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 July, 2007

Social media to remove the need for linear programming

Back in November when I wrote that Internet TV will mean the end for channels I could see clearly (in my own mind at least…) that arranging linear schedules of TV programmes was an accident of history - a product of the limited available spectrum for distributing video content and the high cost of local [...]

Facebook - value is in the interraction

Facebook is hitting some growing pains at the moment.  At the 60,000 ft level it’s momentum is incredible to see (posts like this from Australia are all over the web) but at the same time it is getting blocked by increasing numbers of corporations and some power users are starting to find it annoying.
The complainants [...]

Facebook an enterprise2.0 app?

I was reading Techcrunch about Telstra banning its employees from accessing Facebook (amazing people are still doing things like that) and when I got to the bottom of the article I got this link to a comment from Robert Scoble on a previous Facebook post:
Tonight I interviewed Siemens Web Strategist. He noted that at Siemens [...]

Big buyout cycle peaked?

Judging by the number of comments I get my posts on the buyout cycle are not the most popular ones on this blog - so I have been writing less of them.  This one is important though (but I’ll still keep it short).
The reason I care about the big buyout cycle is that when it [...]

SecondLife is riding the hype curve

LindenLabs have done a great job of building a buzz round SecondLife that has made it seem bigger than it really is and the whole SL hype machine has also had a huge boost from the interest that traditional media has taken in the worlds favourite virtual world. These two things have combined in [...]

If you don’t have a market you don’t have anything

I love reading Marc Andreessen’s blog - nearly every time he gets me thinking about myself and what I’m doing as a VC in a way that (hopefully) makes me smarter.
This post is the fourth in his guide to startups series, and in it he asks the question:
What is the most important ingredient for a [...]

Facebook IPO

The print version of the FT today had a backpage article about Facebook entitled “Why we’re worth $10bn“.
From a journalistic point of view this is interesting because this article was first made available on their blog last week and because a traditional financial paper is willing to debate whether Facebook might be worth $10bn (to [...]

Pros and cons of outsourced development - consumer internet

Over the last couple of days I have been pondering the pros and cons of consumer internet businesses outsourcing development. 
At the Glasshouse event this week Michael Birch (CEO of Bebo) described how he personally developed his first social networking site - Ringo.  The story goes that he was introduced to Friendster, loved it, and [...]

Why small companies will always have a chance

There was a great piece in the FT yesterday about Microsoft’s struggle with innovation. Despite some bold moves and substantial investments into new areas (most notably games consoles and mobile) it’s market cap has been stuck around the $300bn mark for some time now.
In that time Apple and Google have both exploited new areas [...]

Identity & startups: the web (2)

Luke has just posted the second in the series here.
Read and enjoy!!

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