Should Google Power Yahoo Again?

Here’s a superb post from Rich Skrenta on Google, the third wave of computing, and how Yahoo should go back to its original model of licensing Google’s technology for Search, Adwords and AdSense. Whether or not you agree with that last conclusion, you must read the post. And then, ponder the question on the future

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Google Keeps Rising

I once went to a keynote address by Tom Siebel, where he described the secret of Siebel’s success through the nineties. One thing he had said that stuck with me: “We kept on executing meticulously, quarter after quarter after quarter, while our competitors faltered and failed. In one word, the secret of our success was

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Saying YES to $1.65 Billion

YouTube said YES to Google. No surprises there. Sequoia strikes again. Mike Moritz plays a perfect game. Again. Moritz leveraged Google with Yahoo, and now he has leveraged YouTube with Google. This time, faster. All the nuances were thought through. Just in case the SEC raises concerns, notice, Moritz is not on the YouTube Board.

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Not ONLY Google vs Microsoft

Google acquires hosted word-processing software that they are likely to offer as a service. Where is this going?

Google vs eBAY or Google vs YahooBAY?

I said once before, that Yahoo should acquire eBay. eBay’s market cap is $52 Billion, whereas Yahoo’s is $50 Billion. It would roughly be a merger of equals, but I believe Yahoo’s future is far more promising than eBay’s. Hence, judging by futures, Yahoo ought to acquire eBay.

Google versus Microsoft

Entry into Security, I submit, will be the fastest way for Google to overtake Microsoft’s Market Cap.

Yahoo! Beats Google in this round

Key Rhetorical Question: Who understands the content game better? Semel or Schmidt?

Monetizing Video content is inherently more difficult than Text because the KeyWord AD phenomenon that has served Google well in the Text-centric search world, will not be as effective in Video. The simple and “algorithm” oriented Text-search paradigm does not work in the Video world. Google’s strength is in algorithms. But as it grows up, algorithms will not suffice.

Key thought-provoking question: What will?