Two of my favorite companies in the world are Twitter and American Express. I have literally dozens of good pals at both. So this is said with love (and a bit more pointedly at Twitter than Amex, which is just one of many advertisers I’ve encountered in the situation described below. And Amex is one of the most innovative marketers on the planet, so again, much respect).
But here goes: I’m seeing too much image-heavy promoted tweets in my feed when I first come to the service. Here’s a picture:Read More
A rather welcome diversion from our industry’s endless NSA revelations, the enigmatic barge floating off Treasure Island had been widely assumed to be a floating data center of some kind. But today a local CBS station is reporting that the massive box is custom built for….marketing. No one suggested *that* when I asked for wild speculation yesterday. Answers ranged from “a place to store Google’s cash” to “a hide out for Microsoft’s next CEO,” but “a seaworthy rival to Apple’s retail stores”? Nope, no one was that drunk on Halloween.
From the CBS story:
Some of you might respond – “Google what?!” – and that’d be normal. Google Now is one of those products that to many users doesn’t seem like a product at all. It is instead the experience one has when you use the Google Search application on your Android or iPhone device (it’s consistently a top free app on the iTunes charts). You probably know it as Google search, but it’s far, far more than that. It’s the tip of a very important spear for Google, and if you study its architecture, all manner of interesting questions and insights can be found about where Google – and the Internet – may be headed.
When you fire up the Google search application on your phone, Google Now is all the bits that are not the familiar search bar. Here’s a screen shot of my Google Now “home page”:Read More
* Top line growth y/y: 118%. Twitter shows financials up to Q2 2013, so through June. Growth 1H 2012 to 1H 2013 is our most recent comparison: $101.3mm in 1H ’12, to $221.4mm in 1H ’13. That’s impressive y/y topline growth of $120.1mm, or 118%.
* Implied 2013 topline: nearly $600mm, but possibly pushing $750mm. Twitter’s earned 62% of its 2012 revenue in the second half of the year. If it does the same this year, that would imply a topline revenue for 2013 of $582.4mm and a second half of around $361mm. Given Twitter took the option of filing its IPO under the JOBS Act, which allows for confidential filing for businesses under $750mm in annual revenue, one could argue that it filed because it knew it was going to have a blowout second half, which would push its FY topline over $750mm. If indeed revenues are accelerating beyond the norms set in 2012, we may see a second half revenue figure of closer to half a billion, which would be pretty spectacular.Read More
Here’s the Twitter stream. It was really great. And the main insight I took away was this: Brands will soon have no choice but to become data (because we are all becoming data, after all). A car creates tons of data every mile it is driven, for example. Faced with this fact, how might a car brand respond? It could see that data as its private asset, put up fences around it, and make that data really difficult for the driver (and society at large) to access. Or, it could act like Ford did, and tack in the direction of openness.
Ford has created a platform called OpenXC that opens APIs into 50 or so data streams coming out of your car. On the first day of Ingenuity, teams of makers, hackers, and regular folks came up with amazing ideas that leveraged Ford’s innovative platform. For example, one team built an app that senses when a pet or child is in your car, then monitors the car’s internal temperature. If it gets too hot, this app can lower the windows, turn on the AC, and text the car’s owner. I mean, how cool is that?!Read More
It’s been pretty obvious from the stock price, but LinkedIn, which I’ve written about every so often, is really on a roll lately. The influencer content play (which I will admit I’ve been part of, in a small way) is a clear winner, the company is enjoying very positive press, and its premium services are getting really interesting as well.
Just today I got an email from the company titled “What’s new with people you know?” I found it compelling in a way that emails from nearly every other service I use – Twitter, Facebook, or Google – are not. CEO Jeff Weiner tells me that this email has been sent out every six months for the past three years, but it’s clearly been redesigned as more of a media product. I care about my network on LinkedIn, and the email was full of pictures of people who really matter to me, all of whom have gotten new jobs. It’s one of the most engaging messages I’ve ever gotten from a “social network.” (In case you want some history, I called LinkedIn out as a media company more than a year ago here.)Read More
Um, no. We were just a bit ahead of ourselves at Wired back in the day. Now, it feels like we’re in the middle of a hurricane. Just today I spoke to a senior executive at a Very Large Internet Company who complained about spending way too much time dealing with PRISM. Microsoft just posted a missive which said, in essence, “We think this sucks and we sure wish the US government would get its shit together.” I can only imagine the war rooms at Facebook, Amazon, Google, Twitter, and other major Internet companies – PRISM is putting them directly at odds with the very currency of their business: Consumer trust.
And I’m fucking thrilled about this all. Because finally, the core issue of data rights is coming to the fore of societal conversation. Here’s what I wrote about the issue back in 2005, in The Search:Read More
It’s been quite a six months, I must say. Personally I took back the reigns at a company I founded in 2005, found a co-author for my book, and hired a CEO for the company I started last year (he starts next week). But I haven’t been writing nearly as much as I’d like here, and that sort of saddens me. However, one of my “half year” resolutions is to change that, and it starts with this review of my Predictions 2013.
This year’s predictions were a bit different in that I wrote about things I *wished* would happen this year, as opposed to those I thought most likely to happen. They were still predictions, but more personal in nature. So let’s see how I did, shall we?Read More
I stopped doing Web 2 in 2011 (OpenCo is the new black, natch), and Mary migrated her job to Kleiner Perkins and her presentation to All Things Digital, both great moves. Last week she unveiled her latest work, and I notice it’s gotten up to 117 slides. I missed All Things D due to a client event at P&G, but I bet she got more than 15 minutes to present it!
This deck is always worth the time to review. You can download it on KPCB’s site, and I’ve embedded it below.
If there’s one thing we all know, it’s that a new form of native advertising is spreading throughout the Internet. It started with Google and AdWords, it spread to Twitter and its Promoted Tweets, and Facebook quickly followed with Sponsored Stories. At FMP, we have sponsored posts and our Native Conversationalist suite, which we are scaling now across the “rest of the web” – the smaller but super influential independent sites that we believe are major suppliers of “the oxygen of the Internet” – the content that drives true engagement. Other companies are adopting similar strategies – Buzzfeed is building a content marketing network, and Sharethrough has moved past its “wrap a YouTube ad in a player and call it native” phase and into more truly native units as well.
The reason native works is because the advertising is treated as a unit of content on the platform where it lives. That may seem obvious, but it’s an important observation. When a brands’s content competes on equal footing alongside a publisher’s content, everyone wins. Those search ads – they win if they are contextually relevant and add value to the consumer’s search results. Those promoted tweets only get promoted if people respond to them – a signal of relevance and value. The same is true for all truly “native” ad products. If the native ad content is good, it will get engagement. The industry is evolving toward rewarding advertising that doesn’t interrupt and is relevant and value additive. That’s a good thing.Read More