Help Me Interview Mary Meeker of KPCB (And Win Free Tix to Web 2)

For the first time in eight years, Mary Meeker will let me ask her a few questions after she does her famous market overview. Each year, Mary pushes the boundaries of how many slides she can cram into one High Order Bit, topping out at 70+ slides in ten or…

Meeker.jpegFor the first time in eight years, Mary Meeker will let me ask her a few questions after she does her famous market overview. Each year, Mary pushes the boundaries of how many slides she can cram into one High Order Bit, topping out at 70+ slides in ten or so minutes last year. But given her move this year from star Internet analyst at Morgan Stanley to high-profile VC, I asked if Mary might spend another ten or so minutes with us to answer a few questions. She graciously agreed.

Kleiner Perkins has focused on social and mobile in a big way over the past year, raising significant funds, investing in Twitter, Square, Spotify, Klout, Path, and many more. But the firm does much more. Mary is a sharp observer of trends in our industry, and I am looking forward to picking her brain, if only for a few minutes. Sow hat do you want to hear from her?   

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!

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

Foursquare 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…

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.

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

Not 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…

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.

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FM Welcomes Lijit to the Family

Today Federated Media Publishing announced it has acquired Lijit Networks, a world-class business partner to online publishers based in Boulder, Colorado. This combination is the result of literally months of work, including a ton of strategic thinking that dates back to Federated's acquisitions of Foodbuzz, Big Tent, and TextDigger…

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Today Federated Media Publishing announced it has acquired Lijit Networks, a world-class business partner to online publishers based in Boulder, Colorado. This combination is the result of literally months of work, including a ton of strategic thinking that dates back to Federated’s acquisitions of Foodbuzz, Big Tent, and TextDigger last year.

With reach into nearly 200 million uniques, Lijit is a major player in what we at Federated call “the Independent Web.” While Lijit serves all stripes of publishers, it shines with smaller sites whose size often means they get ignored or minimized by other network players. Lijit not only provides top-tier advertising services (it’s growing like crazy, see Lijit CEO Todd Vernon’s post here), but it was born as a service to publishers – with great analytics and search (I use it here on Searchblog). In the past year, Lijit has built out an impressive set of offerings in the technology-driven display market – a space rife with acronyms like SSP (supply side platforms), DSP (demand side platforms), and RTB (real time bidding). This ecosystem is increasingly complex, and Lijit is committed to helping independent publishers thrive within it.

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

Our 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…

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?   

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

As 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…

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.

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

Next 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…

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!

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Help Me Interview Mark Pincus, CEO/Founder, Zynga

Today 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…

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.

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Google = Google+

Earlier this week I participated in Google's partner conference, entitled Zeitgeist after the company's annual summary of trending topics. Deep readers of this site know I have a particular affection for the original Zeitgeist, first published in 2001. When I stumbled across that link, I realized I had to…

Earlier this week I participated in Google’s partner conference, entitled Zeitgeist after the company’s annual summary of trending topics. Deep readers of this site know I have a particular affection for the original Zeitgeist, first published in 2001. When I stumbled across that link, I realized I had to write The Search.

The conference reminds me of TED, full of presentations and interviews meant to inspire and challenge the audience’s thinking. I participated in a few of the onstage discussions, and was honored to do so.

I’d been noodling a post about the meaning of Google’s brand*, in particular with respect to Google+, for some time, and I’d planned to write it before heading to the conference, if for no other reason than it might provide fodder for conversations with various Google executives and partners. But I ran out of time (I wrote about Facebook instead), and perhaps that’s for the good. While at the conference, I got a chance to talk with a number of sources and round out my thinking.

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Facebook As Storyteller

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(image) Recently I was in conversation with a senior executive at a major Internet company, discussing the role of the news cycle in our industry. We were both bemoaning the loss of consistent “second day” story telling – where a smart journalist steps back, does some reporting, asks a few intelligent questions of the right sources, and writes a longer form piece about what a particular piece of news really means.

Instead, we have a scrum of sites that seem relentlessly engaged in an instant news cycle, pouncing on every tidbit of news in a race to be first with the story. And sure, each of these sites also publish smart second-day analysis, but it gets lost in the thirty to fifty new stories which are posted each day. I bet if someone created a venn diagram of the major industry news sites by topic, the overlap would far outweigh the unique on any given day (or even hour).

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