Mary Meeker Does Her Thing…7th Edition, Better Than Ever

Mary has been giving an overview of the capital markets at Web 2 for seven years running, and this one, framed as lessons for CEOs of Internet companies, is a gem….

Mary has been giving an overview of the capital markets at Web 2 for seven years running, and this one, framed as lessons for CEOs of Internet companies, is a gem.

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The Web 2 Summit Playlist, 2010 Version

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One of these days, I’m going to figure out how to publish a real live playlist, one that links to real music, but for whatever reason, I never seem to be able to. If you guys have an easy way to do it, please let me know. I’ve tried a few services and they fail me, or, perhaps more aptly, I fail at them. Anyway, here’s a screengrab of the playlist I used at the Web 2 Summit this year. I always pick music that has inspired me during the preparation for the event, which takes a good ten months. Many of these bands I’ve seen live, and I hope you enjoy them as I have!

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At Web 2 Summit…Here’s the LiveStream!

Postings have been and, through this week, will continue to be pretty light. The reason: I'm hosting, with my partner Tim O'Reilly, the seventh annual Web 2.0 Summit in San Francisco. There should be a lot of news here, starting with some of our own – for the first time…

Postings have been and, through this week, will continue to be pretty light. The reason: I’m hosting, with my partner Tim O’Reilly, the seventh annual Web 2.0 Summit in San Francisco.

There should be a lot of news here, starting with some of our own – for the first time ever the Web 2 Summit will be livestreamed, for free, to anyone. The stream can be embedded anywhere, so I’m adding it to this site below. If you can’t make it in person, well, now you can check it out on the web.

Enjoy! (Update – so far, nearly 75,000 folks have watched the livestream. That’s pretty cool – about one hundred times the number of folks in the room at any give time!)

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Evan Williams at Web 2: What’s In A Platform?

I met with Ev at Twitter headquarters yesterday, a prelude to our conversation in less than two weeks time at Web 2 (I also spoke with him last year). As usual he was in a thoughtful mood, though an unexpected visit from Biz added some levity to the proceedings. Williams…

_@user_40285.jpgI met with Ev at Twitter headquarters yesterday, a prelude to our conversation in less than two weeks time at Web 2 (I also spoke with him last year). As usual he was in a thoughtful mood, though an unexpected visit from Biz added some levity to the proceedings.

Williams will be the final speaker at Web 2 this year, a program that begins with Eric Schmidt, continues with Robin Li, Ari Emmanuel, Shantanu Narayen, Jim Balsille, Mark Zuckerberg, Carol Bartz, and so many more.

So by the time we get to Ev’s session, something of a grand narrative should have unfolded, if I’ve done my job right. And it feels right to me to conclude with Twitter, because it is at once the growth story of the year, as well as the enigma – what, exactly, *is* Twitter, now that the service is pushing 200 million users and on the verge of a truly scaleable revenue model?

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Adobe CEO Shantanu Narayen at Web 2: Apple? Who Needs ‘Em…

Adobe CEO Shantanu Narayen has come to Web 2 as many times as Mark Zuckerberg, and like the Facebook CEO, he's had one heckuva year. From the fallout with Apple over Flash to the rumors of a Microsoft takeover (which he's denied), Narayen has had more than his share of…

_@user_64196.jpgAdobe CEO Shantanu Narayen has come to Web 2 as many times as Mark Zuckerberg, and like the Facebook CEO, he’s had one heckuva year. From the fallout with Apple over Flash to the rumors of a Microsoft takeover (which he’s denied), Narayen has had more than his share of challenges this past 12 months. So it should be interesting to hear what he has to say in two weeks time. Tim had some interesting things to say about Adobe in our webcast yesterday, I’ll post a link once the video is live. Meanwhile, what do you want to hear from Narayen?

While you are at it, click on over to my posts for RIM’s Jim Balsillie,  DST’s Yuri Milner, Facebook’s Mark Zuckerberg, Baidu’s Robin Li, Yahoo’s Carol Bartz and Google’s Eric Schmidt and add your thoughts there as well.

Here are a few thought starters:

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Web 2 Conversation: RIM’s Jim Balsillie

Continuing my tour of selected speakers at Web 2 this year, I alight upon RIM's Jim Balsillie, the man responsible for guiding the Blackberry brand through the Skylla of Apple and Kharybdis of Android – or is that the other way 'round? In any case, RIM has long been the…

jim_balsillie.jpgContinuing my tour of selected speakers at Web 2 this year, I alight upon RIM’s Jim Balsillie, the man responsible for guiding the Blackberry brand through the Skylla of Apple and Kharybdis of Android – or is that the other way ’round?

In any case, RIM has long been the king of enterprise smart phones, but that grip is arguably slipping. However, a suite of new products and an invigorated approach to developers is showing promise. Also eagerly anticipated: The Playbook, RIM’s first tablet product.

Balsille hasn’t been shy when it comes to Apple, he was recently quoted thusly: “We think many customers are getting tired of being told what to think by Apple.”

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Web 2 Debrief for Media, Marketing Mavens: Please Join Us!

Readers of Searchblog already know that Web 2 is coming in less than three weeks, what with all my missives here about Schmidt, Zuckerberg, Bartz, and others. But what I haven't told you about is the "Web2 Debrief" that my company, Federated Media, is doing after the conference. The Debrief…

web2db.pngReaders of Searchblog already know that Web 2 is coming in less than three weeks, what with all my missives here about Schmidt, Zuckerberg, Bartz, and others. But what I haven’t told you about is the “Web2 Debrief” that my company, Federated Media, is doing after the conference.

The Debrief is an evening event directly after the last day of the show, featuring Tim O’Reilly and myself in conversation about the previous three days. We’ll be breaking down the highlights of the event and taking questions from the audience. There will be a distinct focus on what it all means from the point of view of the marketing and/or media business, given FM’s position in those industries.

The nominal ($35) fee helps to cover the food and drink, as well as the excellent venue – Mezzanine, a short walk from the Palace Hotel, where Web 2 Summit will be held. I hope to see you there!

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Yuri Milner at Web 2: The Man Behind A Revolution in Finance?

Who exactly is Yuri Milner? I've heard this question asked quite a bit over the past year, as the Russian financier and entrepreneur has amassed significant holdings in key US Internet players – from Groupon to Zynga to Facebook (where he now owns around 10% of outstanding shares). His company,…

_@user_95614.jpg.pngWho exactly is Yuri Milner? I’ve heard this question asked quite a bit over the past year, as the Russian financier and entrepreneur has amassed significant holdings in key US Internet players – from Groupon to Zynga to Facebook (where he now owns around 10% of outstanding shares). His company, DST, has more than a billion invested in these social media players. (IT also purchased ICQ from AOL).

I had a chance to sit down with Milner in my San Francisco office, and ask him a few questions about his philosophy of investing, his background, and his strategy going forward. I’m very pleased he will be joining us at the Web 2 Summit – his approach to investing has upended a lot of presumptions about how “mezzanine” deals are getting done. In short, he cares little for the complicated structures and protective rachets of traditional pre-IPO rounds. He’s forced Silicon Valley legends to sit up and take notice. Oh, and by the way, he also owns major stakes in Russia’s most important social networking and Internet companies.

So what would you ask Yuri Milner? Here are a few thought starters:

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Mark Zuckerberg at Web 2: Third Time’s A Charm?

Next month will mark the third time that Facebook CEO and founder Mark Zuckerberg will sit down with me for a Web 2 interview. (The first is above, the second can be found here). Last year Facebook COO Sheryl Sandberg joined me, and she was great, but I'm eager…

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Next month will mark the third time that Facebook CEO and founder Mark Zuckerberg will sit down with me for a Web 2 interview. (The first is above, the second can be found here). Last year Facebook COO Sheryl Sandberg joined me, and she was great, but I’m eager to speak with Mark again, given all that has happened in the past year. If you watch his interview in 2007, then a year later, and then his recent appearances, you see a guy who’s really matured as a public figure (and yes, that has a lot of nuance when you run Facebook). Yes, he had a uncomfortable (and famously sweaty) conversation at D earlier this year, but lately I’ve noticed a confidence that I’m going to bet will be on display next month.

Not that we won’t have a few items to cover that will test Zuckerberg’s newfound stage presence, what with congressional inquiries, unflattering Hollywood portrayals, and platform outages to discuss. But if you’re CEO of a very public (though still financially private) company, dealing with these things comes with the territory.

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Robin Li at Web 2: Bridging Valley and Chinese Business Cultures

I'm particularly pleased to welcome Baidu CEO Robin Li to the Web 2 stage this year. Li is a familiar Valley startup success story – he left a promising career at search pioneer Infoseek to found a startup that has rocketed to multi-billion dollar valuations and global business fame. The…

Baidu stock.pngI’m particularly pleased to welcome Baidu CEO Robin Li to the Web 2 stage this year. Li is a familiar Valley startup success story – he left a promising career at search pioneer Infoseek to found a startup that has rocketed to multi-billion dollar valuations and global business fame. The big difference? Li did it in China.

A one year chart of Baidu’s stock, shown at left, certainly tells a story of success. I spoke to Li earlier in the Fall to prep for our conversation, and found him reserved, intelligent, and perhaps a bit apprehensive. After all, he’s speaking an hour or so after Eric Schmidt, and Baidu is often called “the Chinese Google.” Not to mention the company has profited from Google’s recent decision to, for all intents and purposes, to exit the Chinese market. And I wouldn’t blame him if he’s worried that the industry might call him out for bowing to Chinese policies regarding censorship. But as Li told me, “We’re based in China. We don’t have a choice on this issue.”

American educated, Valley smart, Chinese native, Li is a fascinating study in two cultures. That he’s willing to come and be part of our industry’s conversation says a lot about the man, and I think we’ll all learn from his visit.

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