Tuesday July 15th, 2008
1.0
From Adonomics Blog, 2 months ago,
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Full Disclosure – The iPhone had me at hello…
Apple has a huge winner on its hands with the iPhone 0S 2.0. The iPhone’s App Store integration with iTunes is going to allow software developers to once again make money selling software to consumers. For some period of time, the only business model that seemed to work [...]
Saturday April 19th, 2008
1.0
From Adonomics Blog, 5 months ago,
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Social Gaming Network (SGN) Jumps to #3 on the Adonomics 100™
As noted in the recent TechCrunch article (), the consolidation trend that was predicted in this post () is continuing on Facebook. The most competitive app category right now is casual gaming with Social Gaming Network (SGN) recently jumping from #20 on the list to [...]
Saturday February 23rd, 2008
6.8
From Adonomics Blog, 7 months ago,
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Speculation has begun about TheUADA (see TechCrunch.com’s article TheUADA: Biggest Facebook App Co or Marketing Scam, AllFacebook.com’s article TheUADA: A United Front For App Developers, see FaceReviews.com article TheUADA: Mystery Entity Tops Adonomics Top 40 App Companies ), Folks are curious as to what TheUADA is, who are the members of TheUADA, which services TheUADA will offer to [...]
Monday February 18th, 2008
5.7
From Adonomics Blog, 7 months ago,
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Facebook is the Perfect Path to Profits for the Pluckiest Programmers on the Planet
EBay’s genesis story relates how Pierre Omidyar’s passion for his girlfriend led to the creation of the planet’s first person-to-person marketplace for purchasing Pez dispensers. Although this story is not true, it does capture the essence of eBay’s earliest usage as a way to [...]
Friday February 15th, 2008
6.5
From Adonomics Blog, 7 months ago,
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The Top 40 App Companies Chart
The recent investment of $50 million in Slide at a post-money valuation of $550 million has proven that Mr. Market (see Warren Buffett’s description of him) is highly valuing at least one Social Networking App Developer. The long term correctness of this implied company valuation of over half a [...]
Saturday January 19th, 2008
1.0
From Adonomics Blog, 8 months ago,
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As Brad Stone reports in the New York Times, Slide just raised $50 million by selling 9% of their company at a valuation of $550 million. This represents a major step up in valuation for Slide and sets them on the path for an IPO with a significant warchest to use in their current battle [...]
Friday January 11th, 2008
6.1
From Adonomics Blog, 9 months ago,
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In addition to explaining at http://blog.adonomics.com why Facebook is worth $100 billion, let me also mention the reasons from A to Z why I’ve been told Facebook can’t possibly be worth $100 billion and briefly refute each of them.
a. It only has $100 million in 2007 Revenues — Google only had $86 million in 2001 [...]
Thursday December 6th, 2007
5.5
From Adonomics Blog, 10 months ago,
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Introduction — (NOTE: These are Rough Talking Points for Today’s Web Community Forum Keynote)
The Altura Ventures’ Genesis Story
$100 Billion!!! Are You Drunk?
WATER FIGHT! and Birthday Calendar and Dave’s Facebook Class
Overview
Why Facebook Can’t Be Worth $100 Billion
Facebook’s Growth and Current Business
Graphical Operating System vs. Social Operating System
Value of a Registered Web User vs. a Facebook App [...]
Thursday November 22nd, 2007
2.6
From Adonomics Blog, 10 months ago,
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Adonomics Announces GEM System Guaranteeing 1 to 2 Million Installs in Under One Year
As Interim CEO of Adonomics, I’d like to announce to everyone that Adonomics (an Altura Ventures portfolio company) has two new services:
1. GEM Basic — for existing apps, guarantees 1 million users in less than 1 year
2. GEM Plus — for new [...]
Thursday November 8th, 2007
1.0
From Adonomics Blog, 11 months ago,
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One of the narratives shaping up around Google vs. Facebook is that Google is about turning intent into dollars and Facebook’s model will be about turning relevance into dollars. Google makes the money they do because they advertise at the point of intent. If I’m searching for hotel rentals odds are I want [...]
Wednesday November 7th, 2007
1.0
From Adonomics Blog, 11 months ago,
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With the launch of Google’s OpenSocial project last week and the subsequent announcement that MySpace will be one of the participating social networks the developer community on Facebook and the technology blogosphere is wondering what this means for Facebook’s platform strategy. The short answer: not much. Why? Because it’s not about users [...]
Friday November 2nd, 2007
6.8
From Adonomics Blog, 11 months ago,
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As Dave McClure reports in his incisive post on OpenSocial (http://500hats.typepad.com/500blogs/2007/11/google-open-soc.html):
“RockYou & Slide…are social networks of their own.”
He goes on to say that their support of OpenSocial will be a signal as to how important OpenSocial will be in the coming Social Operating System wars. I agree with his analysis that RockYou and Slide are [...]
Monday October 29th, 2007
10
From Adonomics Blog, 11 months ago,
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Dan Farber, a Google fanboy at the recent SNAP Summit, has clearly bought into Google’s “Do No Evil” line.
Dan shared the story of how at a dinner with a top technologist from Google on the night before the Summit, he was told that Google was about ready to be VERY OPEN with key parts of [...]
Thursday October 25th, 2007
7.8
From Adonomics Blog, 11 months ago,
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News arrived today that, as predicted in this blog over two months ago, Microsoft would be investing to own a bigger piece of Facebook and would do so at a valuation that implies they ultimately believe that Facebook will be worth around $100 billion. Given that Microsoft was only allowed to buy 1.6% of Facebook [...]
Friday October 12th, 2007
1.0
From Adonomics Blog, 1 year ago,
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In several of recent AllThingsD.com posts, Kara Swisher has bemoaned the current “childish” state of facebook apps:
1. The Children’s Hour - Facebook Apps Are For Toddlers - There We Said It
2. The Children’s Hour - Part 2 - Can Facebook Apps Grow Up
3. Scoble Is So Right About Kara Being SSSSooooo Right About Silly Facebook [...]