Wednesday, May 28th, 2008
As cloud platforms and services start to make their way to the market, we think it's becoming obvious how the industry will play out. To understand the future, it’s important to look at the past.
Best of Breed
Stand alone providers who offer services provided by clouds are going to find it ...
Posted in Research | 4 Comments »
Monday, April 7th, 2008
photo credit: Lodewijk van den Broek
Cloud computing is garnering a lot of attention lately. There are wild rumors and announcements about Google, Microsoft, IBM and others entering the space. Additionally, startups like 10gen and Heroku also appear to be working on the same problem.
Cloud computing will be a fast ...
Posted in Research | 4 Comments »
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 »
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 »
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 »
