Jotting notes.

People buy a lot of goods. Slide doing well with their shift to...

Mon, 26 Oct 2009 15:32:00 -0700

People buy a lot of goods. Slide doing well with their shift to virtual goods. Nears porfitability.

Reality… for the future.

Mon, 19 Oct 2009 02:48:58 -0700

Reality… for the future.

"Today, if you take out a display ad on the Internet, you’re likely to see ads for..."

Tue, 06 Oct 2009 11:37:22 -0700

“Today, if you take out a display ad on the Internet, you’re likely to see ads for punch-the-monkey, colon cleansing, and Acai Berry scams. Ads cost nothing because of an infinite supply of untargeted display space on the web. A single impression costs nothing because of that infinite supply. And so if you take that ad in the wasteland of low-trust brands, you will become less legitimate.”

- The death of advertising authenticity - garry’s posterous

Fueling Web Engineers.

Mon, 05 Oct 2009 17:04:30 -0700

Steve: Did you read the news on amazon offering their 1-click MPS to their merchants? (link: http://bit.ly/QryUX)
I think that's pretty significant stuff (for the continued development of self-sustaining mobile web).
Joshua: yeah people can now buy even more useless crap! :)
Steve: That makes your career even more bright.
I hope that's a genuine smile.
Joshua: my career? just job prospects, man
My career is going to be in politics and public service.
All I'm doing is gathering funds and building my network of campaign donors
Steve: Hard to buy the senorita LV handbags working in the public service sector.
"the useless crap"
Joshua: hahaha

Comcast zigs while Time Warner zags

Fri, 02 Oct 2009 14:05:38 -0700

bijan:

It seems likely that Comcast will acquire a controlling interest in NBC Universal.

In a way it’s nothing new for a cable operator to seek control of cable properties. That was John Malone’s playbook when he ran TCI.

But i think it’s interesting to see the differences between comcast’s strategy and time warner’s strategy

For example:

Cable. Time Warner spun out Time Warner Cable. Comcast grew their cable business over the last 10years substantially buying AT&T and Mediaone.

Time Warner is divesting online content eg AOl, while Comcast is buying (daily candy, fancast, theplatform, plaxo).

I have always been impressed with the execs at Comcast. I also like it that the founders are still running the business.

I think the NBC move is a signal that the once mighty cable network as a scarce point of distribution isn’t the only game in town.

And i believe it also is a signal that over the top online video is becoming real.

(disclaimer: wrote this on my iPhone. Sorry any typos and lack of links).

I just want to mak a quick post via the iPhone Tumble app.

Wed, 30 Sep 2009 17:15:43 -0700

I just want to mak a quick post via the iPhone Tumble app.

So, should Mrs. Walters and ABC get a cut of the revenue on this...

Thu, 30 Jul 2009 23:01:00 -0700

So, should Mrs. Walters and ABC get a cut of the revenue on this fake ad?

Book: Free - by Chris Anderson

Thu, 16 Jul 2009 01:36:00 -0700

Book: Free - by Chris Anderson

Hyperinflation Nation Part 1/3 (via InflationUS)

Fri, 03 Jul 2009 13:03:39 -0700

Hyperinflation Nation Part 1/3 (via InflationUS)

"When Facebook took action against two third-party ad networks for displaying ads the company felt..."

Wed, 24 Jun 2009 01:26:49 -0700

“When Facebook took action against two third-party ad networks for displaying ads the company felt deceptive, other networks and app developers quickly toed the line. In that ecosystem, Facebook has the power to take away their business with a few strokes of a keyboard, but in the broader ecosystem, media is fragmented, and the threat of legal challenges not strong enough. Almost every player knows that some action will ultimately happen, but they will get hit whether they run it or not, and in the past, the most ultimatley profitable action has been to get while gettin’ is good. You might pay a fine and have to change your ways, but you’re better off having that pool of funds. Those gains then act like an internal VC fund to provide the company a runway for going more legitimate.”

- JayWeintraub.com - Internet Advertising Analysis and Commentary: The Perfect Storm - Part 2

Lamar Odom | The Journey Completed Waited a long time for this...

Tue, 16 Jun 2009 16:10:22 -0700

Lamar Odom | The Journey Completed

Waited a long time for this to happen!

Balls Don’t Lie Blog: Phenomal Swag: Another...

Tue, 09 Jun 2009 10:48:02 -0700

Balls Don’t Lie Blog: Phenomal Swag: Another ‘MVPuppets’ Shirt

"I haven’t had a break for three years now, and the team’s been leaning on me,”..."

Sun, 24 May 2009 02:28:58 -0700

““I haven’t had a break for three years now, and the team’s been leaning on me,” Bryant said. “And you need support too, and Pau gave me the support I needed for about three straight plays. I didn’t have anything [left]. I just laid on the baseline side and just tried to rest and Pau made some big shots — and bought me some time.””

- Lakers’ situation is not rocky now - Los Angeles Times

Advertising gone wrong. Why would I want to “get...

Fri, 22 May 2009 13:09:00 -0700

Advertising gone wrong.

Why would I want to “get involved”with a restaurant?!

The Dash For Trash - UpsideTrader

Thu, 14 May 2009 00:57:44 -0700

The Dash For Trash - UpsideTrader

"Take the experienced arbitrager on the other hand, and from decision to inception, it might take two..."

Mon, 11 May 2009 03:40:00 -0700

“

Take the experienced arbitrager on the other hand, and from decision to inception, it might take two to three days. If the hypothetical window for running is four weeks, they have an opportunity to use almost all of it. That sense of urgency and speed to action is perhaps their most distinguishing trait. There are no product meetings, no wondering whether to pull the trigger, and no hemming and hawing over the cost to build or test. Just action and getting it done because someone else is probably doing the same. And the CPA Networks have evolved to support this fast acting, higher risk taking behavior.

The problem is not arbitrage but the arbitrage at all costs attitude that has arisen. Those who find traffic pockets and take the financial risk serve a very valuable role and deserve to make money off it. When thaat discovery runs afoul of all laws and ethics, when they are so morally lost they would need a map to find out where to go, they don’t just endanger themselves. They are a speedboat, gone into the distance before than can be identified, the victims being those left in their big wake. Those victims are all of performance marketing.

”

- JayWeintraub.com - Internet Advertising Analysis and Commentary

Entrepreneurs can change the world (via GetGrasshopper)

Mon, 11 May 2009 02:23:55 -0700

Entrepreneurs can change the world (via GetGrasshopper)

"How Stressed is B. of A.? Yahoo Finance reports that BAC has a market capitalization of $69..."

Fri, 08 May 2009 01:12:00 -0700

“

How Stressed is B. of A.?

Yahoo Finance reports that BAC has a market capitalization of $69 billion, last night the Treasury reported that the bank will need an additional $35 billion. It looks to me that the stock is down about a buck, which is nothing in my book after such a dramatic announcement.

BAC, WFC and PNC were three banks that were the “go to” guys for the Treasury when Rome was burning. BAC bought Merrill at gunpoint, WFC bought Wachovia and PNC bought National City. All of these banks will need capital. It really does pay to play ball with the government doesn’t it? At the end of the day big government usually chews you up and spits you out, this saga is still in motion, it will be interesting to see where it all lands.

My advice to those that are long financials? Get out while you have the chance. Not because of the BAC news, that doesn’t help, but because their entire business model has vaporized, of course if paralyzing dilution is your thing, then start taking out offers. Careful out there.

”

- $34 Billion For Bank of America UpsideTrader

"hansoo: #leanstartup “MBA fallacy: whiteboard, think about it, whiteboard some more, think..."

Thu, 30 Apr 2009 13:41:21 -0700

“

hansoo: #leanstartup “MBA fallacy: whiteboard, think about it, whiteboard some more, think about it, whiteboard, feel good about your idea”

Although I never went to business school, I have committed the “MBA’s fallacy” many times. It’s actually the fastest way to iterate on a business: just keep reworking it at the whiteboard. At IMVU, I remember spending an incredible amount of time iterating on the model that would power our third-party developer economy. My cofounders and I would hash out nuances and details almost every day, re-drawing diagram after diagram on the whiteboard. Now, the first few times we thought through those issues, we probably did some quality thinking. But pretty soon it degenerated into fact-free bloviating. If it doesn’t involve new facts, it doesn’t count as learning.

Jotting notes.

People buy a lot of goods. Slide doing well with their shift to...

Reality… for the future.

"Today, if you take out a display ad on the Internet, you’re likely to see ads for..."

Fueling Web Engineers.

Comcast zigs while Time Warner zags

I just want to mak a quick post via the iPhone Tumble app.

So, should Mrs. Walters and ABC get a cut of the revenue on this...

Book: Free - by Chris Anderson

Hyperinflation Nation Part 1/3 (via InflationUS)

"When Facebook took action against two third-party ad networks for displaying ads the company felt..."

Lamar Odom | The Journey Completed Waited a long time for this...

Balls Don’t Lie Blog: Phenomal Swag: Another...

"I haven’t had a break for three years now, and the team’s been leaning on me,”..."

Advertising gone wrong. Why would I want to “get...

The Dash For Trash - UpsideTrader

"Take the experienced arbitrager on the other hand, and from decision to inception, it might take two..."

Entrepreneurs can change the world (via GetGrasshopper)

"How Stressed is B. of A.? Yahoo Finance reports that BAC has a market capitalization of $69..."

"hansoo: #leanstartup “MBA fallacy: whiteboard, think about it, whiteboard some more, think..."

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