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
verticalization
Top 10 Vertical And Local Web Trends For The Decade
I have long been a fan of the verticalization trend on the Web. It led me to define one of the most referenced frameworks for Web 3.0. It has become increasingly possible to reach people in faraway places using the Web. And it has also become possible to hyper-target, and access and offer highly localized,
Future of Old Media Conglomerates
Lately, we’ve been having this conversation often: Have you noticed how CNN sticks in an ad every 3 minutes? Boy, television is getting unwatchable, but for a reason: old media is imploding at a fantastic pace right now. The cost of producing quality content is still high, especially the kind of content that CNN and
Three Acquisition Targets For Microsoft
The recession took its toll on Microsoft this quarter. For the first time in the software giant’s 23-year history as a public company, revenues declined year on year.
Web 3.0 – Where Are We?
It has been a while since I wrote my first post on Web 3.0. In fact, the date on Web 3.0 = (4C + P + VS) is February 14, 2007. I later wrote Web 3.0 and the Semantic Web, and a whole set of analysis pieces examining various companies/sectors and their Web 3.0 strategy,
Financing & Exit
If you are a very early stage entrepreneur looking for financing, chances are you need a lot more than help with financing. Most likely, you need help with Positioning, as well as overall strategy. For the moment, I do not have the bandwidth to take these projects on on a pure equity basis. I do
Is Google Scared?
Why this charade, if not? In a “Pot calling the kettle black” statement, Eric Schmidt whimpered that Microsoft’s Yahoo bid is anti-competitive. My poor little Google, let me rock you and soothe you … Here’s an excerpt from last week’s analysis on Google’s earnings: “Revenue on Google’s site stood at $3.12 billion, up 58% y-o-y.
Microsoft to Rescue the Yahoo Damsel in Distress
Yahoo!’s vulnerable situation was bound to bring out acquisition offers, and Microsoft has been sniffing at the company for a year (see the letter from Ballmer to Yang in the WSJ). I was hoping against hope that Private Equity would step up to the plate, recognizing the leverage opportunity, but it has not happened.
Time For Private Equity At Yahoo
Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going
