Category: Strategy
The case for Twitter’s independence (unless Google or management buys)
This was posted on 7 October 2016 at TechCrunch Original Here Keith Teare CRUNCH NETWORK CONTRIBUTOR Keith Teare is the co-founder of TechCrunch and today runs Palo Alto incubator Archimedes Labs. The problems associated with the widespread rumors of Twitters “for sale” status and that the management team is divided on whether or not to sell the company were compounded…
Revolution and Death in Silicon Valley
I took my Tapestry story on the road this week, speaking at DEMO Fall in Santa Clara Convention Center. Here is what I said: [youtube https://www.youtube.com/watch?v=tM1gX2iLQ_k&w=420&h=315]
The Valley of Death
This poem seem particularly pertinent to the current state of Silicon Valley. Incubators on ones side of the valley. Nothing in the Valley. Growth Capital on the other side. Most startups are dead as soon as they exit their 3 month stint. The exceptions are rare yet notable. WHAT HAPPENED TO VENTURE CAPITAL? The Charge…
Deportalization and Internet Advertising II
Glam hired a new guy today. Techcrunch, VentureBeat and PaidContent all posted about it. All of the reporting on this hire focus on Glam’s coup in getting their man, and on their profitability heading into Q4. There is little in the way of analysis, which is probably quite reasonable on a news-filled Monday morning here…
De-portalization and Internet Revenues I
I am re-posting this from the edgeio blog. Mainly because I think it has current relevance and will in future have historical value. I’m not certain the edgeio blog will continue to exist, so this is the new home for the post. Since it was originally written we have seen the rise of Adbrite, Glam,…
Technology Blog Valuations – Getting to be Real!
Update 2:Rafat has a comment to this post pointing out that by just looking at paidcontent.org I am doing the valuation of ContentNext a disservice. Of course he is quite right. ContentNext has other sites and also events. It is also true to say – although Rafat doesn’t – that valuation has many variables, including…
I’ve been “tagged”
As the title says I have been tagged by Dave Winer. The rules say I now have to tell you 5 things you didn’t know about me and then tag five others. So, here goes: 1. I am currently in St James, Cape Town, S Africa. It is a small area between Muizenberg and Fish…
The Pareto Principle is nonsense.
In response to the current discussion on Techmeme and TailRank hipmojo writes that the Pareto principle is in play on the internet and that no matter how much we want it to be otherwise 80% of online advertising will go to 20% of the web sites. When the dust settles, the top 20% of websites…
De-portalization and Internet revenues
Last week Fred Wilson did a post on a phenomena he called de-portalization. I think he is right on the money. I just posted a piece on the edgeio blog that picks up on that theme and discusses the consequences of the trend. The top 10 consequences are: 1. The revenue growth that has characterized…
Microformats at Mashup Camp
I’m at Mashup Camp. Tantek is moderating a session on microformats. I just made an hcard. Here is is 🙂 Keith Teare edgeio 44 James Avenue Atherton, CA 94027 +1-650-331-1998
edgeio
I have been gratified to see all the coverage about edgeio since I demo’d it last week at SDForum’s Search SIG, and Rob Hof’s first post. Everybody seems to like the concept. You can track the discussion here and here. Mike posted on Techcrunch and on the edgeio blog. For those who like to know…
Teare’s theorem: The first law of RSS (updated)
Umair has a post about why the “Rise of the Edge“? is something highly disruptive to orthodox Internet companies. In “Umair Rocks”? Fred Wilson says he wants to understand better what Umair means here, and plans to spend the time doing so. For me the key is to comprehend that “the edge”? is a concept…
Beattie on RealNames
Russell Beattie ay Yahoo has a lengthy post about RealNames. It’s a generous and thoughtful piece. Thanks for the link Russell. There are a couple of things worth knowing. Firstly RealNames didn’t really crash in the bubble. At least not directly. We were profitable and growing fast (about 120% a quarter back in Q1 2002.…
Google launched Dbase, circa 1985, but with less functionality.
Google launched GoogleBase last night. What a disappointment. Whilst Google Reader clearly points to somebody at Google “getting” the importance of edge published content and real-time indexing, GoogleBase is a throw back. Basically a dumb flat-file database system for the world to throw content into. It’s actually embarrasing for the whole of Silicon Valley. I…
An Awesome web 2.0 post
Fred Wilson has an awesome post covering what is novel and new about web 2.0. Posting, subscribing and tagging are all discussed. Fred’s views mirror entirely what Mike and myself are discussing at Archimedes Ventures, and a little in public at TechCrunch. We have also experimented a little at EarningsCast. Try a search for the…
Apple and Intel
The news is of course everywhere. But what does it all mean. Here are some random thoughts: 1. Steve Jobs is a great decision maker. Despite the obvious risks and short term concerns (stock price, consumer confusion and so on) he had made a call to shift Apple up a gear by embracing a chip…
Open Win API Emails
Many emails, some of which make the same point – that OpenWin API would just be another JAVA (See emails below). To be clear – I am not proposing an interpreted code environment with its own language. I am proposing a series of API’s that are bundled together and can be assumed to be…
Open Win API?
OK so here’s an idea. I got to thinking about Microsoft’s Win32 API’s. They are its crown jewels. So far, RealNames had focused on DNS as the problem. Its limits were experienced around the world as intense irritations. Especially in Japan, China, Taiwan, Korea, India, Russia, Israel, Greece, Turkey, Thailand and the Arab world. Microsoft…