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…