“Anyone who has never made a mistake has never tried anything new.” — Albert Einstein

Blog » Archive for October, 2006

Mike Moritz Explains Philanthropy

Uncategorized | October 21st, 2006 | No Comments

A few days back, I took Mike to task for spreading trash on the internet, while his illustrious colleagues John Doerr and Bill Gates are trying to address important global issues.
Here’s an interesting interview in The Guardian, where he explains his (and Sequoia’s) philosophy of doing good:
He maintains that Sequoia is a force for good […]

Google Keeps Rising

Uncategorized | October 20th, 2006 | No Comments

I once went to a keynote address by Tom Siebel, where he described the secret of Siebel’s success through the nineties. One thing he had said that stuck with me: “We kept on executing meticulously, quarter after quarter after quarter, while our competitors faltered and failed. In one word, the secret of our success was […]

New York Times: No Need To Wither

Uncategorized | October 19th, 2006 | 1 Comment

There’s a significant amount of speculation that the New York Times will soon be taken private via an LBO deal. PaidContent reports that this is idle chatter. There is also speculation that NYT may shed Boston Globe, which CEO Janet Robinson seems to refute in the Paid Content article.
It makes me wonder, however, about the […]

Yahoo, Think Different!

Uncategorized | October 17th, 2006 | 1 Comment

Yahoo’s Q3 performance comes in at less than satisfactory. As usual, they’re chasing Google’s tail, trying to acquire Facebook, following Google’s example of the YouTube acquisition.
Yahoo did something yesterday, however, that I like a lot. They took a 20% stake in RightMedia, an Ad auction marketplace.
I would make another move, as follows: acquire a […]

Jim Cramer: “YHOO Takeover Candidate”

Uncategorized | October 16th, 2006 | No Comments

Jim Cramer thinks YHOO is a potential takeover candidate from four potential suitors: Microsoft Corporation (NYSE:MSFT), or even Viacom, Inc. (NYSE:VIA), Comcast Corporation (NASDAQ:CMCSA), or AT&T Inc. (NYSE: T).
Read the analysis here. It’s quite entertaining!
And more.

Next Wave of Deals

Uncategorized | October 16th, 2006 | No Comments

Om Malik discusses what’s next in terms of big Internet deals.
Here’s a good addendum from our Forum. I agree, Digg and Photobucket are strong possibilities.

Moritz’s New Deal: PopSugar

Uncategorized | October 14th, 2006 | 6 Comments

To scale expontentially the level of trash in Cyberspace, Michael Moritz is funding a company called PopSugar, supposedly a celebrity gossip site targeted towards young, hip women.
Huge Alexa ratings show excellent uptake, as the company describes itself as “Insanely Addictive”. No kidding! 1.5 Million unique visitors.
It’s interesting to me that while Bill Gates deploys […]

Media Troubles

Uncategorized | October 14th, 2006 | No Comments

I wrote Media Shuffles earlier this week. Here’s TechCrunch reporting on CNet’s troubles, because of the rise of Blogs.
Clearly, blogs have disrupted a lot of things in the old media world. Google’s newly acquired power in video sharing will, likely, also prove problematic for the incumbants.
I am hearing from myriad sources that the […]