Category: Strategy
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…
PC Forum
I’m at PC Forum this week. Monday saw the pitches of 9 startups (including edgeio) Here is the movie of their 2 minute infommercials. http://video.google.com/googleplayer.swf?videoUrl=http%3A%2F%2Fvp.video.google.com%2Fvideodownload%3Fversion%3D0%26secureurl%3DogAAAC5oDX5rbGeIMQDpdQpiOamkcrSiY3ajWeUlTQqculesuMjs_m54wdUwgFvqA82kdC3C1rlaab9xxcypl3-3GVmyxhm0PV9d1cVtmE-QQRwX3d5v2shpmPMGx-f2sFgsngUTezRVLY0LFWydJwGs2qXjr8x5j37U9BS2qZnbgfgofVx-wPPWBF5pSo6ZABPuv8M4VHV7qt0SSl_YUYPhQwVdMwe43v1DjKxgYp-IJnv6%26sigh%3DEwpBC-ONAgsKBZ-mM1Vsjrk8-TU%26begin%3D0%26len%3D1354937%26docid%3D7558480419126063591&thumbnailUrl=http%3A%2F%2Fvideo.google.com%2FThumbnailServer%3Fcontentid%3D9710569d6831d8f0%26second%3D5%26itag%3Dw320%26urlcreated%3D1143846419%26sigh%3DYfjpjR2PWsrs4zylMaWFRvb_WHM&playerId=7558480419126063591
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…