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

Read Full Article »

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

Read Full Article »

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.

Video: Online Community Panel Discussion

By Richard Rabbat Here’s a video of a recent panel discussion. The MIT Club of Northern California hosted a panel on Oct 4, moderated by Safa Rashtchy, managing partner at Piper Jaffray. The panelists were Brad Horowitz, VP of Product Strategy/Advanced Products @ Yahoo! Inc., Matt Cohler, VP, Strategy and Business Operations at Facebook, James

Read Full Article »

Powerpoint Financing

Here’s an article from today’s New York Times on how entrepreneurs are shunning venture capital, and choosing to bootstrap their companies. While that is a very good strategy for web 2.0 plays where very little money is needed, and a 12-18 month exit is in the cards, is it necessarily the right strategy for all

Read Full Article »

Yahoo’s Woes

Here’s an article from Hollywood Reporter on Yahoo’s woes. I still think Yahoo has some great assets, but it is doing a very poor job of leveraging them. Here are some levers I would focus on, to deliver Yahoo out of the muck: (a) MyYahoo : Tying personalization with the in-house systems of advertisers could

Read Full Article »

Investment Thesis: Warren Packard

Here’s an interview with Warren Packard, a General Partner at Draper-Fisher-Jurvetson. DFJ has funded Hotmail, Skype, Overture, Baidu, Interwoven, 411, and many others companies. Typically, they do a LOT of deals, and are less hands-on than many other firms who take on smaller portfolio, with a more active commitment to helping the entrepreneurs. They have

Read Full Article »

Jim Cramer: “YHOO Takeover Candidate”

Jim Cramer thinks YHOO is a potential takeover candidate from four potential suitors: Microsoft Corporation (NYSE:MSFT), or even Viacom, Inc. (NYSE:VIA), Comcast Corporation (NASDAQ:CMCSA), or AT&T Inc. (NYSE: T). Read the analysis here. It’s quite entertaining! And more.