella @Scobleizer FriendFeed, Seesmic, and Twitter. Seesmic saw nice growth this year, except last few months.
GR8CDNPumpkin @Scobleizer Brightkite, Pixelpipe, Friendfeed, Social|Median, Strands … that is most of them I think. Brightkite saw great growth. You are better than Louis Gray! Pixelpipe? Not so much.
alyero @scobleizer hottest new service - Planypus (www.planypus.com). Planypus? Um, no. Sorry. Try again.
sadekhm @Scobleizer Friendfeed, Plurk, Dropbox, Tumblr. Tumblr had bigger growth than FriendFeed, which explains why it just closed $4.5 million in funding. A tiny bit unfair because it started out more popular, though, so really was a hot app of 2007.
dave1meyer @Scobleizer - best new tool for me in 2008 was Things for Mac/iPhone. Great GTD app. Hard to judge this one because it’s an iPhone app but compete.com was not impressed.
lirontocker @Scobleizer Dropbox. Nice growth, but a lot slower than FriendFeed. Better than many of Louis’ picks, though.
jakks @Scobleizer Friendfeed. Socialcast. Blip.fm. Um, Socialcast wasn’t even on the chart, so no. Go back to the Louis Gray school of finding new cool services.
lirontocker @Scobleizer Truphone Another iPhone app, so compete.com probably under ranking this.
Eyebee @Scobleizer Hottest new service here: Friendfeed, Disqus, 12seconds.TV. Oh, Disqus is a major growth winner this year. So is 12seconds.tv. You win the “beat Louis Gray” game.

There are lots of other suggestions on this thread on FriendFeed:

FriendFeed, Otherinbox, Dropbox. - Nir Ben Yona Otherinbox grew a bit, definitely more than some of the stuff Louis recommended, but was pretty flat so won’t get VC’s interested. Dropbox very flat.
FriendFeed - Kenton
I will have to say friendfeed too :o ) and ning. :o ) - Rob Sellen Ning was popular going into the year, but look at the growth all year long! Makes FriendFeed’s growth look tiny.
FriendFeed, Yammer - Uwe Schwarz
definitely getdrpbox.com and drop.io - Milos Radovic Drop.io had an OK year, doubling traffic, which was better than many of Louis’s picks, but it started out the year with 50k users, so isn’t quite a new service this year.
FriendFeed - Stupid Blogger (aka Tina)
FF, Evernote, GoogleApps, Pandora - Rob Michael
Friendfeed… - Bob Blunk
Mint.com, Remember the Milk, FF - Mark Philpot Mint.com won TC50 in 2007, so doesn’t apply here. It had a lot of growth this year, though. Remember the Milk also started out with 50k users this year, but more than doubled them.
Friendfeed, but in terms of everyday day-to-day usage than ‘iPhone apps’ are far more frequent than Friendfeed (though that probably doesn’t count). - Andrew Leyden
Mark Philpot beat me to RTM — it is really good. - Robert W. Anderson via twhirl
FriendFeed certainly. Qik on iPhone for sure. Digsby has redefined my email/IM/social networking, nothing else beats it. - Nathan Chase
Friendfeed., Lightroom 2.0. - Thomas Hawk
tripit is my favorite as well as Twitter. used twitter back in ’07 but didn’t have a need until I lost my job at Yahoo! in Feb. ’08 - Randy Ksar via twhirl
FriendFeed & Twitter - Atul Arora
Friendfeed, Plurk, Dropbox, Tumblr - Hisham
twitter, friend feed, social median - dan
Friend Feed, Pandora - Victoria/Plautia
AOL j/k… Windows Live has some interesting components. And FriendFeed. - Mark VandenBerg
Netflix on demand, FriendFeed - Brian Roy
FriendFeed Qik Evernote BrightKite - Enrique Gutierrez via twhirl
Friendfeed; Doppler; Blip.FM; Dropbox - Jorge Gobbi via twhirl
Friendfeed. - Katie
Twitter, Qik and shamefully; WordPress - Mauricio Reyes
FriendFeed, Dopplr, Plazes - flapic Plazes didn’t do anything. Dopplr didn’t either. No Louis Gray award for you.
Everything (except for YouTube, Flickr, SU and Digg…the “old” stuff). I went from Blogger to WP in January, had special words for people who used Twitter. - Anika Malone
Liking even though I was already using FF in 2007 and still my fave in 2008 :) - Mark Krynsky
Friendfeed. Socialcast. Blip.fm - Jaica Kinsman
FriendFeed, Seesmic, and Twitter - Shevonne Polastre
ping.fm blip.fm dropbox - Mike G
Friendfeed, evernote, twitter - seanb via twhirl
Diigo too. - Jaica Kinsman Diigo saw nice growth this year.
Well, thanks everyone for helping us find the best services of 2008. Based on the results here’s my final list of sites that had fewer than 100,000 users at the beginning of the year and have seen sizeable growth this year:

1. FriendFeed.
2. ShareThis.
3. Brightkite.
4. TweetDeck.
5. Disqus.
6. 12seconds.tv.
7. Qik.
8. Evernote.
9. TripIt.
10. Digsby.
11. Plurk.

So, who has a better list? Me (and a bunch of people on Twitter and FriendFeed) or Louis Gray? To be fair, Louis explained why he thought FriendFeed shouldn’t be used this year, so probably that same reason would keep some other of my favorite newish companies from being considered.

Either way, I learned a lot about what companies have caught people’s attention and it’s interesting to compare growth curves among companies.

Some fun distractions while I put this list together? Look at these companies growth curves:

They grew four Twitters (if you use the December-sized Twitter).
Twitter. Wow, look at that growth! Plus, growth curve is a lot steeper than FriendFeed.
Ning. Growing faster than Twitter.

Anyway, my hat is off to all entrepreneurs that have seen a ton of growth this year. Hope 2009 brings you even more. Did we miss anyone? Leave a comment with a link.

Showing off the World Wide Talk Show to Media Bistro

Today I gave a talk which is getting lots of kudos at the Media Bistro Circus here in New York. I showed a ton of stuff including Qik, Asterpix, Seesmic, FriendFeed, Twitter, Twittervision, Dotsub, Fast Company.tv, Snackr, and Twhirl.

Allen Stern at Centernetworks filmed it and said nice things about me, which I greatly appreciate. He said “I captured his entire discussion (~15 minutes) and it’s worth watching.”

Jeremiah is herd with Utterz

Remember yesterday when I talked about micromedia? Well, Jeremiah Owyang is the first guy I saw using that term (he’s now an analyst with Forrester) and today he tests out Utterz and wonders who is treating the media snacker the best?

The iCult, continued…

Why do I love living near Silicon Valley? Well, last night Thomas Hawk and Kristopher Tate and I were out to dinner. Had a lovely meal at Pasta Moon. Highly recommended, great food.

Anyway, at one point one of the waiters sees Thomas playing with his new iPhone. Quickly pulls out his own iPhone and starts comparing apps.

Turns out the waiter was Richard Poncini, has been working at Pasta Moon for 14 years and has his own cooking business as well — he regularly makes feasts for other chefs at the Ritz, we learned.

Now, how does a business keep great employees? We learned that the owner of Pasta Moon is taking her entire staff to Italy soon. No wonder the food is so good.

By the way, I’ve never had a waiter notice my Nokia N95. The iCult continues…

UPDATE: I should have also told you what happened earlier in the day when we were having a snack at the Ritz with Francine Hardaway. The waitress there heard us talking about Facebook and chimed in and said “I’m on Facebook.” Cool, so are we. So are we.