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 February, 2008

VRM - vendor relationship management

VRM is CRM flipped on its head.  Instead of vendors collecting data in systems like Siebel and managing customers the idea is that customers start storing and managing their own data and using it to manage suppliers.
At the moment this is little more than concept stage stuff, championed by Doc Searls and being talked about [...]

Social network traffic - maybe not declining after all

Last week I wrote about Forbes reporting declining social network traffic.
In the comments some of you said that traffic to niche social network sites is increasing - and this is certainly something we are seeing at WAYN (DFJ Esprit portfolio company), where monthly unique visitors this month will be up circa 185% on a year [...]

Google’s video adsense based on banners and text overlays

This is from the Telefonica Tumblelog:
After nearly a year in closed beta, Google is expected to announce tonight that its AdSense for Video program is now open to publishers. When the program’s pilot was announced last May, AdSense for Video was intended to serve up video-in-video ads. Today the video part is gone, replaced by [...]

The economics of free - and how they might change everything

My friend Alexis pointed me this morning to an awesome Wired article by Chris Anderson, author of The Long Tail. I’ve seen him speak a couple of times now and following his obsession with the long tail he is now focused on the impact of ‘free’ - which I think is having some far [...]

Labels unrealistic pricing assumptions holding back ad-supported music market

Last week I wrote a couple of posts about the music industry, firstly about the trend towards free ad supported music and then about how to combat piracy.
Thank you all for your comments and pointers to new resources and companies.
The big takeaway from the conversation so far is that the record labels are still part [...]

Tottenham 2 Chelsea 1

Posted by mobile phone:As a Chelsea fan I’m gutted. We didn’t maximise our chances today. IMHO we would have controlled the game better if we had started Ballack and Cole, plus somehow the team suddenly looks like they have never met before. I’ve never seen so many mis-placed passes.
I’m expecting Avram’s call [...]

European venture increasingly favours hi-risk, hi-return investments

Posted by mobile phone:This is from the latest Go4Venture report (no link because I’m on my Blackberry);
*The market is increasingly driven by larger deals, with 22 transactions of more than EUR 20mn in 2007, compared to 15 in 2006 and 2005, and only 5 in 2004. This reflects European VCs growing taste for high risk/high [...]

Social network traffic declining

I have only just seen this, but according to Forbes, Facebook, Myspace and Bebo are all going backwards in the UK as measured by unique monthly visitors. They are citing Nielsen.
If this is true, and holds up it is bad news for the internet sector generally. We need success stories.
Internet analysts at Nielsen [...]

UK government warns ISPs over music piracy

The UK government announced yesterday that ISPs would be hit with legal sanctions from April 2009 unless they take concrete action to curb illegal downloads of music and films.
I think the government needs to be really careful here.
For sure I sympathise with the music industry - their copyright is being infringed left right and centre, [...]

Ronald Cohen on luck

I have written a couple of times before about luck.  First I leant on Taleb to think about the necessity of distinguishing between luck and success when evaluating decisions and performance (focus on the process not the result) and then Andreessen to discuss the possibility of making luck for yourself (keep busy to maximise the [...]

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