While Google fights on the edges, Amazon is attacking their core
2010-05-22
Google is fighting battles on almost every front: social networking, mobile operating systems, web browsers, office apps, and so on. Much…
Facebook is about to try to dominate display ads the way Google dominates text ads
2010-05-15
It is customary to divide online advertising into two categories: direct response and brand advertising. I prefer instead to divide it…
Facebook, Zynga, and buyer-supplier hold up
2010-05-08
The brewing fight between Facebook and Zynga is what is known in economic strategy circles as “buyer-supplier hold up.” The classic…
Old VC firms: get ready to be disrupted
2010-05-02
If the U.S. economy were a company, the VC industry would be the R&D department. The financing for the VC industry comes from so-called LPs…