Posted on April 19, 2012. Filed under: search, Uncategorized | Tags: Bing, Google |
For the past two months, I changed the default search engine on my browser (ironically Chrome) from Google to Bing. I have used Bing almost exclusively for this period, and have two quick conclusions. 1) With regards to core search, the Bing results were perfectly fine. I never struggled to find anything. I never forced [...]
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Posted on November 15, 2011. Filed under: advertising, Facebook, Internet, IPO, social networking, Twitter, Uncategorized, Venture Capital, Web/Tech | Tags: Facebook, Google, Internet, Twitter, Venture Capital |
Frequent comparisons to Facebook leave many confused about the true value of Twitter. [Follow Me on Twitter] “In a brand new direction A change of perception On a brand new trajection” – UB40 [Disclosure: Benchmark Capital is a major investor in Twitter, and my partner Peter Fenton sits on the Twitter BOD.] Twitter is having a remarkable year. Active [...]
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Posted on July 15, 2010. Filed under: Internet, Uncategorized, Web/Tech | Tags: Google, pricing, valuation |
Last night, Google reported financial results for the second quarter of 2010. While revenue growth was up 24% year over year, revenue was fairly flat compared with Q1 of 2010. Moreover, earnings fell short of average street estimates sending Google down $20 per share (4%) in the aftermarket. Based on current estimates (which might change [...]
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Posted on July 8, 2010. Filed under: advertising, Internet, Uncategorized, Web/Tech | Tags: CPA, CPC, Google, Internet, ITA, LTV |
“It’s funny how fallin feels like flyin, for a little while…” – Jeff Bridges, Crazy Heart Soundtrack On July 1st, Google announced its intention to acquire ITA Software. ITA owns a primarily B2B airfare search and pricing system called QPX. Several of the leading online travel sites, like Orbitz, Kayak, and Bing Travel, use information [...]
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Posted on January 5, 2010. Filed under: iphone, Mobile, Uncategorized, Venture Capital, Web/Tech | Tags: Android, apple, Google, Internet, iphone, Mobile |
[Follow Me on Twitter] In a recent New York Times article, Kathryn Huberty, a Morgan Stanley analyst was quoted suggesting that Apple’s iPhone is the key catalyst for an important new technology trend. “Applications make the smartphone trend a revolutionary trend – one we haven’t seen in consumer technology for many years.” This argument rings [...]
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Posted on October 29, 2009. Filed under: Internet, Uncategorized, Venture Capital, Web/Tech | Tags: Android, Business Model, Disruption, Google, GPS, Internet, Mobile, Navigation, TomTom |
[Follow Me on Twitter] I like to think of myself as an aficionado of business disruption. After all, as a venture capitalist it is imperative to understand ways in which a smaller private company can gain the upper hand on a large incumbent. One of the most successful ways to do this is to change [...]
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Posted on February 1, 2009. Filed under: Internet, Uncategorized, Web/Tech | Tags: Finance, Google, options, stock options |
Prominent finance publications like the WSJ and the Motley Fool along with several bloggers have recently taken shots at Google with respect to their decision to re-price a boat-load of employee stock options. Just to review the details, in their last earnings call google management stated that they would offer all employees with options that have strike prices above the [...]
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