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Deal Radar 2008: Zappos Wants to be Amazon When it Grows Up

Posted on Monday, Jan 28th

You have heard me talk about the verticalization of the web. Here’s a good example of a brand built on that premise. Zappos.com is the #1 online footwear retailer. Apart from retailing around 1,100 well known brands of shoes, boots, sandals, and athletic footwear, it also retails accessories including socks, wallets, belts, designer handbags, and

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Trend Radar 2008: Verticalization Everywhere

Posted on Tuesday, Jan 15th

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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Venky Harinarayan on Kosmix and Vertical Search (Part 3)

Posted on Wednesday, Oct 10th

SM: How big is the market? How do you calculate TAM? What is your business model? VH: We believe the overall TAM is very large – Wikipedia is a good proxy. They are #6 on the Web in traffic. Our business model is ad supported and very robust as we have very targeted and high

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Web 3.0 = (4C + P + VS) + Place

Posted on Friday, Sep 7th

Yes, we need to add a new variable to the definition of Web 3.0, and that variable is Place. Imagine. You are on a business trip in New York, and you need to buy a gift for your 13 year old son. You need a Size 8 Nike Air Zoom, and you have exactly 30

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Murdoch Gets Dow Jones, Now What?

Posted on Tuesday, Jul 31st

As expected, Rupert Murdoch has successfully negotiated for himself a position in the Business and Finance vertical with a crown jewel brand, The Wall Street Journal. Here’s my previous analysis on why this deal is a good one. I really like News Corp’s verticalization strategy. James Altucher asked Jim Cramer, “What’s the one thing the

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Maggie Wilderotter Joins Yahoo’s Board of Directors

Posted on Monday, Jul 30th

WSJ reports that Maggie Wilderotter has joined Yahoo’s Board. This may be considered as the first big move by Jerry Yang to catalyze change in the company. You can read my interview with Maggie here to catch up on who she is, and what she has done before. And my central thesis on Yahoo’s turnaround

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