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I still believe you invest #1 in product, #2 in branding/marketing and #3 in harvesting (where most of search ads succeed, lower funnel). In your drill analogy (and let's take in online where search lives) how did you decide which hardware store to visit? Even if I search I am still presented with choosing between Amazon or Ace. We know what each stands for - which would you choose and why? They both sell many of the same drills. 

Longer term focused brands (retailers or mfrs, the ones who tend to win long term) brand themselves in a way that de-commoditizes their products. I don't want a grill, I want a Weber. I don't want a smartphone, I want an iPhone. I want to Google, not search. How much money goes into R&D for Apple v. how much they spend on paid search "harvesting" ads?



1 year, 9 months ago on Social media might drive brand awareness, but search still drives the sales

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@paulcarr - I watched an episode and thought Sarah's comment (on stage in an interview I think) around "more like The Hills" was spot on.

1 year, 10 months ago on The nightmare is over: Bravo dumps final two “Startups: Silicon Valley” episodes in another time slot downgrade

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I found the show to be super authentic and a clear look at how hard you have to work in silicon valley to make it. Ben and Hermoine seemed to work so so hard AND smart and truly represent the best the valley has to offer. They are like the Larry and Sergey of the new era. #inspirational 

1 year, 10 months ago on The nightmare is over: Bravo dumps final two “Startups: Silicon Valley” episodes in another time slot downgrade

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Is this (from a technology standpoint) getting at the same sentiment analysis that Hunch (Chris Dixon founder sold to Ebay) was/is going after?

1 year, 11 months ago on Can Knotch turn the social network into a marketer’s dream?

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This sounds like a complex issue for sure. I am not sure they are solving a problem here that cant be solved with mobile infrastructure innovation. If I knew what the solution was I would go do it, but I feel like there is enough money there for someone to innovate.

On the consumer side, I agree with other comments that this sounds way too complex choice-wise for consumers. Most of Amurica has no idea what bandwidth is - they just know they pay $120/mo for cable and $50/mo for their "cell phone" and that gets them certain channels and a certain amount of minutes. You will lose people if you make it more complex - even assuming this does save people money, people are more lazy than they are rational!

1 year, 12 months ago on The mobile free for all is over: Andreessen Horowitz funds ItsOn, hoping to keep data gouging at bay

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Fred Wilson is going to have much less deal flow with these guys now in the picture.

2 years, 5 months ago on The Winklevoss Twins Have Decided to Call Themselves VCs, Because That’s a Thing Anyone Can Do Now

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 @trejdify Well he was saying as part of his argument that the public or wall street had clearly misunderstood AND undervalued GOOG and AAPL. Another post pointed out that the markets are always, by definition perfectly valued at the time. Markets and stock price always have way more to do with the current environment (think spending power of the public in 2008 and 2009 and the effect on advertising or apple products) than with a companies ability to drive innovation and execute short term. 

When AAPL had a 5 day slide and lost $85B in market cap its ALWAYS a big deal. That's a lot of wealth changing hands and worthy or reporting on regardless of Apple's future prospects.

I just think he is greatly confused on how markets work.

2 years, 6 months ago on Markets Go Up, Markets Go Down, Life Goes On

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I love the hindsight analysis of a writer who says a specific stock was undervalued because he now has 7 more years of revenue and product information. Here are a few facts for you:

 

1. When GOOG when public they had ~$4B in revenue. Now they have $40B. That's an insanely hard thing to do and was by no means a foregone conclusion so much so that you can declare the stock was undervalued at the time. I think the FB IPO may have your mind clouded. The P/E ratio of GOOG was higher back then.

2. A successful music player does not a 'most highly valued company in the world' make.  An iPod couldn't have foretold the product innovation to come.

 

And Wall Street doesn't buy and sell based on trying to gauge a public companies current value. That game is rigged and controlled by an elite few who can make markets and manipulate when it suits them.

 

Here is some more hindsight analysis. I can't believe how insanely undervalue Berkshire Hathaway stock was in 1965! I mean heck they had freaking Warren Buffet leading the charge!! The greatest value investor of all time. How could people not see it back then?? Stupid wall street. 

2 years, 6 months ago on Markets Go Up, Markets Go Down, Life Goes On

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