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@ernestsemerda I disagree about PageRank. The "why now" on PageRank is "The web's getting too big for Yahoo or DMOZ style curation, and Moore's law is going to make the algorithmic approach viable."

Even Yahoo and DMOZ's hierarchy's time had come because The Yanoff List (http://en.wikipedia.org/wiki/Scott_Yanoff#The_Yanoff_List) was getting too long.

1 year, 8 months ago on Pitching Sequoia? Here’s the big question you’ll need to answer

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@emmetgibney Why would people use a Facebook browser?  What's the value proposition?  They're notoriously bad on the privacy front, and the value proposition is questionable at best.  What's the revenue model that's enhanced by owning a browser?

 

Buying Opera doesn't mean retaining its users, since many of them will seek alternatives rather than using a Facebook product.

Buying Bing would take a significant portion of their cash hoard, and Bing's lost Microsoft about $6B in operating expenses since it was launched in June of 2009.  Chrome is part of a multi-prong strategy by Google to enhance time spent on the web, since spending time on the web leads to Google, an extraordinarily successful advertising company, making significant bank.  It's a testbed for technical innovations as well as a way to reduce costs providing their services (SPDY compression, WebM, etc).  And Google could finance it completely from profits.

 

If Facebook keeps buying things without raising earnings, their P/E gets even more insane or the company's value falls precipitously.  Either way, that means that the money spigot closes.

 

Your analysis is severely lacking, and smacks of bubble-think.

2 years, 5 months ago on If Facebook Buys Opera, It Can Be Bigger Than Google

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How does this pseudo-political blathering have anything to do with the PandoDaily goal from the /about page? "We have one goal here at PandoDaily: To be the site-of-record for that startup root-system and everything that springs up from it, cycle-after-cycle." Lauren's posting ability should be revoked. 

2 years, 5 months ago on Fast Chat: Why Romney Has a Monster Deficit Among Hispanics | PandoDaily

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The whole point of HTML5 is that you don't need to build or buy a browser.  A complete waste of words, when you could simply have said, "Facebook rumored to be interested in buying Opera".  It'd have seemed far less like the effects of Jolt Cola on a high school freshman.

2 years, 5 months ago on If Facebook Buys Opera, It Can Be Bigger Than Google

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