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 May, 2007

Internet TV - will the networks cope?

Last week in Internet TV - Unclear how it is going to work, I asked whether the P2P distribution model that Joost and Babelgum are based on will scale.  I was wondering whether their is sufficient network capacity to cope.
Now Sam is reporting on Vecosys that they won’t.  In Joost: three hours a month is [...]

Last.FM acquisition and is DRM debate missing the point?

Today EMI is launching DRM free music on iTunes Plus and Steve Jobs said he expected more than half of the music on iTunes will be available DRM free by the end of the year - that is 2.5m of the 5m tracks on the service.
I thought that was big news - it seems like [...]

Globalisation: From £3 umbrellas to Indian middle management

On the way to the tube this morning I was chuckling to myself about my umbrella - purchased a month ago, full size, automatic opening, faux wood that looks pretty good - cost £3.
Then on the tube I find myself reading about westerners taking senior and middle management jobs in India because the pay rates [...]

Another record month for private equity

In another sign that private equity is reaching the top of its cycle US groups have launched a record $82bn worth of bids already this month.  See the FT this morning.
This frenzy is being fuelled by buoyant credit markets in a combination that can’t go on forever.  Funds are increasingly going it alone as well, [...]

India makes Hollywood look bloated

From the FT this morning:
Bollywood film-makers aree more lean than Hollywood.  They get by on budgets that would barely buy the services of one US film star.
I predict we will see a lot more of this kind of thing.  Hollywood is wedded to a production M.O. of a bygone era.

Facebook - a leading portal to the web but not the only one

Everyone is talking about Facebook at the moment from Ben Holmes and I chatting over lunch last week about whether it might become a $10bn company to Fred Wilson’s Open Facebook post on Sunday - naturally that has got me thinking, and nine times out of ten when that happens my two cents worth end [...]

Mining personal data - the next big frontier

This week Eric Schmidt of Google said he would help us answer questions like “What am I going to do tomorrow?”. I applaud the sentiment here, I really do, but I don’t think Eric is the right guy for the job, and he certainly isn’t going about it the right way.
A lot of people [...]

Internet TV - Unclear how it is going to work

If you read this blog regularly you will know I am very excited about how the internet will change the TV industry (most of the posts are here) - well this week I have found myself at a bit of a low point. It seems to me there are three basic models and I [...]

Spam on Twitter

Posted by mobile phone:I got some porn spam on Twitter yesterday. This could be the beginning of the end for the worlds latest favourite web service.

Dangers of being newbie

Just read this in a Total Content and Media (hard copy) article about IPTV
“Problems arise when a telco enters a mature market with an immature product”
Spot on - IMHO it will take a radically better or cheaper product to pull subscribers away from their current TV providers.  Getting to a mature offering against that backdrop [...]

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