Since ancestral times, wherever there is a narrow passage that many people have to cross, someone will try to establish itself as the gatekeeper and exercise control on the passersby. In fact controlling passageways, from maritime straits to oil pipes, has been one of the reasons humanity has endured many wars. The digital space is […]
Bubble or No Bubble? An Analysis of Three Internet Companies
Facebook’s valuation is approaching $100 billion, Microsoft recently acquired Skype to the tune of $8.5 billion and Twitter’s estimated market value is $8 to $10 billion: someone is always crying bubble, but is the social web another bloated shell game or a gold mine to be tapped? In this talk, I tried to take a closer look at three Internet companies with different models, breathtaking valuations and connected users in common.