Good Web 2.0 / Web 3.0 Blogs

Okay, so let’s do a quick survey on what we read to keep on top of Web 2.0 / Web 3.0. Here are some from my feed reader. Do share what you like.

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What Does India’s Middle Class Want?

McKinsey says, they want a more comfortable life, and to be able to spend more on discretionary stuff.

John Donahoe’s Early Thoughts

We are all trying to second guess what John Donahoe wants to do with eBay. NY Times’ Saul Hansell says that he plans to focus on better Search. Not a bad starting point. I hope this won’t be one of Jerry Yang’s “we want MyYahoo to be the starting point of your lives” vision without

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Deal Radar 2008: Amie Street and the Twenty First Century Renaissance

AmieStreet.com is an online music destination that allows (a) musicians to release, (b) music fans to discover, and (c) listeners decide the price they would like to pay for new and independent music over the Internet. The site has excellent music. In August 2007, Amie Street raised an undisclosed amount of Series A round of

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Will Netflix Survive iTunes Movies?

Amidst weak economic conditions, Netflix reported a solid 4Q07 beating the street’s expectations. Revenues in 4Q07 was $302.4 million, up 9% y-o-y. Gross Profit margin was 33.8% compared to 38.9% a year ago. Net profit increased to $15.8 million, up 6% driven mainly by a 9% q-o-q decline in Subscriber Acquisition Cost (SAC) to $34.60,

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What is John Donahoe’s Gameplan with eBay?

The big news this week is eBay’s CEO change. Meg Whitman retires, John Donahoe will be taking her place. There is wide-spread skepticism about John Donahoe’s choice as the successor to Meg Whitman. We just completed a comprehensive analysis of eBay’s business and a comparative analysis of eBay vs. Amazon.

Trend Radar 2008: Turnarounds

2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch:

Deal Radar 2008: Takkle Tackling Socially

Takkle is a social network for high school sports, where students, athletes, coaches, and fans share their passion. Takkle has a strategic alliance with Sports Illustrated. Takkle allows students to create their profiles and upload their stats, photos and videos for college recruiters. In November 2007 Takkle raised $7 million in venture funding led by

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