Last Week of Signal

For those of you in RSS land who often ask, here are last week's Signal roundups – a daily dose of what I'm reading and thinking about each day, posted on the FM site, usually late at night. You can get the RSS feed here, or get it via…

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For those of you in RSS land who often ask, here are last week’s Signal roundups – a daily dose of what I’m reading and thinking about each day, posted on the FM site, usually late at night. You can get the RSS feed here, or get it via email here.

Monday Signal: This Is Only An Eye Test

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Happy Bday, Google

Google is 12 today, as Sept. 27 marks the anniversary of the company's actual incorporation. Of course the company has roots prior to the date, but ya gotta pick a date. Happy birthday Google, as they say in China, may you live in interesting times…….

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Google is 12 today, as Sept. 27 marks the anniversary of the company’s actual incorporation. Of course the company has roots prior to the date, but ya gotta pick a date. Happy birthday Google, as they say in China, may you live in interesting times….

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Comscore Search Results for August: Different from Nielsen

Comscore's search results are out for August, and unlike Nielsen, they do not show Bing as beating Yahoo. On the contrary, Yahoo gained the most ground, Google lost share (by not growing as quickly), and Microsoft grew only slightly. To the charts:…

Comscore’s search results are out for August, and unlike Nielsen, they do not show Bing as beating Yahoo. On the contrary, Yahoo gained the most ground, Google lost share (by not growing as quickly), and Microsoft grew only slightly. To the charts:

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The Web 2.0 Summit Program Is Live

I'm very proud to announce the initial 2010 Web 2.0 Summit program. You can see the lineup on the Summit site here. Our 2010 theme Points of Control, helped us create a lineup that is truly remarkable, full of industry titans and insurgents alike. Alongside policy leaders such as…

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I’m very proud to announce the initial 2010 Web 2.0 Summit program. You can see the lineup on the Summit site here.

Our 2010 theme Points of Control, helped us create a lineup that is truly remarkable, full of industry titans and insurgents alike. Alongside policy leaders such as Julius Genachowski, Chairman of the FCC, we’ll hear from the Internet’s most powerful CEOs:

  • Google’s Eric Schmidt, perhaps the most active player in our points of control map — defending the company’s home turf of search, extending its reach into mobile payments, content, advertising platforms, social networking, and more.
  • Robin Li, CEO of China’s biggest search engine Baidu which has ambitions well beyond its current (massive) scale.
  • Todd Bradley and Jon Rubinstein, the duo responsible for HP’s Palm integration (not to mention the largest maker of computing devices in the world).
  • Ariel Emmanuel, the co-CEO of William Morris Endeavor Entertainment (and yes, the man who inspired Entourage…)
  • Kathy Savitz, CEO of Lockerz helping us understand the behavior of “Generation Z.”
  • Mark Zuckerberg, CEO of Facebook, in one of his first one on one conversations in months.
  • Ev Williams, CEO of Twitter, six months into the launch of his company’s new revenue platform.
  • Andrew Mason, CEO of Groupon, one of the fastest growing companies in the history of business.
  • Richard Rosenblatt, CEO of the surging Demand Media (which filed for an IPO just last month).
  • Davis Guggenheim, director of An Inconvenient Truth and the forthcoming Waiting for Superman.
  • Yuri Milner, the Russian super-investor who owns nearly 10 percent of Facebook, among many other major platform players.
  • Jim Balsillie, the co-CEO of RIM, who has plenty to talk about given the upheaval in the mobile marketplace.
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Nielsen: Bing Overtakes Yahoo In Search Share

Way back in January, I predicted (see #8) that Microsoft's Bing would overtake Yahoo in share to become #2 in search. Today, at least one measurement service seems to have validated that claim, which at the time was a bit far-fetched, given the nearly seven point gap in share…

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Way back in January, I predicted (see #8) that Microsoft’s Bing would overtake Yahoo in share to become #2 in search. Today, at least one measurement service seems to have validated that claim, which at the time was a bit far-fetched, given the nearly seven point gap in share between the two companies.

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Catching Up On the Signal

For those of you who haven't signed up for the Signal newsletter (shame on you, really), it's my daily roundup of what's happening in the world of media, marketing, and platforms. You can get it via RSS or email here (sign up for the newsletter in upper right hand…

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For those of you who haven’t signed up for the Signal newsletter (shame on you, really), it’s my daily roundup of what’s happening in the world of media, marketing, and platforms. You can get it via RSS or email here (sign up for the newsletter in upper right hand corner).

As I do from time to time, here’s the last week or so for all you RSS readers.

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More Thoughts On Demand: A Referendum of Sorts on Google and Social

Demand.pngIt’s been nearly a month since Demand filed its S1, and I promised you all a longer look after my initial posting. Here are some thoughts now that I’ve had a chance to digest the document. A caveat: I know Demand CEO Richard Rosenblatt well, and consider him a friend. And one of his investors, Oak, is an investor in my company, Federated Media. However, neither Oak nor Richard participated in the preparation of this post.

First off, the offering is notable for the number of banks that grace its cover sheet. I count ten, as many as Google had in its IPO back in 2004. That shows the hunger in the financial world for a win – and the company that gets in front of that hunger has a better chance than most to succeed in an offering, as those banks will all be pushing shares to their best clients.

But Demand’s S1 is far more traditional than Google’s. There’s no auction involved, and the company stays far away from the revolutionary prose espoused in Google’s S1 (remember “Google is not a conventional company. We do not intend to become one” ? And recall my response: “Yow,” I said to myself (and now to you…). “Do they really want to set themselves up like this?”)

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Bing Targets Firefox, Chrome Users For IE Upgrade – But Not Safari

Back in the day, it was news when Google used its massive home page distribution to push its new Chrome browser. Google putting ads on its home page?! A big deal, even if they were for Google's own products. It spoke to an ongoing creep inside the company of…

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Back in the day, it was news when Google used its massive home page distribution to push its new Chrome browser.

Google putting ads on its home page?! A big deal, even if they were for Google’s own products. It spoke to an ongoing creep inside the company of leveraging its position in search to help it win in other markets, and to some, it felt like a violation of Google’s own principles in the process.

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It’s All The Web

Fred points out apps and services that are "Mobile First Web Second." I don't like the distinction. To me, it's all the web. It's this kind of thinking that leads to Wired's ill-considered proclamation that "the Web is dead." (I debate that in the second half of this thread…

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Fred points out apps and services that are “Mobile First Web Second.” I don’t like the distinction. To me, it’s all the web. It’s this kind of thinking that leads to Wired’s ill-considered proclamation that “the Web is dead.” (I debate that in the second half of this thread here).

What, after all, is the web, really? To me, it’s a set of standards that allow for interconnection, sharing of experience and data, navigation between experiences, and a level playing field for anyone to create value. If we continue to see mobile as “different” from the web, we may lose the magic the web has evoked – the free and open platform which has allowed thousands of startups to bloom, many of which have changed the world, and, I hope, will continue to do so.

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Google and AOL Renew Pact

One of the best cards in AOL's difficult hand has been its search deal with Google, which was up for renewal this year. This morning the two companies announced (ahead of a December deadline) that they were staying together, though I can only imagine the folks at Bing didn't…

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One of the best cards in AOL’s difficult hand has been its search deal with Google, which was up for renewal this year. This morning the two companies announced (ahead of a December deadline) that they were staying together, though I can only imagine the folks at Bing didn’t make it easy. At the moment, only three parties know what Google paid – Google, AOL, and Microsoft, which knows at least what Google must have topped to win the deal.

Here’s the official release. Financial details are not disclosed, yet, but more will probably be available in future SEC filings.

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