Disqus - Latest Comments for markmay

Re: Biggest Technology Change In The Next Five Years

markmay — Wed, 03 Feb 2016 09:39:41 -0000

Like this, thanks for sharing. All compelling answers, including AI. That said, curious to know if you primarily had robots in mind when you chose AI as your theme, as the video suggested?

Re: Profits vs Growth

markmay — Thu, 25 Jun 2015 10:06:29 -0000

I conceptually like the 40% framework, a lot but... Of course not all businesses have the same long term margin potential so there must be a variation that takes this into account. Adding to my todo list

Re: Video Of The Week: Going To The Blackboard To Talk About Online Higher Education

markmay — Sat, 23 Feb 2013 13:58:00 -0000

Excellent. Institutions shouldn't be afraid to cannibalize themselves. In fact, it's the path to survive and thrive.

Re: Retention

markmay — Tue, 12 Feb 2013 06:46:47 -0000

I'd love to hear other examples of what innovative companies are doing to reactivate users. I think LinkedIn has made some real strides here in the last yr - e.g., endorsements, people you may know, etc.

Re: Award Shows

markmay — Fri, 01 Feb 2013 07:05:12 -0000

People like to be praised, rewarded and awarded. I hear where coming from but I think it's ok to do an awards ceremony once in awhile. This post wins my 'best rejection of award shows of the yr' award. See, don't you feel better? My 2€

Re: Conduit Dumps Google Search for Microsoft’s Bing

markmay — Wed, 01 Dec 2010 11:35:34 -0000

another comment: drawing revenue conclusions from traffic numbers on the web is a fool's game. there is often very little correlation, it's a terrible predictor

Re: Conduit Dumps Google Search for Microsoft’s Bing

markmay — Wed, 01 Dec 2010 11:32:57 -0000

sure, conduit supposedly does ~$100mm/yr in revs. i'm assume 100% of that comes thru its Google partnership. Google on avg keeps ~20% of network revs and shares ~80-85% w/ the affiliate (conduit in this case). so, in this case, Google records ~$125mm in GAAP revs and ~$20mm in gross profit (conduit reports the diff, or $100mm, as its GAAP revenue). make sense now?

Re: Conduit Dumps Google Search for Microsoft’s Bing

markmay — Wed, 01 Dec 2010 09:51:27 -0000

Google has recently decided to end a deal w/ a toolbar affiliate and over a yr ago meaningfully lowered its TAC rate (rev share) w/ another large toolbar company. So, Google may not have competed strongly for this business. Moreover, Conduit probably represented only about $20mm in gross profit/yr to Google, which equates to only about 0.1% of 2010 gross profits and 0.2% of EBITDA ($20mm is a big number, but an immaterial loss for Google).

Re: Analysts Troubled By Yahoo Sales | paidContent

markmay — Thu, 22 Jul 2010 08:02:07 -0000

exactly, how can these analysts be surprised about yahoo's lackluster revenue growth. for now this is a story about expanding margins and share repurchases. the things they're trying to do to revive topline growth will take time, though of course there's uncertainty. moreover, there were some positive trends in search (stable mkt share, improving pricing)

Re: http://www.signonsandiego.com/news/2010/jun/29/low-end-smart-phones-gets-lift/

markmay — Thu, 08 Jul 2010 11:32:15 -0000

Is Brew MP a competitive threat to Motricity's platform?

Re: Currency Risk In A Business

markmay — Tue, 06 Jul 2010 07:58:59 -0000

"Natural hedge" - I know what you're trying to get across w/ that comment, but as long as you have foreign PROFITS, you'll always be at "risk" of a translation risk to your bottom line.

Re: Digital Stocks’ YTD Performance: Meh (Stay Private, Mark!)

markmay — Thu, 04 Mar 2010 09:34:05 -0000

Hi Kara - I respectfully disagree w/ your suggestion that 1) the YTD performance of these three tech stocks is a guidepost for timing Facebook's IPO and that 2) Zuck would be wise to wait, for three main reasons: 1) Facebook is a far more interesting growth story that any of these four companies, except arguably GOOG and AAPL (and GOOG's YTD performance is largely company specific around regulatory-related issues); and 2) recall that GOOG went public in Aug '04 at a time when the NASDAQ had declined >8% YTD (the NASDAQ is flat YTD); and, 3) if Facebook wants to be different and do the right thing, they (like GOOG) will go public not at the height of the market (making investors pay top multiples) but in the middle of the cycle - creating a long-term win-win for investors, employees and Mark himself. Just my humble opinion...

Re: My New Tumblr Theme

markmay — Mon, 26 Jan 2009 14:13:14 -0000

pls ignore last question, found it

Re: My New Tumblr Theme

markmay — Mon, 26 Jan 2009 13:50:15 -0000

thx martin! should be last question, but how to i edit/update/replace the "whitefftheme" logo w/ one i create?

Re: My New Tumblr Theme

markmay — Mon, 26 Jan 2009 11:58:47 -0000

so, if i want all friendfeed feeds, how should i change the code? thx!

Re: Why I Post About Politics On This Blog

markmay — Tue, 12 Feb 2008 13:10:40 -0000

I've been an active blog reader for awhile, but only recently began posting using tumblr (check out www.theinternetjunkie.com). I like the convenience ease of use factor of tumblr, but have recently considered switching to typepad bc it is still relatively easy to use bc has far more options/flexibility. If you weren't in the VC/internet business, would you publish (and/or recommend publishing) on more than one platform?