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Online Ad Spend Beneficiaries

Posted on Monday, Mar 12th

Last week, the Interactive Advertising Bureau reported that online ad sales rose 32% to a record $4.8 billion in the last quarter. That would put the estimated run rate at about $20-25 Billion for the year 2007. The Interactive Advertising Bureau and PricewaterhouseCoopers announced that Internet advertising revenues for 2006 are estimated at $16.8 billion,

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Eisner’s Web Studio

Posted on Monday, Mar 12th

Michael Eisner has put his muscle behind a web studio, Vuguru. I have already said a few times, that user generated content will find it difficult to sustain itself as the central content on the web, unless business models shape up to monetize that content. Looks like, Eisner is placing a bet on the fact

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What Is The Basis of CEO Pay?

Posted on Wednesday, Mar 7th

WSJ reports on Yahoo’s CEO compensation: :: Terry Semel, the chief executive of Yahoo Inc., received a 2006 bonus of $25.7 million in stock, representing 80% of the maximum he was eligible to receive even as the firm’s share price fell by more than a third during the year. Yahoo struggled in the year as

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Geni: Addictive, Yes, BUT $100 Million Valuation?

Posted on Tuesday, Mar 6th

George Zachary just invested $10 Million in Geni at a $100 Million valuation. Geni has already received a lot of coverage, so instead of reiterating its basics, let me just point you to a few: Venturebeat, NextNet, Techcrunch . It’s certainly not first to market. Acc. to Venturebeat, “Geni is the latest in a long

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USA Today’s Step Forward

Posted on Monday, Mar 5th

I wrote Newspapers, Roll Up! last week. Today, USA Today, one of Gannett’s (GCI) top holdings, announced a massive overhaul. From Steve Rubel’s piece: “The notable additions include: reader comments on every story, the ability to create a profile page that can be shared with others, citizen journalist photos, story tagging and digg-like recommendation buttons.”

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The Pro-Am debate

Posted on Friday, Mar 2nd

And just as I wrote the Newspapers, Roll Up! piece, I read this one on Techmeme. Fascinating read. :: Are blogs a ‘parasitic’ medium? Commentary: Could the blogosphere survive without the reporting provided by newspapers and TV networks? Online pros tackle the question. By Robert Niles Posted: 2007-03-02 Over the past months, I’ve heard several

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Newspapers, Roll Up!

Posted on Friday, Mar 2nd

There has been a lot of coverage on the dwindling fortunes of old media, especially the newspaper industry. Some of mine are Media Shuffles and Newspapers, Wake Up!. But. I am one of those people who believe that quality content will still need business models supporting it, and new media’s heavy reliance on FREE user-generated

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Concept Arbitrage: Web 3.0 & Enterprise 3.0

Posted on Wednesday, Feb 28th

Last summer, I wrote a Concept Arbitrage series focusing on the Indian market. The market has moved, and Consumer Internet and Mobile Value Added Services, which were turning hot then, are much too hot now. Valuations are very high. Much too high. At this rate, I dread to think how long it would take to

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