I wish I knew how to read the markets well. Something is disturbing me. The kind of thing you can’t read but you feel in your gut.
There is too much money sloshing around because of TARP. And we are starting to see the first signs of consumer spending. The money has to go somewhere, and it can’t just go back into consumer pockets, that’s not the way the economy works. Some of it has to go into institutional and investment type spending. Right now that’s been drastically cut back.
I keep signing up for webproduct after webproduct. I read Techmeme as often as I can, and I am starting to hang around HackerNews. And there has been enough talk about how there is too much funding which is supposedly dropping back.
For all of that, I can’t seem to put my finger on it, but there are a number of trends that bother me.
Where is the money supposed to go? And Where are these products, especially the integrative ones, supposed to go? A lot of them feel, too, newly formed? Especially in the SaaS category and the new understandings of Social Media category. Their business model doesn’t feel solved out? Why are we still eyeballing it as a metric? There is something just not quite right. I mean, you have to spread yourself, but in 1999, you heard the term virality as well. Suddenly that term is hot again (or maybe I’m hanging around the right people)
On top of that, suddenly everyone is obsessed with phones. I mean, yes, suddenly we will have to build up real fast mobile phone data architecture, and make really awesome phones and applications to go with it, but I feel like everywhere I turn there is another item to be squashed in some sort of creative destructive barrel. It isn’t good; especially if some of these groups have to go public.
Plus, Google‘s been bothering me. I’m radical in some funny ways, and conservative in some others, but to release a complied language, an operating system for big computers and a small operating for phones (and AdMob reports that’s now 20% of US smartphone share), is interesting, to say the least about convergence issues. Something doesn’t feel right, especially if you are worried about complements in the market. So right now you are having a market stuffed with cloud to phone, to hwo knows, and this giant company that came out of nowhere over ten years.
It’s like a setup for another bubble. Everyone is sitting around arguing about the bubble, without any clear idea how to manage it. Can we step back and think about that first. Please.
Something doesn’t feel right in my bones. It feels like a runup to me. Just sayin’. Just watch your hat as the next stage of the internet gets flushed with cash and walks right by us.
Something is disturbing me
I wish I knew how to read the markets well. Something is disturbing me. The kind of thing you can’t read but you feel in your gut.
There is too much money sloshing around because of TARP. And we are starting to see the first signs of consumer spending. The money has to go somewhere, and it can’t just go back into consumer pockets, that’s not the way the economy works. Some of it has to go into institutional and investment type spending. Right now that’s been drastically cut back.
I keep signing up for webproduct after webproduct. I read Techmeme as often as I can, and I am starting to hang around HackerNews. And there has been enough talk about how there is too much funding which is supposedly dropping back.
For all of that, I can’t seem to put my finger on it, but there are a number of trends that bother me.
Where is the money supposed to go? And Where are these products, especially the integrative ones, supposed to go? A lot of them feel, too, newly formed? Especially in the SaaS category and the new understandings of Social Media category. Their business model doesn’t feel solved out? Why are we still eyeballing it as a metric? There is something just not quite right. I mean, you have to spread yourself, but in 1999, you heard the term virality as well. Suddenly that term is hot again (or maybe I’m hanging around the right people)
On top of that, suddenly everyone is obsessed with phones. I mean, yes, suddenly we will have to build up real fast mobile phone data architecture, and make really awesome phones and applications to go with it, but I feel like everywhere I turn there is another item to be squashed in some sort of creative destructive barrel. It isn’t good; especially if some of these groups have to go public.
Plus, Google‘s been bothering me. I’m radical in some funny ways, and conservative in some others, but to release a complied language, an operating system for big computers and a small operating for phones (and AdMob reports that’s now 20% of US smartphone share), is interesting, to say the least about convergence issues. Something doesn’t feel right, especially if you are worried about complements in the market. So right now you are having a market stuffed with cloud to phone, to hwo knows, and this giant company that came out of nowhere over ten years.
It’s like a setup for another bubble. Everyone is sitting around arguing about the bubble, without any clear idea how to manage it. Can we step back and think about that first. Please.
Something doesn’t feel right in my bones. It feels like a runup to me. Just sayin’. Just watch your hat as the next stage of the internet gets flushed with cash and walks right by us.
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