Showing posts from November, 2010

Google, GroupOn: Facebook Needs To Go Public

Image via WikipediaFacebook has so far never made an acquisition. Acquihires like Dropio and Hot Potato don't count. And a company can not do internal innovation forever. The price you pay to get big is you are open to innovation from outside. You keep a clear vision of where you want to go as a company, and you make acquisitions along the way in emerging spaces and sub spaces.

Facebook was ready to go IPO last year based on its fundamentals. But a recession perhaps was not a great time to go public. But now the recession is over. Further delays will cause Facebook harm. To put it down bluntly, Facebook can not make GroupOn like acquisitions if it stays private.

Google, GroupOn: Integration Will Be Key

Image by earcos via FlickrThis is not a merger, this is an acquisition, but it feels like a merger. Granted this is no AOL Time Warner - thank God - but it feels like a merger more so than the YouTube acquisition felt. The YouTube acquisition felt like an acquisition, a big acquisition but still an acquisition. This feels like a merger.

Google, GroupOn: Marissa Mayer's Stalking Of Andrew Mason

Image by jdlasica via FlickrAndrew Mason first spotted Marissa Mayer at South By Southwest. He did not think much of it. He did not think someone like Marissa Mayer might actually know who he was. Only two years before he had been eating Ramen noodles. He could still feel the taste of Ramen in his mouth.

Google, GroupOn: Say No The First Time

Image by jdlasica via FlickrHotmail was hot. So Bill Gates wanted to buy it. The joke in the industry for a decade and a half had been that Microsoft was always one step behind.

Sabeer Bhatia was summoned for some face time with Bill G. Bill Gates offered $200 million.

"Can I sleep on it?" Sabeer Bhatia replied. He flew back home to the Bay Area where he lived.

Google, GroupOn: It's The G Factor

Image by earcos via FlickrI am going to post a hypothesis. The hypothesis is that GroupOn always wanted to get bought, and it wanted to get bought by Google. From. Day. One. GroupOn plotted for this day to come before its inception.

Why do I say that?

Google, GroupOn: GroupOn Perhaps Was Not The Next Big Thing

Image via WikipediaApple and Microsoft were born around the same time. They were not at peace. Netscape came along. Microsoft killed Netscape. Google offered to sell itself to Yahoo. Yahoo refused. A few years later Bill Gates offered to buy Google "at any price." Google refused. Google tried to buy or bury Facebook. Facebook survived. Facebook tried to buy Twitter. Twitter refused. So Facebook hunkered down and "learned" as much as possible from Twitter. Facebook has tried to buy FourSquare, more recently it has tried to bury it.

See, there is that buzz factor. The company that had the crown seat in the buzz kingdom until recently is able to spot the next taker and gets uncomfortable.

Google, GroupOn: Google Just Got Offline

Image by ifindkarma via FlickrThis is Google getting offline. That is a big jump. I hear GroupOn has a salesforce. Google has not had that. This is Google now getting high touch. High tech is no longer enough. Online only is no longer enough.

Google went offline before it went into hardware. That's significant. A company like Google getting offline also shows how mainstream the web has become. The term In Real Life no longer applies. What do you mean in real life? The web is as real as it gets.

Local, social, mobile, global.

Google, GroupOn: Google Could Not Have Avoided The Deal

Image via CrunchBaseTechCrunch: Why Google Hearts Groupon: Groupon is the clear market leader in the fastest growing new category on the Internet .... “I think the way Google will evolve is they will want to control everything significant on the Internet.” ....... Google Places is increasingly front and center on the main search results page for local searches, and VP Marissa Mayer recently switched from Search to now running Location and Local Services. She is known to be a big fan of Groupon .... Through its online-to-offline coupons, Groupon has figured out how to track that last mile in local online commerce between the ad and customers showing up at a store..... Google could start showing Groupon deals as tags on local searches or within Google Maps. The ability to add deals to their Places pages could make Places more appealing to local businesses as well. ..... scaling the business from one which deals with a few hundred businesses per day to tens or hundreds of thousands .... …

Google, GroupOn

Image via CrunchBaseThis is great for Google. But was this great for GroupOn? Why did GroupOn not seek an IPO route? That is the question I find myself asking.

Tech Bangalore: A Blog

I would like to introduce you to this awesome blog: Tech Bangalore.

Google Earth: A House Is A House Is A House

Image via CrunchBaseGoogle Earth is just swell. When it first came out, I downloaded it right away. I saw the country I grew up in - Nepal - in ways I had never seen before. The Himalayas were so awesome to explore on Google Earth. I spun the globe in slow motion over large stretches of Russia. I was a kid in a candy shop.

Number 52 In New York


Is GroupOn Like YouTube?

Image via WikipediaFor one I was thinking GroupOn was not going to want to get bought. It had a great independent future, I thought. But perhaps the GroupOn founders felt like they were a one trick pony, and they were not going to be able to ride the imagination wave year in year out, and another hot company will show up, the buzz will move on. And Google wanted the sexy back bad.

I Am A Browser Bigot

Image via WikipediaI have called Steve Jobs a Pied Piper at this blog several times before. I mean, the guy goes ahead and does iPhone apps.
Fred Wilson: HTML5 Mobile Apps: They looked and worked exactly like their mobile app counterparts.... you could cache all the elements, including the database, on the phone and deliver an offline experience in HTML5 in the browser .... I've accepted the mobile app paradigm as something we will be living with for the next five years. But I do realize that HTML 5 is not here yet. Universal wireless broadband is not here yet. And that begets the swamp that begets the mosquitoes: iPhone apps.

Racism Caused Recession

Image via WikipediaFarrakhan: Levee May Have Been Bombed To Flood ... flood poor black people out of New Orleans after Hurricane Katrina. You could argue it was cyclical. It happens every 70 years. The last time was the Great Depression. And there was something like the Great Depression about 70 years before the Great Depression. I guess I will not see the Halley's Comet or another Great Recession in my lifetime then.

Is Google The New Microsoft?

Image via WikipediaNew York Times: Now a Giant, Google Works to Retain Nimble Minds: “At Facebook, I could see how quickly I could get things done compared to Google.” .... Google, which only 12 years ago was a scrappy start-up in a garage, now finds itself viewed in Silicon Valley as the big, lumbering incumbent. Inside the company some of its best engineers are chafing under the growing bureaucracy ..... Omar Hamoui, the founder of AdMob who was vice president for mobile ads at Google .... Much of Silicon Valley’s innovation comes about as engineers leave companies to start their own. ...... a short step from scale to sclerosis .... The company’s attrition rate for people it wished would stay has been constant for seven years ..... “There was a time when three people at Google could build a world-class product and deliver it, and it is gone,” Mr. Schmidt said .... Google has given several engineers who said they were leaving to start new companies the chance to start them within Go…

What Does Google Do?

Image by Getty Images via @daylifeThe title of this post is a slight play on a famous book by Jeff Jarvis. This New York Times article below has been making the rounds. Looks like the Google algorithms reward bad behavior. Provide bad customer service, have enraged customers talk about you at various sites, and see yourself go up in search rankings.

Why Are They Still Communicating Through Cables?

Image via Wikipedia

Whatever happened to email?

New York Times: Cables Shine Light Into Secret Diplomatic Channels cache of a quarter-million confidential American diplomatic cables, most of them from the past three years ..... The disclosure of the cables is sending shudders through the diplomatic establishment, and could strain relations with some countries, influencing international affairs in ways that are impossible to predict. ..... The cables, a huge sampling of the daily traffic between the State Department and some 270 embassies and consulates, amount to a secret chronicle of the United States’ relations with the world in an age of war and terrorism..... The Americans, meanwhile, suggested that accepting more prisoners would be “a low-cost way for Belgium to attain prominence in Europe.” .... When Afghanistan’s vice president visited the United Arab Emirates last year, local authorities working with the Drug Enforcement Administration discovered that he was carrying $52 mill…

The Real Message From Apple Apps

Image via CrunchBaseThe real message from iPhone and iPad apps is not that the web is dead, like one magazine put it recently, but that people are willing to pay. Steve Jobs dove into the world of music piracy and created the iTunes store. People were willing to pay, it is just that they like the digital format better, he concluded.

Events: November 29 - December 10


Old Media, New Media: Man Bit Dog, Dog Bit Man

That is an old dictum from journalism school, that man (sic) bit dog is news, but dog bit man is not. How new media has changed that and turned it upside down! If a dog bit man, and that man is your friend, that is not only news, that is big news. If that man walked his dog, and sent out a tweet about it, that is still news, to you. How things have changed!



Making Dick Costolo An Offer He Can't Refuse

The Telegraph: Twitter lacks ‘clear long term vision’ admits new CEO: I am currently trying to define what Twitter’s purpose is in the long term. .... Jack Dorsey, Twitter’s co-founder and chairman, added that it was difficult to try and define Twitter’s function and purpose, as so many of its uses had been defined by its users over the past four years..... mindful of Twitter not losing its company culture, as it opens up offices around the world. ...... , similar to other US technology companies, such as Facebook, most of its international offices would be sales focused as opposed to having a product development division. Vision happens at the DNA level. Founding CEOs who turbocharge - Bill Gates and Mark Zuckerberg come to mind - are few and far between. People say it is not the idea, it is the execution. But then big, unsexy companies execute all the time. Then people say, it is not the execution, it is the ideas. But then startups with great ideas flounder all the time. It is qui…

Brazil: Rio de Janeiro: Videos (2)

Brazil: Rio de Janeiro: Videos

Brazil: Sao Paulo: Videos (2)

Brazil: Sao Paulo: Videos

Brazil: Sao Paulo: Photos


Brazil: Economy: Not South Korea

Brazil has come a long way, but Brazil still has a long way to go. $10,000 per capita income is not $20,000, it is not $30,000.

Brazil: Economy: Paving The Way

Brazil's story shows a poor country lifting itself up is great news for the global economy, it is great news for the rich countries. They don't steal your jobs. They create jobs that never existed before and they get rich and then they buy from you.

Brazil: Economy: Amazon And Biotech

Brazil is a modern, world class economy. Most Brazilians work in the service sector. If Brazil is poised to be a world power, it is to be on the strength of its economy, not the might of its military.

Brazil: The Amazon Rainforest: Videos (3)

Brazil: The Amazon Rainforest: Videos (2)

Brazil: The Amazon Rainforest: Videos

Brazil: The Amazon Forest: Photos


Brazil: The Landscape

The Amazon rainforest is the most well known geographical feature of Brazil's landscape. But the country is geographically diverse like most large countries tend to be. I don't know if it has a desert though. Looks like it maybe does.

Zappos Being Sold

Image via WikipediaI am going to dig up on this and blog about it more later. But I have been circling Zappos, and my hunch is selling Zappos to Amazon was a very, very bad idea. Zappos was IPO material. I am going to learn the details. And comment more later.