Most of Facebook’s valuation is driven by 0.15% of Mobile Gamers

As you read the breathless reviews of Facebook’s Q2 2014 results, remember that the entire App economy depends on a tiny group of whales who spend hundreds of dollars a month on in-App purchases. This is terrifying. Facebook’s stock price is the second derivative of in-app purchase revenue. Things are highly geared, and incredibly risky.Continue reading “Most of Facebook’s valuation is driven by 0.15% of Mobile Gamers”

Apple backs down, restores ability to sync contacts & calendar without an iCloud account

Back in October I noticed that, with the release of Mavericks, Apple removed the ability to sync your Contacts and Calendar directly between your Mac and iPhone or iPad. Instead, they forced you to use iCloud, and upload and store your information in iCloud. I was a bit peeved at this; so were other people.Continue reading “Apple backs down, restores ability to sync contacts & calendar without an iCloud account”

Effectively change the hosts file of your iPhone, iPad or Android with ettercap

Based on “Test web apps on iOS by DNS spoofing your LAN with Ettercap” by Henrique Barosso. Modified to work on a Mac running OS X. To access a website or service that uses a virtual host but isn’t in DNS, you need to add it to the hosts file of the machine you’re usingContinue reading “Effectively change the hosts file of your iPhone, iPad or Android with ettercap”

10 Ways to Create a Billion Dollar Media Brand

Write snappy headlines that include no information. Link those headlines to a four-hundred word article which, if properly edited, would be two sentences long. Make people who try to read your website on a mobile phone dismiss a request to install your App. Every. Damn. Time. Include multiple, paid links beside every article. Do notContinue reading “10 Ways to Create a Billion Dollar Media Brand”

Is the open internet dead?

I was fortunate enough to get online in the mid-90’s. I wrote some terrible software to configure Dial Up Networking in Windows 3.1, and then sold it to a local ISP for years of free access. At that point, consumers were rapidly adopting what I’ll call “open” technologies, including email, forums (USENET), messaging (IRC) and file transferContinue reading “Is the open internet dead?”

Continuations: Wattpad’s Fanfunding Experiment

continuations: I have written a lot about the challenges of charging for content as digital content production and distribution has skyrocketed. The fundamental problem from here on out is that the supply of content far outstrips the demand which means that at the margin the price for content will be zero…. I commend Wattpad forContinue reading “Continuations: Wattpad’s Fanfunding Experiment”

Following the money at Bixi Toronto

Help me understand the Bixi Toronto service model. This isn’t meant as a criticism of bike sharing; I like the idea, and am happy to subsidize it. I’m just annoyed with what seems to be the opaque way that it’s funded. Let me see if I have this right: the City of Toronto, like other cities,Continue reading “Following the money at Bixi Toronto”

Tutorspree Blog: How Google is Killing Organic Search

tutorblog: Google won search by providing the best organic results users had ever seen. Ever since then, organic has been fading from the SERPS, losing ground to revenue generating Google products. 13% That’s the amount of real estate given to true organic results in a search for “auto mechanic" when… Tutorspree Blog: How Google isContinue reading “Tutorspree Blog: How Google is Killing Organic Search”

The Gong Show: Product vs Marketing Dollars Trade-offs

thegongshow: According to a quick scan of financial history in Google, Tesla has raised roughly $1.8BN in a combination of equity and debt over the past 4 years. The vast majority has gone to R&D, Manufacturing, Capex, etc… In that same time frame Ford has spent roughly $16BN on Ads and Marketing. That’s an… TheContinue reading “The Gong Show: Product vs Marketing Dollars Trade-offs”