I am a founder and CEO at SignalRank, a data driven technology company. I publish a weekly newsletter – That Was The Week – on Substack. The posts here are pulled from it. I also have a video podcast with Andrew Keenthat accompanies it each week. You can see the full catalogue on AnchorSpotify , Youtubeand Apple Podcasts. And I am a regular guest on Steve Gillmor’s The Gillmor Gang.

Category: Strategy

edgeio Features Internet Strategy Web 2.0

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 the Internet since 1994 will continue. But more and more of the revenue will be made in the foothills, not the mountains. 2. If the major destination sites want to participate in it they will need to find a way to be involved in the

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edge Internet Strategy

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

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edge edgeio Strategy

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 the background, just a few pointers. Philosophically: tagging – it seemed to me – was the thing that could enable RSS to be leveraged as an application layer enabler. Basically, the idea of RSS carrying a payload for an application. Using the “listing” tag to

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edgeio Strategy Web 2.0

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 that only makes sense in a networked world. In a network “the edge”? is “the people”?. And “the edge”? plays the role of both subject (consumers) and object (creators).Blogs are a great example of the edge. Multi-player gaming is another example. Of course the edge

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realnames Search, Strategy

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. Secondly, we had an awesome business model. Resellers all over the world were selling Keywords. Most uptake was in China, Korea and Japan where we were the only way to make local languages useable as navigational addresses. We had pretty strict controls on ownership but

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Archimedes Labs Google Strategy Web 2.0

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 know insiders who desperately do not want their name associated with it. Can’t say I blame them. Not to be abusive but why would millions of people who run web sites, and databases, and blogs, suddenly feed stuff into GoogleBase (an act of duplicating their

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Archimedes Labs EarningsCast Features Internet Strategy TechCrunch Web 2.0

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 tag “earningscast” at Technorati – here . We have a major project close to beta that embeds this philosophy deep within it’s genes. Fred, we love ya man!

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Strategy

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 roadmap that can serve for a decade or more. Two years from now the stock holders will be cheering. Five years from now he will be lionised as a saviour. 2. Apple had no choice. IBM just isn’t able to deliver. 3. CPU flavor is

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Microsoft/RealNames, realnames Strategy

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 on many Windows machines. These API’s – like Microsoft’s own .NET Framework – would allow developers to build code on top of them. The difference would be that these API’s would sit between applications – such as IE – and the OS.   Microsoft’s ability

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