Here comes the VCs...
Is there a web bubble? It seems not, but there are some issues to be resolved. For example, is the available talent split amongst too many small start-ups? Would some mergers pull more talent together?
The lack of a market bubble may be attributable to Sarbanes-Oxley, legislation which makes IPOs harder.
Micro-bubbles might be a more likely risk, where particular markets in particular geographic regions could well happen, as multiple people go after a concept. So, you have star-ups in London, Paris and Frankfurt all competing for the same video sharing market, for example.
Opportunities? Recommendation engines sitting on top of Amazon, eBay and the like. eCommerce is really hitting the mainstream. Search is getting worse by the day, says David Hornik of August Capital because all companies have to game search. Search may start to look different. (Zibb?)
We may just be at the start of the video industry, despite the number of start-ups.
December 11, 2006 12:57 PM | Reply
imagine when TV and buying on line will be fully connected on your TV screen. U'll be watching MTV and buying CDs on amazon at the ssame time...huge coach potatoe ;-)
December 11, 2006 1:35 PM | Reply
Nice summary but no real stong idea in the conference about the quick increase of start up price ?
What about virtual worlds ?
December 11, 2006 1:44 PM | Reply
They've been mentioned several times by the audience, but the panellists seem to be avoiding the issue…
Maybe there should have been people from Blizzard and Linden Labs here.