Apple Is the Macro Situation
Forget the debt ceiling. As far as Internet investors are concerned, Apple is the macro situation—it’s the central bank, the legislature, and the source of exogenous unpredictability in the web. Apple...
View ArticleAirBNB’s big challenge, the SEC’s misguided Groupon critique, how Facebook...
AirBNB’s First Big Crisis AirBNB takes a commission for letting strangers pay to sleep in one another’s houses. Anyone who hears about this business model immediately brings up the question of what...
View ArticleWhy Demand Media’s stock is so erratic, triumph of the ACSOI, and why angel...
Demand Media’s Bizarre Price Fluctuations After-hours on Tuesday, Demand Media’s stock spiked up 17% before settling slightly down for the day. On Wednesday morning the shares hit $10.75, but closed at...
View ArticleDangerous stats, death of the fairness doctrine, and Google’s new conflicts...
Statistical Errors and Lifetime Value Custora, a churn analysis and lifetime value calculation company, notes the results of not segmenting customers by churn rate. This is usually a bigger...
View ArticleWhat will SecondMarket do without Facebook, Google’s rough quarter, and what...
Google Updates Google’s Q4 earnings disappointed investors—they had higher ad clicks and lower costs per click (for the first time in a while). It’s hard to understand exactly what happened here, but...
View ArticleDivesting Rent.com, texting among teens, and the unimportance of validated ads
Which Sites Dominate Search Rankings? SpyFu has some amazing stats on which sites most frequently show up in top Google rankings. The usual suspects are well-represented: Amazon owns product searches,...
View Article