Bubble, Boom Or Froth?

Image by placenamehere via FlickrFred Wilson has been calling it a bubble. John Doerr says it's a boom. And that's just two guys, although high flying, legendary types. I think what we are seeing is a froth. Let me explain.

A bubble is something waiting to burst. As soon as people wake up, they hunker down, and then where are you? The whole thing collapses like a ponzi scheme. There are some bubble aspects to what is going on. Do you think all startups that are getting funded will grow the money for their investors? That has never happened. Even a seasoned VC like Fred assumes one third of his investments will go down. But are too many flaky companies getting funded? The question is are more than the usual number of empty shell startups getting funded?

Large Countries: Population Matters: People Matter

(Via Hiten)

If Apothepo Is Innocent, Why Is He Hiding?

I am on Larry Ellison's side. Thanks for the drama, Larry. It's been fun watching.

Larry Ellison Cracks Me Up
Putting My Money On Larry Ellison
Larry Is Not Done Yet
The Leo Apotheker Is Human Drama
HP Keeps Making News

Chatfe Happy Hour With Paul Orlando

Earlier in the evening I was at the Chatfe Happy Hour for two hours: West 3rd Commons at 1 West 3rd Street. There used to be an Indian restaurant/bar at that place.

Tim Berners-Lee: Long Live the Web

Scientific American: Tim Berners-Lee: Long Live the Web: The world wide web went live, on my physical desktop in Geneva, Switzerland, in December 1990. It consisted of one Web site and one browser, which happened to be on the same computer. ..... We take it for granted, expecting it to “be there” at any instant, like electricity. ..... Wireless Internet providers are being tempted to slow traffic to sites with which they have not made deals. Governments—totalitarian and democratic alike—are monitoring people’s online habits, endangering important human rights. ....... Why should you care? Because the Web is yours. It is a public resource ...... The Web is now more critical to free speech than any other medium. ...... Yet people seem to think the Web is some sort of piece of nature ..... The Web should be usable by people with disabilities ...... from a silly tweet to a scholarly paper. .... A related danger is that one social-networking site—or one search engine or one browser—gets
Image via Wikipedia so big that it becomes a monopoly, which tends to limit innovation. ..... many companies spend money to develop extraordinary applications precisely because they are confident the applications will work for anyone, regardless of the computer hardware, operating system or Internet service provider (ISP) they are using—all made possible by the Web’s open standards. ....... The iTunes world is centralized and walled off. You are trapped .... For all the store’s wonderful features, its evolution is limited to what one company thinks up. .... It is better to build a Web app that will also run on smartphone browsers, and the techniques for doing so are getting better all the time. ..... as we saw in the 1990s with the America Online dial-up information system that gave you a restricted subset of the Web, these closed, “walled gardens,” no matter how pleasing, can never compete in diversity, richness and innovation with the mad, throbbing Web market outside their gates. ...... The Web is an application that runs on the Internet, which is an electronic network that transmits packets of information among millions of computers according to a few open protocols. ....... the Web is like a household appliance that runs on the electricity network ..... In 1990 the Web rolled out over the Internet without any changes to the Internet itself, as have all improvements since. And in that time, Internet connections have sped up from 300 bits per second to 300 million bits per second (Mbps) without the Web having to be redesigned to take advantage of the upgrades. ..... A neutral communications medium is the basis of a fair, competitive market economy, of democracy, and of science. .... Although the Internet and Web generally thrive on lack of regulation, some basic values have to be legally preserved. ..... snooping. In 2008 one company, Phorm, devised a way for an ISP to peek inside the packets of information it was sending. The ISP could determine every URI that any customer was browsing. The ISP could then create a profile of the sites the user went to in order to produce targeted advertising. ...... In France a law created in 2009, named Hadopi, allowed a new agency by the same name to disconnect a household from the Internet for a year if someone in the household was alleged by a media company to have ripped off music or video. ..... In the U.K., the Digital Economy Act, hastily passed in April, allows the government to order an ISP to terminate the Internet connection of anyone who appears on a list of individuals suspected of copyright infringement. In September the U.S. Senate introduced the Combating Online Infringement and Counterfeits Act, which would allow the government to create a blacklist of Web sites—hosted on or off U.S. soil—that are accused of infringement and to pressure or require all ISPs to block access to those sites. ..... In these cases, no due process of law protects people before they are disconnected or their sites are blocked. Given the many ways the Web is crucial to our lives and our work, disconnection is a form of deprivation of liberty. Looking back to the Magna Carta, we should perhaps now affirm: “No person or organization shall be deprived of the ability to connect to others without due process of law and the presumption of innocence.” ...... Finland made broadband access, at 1 Mbps, a legal right for all its citizens. ..... the latest version of HTML, called HTML5, is not just a markup language but a computing platform that will make Web apps even more powerful than they are now. The proliferation of smartphones will make the Web even more central to our lives. Wireless access will be a particular boon to developing countries ...... devising pages that work well on all screens, from huge 3-D displays that cover a wall to wristwatch-size windows. ..... linked data. Today’s Web is quite effective at helping people publish and discover documents, but our computer programs cannot read or manipulate the actual data within those documents. As this problem is solved, the Web will become much more useful, because data about nearly every aspect of our lives are being created at an astonishing rate. Locked within all these data is knowledge about how to cure diseases, foster business value and govern our world more effectively. ...... The information necessary to understand the complex interactions between diseases, biological processes in the human body, and the vast array of chemical agents is spread across the world in a myriad of databases, spreadsheets and documents. ...... They posted
Image via Wikipedia a massive amount of patient information and brain scans as linked data, which they have dipped into many times to advance their research. In a demonstration I witnessed, a scientist asked the question, “What proteins are involved in signal transduction and are related to pyramidal neurons?” When put into Google, the question got 233,000 hits—and not one single answer. Put into the linked databases world, however, it returned a small number of specific proteins that have those properties. ........ The investment and finance sectors can benefit from linked data, too. Profit is generated, in large part, from finding patterns in an increasingly diverse set of information sources. ..... We build it now so that those who come to it later will be able to create things that we cannot ourselves imagine.

I am not worried. I never thought the web was about to die. Apple does not scare me. The iPhone app warlordism does not scare me. The web is part of an ecosystem. It is the biggest fish, but it does not have to be the only fish.

Web 2.0 Summit 2010: Fred Wilson, John Doerr

TechCrunch: Wilson Vs. Doerr. Bubble Vs. Boom. East Vs. West. Android Vs. iPhone. Facebook Vs. The Web (VIDEO): With Web 2.0 Summit now over, looking back, in my mind, easily the best panel was the one entitled Point of Control: Finance. It featured venture capitalists John Doerr (Kleiner Perkins) and Fred Wilson (Union Square Ventures) talking with New York Magazine’s John Heilemann about the state of both investing and the state of the web ecosystem at large. What made it so interesting is that Wilson and Doerr clearly don’t agree on many of the big issues.

Creating, Propagating

Sexism is concrete. Sexism is total. Sexism oppresses like gravity.

Sexism is geography. Sexism is universal.

Sexism exists. Sexism affects.

Sexism impacts.

Sexism holds down.

Sexism is for real.

Sexism is here and now.

Sexism is today.

Sexism is an ideology, sexism is a worldview. And it has to be talked about. It has to be challenged. It is not a men versus women thing. It is a sickness versus health issue. Sexism is sickness.

There is a connection between the mass rapes in Liberia and the glass ceilings in Manhattan. Can you see the connection?

Google Apps: Open The Flood Gates

Google Enterprise Blog: Ten times more applications for Google Apps customers: Official Google Blog: Google Small Business Blog: Starting today, customers worldwide can access a full spectrum of services from Google—including more than 60 productivity-boosting applications that extend far beyond any traditional software suite.

No More Beer, No More Soda

Don't get me wrong. I have never been much of a drinker. I have n-e-v-e-r enjoyed the taste of beer. But I have done some social drinking over the years. A few days back I decided I wanted to resolve to drink no more beer, and no more soda.

Dell Duo: Tablet + Netbook

Dell has not done something this exciting in a long time. Maybe it is the Third World guy in me, but I have been a long time fan of Dell's legendary push to keep the price point at the lowest possible.

Dell is back.

Web 2.0 Summit 2010: Robin Li

Robin Li has been caricatured, and he continues to be caricatured. But his is a true success story. Not all of the difficulties associated with doing business in China can be attributed to China being a one party state. The Chinese are like the Jewish people. They both have 5,000 years of non stop history. The Hindus have 10,000 years of non stop history, but that is another story.