The Equity Kicker

Nic Brisbourne’s view from London on venture capital and exploiting change in technology and media

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Archive for March, 2007

Identity - there is much to gain from getting it right

In response to the nightmare Kathy Sierra has been enduring, JP posted about how getting identity right would go a long way to preventing a recurrence of what she faced.  Couldn’t agree more.
I have been thinking about how this tragedy might have played out before the internet.  It would have been much simpler then - [...]

Second Life - grubby underbelly

I have been thinking for some time of writing a post in response to some of the chatter about the problems at Second Life. 
You can read here and here about the extent to which Second Life is really an economy - it’s not, the extent to which it is all sex and gambling - it is, and for the academically minded [...]

New data on the strength of online advertising, and some musings on the challenges ahead

The UK online advertising market broke through £2bn in 2006 according to new data out from the Internet Advertising Bureau.  The growth rate was 41% and search dominated with 58% of the £2bn.
I’ve said it before and I’m saying it again because it is hard to overstate the joys of working in a market that [...]

Uncertainty at a peak for media companies

 
I had the following thoughts when I was preparing for the Red Herring panel “what are the big boys buying?” - I didn’t get a chance to say them though - so to the blog it is….
It seems to me that uncertainty must be just about at an all time high in old media board [...]

Babelgum goes after the long tail

I am at the Red Herring conference today to do a panel session on “what are the big boys buying?”.  That was cool, and we learned that the big guys (and I suspect other companies too….) buy companies to fill gaps in their product sets.  It is my perception that they do this increasingly scientifically [...]

News Corp. + NBC Universal YouTube competitor

 
You will doubtless have heard by now about the “YouTube competitor” News Corp. and NBC Universal are planning to launch.  You can find all the detail here - thanks to Fred for the link.
If it works then I think this will be a great thing.  Easy to access high quality content will accelerate the shift towards [...]

Consumer internet - the hype is over, now the work really starts

I have been saying for some time that building consumer internet businesses is going to get harder.  I wrote two posts on the subject in January - Consumer internet - the changing nature of the game Part I and (you guessed it) Part II.
My point was that marketing and development costs will rise as services get [...]

Overdoing it on Google

 
Historically on this blog I  have been a little down on Google and bullish on Microsoft’s chances of making a dent in their online business.
As time passes, events happen, and I get a little wiser (hopefully…) I am thinking that I may have been too bearish on Google.  This post is about re-dressing that balance.
So [...]

Markets don’t die quickly

The FT reported this morning that HMV is projecting physical sales of CDs will drop by only 26% by 2010.  Similarly DVD sales are projected to fall by 17%.
I would assume that HMV are not adopting bottom of the range forecasts for declines in their core products, but nonetheless these numbers show that in big markets change takes [...]

Trampoline Systems

 
I have been hearing rumours for a while now (and may even have had a little inside info) so it was great to see Trampoline Systems announce last week that they had raised £3m from Tudor Group.
Trampoline is an Enterprise2.0 software company - an area regular readers will know is often in my thoughts.  Their Sonar platform (Social Networks [...]

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