Showing posts from September, 2010

Adoption And Missed Opportunities

Image via WikipediaThe Chromium Blog: WebP, a new image format for the Web: a single component of web pages is consistently responsible for the majority of the latency on pages across the web: images....Images and photos make up about 65% of the bytes transmitted per web page today. The engineering accomplishment might be the easy part. Adoption might be the hard part. There still are people whose ISP is AOL. Most people who use IE use some primitive version.
Slate: The Other Social Network:That spring, Goldberg started instant messaging with Mark Zuckerberg. In March, he met with Zuckerberg and Sean Parker, the Napster co-founder and early Facebook investor, at a Starbucks on 96th Street. According to Goldberg, Parker tried to persuade Zuckerberg to acquire CU Community. Zuckerberg didn't tip his hand, but Goldberg says they kept in touch. In June, he says, Zuckerberg invited him to Palo Alto, Calif., where the Facebook crew had moved to work on the site. Goldberg flew out and…

Internet 10 Years From Now

Like they say, freedom is not free. Liberty asks for eternal vigilance.

YouTube: Internet Society

(Source: Internet Society: Future Internet Scenarios)

Future Of Display Advertising

The Official Google Blog: What does the future of display advertising look like?: “Display 2015: Smart and Sexy.” ...... Display advertising really is at the heart of what we’re doing at Google these days. 99 percent of our top 1,000 clients are now running campaigns on the Google Display Network. And last year, they increased their spending on display advertising by over 75 percent. .... in five years, there will be five metrics that advertisers commonly regard as more important than the click ... Watch
Google probably feels "stuck" with its traditional revenue source, the ads that show up with search results, the spartan text ads. Unless it goes into mobile, into display, its market value is not going to compete with Apple. This new push for display ads is Google's idea of an iPad. It is a new thing to do. But it is not like Google is going into display ads, something it so avoided when starting out. Google's display ads will be a new, interactive, social kind. Go…

Mike Arrington's Big Day

Tim Armstrong: We Got TechCrunch
Mike Arrington: Why We Sold TechCrunch To AOL, And Where We Go From Here

Image via WikipediaMike Arrington was recently in news for days for what was termed Angelgate. Now he is in news for selling TechCrunch to AOL. Arrington turned TechCrunch into the leading tech blog in the world. That is no small achievement. He has personally remained controversial. He makes it sound like that is the nature of the job. I still don't know how much TechCrunch was sold for, but it might be close to $40 million. Looks like Arrington finally, finally became a dot com millionaire. Quoting from this article below might be relevant at this point.
Inc: The Way I Work: Michael Arrington of TechCrunch: started as a hobby .... was researching Silicon Valley start-ups and decided to post his findings online ..... 9.2 million visitors a month and boasts annual revenue of about $10 million ..... 25 full-time employees ..... still spends much of his time reporting and writing…



Techie, Tech Blogger, Iran Democracy Activist, New Yorker

"A former student asked me a few days ago how I learned Ruby on Rails. The answer was that I simply read a lot of great tutorials."

Techie, tech blogger, Iran democracy activist, New Yorker.

What do you want to be when you grow up? I just changed my Twitter and Facebook profiles to read the above. It used to be: Iran Democracy Activist, Tech Blogger, New Yorker.

And then there are distractions: The Movie Business.

Fundraising to be able to do full time Iran democracy work has not been easy: Selling 5% Of Nobel For 50K. I mean, if the Iranian American founder of eBay will not come along, who will?

Tweet 1, Tweet 2, Tweet 3, Tweet 4.

Not only do I not seem to have the knack for small dollar political donations, I think political work is meant to be public service, and so I am not going to discontinue my Iran work, I am going to do it on the side, part time. Insa-allah.

I have a LinkedIn email from Anu Shukla that has me psyched.
Location is southbay or virtual - exciting ea…

Scoble Chimes In On Angelgate

Image via Wikipedia
Robert Scoble: The secret hell of tech industry angel investors: when the story broke, I thought it was just Mike being bombastic and trying to make something out of a dinner that he wasn’t invited to..... Mike stumbled into a story that has a ton of undercurrents. ..... The angel investor world is getting HYPER competitive .... Entrepreneurs are seeing access to lots of capital. ..... 10 people just are not going to have enough market power to do anything really naughty although it’s good to nip this problem in the bud, which is why I now support Arrington’s stance. The early stage investment world is seeing major churn, but I would like a much larger geographical spread, not just on the continent, but globally. It will happen.
Related articles by ZemantaHow AngelGate Affects You...Yes, You ( or Not, Controlling the Market in Hot Startups Is Impossible ( Blogger Accuses Top Tech Investors of Colluding to Fix …

Angelgate Rolls On

Image via WikipediaTechCrunch: Ron Conway Drops A Nuclear Bomb On The Super Angels [Email]:The world of startups would be a better place if you spent less time complaining about deal structures, terms, vc’s, and valuations etc and the cars you drive, and just helped entrepenuers build their companies..... These startups are binary …they succeed or fail so why waste time on deal structures, terms, vc’s, and valuations etc and just help entrepenuers build their companies..... I am tired of seeing you and engaging in idle chit chat and not sharing my true feelings. ..... .where no one was there to speak up for the interests of the entrepenuers.
Mike Arrington's mischievous post on super angels apparently has been gathering momentum. The first few VCs to speak up said Arrington was merely selling newspapers. Ron Conway, on the other hand, is blowing wind Arrington's way. Stop colluding, he says. This might just be a warm-fuzz thrown Arrington's way since the dude has been p…

Larry's Antics

My reading of the situation is and has been for a few years now that Larry Ellison believes his industry - data software - is going through what he calls a consolidation phase, and hence his relentless buying spree. His promise to the customer has been you will get simpler, integrated software. And now, after buying Sun, he is doing what his best friend Steve Jobs has been doing for a long time now: software hardware integration.

Bill Gates left the scene, but Larry never stopped competing. Larry want to do what Jobs did. He wants to surpass Microsoft in market value, and he is on his way.
New York Times: Oracle Growth Plans Worry Rivals and Customers: its larger ambitions — to supply just about all the technology, software and hardware, that businesses might need .... sales of $26.8 billion last year and hints of an annual revenue goal of $100 billion ... acquired a staggering 66 companies .... They bought every company we deal with. ...... Oracle’s sales representatives have earn…

$400 Million, $140 Billion And 2020

Image via CrunchBaseWall Street Journal: A New Digital Battlefield: The entire business of selling episodes of TV shows through services like Apple's and Amazon's is expected to generate only $407 million in 2010 ..... U.S. consumers and advertisers will spend about $143 billion on traditional TV advertising and subscriptions in 2010 I expect these two numbers to have changed places by 2020. Everything is going online. TV is not going to be a separate medium for too long. The internet will eat up and digest the TV. But we are going to have to move to universal 100 MB plus broadband for that to happen.
Wall Street Journal: Web Start-Up Values Soar:In an echo of the 1990s dot-com boom, some investors also are giving lofty valuations to Web firms that have no revenue and that barely have a product out..... Quora ...... Blippy ...... Foursquare .... last year, when Twitter Inc. was valued at $1 billion during a round of funding, up from $95 million in mid-2008 when it raised a p…

Super Angels, The Churning VC Game, And Catch Up Tech

Image via WikipediaThere's web services - aka dot coms - and then there's clean tech, bio tech, nano. Dot coms have become much less pricey. Anyone can rent server space with Amazon. Pretty much anyone can write code.

"You can learn the basics of Ruby in two days," a techie told me a few days back. "And it is all on Google, all the material is free."

Clean tech, bio tech and nano are still capital intensive.

But the biggest returns are in what I am going to call catch up tech. This is the world of microfinance and global infrastructure projects. An annual 10% return is the floor when it comes to these opportunities. If the wise guys - and they were guys - on Wall Street had known to pump excess capital a few years back into catch up tech rather than housing, we might have skipped the pain of the past few years. You pump up housing value, and you sell mortgage based securities to each other. That was like setting the house on fire starting from the basemen…