Web 2 – Sergey Stops By
Sergey made a surprise visit to Web 2 last week, just as he did six years ago for the first one….
Sergey made a surprise visit to Web 2 last week, just as he did six years ago for the first one….
Literally some of the best work I've ever been involved with, yet again, six years in. Many of you asked for the playlist I used for the show (coverage best seen at #w2s, lots of news happened at the event, including Sergey Brin stopping by). Here's a screen shot of…
Here’s a screen shot of my playlist. I’ll make it live soon. (And yes, btw, the songs and their timing with sessions often mean something. But I can’t really get into what and why right now.)

Most of you probably know I'm at Web 2 this week, hence no posting. But follow the news on the #w2s hashtag, there's already been a ton, as this WSJ roundup shows…….
Every month I look at Twitter's traffic, and for September, the trend continues to be flat to down. Has Twitter peaked, or is it time for the company to start showing us traffic through its API and via SMS, so we can really understand the service's growth? Here are Quantcast…
Every month I look at Twitter’s traffic, and for September, the trend continues to be flat to down. Has Twitter peaked, or is it time for the company to start showing us traffic through its API and via SMS, so we can really understand the service’s growth?
Here are Quantcast and Compete’s data.
Read MoreEarnings are coming in that make for happy year over year comps, and hence, a happy time in tech land. Intel, Google, IBM all beating expectations – welcome news for an economy that has felt pretty damn terrible lately. And now the Dow has touched 10K and stayed there…
Earnings are coming in that make for happy year over year comps, and hence, a happy time in tech land. Intel, Google, IBM all
beating expectations – welcome news for an economy that has felt pretty damn terrible lately. And now the Dow has touched 10K and stayed there – something we haven’t seen for a year.
Read MoreTim Armstrong didn't need the job, but he decided to accept Time Warner's offer to become the CEO of AOL anyway. Why? That's the first question I have for Tim when he joins us at Web 2 next week. What do you want me to ask him? As you…

Tim Armstrong didn’t need the job, but he decided to accept Time Warner’s offer to become the CEO of AOL anyway. Why?
That’s the first question I have for Tim when he joins us at Web 2 next week. What do you want me to ask him?
As you most likely know, Tim came to AOL from Google, where he ran North American ad sales for years. Clearly, Tim relishes a challenge, and sees an opportunity. And, while Tim probably is too politic to discuss it, AOL will be spun out soon, and either go public or become an independent entity (unwinding the most disastrous new/old media merger in recent history).
Read MoreI'm so focused on Web 2 and FM right now I can't grok this. But you guys can – Aardvark, which I have written about in the past and will present at Web 2 next week, has launched a social search function based on their growing people-powered network. What…
I’m so focused on Web 2 and FM right now I can’t grok this. But you guys can – Aardvark, which I have written about in the past and will present at Web 2 next week, has launched a social search function based on their growing people-powered network. What do you all think?
Just got an email from an UBS analyst with an overview of search share data from Comscore for Sept. Summary: Google increases Month/Month search share Comscore’s September US search data suggests Google took some share lost over the last few months, which gives us confidence in our Q3 paid click…
Google increases Month/Month search share
Comscore’s September US search data suggests Google took some share lost over the last few months, which gives us confidence in our Q3 paid click growth ests. (12% Y/Y worldwide). Bing’s share of US search also increased, though share gains were lower than previous months as September is typically a relatively weaker month for travel, a vertical in which Microsoft has tried to differentiate itself.
Read MoreI met with Shantanu Narayen, CEO of Adobe, ten days ago – one week before the annual Adobe developer's conference. He told me there'd be a lot of news about Adobe coming, and the company certainly delivered – in particular around mobile and Flash platform development. But while the…
I met with Shantanu Narayen, CEO of Adobe, ten days ago – one week before the annual Adobe developer’s conference. He told me there’d be a lot of news about Adobe coming, and the company certainly delivered – in particular around mobile and Flash platform development.
But while the list of product and platform releases is impressive, it was Adobe’s earlier announcement of its acquisition of Omniture that got folks buzzing. From my point of view, this is one more step in Adobe becoming a central platform company in the Internet ecosystem.
With 800mm installs of Flash, the acquisition of Omniture, and a multi-device strategy, Adobe aims to become the industry standard in how marketers and media companies deliver experiences to audiences and customers. And while many still view the company as the provider of end user tools like Photoshop, the reality is that Adobe is in fact Microsoft’s most significant web platform competitor, which in turn makes it a significant competitor to Google in some areas (though the companies collaborate on key initiatives, like the Open Screen Project, for example, which is clearly as anti-Microsoft as they come). The difference, Narayen told me, is that Adobe does not have (nor does it plan to have) a media business, so it doesn’t compete with its partners.
Read More