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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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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Carol Bartz at Web 2: Everybody Is Sticking Everybody Else In The Eye

(image) Continuing my journey through the highlights of our forthcoming Web 2 Summit (here's my initial take on Eric Schmidt), today I ask for your help in interviewing Yahoo CEO Carol Bartz. I am particularly pleased Bartz is coming, first because she's very good in conversation (and yes, often…

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(image) Continuing my journey through the highlights of our forthcoming Web 2 Summit (here’s my initial take on Eric Schmidt), today I ask for your help in interviewing Yahoo CEO Carol Bartz. I am particularly pleased Bartz is coming, first because she’s very good in conversation (and yes, often salty), and second because she fell ill the day I was to talk with her last year on stage, and we all missed the chance to hear her then.

However, much has changed since then, although Yahoo shareholders might argue not enough – in particular, not Yahoo’s down-to-sideways stock price (for a comparison to Google’s yearlong performance, see this chart). Those arguments have fostered serious chatter that Bartz might once again miss her Web 2 date – and this time not due to illness.

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Eric Schmidt, Opening Coversation at Web 2: So Much To Discuss, So Little Time

(photo) As I do each year, I'll be thinking out loud here about some of the key interviews I'll be doing on stage at Web 2 next month. Opening the conference is Eric Schmidt, CEO of Google. Given our theme of "Points of Control," I can't think of a…

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(photo) As I do each year, I’ll be thinking out loud here about some of the key interviews I’ll be doing on stage at Web 2 next month. Opening the conference is Eric Schmidt, CEO of Google. Given our theme of “Points of Control,” I can’t think of a better way to start – of all the major players in our industry, Google stands alone in both its ambition as well as its power. It’s also got a rather large target on its back – everyone, from Microsoft to Facebook, Apple to Hollywood, everyone competes with Google.   

Google’s ambition is breathtaking, as you can see from the image at left, taken from our interactive Points of Control map. From its base in search, Google has pushed into cloud computing, operating systems, television, mobile platforms (both OS and hardware), social media, content, and advertising. That’s not to mention its rather serious dabbling in energy, transportation, gaming, commerce, and just about everything else.

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The Points of Control Map: Now an Acquisition Game – Check It Out

As you know, part of visualizing the them for this year's Web 2 Summit included a map I dreamt up with a crew of possibly inebriated fellow travelers. I've been really pleased with the response to the maps' first iteration – we're closing in on nearly 100K unique visitors who…

Screen shot 2010-10-13 at 7.52.40 PM.pngAs you know, part of visualizing the them for this year’s Web 2 Summit included a map I dreamt up with a crew of possibly inebriated fellow travelers. I’ve been really pleased with the response to the maps’ first iteration – we’re closing in on nearly 100K unique visitors who have spent nearly six minutes each playing with the maps various features, which include two levels of detail, threaded location-specific commenting, and a cool visualization of key Internet players’ moves into competitive territories.

But when I brainstormed the map, I always wanted one feature that was a bit difficult to execute: Acquisition Mode. In the Internet Economy, there are there those who acquire, and those who dream of being acquired. This has always been so, but in the past few years it’s been less so. My sense is that is about to change.

To that end, we’ve added a layer to the map that allows anyone to suggest an acquisition, anywhere on the map – and it also allows us to vote for those ideas. My goal is a heat map of acquisitions, a collective intelligence layer, if you will, over the chess moves companies small and large are making in the battle to control key areas across the map.

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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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