Archive for October, 2008

Winning at Search: The Algorithm or The Infrastructure?

Posted on October 16, 2008. Filed under: Industry Themes | Tags: , |

We are on the eve of Google announcing their search results for their 3Q.  Google has become a major force in discovery and advertising by virtue of their ability to surface the closest result relevant to a user across the broadest set of queries on the Internet.   Dozens of start-ups and certainly a few large [...]

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Is Cloud Computing Stupid?

Posted on October 15, 2008. Filed under: Industry Themes | Tags: , , |

This was the supposition of Richard Stallman, founder of the Free Software Foundation.  As a venture investor hoping to invest in businesses that are ultimately profitable, with strong customer stickiness, and sustainable defensibility, you might be shocked to hear that I find some of Stallman’s assertions to be quite reasonable.   The cloud does have the [...]

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What is Cloud Computing?

Posted on October 10, 2008. Filed under: Industry Themes | Tags: , , |

Given Larry Ellison’s recent objections to the term “cloud computing”, and that I will likely write about the space often, I thought I would take a shot at defining things that get lumped into the term.  I tend to agree that “cloud computing” is an abused term, but I believe if you parse the various [...]

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