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Help Me Interview Dennis Crowley, CEO, Foursquare (And Win Free Tix to Web 2)

By - October 05, 2011

crowley.jpegFoursquare co-founder and CEO Dennis Crowley will give his first 1-1 interview on the Web 2 stage on the conference’s second day, following a morning of High Order Bits and a conversation on privacy policy with leaders from government in both the US and Canada. After Crowley will be a conversation with noted investor Ben Horowitz, then a discussion with leaders from both Visa and American Express.

But let’s focus on Crowley for this post. He and his co-founders have a tiger by the tail in Foursquare, the location-based leader that so far has resisted either demolition or acquisition by larger players like Google and Facebook. The still-young company (two+ years old) recently celebrated its billionth check-in, not to mention a $600 million private valuation. That kind of pressure is continuous and very real, I’ll be asking Crowley about living up to his investor’s expectations.

I’ll also be asking about business model, of course. Foursquare has done a ton of deals with many different kinds of brands, including publishers, but so far does not have a model that scales – though it’s clearly building out a platform for merchants. This puts it in the Groupon business, so to speak, at least in terms of competing for retailers’ time and treasure. So I will clearly be asking about that. Too bad Groupon had to cut out of the agenda (IPO issues), or I could have asked their CEO about Foursquare.

While I could go on, this is where I aks for your input. What do you want to hear from Crowley, about his company?   

As an extra incentive, I’ll be picking the best three questions from these series of posts (including Paul Otellini, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others.) The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!

Previously: Mark Pincus, John Donahoe, Marc Benioff, Dick Costolo, Michael Dell. Next up: Mary Meeker.

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Help Me Interview Michael Dell, CEO, Dell (And Win Free Tix to Web 2)

By - October 04, 2011

Dell.jpegNot unlike Steve Jobs back in the 1990s, Michael Dell returned to the helm of his company at a crucial moment, when his namesake was seemingly rudderless. Back in 2007, Dell was losing marketshare to HP, Apple had not yet proven the monster it has since become in mobile, and tablets were something used on factory floors.

Since then, Dell has redoubled its efforts in tablets and mobile, reworked its product line to compete with Apple’s resurgent MacBooks, but seen his stock price only slightly recover since the 2008 recession. Why? Dell faces competition from China, for one (Lenovo has claimed it will overtake Dell in market share this year), and from tablets, for the other (Amazon’s new Fire might hurt Dell’s ultralightweight offerings, and its Streak Android tablet).

That said, Dell has to be happy about the on again, off again approach taken to the PC business by its primary competitor, HP.

In short, we’ll have much to discuss – Amazon, Apple, Android and Google, HP – and the future of device computing in general. Not to mention what it’s like to come back and run a company you had once thought you had handed over to a trusted lieutenant.

So I’d love your input. What do you want to hear from Dell, about his company?   

As an extra incentive, I’ll be picking the best three questions from these series of posts (including Paul Otellini, Dennis Crowley, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others.) The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!

Previously: Mark Pincus, John Donahoe, Marc Benioff, Dick Costolo. Next up: Dennis Crowley.

Help Me Interview Dick Costolo, CEO, Twitter (And Win Free Tix to Web 2)

By - October 03, 2011

costolo.jpegOur dinner conversant at  Web 2 Summit is Dick Costolo, the CEO of Twitter. Why pick Costolo for dinner? Because he’s pretty damn funny, besides being the CEO of Twitter, that’s why. And when it comes to dinner, you need some levity.

Not that Twitter doesn’t have some serious issues to talk about. I’ve outlined them in full throat on this site; if you want the latest, read The Future of Twitter Ads, for a start.

Dick and I have been round the maypole a few times, both onstage and in life. My company FM had a deal with his previous startup, Feedburner, and we remain colleagues and friends. Of course, that won’t stop me from channeling the Summit audience’s important questions. Or yours. So I’d love your input. What do you want to hear from Costolo, and about Twitter?   

As an extra incentive, I’ll be picking the best three questions from these series of posts (including Paul Otellini, Michael Dell, Dennis Crowley, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others.) The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!

Previously: Mark Pincus, John Donahoe, Marc Benioff. Next up: Michael Dell.

Help Me Interview Marc Benioff, CEO, Salesforce.com (And Win Free Tix to Web 2)

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benioff.jpegAs usual, this year’s Web 2 Summit is packed with CEO interviews. Next up, after Pincus and Donahoe, is Marc Benioff, Chairman and CEO of Salesforce.com. Marc and I go way, way back – he was one of my best sources when I was a cub reporter in the 1980s (he was at Oracle, I was at a trade magazine called MacWeek). I’ve watched his career ever since, with increasing admiration and anticipation – one never knows what Marc might say next. He’s declared the end of software, the end of Microsoft, even the end of Salesforce investor and Oracle CEO Larry Ellison, at least as far as his business model is concerned. (And he calls Ellison a friend!)

Benioff, one of the few marketers to found and drive a major Silicon Valley company, is a genius at both identifying and exploiting key trends, bringing them to enterprise markets with zeal and craft. Probably no single executive has done more to evangelize the cloud model of computing, and we’ll certainly be talking about that, particularly given his recent offhand comment that the cloud is passe. Salesforce is a platform and developer driven model, so we’ll touch on that, and last year the company bought a Superbowl ad, featuring will.i.am, to launch its social enterprise app called Chatter.

Given that Michael Dell and Steve Ballmer will follow Benioff on day two, I’m sure to ask his opinion of those two companies.

Marc has also led when it comes to philanthropy, both personal and corporate.

Given all this and more, I’d love your input. What do you want to hear from Benioff, and about his company?   

As an extra incentive, I’ll be picking the best three questions from these series of posts (including Paul Otellini, Dick Costolo, Michael Dell, Dennis Crowley, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others.) The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!

Previously: Mark Pincus and John Donahoe. Next up: Dick Costolo.

Help Me Interview John Donahoe, CEO, eBay (And Win Free Tix to Web 2)

By - October 02, 2011

donahoe.jpegNext up on the Web 2 Summit interview docket is John Donahoe, President and CEO of eBay. This marks a return of sorts for eBay to the Summit stage, it’s been four years since former CEO Meg Whitman joined us. Much has changed – eBay faces significant competition in its PayPal business, and unwound its Skype acquisition, for example. It also purchased GSI Commerce, a company that might best be called a “white label Amazon.” But eBay is also a company on a mission, with its new X.commerce payment platform, a renewed focus on mobile commerce, and the addition of a Facebook executive to its Board of Directors.

Given this is Donahoe’s first Web 2 Summit interview, I’d love your input. What do you want to hear from him, and about his company?   

As an extra incentive, I’ll be picking the best three questions from these series of posts (including Pincus, Marc Benioff, Paul Otellini, Dick Costolo, Michael Dell, Dennis Crowley, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others.) The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!

Previously: Mark Pincus. Next up: Marc Benioff.

Help Me Interview Mark Pincus, CEO/Founder, Zynga

By - September 30, 2011

Tpincus.jpegoday kicks off my annual postings on folks I’ll be in interviewing for the Web 2 Summit. Every year I seek your input, every year you help me get smarter, and I thank you for that.

The Web 2 Summit (to which all readers of this site are invited) kicks off Oct. 17th with Mark Pincus, a fellow I’ve known for over a decade, since his days at Freeloader, Support.com, and Tribe. But Zynga has become his signature success, becoming one of the fastest growing companies of the past decade, and shorthand for “games” across the social web. Zynga filed for a much-anticipated IPO earlier this year, though as with nearly every company in the space, the market seems to have cooled since then. In late August, reports circulated that Zynga was delaying its IPO, but those were never confirmed.

I doubt Mark will answer any questions related to the IPO, given he is still in a quiet period, but there’s plenty more to talk about. Pincus got the Vanity Fair treatment in June, and he’s certainly a classic Valley character.

But I’m more interested in Pincus’ take on the Internet’s strategic landscape – he’s been through bruising negotiations with Facebook over credits, he’s recently taken his games to Google+ and other platforms, and he has his finger on the pulse of some sixty or so million daily game players. If anyone can grok Web 2′s theme of “The Data Frame,” it’s Pincus.

I can and will ask Mark about scaling a startup, managing growth, his personal story, etc. But Searchblog readers certainly know Zynga, and you have questions for Mark and for his company. What might they be?

As an extra incentive, I’ll be picking the best three questions from these series of posts (they will include Pincus, Marc Benioff, Paul Otellini, Dick Costolo, Michael Dell, Dennis Crowley, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others. The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!

The Web 2 Summit Data Layer Is Live

By - September 25, 2011

Earlier this year I posted about an idea we’ve come up with to create a new “data layer” on top of last year’s popular “Points of Control” map. We created this map to visualize the theme of the Web 2 Summit conference, which is coming up again in a few weeks.

As you can see from the map, we’ve visualized eight key Internet players as cities, with each of the buildings representing storehouses of key data types. Cities are scaled by the size and engagement of their audiences, with data driven by our partner Nielsen and also company-reported sources. A detailed legend is here.

The map is still a work in progress, and there’s plenty of opportunity for you to comment on it. And there’s more coming – soon anyone will be able to create their own city, based on their own company, or one they think should join the map. Check it out, and stay tuned for more news.

The Future of Twitter Ads

By - September 14, 2011

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(image) As I posted earlier, last week I had a chance to sit down with Twitter CEO Dick Costolo. We had a pretty focused chat on Twitter’s news of the week, but I also got a number of questions in about Twitter’s next generation of ad products.

As usual, Dick was frank where he could be, and demurred when I pushed too hard. (I’ll be talking to him at length at Web 2 Summit next month.) However, a clear-enough picture emerged such that I might do some “thinking out loud” about where Twitter’s ad platform is going. That, combined with some very well-placed sources who are in a position to know about Twitter’s ad plans, gives me a chance to outline what, to the best of my knowledge, will be the next generation of Twitter’s ad offerings.

I have to say, if the company pulls it off, the company is sitting on a Very Big Play. But if you read my post Twitter and the Ultimate Algorithm, you already knew that.

In that post, I laid out what I thought to be Twitter’s biggest problem/opportunity: surfacing the right content, in the right context, to the right person at the right time. It’s one of the largest computer science and social engineering problems on the web today, a fascinating opportunity to leverage what is becoming a real time database of folks’ implicit and explicitly declared interests.

I also noted that should Twitter crack this code, its ad products would follow. As I wrote: “If Twitter can assign a rank, a bit of context, a “place in the world” for every Tweet as it relates to every other Tweet and to every account on Twitter, well, it can do the same job for every possible advertiser on the planet, as they relate to those Tweets, those accounts, and whatever messaging the advertiser might have to offer. In short, if Twitter can solve its signal to noise problem, it will also solve its revenue scale problem.”

Well, I’ve got some insights on how Twitter plans to make its first moves toward these ends.

First, Dick made it clear last week that Twitter will be widening the rollout of its “Promoted Tweets” product, which pushes Tweets from advertisers up to the top of a logged-in user’s timeline (coverage). Previously, brands could promote tweets only to people who followed those brands. (This of course drove advertisers to use Twitter’s “Promoted Accounts” product, which encouraged users to follow a brand’s Twitter handle. After all, if Promoted Tweets are only seen by your followers, you better have a lot of them).

Just recently, Twitter began to allow brands to push their Promoted Tweets to non-followers. This adds a ton of scale to a product that previously had limited reach. Remember, Twitter announced some pretty big numbers last week: more than 100 million “logged in” users, and nearly 400 million users a month on its website alone. Not to mention around 230 million tweets generated a day. All of these metrics are growing at a very strong clip, Twitter tells me.

All this begs we step back and ask an important question. Now that advertisers can push their Tweets to non-followers, how might they be able to target these ads?

Twitter’s answer, in short, is this: We’ll handle that, at least for now. The first iteration of the product does not allow the advertiser to determine who sees the promoted tweet. Instead, Twitter will find “lookalikes” – people who are similar in interests to folks who follow the brand. Characteristically, Twitter is going slow with this launch – as I understand it, initially just ten percent of its users will see this product.

(The implication of Twitter finding “lookalikes” should not be ignored – it means Twitter is confident in its ability to relate the interest graphs of its users one to another, at scale. This is part of the issue I wrote about in the “Ultimate Algorithm” post, a major and important development that is worth noting).

Now, I’ve spent many years working with marketers, and even if Twitter’s lookalike approach has scale, I know brands won’t be satisfied with a pure “black box” answer from the service. They’ll want some control over how they target, who they target to, and when their ads show up, among other things. Google, for example, gives advertisers an almost overwhelming number of data points as input to their AdWords and AdSense products. Facebook, of course, has extremely rich demographic and interest based targeting.

So how will Twitter execute targeting? Here are my thoughts:

- Interest targeting. Twitter will expose a dashboard that allows advertisers to target users based on a set of interests. I’d expect, for example, that a movie studio launching a summer action film might want to target Twitter users have shown interest in celebrities, Hollywood, and, of course, action movies.

How might that interest be known? There are plenty of clear signals: What a user posts, of course. But also what he or she retweets, replies to, clicks on in someone else’s tweet, or who they follow (and who that followed person follows, and, and….).

- Geotargeting. Say that movie is premiering in just ten cities across the country. Clearly, that movie studio will want to target its ads just in those regions. Nearly every major advertiser demands this capability – consumer packaged goods companies like P&G, for example, will want to compare their geotargeted ads to “shelf lift” in a particular region.

Twitter has told me it will have geotargeting capabilities shortly.

- Audience targeting. I’d expect that at some point, Twitter will expose various audience “buckets” to the marketer for targeting based on unique signals that Twitter alone has views into. These might include “active retweeters,” “influencers,” or “tastemakers” – folks who tend to find things first.

- Demographic targeting. This one I’m less certain of – Twitter doesn’t have a clear demographic dataset, the way Facebook does. However, neither does Google, and it figured out a way to include demos in its product line.

- Device/location targeting. Do you want your Promoted Tweets only on the web, or only on Windows? Maybe just iPads, or iOS more broadly? Perhaps just mobile, or only Android? And would you like location with that? You get the picture….

Given all this targeting and scale, the next question is: How will advertisers actually buy from Twitter? I think it’s clear that Twitter will adopt a model based on two familiar features: a cost-per-engagement model (the company already uses engagement as a signal to rank an ads efficacy) and a real-time second-price bidded auction. The company already exposes dashboards to its marketing partners on no less than five metrics, allowing them to manage their marketing presence on Twitter in real time. And its recently announced analytics product only adds on to that suite. Twitter has also said a self-serve platform will be open for business shortly, one that will allow smaller businesses to play on the service.

Next up? APIs that allows third parties to run Promoted Tweets, as well as help marketers manage their Twitter presence. Just as with Facebook and Google, expect a robust “SEO/SEM” ecosystem to develop around these APIs.

The cost per engagement model is worth a few more lines. If an ad does not resonate – is not engaged with in some way by users – it will fall off the page, an approach that has clearly worked well for Google. The company is very pleased with its early tests on engagement, which one source tells me is one to two orders of magnitude above traditional banner ads.

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Finally, recall that Twitter also announced, and couched as very good news, that a large percentage of its users are “not logged in,” but rather consume Twitter content just as you or I might read a blog post. Fred writes about this in his post The Logged Out User. In that post, he estimates that nearly three in four folks on Twitter.com are “logged out.” That’s a huge audience. Expect ad products for those folks shortly, including – yes – display ads driven by cookies and/or other modeling parameters.

In short, after staring at this beast for many years, I think Twitter is well on its way to cracking the code for revenue. But let’s not forget the key part of this equation: The product itself. Ad product development is nearly always in lockstep with user product development.

Twitter recently surfaced a new tab for some of its users called “Activity”, and I was lucky enough to get it in my stream. It makes my timeline far better than it was. The “Mentions” tab (which we see as our own handle) is also far richer, showing follows, retweets, and favorites as well as replies and mentions. But there’s much, much more to do. My sense of the company now, however, is that it’s going to deliver on the opportunity we’ve all known it has ahead. It’s mostly addressed its infrastructure issues, Costolo told me, and is now focused on delivering product improvements through rapid iteration, testing, and deployment. I look forward to seeing how it all plays out.

The 2011 Web 2 Summit Program Is Live; My Highlights

By - September 07, 2011

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August is a month of vacation, of beaches, reading, and leisure….unless you happen to work with me creating the program for the eighth annual Web 2 Summit this October. Each year, my “summer vacation” turns into a “working vacation” as my team and I spend hours massaging more than 50 speakers into a tightly choreographed program running over what always turns out to be an extraordinary three days. I must be a masochist. Because I always love how it turns out.

This year, as I wrote earlier, our theme is “The Data Frame.” And this year’s program hews more tightly to our theme than any before it. Just about every speaker will be presenting on some aspect of how data changes the game in our industry. From policy to tech, art to retail, we’ve got one of the most varied lineups ever. You can see it here, but remember, these are extremely volatile times. In other words, the lineup might change a bit in the next six weeks. I’m just glad I didn’t ask Carol Bartz to come back, but then again, that would have been fun, no?

Web 2 is a year book of sorts, a stake in the ground where our industry has some of its most important conversations. This year we are taking a new tack – eliminating panels altogether, and focusing on our trademark conversations, as well as short, high impact presentations.

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Here are a few I’m really looking forward to.

We’ll start day one with Mark Pincus, CEO of Zynga. Mark has been busy, in particular given both the growth of Zynga and the recent turmoil in the financial markets, which plan on welcoming his company to public status at some point in the near future. But Mark is just the starting gun of an amazing opening session, one that will include John Donahoe, CEO of eBay, Marc Benioff, CEO of Salesforce, Paul Otellini, CEO of Intel, Dennis Crowley, co-founder of foursquare, Ross Levinsohn,

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EVP Americas at Yahoo!, and Reid Hoffman, founder and Chair of LinkedIn, the public market’s current darling.

Of the group, I’m particularly pleased to welcome Ron Wyden, Senator from Oregon. This will mark Web 2′s first ever visit from a sitting senator, and our industry will have plenty to discuss with him – he’s the man who has taken stands on COICA and its cousin Protect IP, controversial (and many would say flawed) pieces of legislation that may have significant impacts on how the Internet works.

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After cocktails we’ll sit down to dinner, and I’m very pleased to announce that our dinner conversation with be with Twitter CEO Dick Costolo, a man who would win any “funniest CEO” competition. running away. Be prepared to snort wine through your nose.

Day two opens with Dell CEO Michael Dell, who will have plenty to say about the moves of his competitors HP, Apple, and Samsung. We’ll get our first taste of a new program element – “Pivot” – short presentations tailored to shift your thinking in five minutes or less. You’ll hear Pivots from Tony Conrad (about.me),Chris Poole (Canv.as, 4chan), Bill Gross (uber media), Aileen Lee (KPCB), David Hornik (August Capital) and many more.

We’ll also hear from two data and privacy policy experts – Dr. Ann Cavoukian, of the Ontario Office of Information & Privacy, and David Vladeck, of the FTC. Ben Horowitz (of Andreessen Horowitz) will sit for a conversation, as will John Partridge, President of Visa, and Dan Schulman, Group President, American Express – together. That’s sort of like getting Coke and Pepsi in the same room, which, it turns out, we did. Over the three days, we’ll hear from both Alison Lewis, CMO of Coca Cola Inc., as well as Frank Cooper, CMO of Pepsico Beverages.

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This brings me to another important point – with data, all companies must become Internet companies. John, Dan, Alison, and Frank will bring that point home. As will Michael Roth, CEO of IPG, one of the largest advertising holding companies on the planet.

And of course we’ll hear from Mary Meeker, in her eighth appearance at Web 2. But this time, I’ve given her enough time to both do her “capital markets roundup,” as well as sit down with us and discuss her new role as partner at Kleiner Perkins.

A highlight of Day Two will be Thomas Drake, who used to work at the NSA on a forward-looking data surveillance program called ThinThread. While there, he uncovered facts about how the NSA was conducting surveillance which he believed was illegal. He blew the whistle, was charged with espionage, and lived to tell the tale.

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Rounding out Day Two will be Jack Tretton, President and CEO of Sony Computer Entertainment of American, Tim Westergren, founder of Pandora, and Steve Ballmer, CEO of Microsoft.

But wait…there’s more! Sprinkled throughout the three days will be our trademark “High Order Bits” – shortform presentations designed to amaze, inspire, and even perplex. We’ll hear from voices as varied as Genevieve Bell, in house anthropologist at Intel, Peter Vesterbacka, the “Mighty Eagle” of Rovio,

Alex Rampell, CEO of TrialPay, Mike McCue, CEO of Flipboard, Bret Taylor, CTO of Facebook, Salman Khan, founder of Khan Academy, Susan Wojcicki, SVP at Google, Deb Roy, Founder of Bluefin, Richard Rosenblatt, CEO Demand Media, Mike Olson, CEO of Cloudera, and even MC Hammer.

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That’s a lot of names, and we’re not close to being done. Highlights of day three include James Gleick, who has written one of the most important books about data in recent years (“The Information”), and a passel of Facebook alums: Sean Parker, who has yet another startup to discuss, Dave Morin, of Path, and Charlie Cheever together with his co-founder Adam D’Angelo, of Quora. More High Order Bits will come from Hilary Mason, of bit.ly, Jeremie Miller, of Singly, and Josh James, of Domo.

Rounding out the day are Andrew Mason, of Groupon fame, and Vic Gundotra, the man behind Google+.

Whew. And that’s not even all the great folks who are coming. It’s going to be a spectacular three days. I hope you’ll join us!

My deepest thanks go out to my Web 2 Advisory Board, which gave me a lot of great input on the program, and to the teams at O’Reilly, Techweb, and FM. As well as all our amazing sponsors, of course, and my producer extraordinare, Janetti Chon. It’s almost showtime!

PS – Look for our announcement next week about the new “Data Layer” on our “Points of Control” map. It’s going to rock!

More on Twitter's Great Opportunity/Problem

By - August 10, 2011

Itwitter-bird.pngn the comments on this previous post, I promised I’d respond with another post, as my commenting system is archaic (something I’m fixing soon). The comments were varied and interesting, and fell into a few buckets. I also have a few more of my own thoughts to toss out there, given what I’ve heard from you all, as well as some thinking I’ve done in the past day or so.

First, a few of my own thoughts. I wrote the post quickly, but have been thinking about the signal to noise problem, and how solving it addresses Twitter’s advertising scale issues, for a long, long time. More than a year, in fact. I’m not sure why I finally got around to writing that piece on Friday, but I’m glad I did.

What I didn’t get into is some details about how massive the solving of this problem really is. Twitter is more than the sum of its 200 million tweets, it’s also a massive consumer of the web itself. Many of those tweets have within them URLs pointing to the “rest of the web” (an old figure put the percent at 25, I’d wager it’s higher now). Even if it were just 25%, that’s 50 million URLs a day to process, and growing. It’s a very important signal, but it means that Twitter is, in essence, also a web search engine, a directory, and a massive discovery engine. It’s not trivial to unpack, dedupe, analyze, contextualize, crawl, and digest 50 million URLs a day. But if Twitter is going to really exploit its potential, that’s exactly what it has to do.

The same is true of Twitter’s semantic challenge/opportunity. As I said in my last post, tweets express meaning. It’s not enough to “crawl” tweets for keywords and associate them with other related tweets. The point is to associate them based on meaning, intent, semantics, and – this is important – narrative continuity over time. No one that I know of does this at scale, yet. Twitter can and should.

Which gets me to all of your comments. I heard both in the written comments, on Twitter, and in extensive emails offline, from developers who are working on parts of the problems/opportunities I outlined in my initial post. And it’s true, there’s really quite a robust ecosystem out there. Trendspottr, OneRiot, Roundtable, Percolate, Evri, InfiniGraph, The Shared Web, Seesmic, Scoopit, Kosmix, Summify, and many others were mentioned to me. I am sure there are many more. But while I am certain Twitter not only benefits from its ecosystem of developers, it actually *needs* them, I am not so sure any of them can or should solve this core issue for the company.

Several commentators noted, as did Suamil, “Twitter’s firehose is licensed out to at least publicly disclosed 10 companies (my former employer Kosmix being one of them and Google/Bing being the others) and presumably now more people have their hands on it. Of course, those cos don’t see user passwords but have access to just about every other piece of data and can build, from a systems standpoint, just about everything Twitter can/could. No?”

Well, in fact, I don’t know about that. For one, I’m pretty sure Twitter isn’t going to export the growing database around how its advertising system interacts with the rest of Twitter, right? On “everything else,” I’d like to know for certain, but it strikes me that there’s got to be more data that Twitter holds back from the firehose. Data about the data, for example. I’m not sure, and I’d love a clear answer. Anyone have one? I suppose at this point I could ask the company….I’ll let you know if I find out anything. Let me know the same. And thanks for reading.