Archive for the ‘Analysis’ Category
Friday, November 23rd, 2007
In a previous post we analyzed the market value of the 3rd party applications on Facebook. Now, we're looking at Facebook's platform costs for 3rd party applications. We could go into a lot more detail when doing an estimate of this type but we're looking for a rough estimate. We ...
Posted in Analysis | No Comments »
Wednesday, November 7th, 2007
Despite the release of OpenSocial, Facebook applications continue to be released. The chart below shows the growth of Facebook applications over the last week. It will be interesting to see what the trend looks like next week.
Despite the tone of previous posts we still think OpenSocial is good for the ...
Posted in Analysis | No Comments »
Thursday, October 18th, 2007
Has the Google engineering team decreed the platform wars are over? Apparently, Jeff Huber the VP of Engineering at Google, in his presentation at Web 2.0 made a pitch for developers to forget about platforms. Jeff pitched the vision of the programmable web. I assume that he means everyone should ...
Posted in Analysis | No Comments »
Thursday, October 18th, 2007
Don't move your servers to California just yet. It looks like Facebook is expanding to the East Coast. GigaOM posted an entry about Facebook securing 10,000 square feet of data center space in Virginia. If your performance requirements are critical you may still want to consider the move because I ...
Posted in Analysis | No Comments »
Thursday, October 18th, 2007
Let's say Facebook is able to raise capital on a pre-money valuation of $15B. We'll also assume that they have 39M users. Not including the value of their IP or employees, Facebook is worth approximately $394 per user. Believe it or not that's not even close to the $710 per ...
Posted in Analysis | No Comments »
Wednesday, October 17th, 2007
Proximity is everything. If you're a media technology startup and you're looking for investment, NYC is the place to be.
The same logic holds true for social platform applications. From a technical standpoint, the anatomy of a Facebook platform request is:
User makes a web request to Facebook
Facebook inspects the request and ...
Posted in Analysis | No Comments »
Tuesday, October 16th, 2007
Today Apple announced that they will release OS X Leopard on October 26th. Like every other geek I was pretty excited when I heard the news.
Great, what does this have to do with social applications?
There is a new operating system in town and it's not a Uni*x variant. Social Platforms ...
Posted in Analysis | No Comments »
Tuesday, October 16th, 2007
Developers are the key to victory in the upcoming Social Platform Wars. The 15 billion dollar question is how do you attract developers to your platform? Facebook and their VC partners announced a $10M fund and claim that over 80,000 developers have registered so far. This is an impressive number ...
Posted in Analysis | No Comments »
Loading ...
