Fred Wilson on Web 2.0 and all that:
Last year at this time we were talking about interesting companies like Skype, Flickr, MySpace, etc.
Many of them are gone, gobbled up by the web 1.0 giants or the mainstream media companies.
In their places we are seeing second derivatives. I heard one business described as Google Maps meets delicious, and another described as Skype meets MySpace. When the first derivative hasn’t fully figured its long term business model (other than getting bought), the second derivates are pretty scary.
I am a contrarian at heart. This situation bothers me.
It doesn’t mean we are going to stop investing. But it does mean we are going to be more careful.
We have to raise our hurdles when others are lowering them.
Dave Sifry of Technorati does his numbers dance: Technorati is tracking 18.9 million blogs. The pattern remains: a doubling every five months. A new blog is born every second. 55 percent are posting three months later; 13-15 percent update weekly or more. About 8 percent are spam blogs. There are recent spikes from the creation of Chinese blogs…. Tags are exploding. Almost a third of blog posts use tags or categories, he says…. He’s announcing deals to provide blog links to the Washington Post, IHT, Atlantic, and Der Spigel, on top of Newsweek and Salon…. He’s also announcing a refinement of search to look within given tags (e.g., Bush within only political blogs).
Jeremy Allaire just revealed his new video company, Bright Cove, also featured in today’s NY Times. I met Jeremy and saw the company many months ago and loved it then, for it enables the explosion of TV: People can use his Flash-based player and system to serve video under various business models: ad-supported, pay-to-view, pay-to-serve. He’ s making it easy and big. (Disclosure: I liked what I saw so much that I’m likely to join his advisory board.)
Tim O’Reilly asks Sun’s Jonathan Schwartz about being probably the highest ranking corporate blogger. Says Schwartz: “Transparency is a competitive weapon.” He says that competitors spend a fortune on marketing and spend time on one-on-one interviews with the press; he prefers the blog. O’Reilly asks whether Sun’s attorneys read the blog before he posts; he says they wish they did but they don’t. O’Reilly confesses that he sometimes worries when he blogs that he’ll be telling his competitors too much, so he meters himself.
: Neglected to put up a link to Schwartz’s blog; it’s atop the list of Sun bloggers here.
Red Herring covers my ad panel yesterday. I’ll be writing up reflections later.