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
web 3.0 frameworks
Personal Finance & Web 3.0: Overview
Personal Finance is one of the top segments that draws online advertising dollars, and in this series, we will evaluate the category against the Web 3.0 framework. MsMoney estimates that in the first quarter of 2006 financial websites experienced a 500% jump in traffic. Personal finance websites are gaining momentum with the penetration of broadband,
Concept Arbitrage: Web 3.0 & Enterprise 3.0
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
Web 3.0 = (4C+P+VS) = YahooBAY
On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is
Web 3.0: More Roll-Ups To Come
This week, ComVentures has gotten into trouble by trying to roll up several companies in its portfolio into one that is performing relatively well. If you missed this little soap opera, you can catch up here, here, and here. Well, the truth is, we have seen a tremendous overfunding in the last year in the
Web 3.0 = (4C + P + VS)
I have already written a few pieces addressing the disjointed nature of the Web whereby you go one place for content, another for community, and a third for commerce; the most notable of these pieces is the popular 4C: Yahoo’s Turnaround Formula. Let’s quickly recap the terminology: 3C = Content, Commerce, Community | 4th C
