categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
internet
Concept Arbitrage: Content & Community
A while back, I wrote a popular series called Concept Arbitrage, about ideas that have been successful in America, and have potential in India. Here is the summary of that series from last June. I want to point you, now, to a set of ideas that have been gaining traction as content-community digital media properties
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
Content Packaging
Rafat Ali reports on a Bear Stearns report suggesting that content packaging is the key opportunity going forward, with the following image of the content foodchain: Om also has his 2c to add about the fatbelly, saying that the MyYahoo or NetVibes kind of personalized content aggregation plays are the most important going forward. There
What’s Cooking on the Internet?
Morning after Thanksgiving, so I hope all of you, American Readers, are well stuffed. Here’s a research report called What’s Cooking on the Internet? surveying the Food and Cooking websites, celebrating America’s greatest food-oriented tradition. And here’s a link to food blogs on the internet.
Microcap: Shvoong
Google acquires Jotspot, Wired (CondeNast) acquires Reddit. These are companies that have achieved exit with little investment. [Jotspot raised one round of funding in 2004 for $5.2 million from Redpoint Ventures and Mayfield Funds. Joe Krause frequently points out that it cost only $100,000 to get Jotspot to market.] Reddit, it appears, did it for
Investment Thesis: Ramneek Gupta (Part 2)
SM: What are your key investments and the rationale behind making those investments. This will help entrepreneurs understand how you process deals. Do you fund capital-intensive deals? RG: Only if they can demonstrate a good ROI. SM:Do you fund built-to-flip deals? RG: Build to flip is usually not a type we focus on. SM: Do
Yahoo, eBAY, Microsoft, AOL
Once again, the media is calling for big acquisitions. This time, Merrill Lynch Analyst Justin Post says that Microsoft should acquire Yahoo. On the other hand, there is also speculation about Yahoo buying AOL from Time Warner. John Battelle doesn’t like this option. I said, a year back, that Yahoo and eBAY should merge. Since
Stumbleupon
Some stuff I found on Stumbleupon: (a) Playing with a ball (b) Strange Places (c) Mental health As Om said at the party on Saturday night: “The Web’s most addictive time wasting tool !” And, it is a compliment, since, as you can see, I have wasted some time on it too. Try it, and
