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May 2008 - Posts
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12:16 PM Friday, May 30, 2008
May
30
Fri
Interleaved between the company presentations which comprised 90% of the Goldman Sachs Internet Conference were several panels and data presentations, including a presentation of Goldman’s latest survey among a broad sample weighted to reflect Read More...
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01:49 PM Thursday, May 29, 2008
May
29
Thu
In yesterday’s post on “The Great Inventory Split,” I talked about the very real and growing bifurcation between vast amounts of low-quality, low value content and focused pools of high-quality, high-value content available to online Read More...
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04:51 PM Wednesday, May 28, 2008
May
28
Wed
Last week I had the pleasure of attending the Ninth Annual Goldman Sachs Global Internet Conference in Las Vegas. Part road-show, part long-view, the conference offered a different perspective on the Internet space than that usually provided at Silicon Read More...
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01:28 PM Friday, May 16, 2008
May
16
Fri
This is a tale of two cities, of sorts. In one, the quarters are cramped, but the creative energy is palpable. In the other, the rooms are spacious, but the energy is less frenetic, more subdued. One resembles a street fair or tent revival, people bustling Read More...
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01:46 AM Wednesday, May 14, 2008
May
14
Wed
As I noted in my 8 May 2008 post, expectations around a coming recessionary environment are driving current behavior among more and more Silicon Valley startups. Facebook is the latest company to join this behavior pattern, raising a sizable chunk of Read More...
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05:39 PM Thursday, May 08, 2008
May
08
Thu
Last night I had a dream…or maybe a nightmare. I was attending some kind of startup camp for young companies, but when I say “camp,” I mean it: there were hundreds of entrepreneurs packed into some kind of rustic log cabin/ski lodge, Read More...
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