Concepts

Advertising

The most important business model for consumers.

  • Mobile Makes Facebook Just an App; That’s Great News

    “Strong opinions weakly held” is a core principle of mine, and while I think I’ve demonstrated strong opinions aplenty on this blog, today it’s time to give credence to the “weakly held” part. Specifically, I have been wrong about Facebook. I’ve been a bear about their long-term prospects, and now I am a bull. My […]


  • Yahoo, Tumblr, and the Signal-to-ads Cycle

    Tumblr is worth far more to Yahoo than $1.1 billion, and worth far less as a standalone company. That makes this acquisition a win-win; Yahoo is buying three important parts of the signal-to-ads cycle, and Tumblr’s investors are getting a nice exit. There are three ways to improve advertising revenue: Sell more ads Sell more […]