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Kids and young adults loved myspace too, and that same group hates Twitter. Then FB normally has your parents attached to it, ie: value is returned. Myspace started taking on water the minute people started auto building spam pages. It's future was doomed from that day forward. |
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Many moons back we put in a bid on a small Cable Company. We ended up not getting the bid, but if I remember correctly it was $15 net profit per user - and roughly 10 years to make our return, if we got it. I don't remember what it's overall value was - but I damn sure remember arguing over a 10 year return when porn was returning for us in days, not years. |
Twitter is worth a ton, it's reach in the mainstream is absolutely incredible. Look at the protests in Egypt for christ's sake! Half of the protests are arranged by twitter and facebook postings...
Though the multiples might seem insane from a porn webmaster's point of view the valuations for "people in the know" it might not seem so out of control. These are relatively new verticals with a ton of monetization that still needs to be realized. |
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I don't really consider $119 million not much, but it looks like Twitter's investors are certainly going to get a good return. This kind of dot com business is really different, in how it is monetized, from the make-a-good-site-with-revenue model. |
Regarding twitter IPO : http://www.secondmarket.com/press-ar...itter-ipo.html
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I will say though that mobile does not suit all products. There are plenty of markets and products out there where mobile is not a good fit. However, for the vast majority of products out there... without a mobile presence, you're not going to approach any sort of best in class product and if you're talking about the tech industry, you're dead in the water. |
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Nothing is going away until technology shifts more... such as super broadband on portable devices, that is cheap - then PC's will be put into a hurt, but they won't be totally replaced. Quote:
SaaS is something like 10 years old and has already grown into a mutli billion dollar Industry - I truly don't see it going anywhere, anytime soon. Quote:
Smartphone technology has been out advancing PC technology by leaps and bounds. PC technology is locked in patents, where smartphone technology isn't. |
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In mainstream you need to have a working concept before getting seeding funds so you have to do the initial investments yourself. At this moment I'm pretty involved in a new innovating mainstream platform and we developed all the stuff from A till Z all running as SaaS. Now when the 1st release is deployed the client is busy with a round 1 investment and they are pretty successful in raising interest and cash. Big numbers are involved. In Adult there is almost no innovation and that's pretty bad. If there is something new it's mostly duplicated from mainstream. |
even google ceo thinks there is a bubble:
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"Porn studio could teach Apple, Google about cloud - Home video innovations always seem to lead back to porn. The fingerprints of the adult-film industry can be found on the development of VHS and Blu-ray disc. Soon, the sector may teach us about the cloud." http://news.cnet.com/8301-31001_3-20031122-261.html |
I sale short twitter accounts
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In terms of innovation I was more aiming on PaaS or SaaS platforms/Apps. If you compare that with Adult vs Mainstream for sure Mainstream has a higher penetration. To be honest I'm very curious who is busy here with PaaS. Most of the Adult platforms run on dedicated or managed server platforms where with PaaS solutions you don't have any worries about server management/expanding. You only use/pay for the capacity you use/need. This pretty nice combined with a CDN solution so all is running in a "cloud", no physical server management. For example Twitter is developed in RoR (Ruby On Rails) and probably they have their own PaaS server farms. Good PaaS platforms for example for Ruby On Rails Apps are www.engineyard.com or www.heroku.com which was recently purchased by salesforce.com The majority of the decision makers in Adult space are not focussed on these new technology things but more concentrated in how to maintain/increase their ratios/sales targets. |
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