2 Comments on Google Earnings – Good.
Google Earnings – Good.
More soon. News here….
More soon. News here.
Month: January 2009
Thinking Out Loud: FB Connect
Or perhaps I should say, lazywebbing out loud. I have been thinking about the connection between Twitter and Facebook (many folks, including myself, have noticed how once Twitter updates your status, comments increase in Facebook, but it's a one way experience). In short, Twitter is a Facebook application, but…
Or perhaps I should say, lazywebbing out loud. I have been thinking about the connection between Twitter and Facebook (many folks, including myself, have noticed how once Twitter updates your status, comments increase in Facebook, but it’s a one way experience). In short, Twitter is a Facebook application, but Facebook is not a Twitter application. It should be. But will FB Connect be enough to make it so? Sure, I know you can import your social graph and profile info, but can you import comments on status? IT’d be cool if you could. And what can you do with the data? Has Twitter taken a stance on FBConnect? Is it going to build it in? Should it? I’m running to my last set of meetings in NYC this morning and will check in on this thread before hitting the airport. I think there’s something in there worth picking apart….
And Other Tidbits
YouTube as a reference site and search king (yes, video is grammar). Microsoft's (and others') Plot to Kill Google. Good luck with that. A survey underwritten by MSFT finds advertisers are wary of Google. Despite the source, I can't imagine this isn't true. If only they also weren't wary…
YouTube as a reference site and search king (yes, video is grammar).
Microsoft’s (and others’) Plot to Kill Google. Good luck with that.
A survey underwritten by MSFT finds advertisers are wary of Google. Despite the source, I can’t imagine this isn’t true. If only they also weren’t wary of Microsoft.
Read MoreNews of the Week: Online Down, Search Up
I'm in NYC in back to back to back meetings, but thought I'd note some news of the day. My in box greeted me with this from Cowen Jim Friedland analyst this morning: We are updating our U.S. online advertising industry projections to account for the weakening macro outlook….
I’m in NYC in back to back to back meetings, but thought I’d note some news of the day.
My in box greeted me with this from Cowen Jim Friedland analyst this morning:
We are updating our U.S. online advertising industry projections to account for the weakening macro outlook. We expect the online ad market to shrink by 1% in 2009, compared to our prior projection of 3% growth; we are projecting paid search growth of 5% and an 8% decline in display advertising. Our estimates are based on the assumption of a 10% decline in the total U.S. ad market in 2009. We continue to believe that search will eventually account for 10-15% of total ad budgets (up from 5% in 2008) and that Google will continue to gain share. Although upward number revisions are unlikely in the near term, we believe that Google is attractively valued based on our downside scenario of 0% revenue growth in 2009.
Travelin’ on a Big Day
I'm traveling to NY for a few days this week, and alas, will be on a plane during part of the inaugural speech. But I am very excited that a new era is dawning, and I hope we have both patience and high expectations for our new government….
I’m traveling to NY for a few days this week, and alas, will be on a plane during part of the inaugural speech. But I am very excited that a new era is dawning, and I hope we have both patience and high expectations for our new government.
Why No Twitter Search from the Big Guys?
Danny asks a very good question here: Yesterday, we got a new news search engine which taps into Twitter that Yahoo’s excited about, as it uses their BOSS system. That kind of annoyed me. Why didn’t Yahoo just build the service themselves? Or a regular Twitter search service, for…
Danny asks a very good question here:
Yesterday, we got a new news search engine which taps into Twitter that Yahoo’s excited about, as it uses their BOSS system. That kind of annoyed me. Why didn’t Yahoo just build the service themselves? Or a regular Twitter search service, for that matter? And where’s Twitter search from Google?
Well, my answer is simple: Competition.
Read MoreHumbly I Suggest…
They are talking again – Yahoo and Microsoft, and many are claiming a deal in which MSFT buys Yahoo search is imminent. But we've heard this before. I don't think straight out selling Yahoo search to MSFT makes sense. Jerry is right – the piece notes his view that…
They are talking again – Yahoo and Microsoft, and many are claiming a deal in which MSFT buys Yahoo search is imminent. But we’ve heard this before. I don’t think straight out selling Yahoo search to MSFT makes sense. Jerry is right – the piece notes his view that advertisers want to buy brand with search – and as I’ve written in the past, search gives a company like Yahoo extremely valuable data – consumer insights that help drive product development.
Instead, there’s a third way.
Recall my 2009 predictions:
Read MoreZe Frank’s The Explicit
I'm enjoying listening to Ze Think Out Loud about audience and collaboration over at a new-ish site he's calling The Explicit. It might be a bit – academic or insular in tone for many of you, but I thought I'd share. Thanks to Andre for pointing it out to…
I’m enjoying listening to Ze Think Out Loud about audience and collaboration over at a new-ish site he’s calling The Explicit. It might be a bit – academic or insular in tone for many of you, but I thought I’d share. Thanks to Andre for pointing it out to me.
Kudos to Google
For filing an amicus brief on the repeal of Prop 8. I saw Milk last week and it's a very strong reminder of how far we've come as a culture, and how far we have yet to go….
For filing an amicus brief on the repeal of Prop 8. I saw Milk last week and it’s a very strong reminder of how far we’ve come as a culture, and how far we have yet to go.
Omidyar and Twitter
One of my predictions in 2009 was that Twitter is going to continue to take off. When I read on TC that Pierre Omidyar is fascinated with the service to the point of investing in a related company and even acting as an exec, I have to feel a…
One of my predictions in 2009 was that Twitter is going to continue to take off. When I read on TC that Pierre Omidyar is fascinated with the service to the point of investing in a related company and even acting as an exec, I have to feel a tad bit validated. A caveat – Omidyar Networks is an investor in my company FM.