Deal Radar 2008: Kosmix+Adify – Potential Google Challenger

Kosmix is a vertical portal startup. Founded in 2006 by Anand Rajaraman and Venky Harinarayan, founders of Junglee, this site aims at creating a ‘Home page for every topic’. Featured Kosmix sites are RightHealth, RightAutos and RightTrips focusing on health, autos and travel verticals. They have also been working on other verticals like politics, finance,

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Trend Radar 2008: Verticalization Everywhere

If you are a regular reader of this blog, you know, I am a huge believer in verticalization of the web. In fact, my entire Web 3.0 thesis is based on this idea. In 2007, we saw the beginnings of verticalization. In 2008, I expect this trend to become rampant in all aspects of the

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News Corp. Charging Ahead

News Corp. has certainly been the most bold and dramatic dealmaker of 2007. Murdoch gets it. WSJ print revenues were up 7% in October and online revenues were up 30%. I have already discussed, why the WSJ acquisition is a good one, and suggested that the WSJ should go free. This week, Bear Sterns Analyst

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Is Google Invincible?

Google is powerful. Of course. But is it invincible? According to Hitwise, Google accounted for 64.49% of all U.S. Searches in the four weeks ending October 27, 2007. According to RimmKaufman, Google controls 79% of the pay-per-click ad market. Google derives 99% of its revenue from advertising.

Web 3.0 & Google (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Google sites. This is, in fact, an interesting analysis, since Google’s horizontal approach is pretty much against the grain of the vertical nature of my Web 3.0 framework.

Vertical Ad Networks: A Trend to Watch for 2008

I talked about Audience Fragmentation and the Rise of Ad Networks recently. At the moment, the Ad Networks are in the business of amassing large volumes of fragmented traffic, and offering a channel to advertisers to access the publishers who own this traffic. Expect, in 2008, a trend towards these “mass” Ad Networks gradually becoming

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Web 3.0 & Yahoo! (Part 1)

Introduction Founded in 1994 by Stanford Ph.D. students David Filo and Jerry Yang, Yahoo! began as a hobby and has evolved into a leading global brand that has changed the way people communicate with each other, conduct transactions and access, share, and create information. Today, Yahoo! Inc. has become the world’s largest global online network

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Watch Out Google, Vertical Ad Networks Are Coming

As predicted in multiple prior articles, vertical ad networks are gaining momentum. The newest is Martha’s Circle, a Lifestyle blog network powered by Adify. Samir Arora’s much touted Glam Media has competition! Expect to see more coming, especially a Business Blog network that I know is cooking, since I have been approached by the major

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