Comments on: More on That Bubble 2.0 Topic http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/ Jeff Nolan's take on investment, innovation, entrepreneurship and the technology industry Fri, 19 Mar 2010 05:50:28 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Startup Signal - Today’s Top Blog Posts on Entrepreneurship - Powered by SocialRank http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-173809 Startup Signal - Today’s Top Blog Posts on Entrepreneurship - Powered by SocialRank Mon, 01 Oct 2007 10:39:33 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-173809 [...] More on That Bubble 2.0 Topic [...] [...] More on That Bubble 2.0 Topic [...]

]]> By: Kevin McDonald http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-155022 Kevin McDonald Fri, 10 Aug 2007 00:15:51 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-155022 What about all those entrepreneurs that are using their second mortgage to finance the company? While not doing it this go round, my first company more than once tapped into my personal LOC. What about all those entrepreneurs that are using their second mortgage to finance the company? While not doing it this go round, my first company more than once tapped into my personal LOC.

]]> By: Jackie Danicki » Bubble, schmubble http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-151328 Jackie Danicki » Bubble, schmubble Fri, 03 Aug 2007 01:36:54 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-151328 [...] they’re VCs I like, such as Jeff Clavier and Jeff Nolan, the latter of whom has some thoughts about the context of the supposed bubble. Posted by Jackie Danicki [...] [...] they’re VCs I like, such as Jeff Clavier and Jeff Nolan, the latter of whom has some thoughts about the context of the supposed bubble. Posted by Jackie Danicki [...]

]]> By: WorkForceInABox.com » Blog Archive » Pillow 2.0 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-151274 WorkForceInABox.com » Blog Archive » Pillow 2.0 Thu, 02 Aug 2007 23:12:11 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-151274 [...] you don’t already read Jeff Nolan you should.  His recent posts on “Bubble 2.0 got me smiling.  Bubble 2.0?  Try Bubble 144.0, (I am trying not to be [...] [...] you don’t already read Jeff Nolan you should.  His recent posts on “Bubble 2.0 got me smiling.  Bubble 2.0?  Try Bubble 144.0, (I am trying not to be [...]

]]> By: Peter Kazanjy http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-151270 Peter Kazanjy Thu, 02 Aug 2007 22:48:26 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-151270 Jeff, I somewhat agree with Martin, but from a different side. A lot of Web 2.0 is advertising funded, either through Google AdWords or AdSense, or some analog (Yahooe, AdBrite, Doubleclick, whatev). The prices on those ads, and thus the revenues associated with them to both the ad-seller, and the publisher on whose site it runs, is tied to an ROI calc the ad buyer is doing. To the extent that a down economy (ESPECIALLY housing crunches, and gas price rises) hits consumer spending, the frequency and value of those clicks and CPMs are going to start dropping, as fewer people convert. Now this point doesn't apply to your good example of Salesforce or Zoho, but it certainly applies to the ad-driven piece of Web 2.0, which is certainly a lot of it. If there's a hole in my argument, please point it out, since I'd like to think my tech-centric life is insulated from this CDO and housing mess. Jeff, I somewhat agree with Martin, but from a different side.

A lot of Web 2.0 is advertising funded, either through Google AdWords or AdSense, or some analog (Yahooe, AdBrite, Doubleclick, whatev). The prices on those ads, and thus the revenues associated with them to both the ad-seller, and the publisher on whose site it runs, is tied to an ROI calc the ad buyer is doing.

To the extent that a down economy (ESPECIALLY housing crunches, and gas price rises) hits consumer spending, the frequency and value of those clicks and CPMs are going to start dropping, as fewer people convert.

Now this point doesn’t apply to your good example of Salesforce or Zoho, but it certainly applies to the ad-driven piece of Web 2.0, which is certainly a lot of it.

If there’s a hole in my argument, please point it out, since I’d like to think my tech-centric life is insulated from this CDO and housing mess.

]]> By: Dvorak on Bubble 2.0| Zoli’s Blog http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-151189 Dvorak on Bubble 2.0| Zoli’s Blog Thu, 02 Aug 2007 20:03:56 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-151189 [...] (gotta love this:” The real bubble that is bursting here is Dvorak’s influence“), Venture Chronicles, [...] [...] (gotta love this:” The real bubble that is bursting here is Dvorak’s influence“), Venture Chronicles, [...]

]]> By: Jeff http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-151143 Jeff Thu, 02 Aug 2007 18:37:11 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-151143 Okay Martin, fair enough but let's look beyond the flavor of the week. There are a number of web 2.0 services that go well beyond being frills, from Zoho to Echosign to salesforce.com (arguably not web 2.0, but this is where the boundary between SaaS and everything else blurs). Also, define the "average person" because in an economy with 300 million people I have found that to be a frustrating exercise. Okay Martin, fair enough but let’s look beyond the flavor of the week. There are a number of web 2.0 services that go well beyond being frills, from Zoho to Echosign to salesforce.com (arguably not web 2.0, but this is where the boundary between SaaS and everything else blurs).

Also, define the “average person” because in an economy with 300 million people I have found that to be a frustrating exercise.

]]> By: Martin Edic http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/comment-page-1/#comment-151113 Martin Edic Thu, 02 Aug 2007 17:44:07 +0000 http://jeffnolan.com/wp/2007/08/02/more-on-that-bubble-20-topic/#comment-151113 Jeff, There is a greater economic trickle-down- these web 2.0 services need revenue at some point and in a down economy people get choosier about where they're spending their cash. Given that virtually all these service are little more than frills to the average person out there, they would be the first to get cut off. For example, Facebook or LinkedIn? Though I pay nothing right now for either, I do pay with my attention time. So which helps my business, given that I must focus during a downturn? For me, in spite of the hype, it's not Facebook, it's LinkedIn because out here in the hinterlands (Rochester, NY) everyone is in LinkedIn and no business person I've met is in Facebook (except the web kids who work on our stuff). Jeff,
There is a greater economic trickle-down- these web 2.0 services need revenue at some point and in a down economy people get choosier about where they’re spending their cash. Given that virtually all these service are little more than frills to the average person out there, they would be the first to get cut off. For example, Facebook or LinkedIn? Though I pay nothing right now for either, I do pay with my attention time. So which helps my business, given that I must focus during a downturn? For me, in spite of the hype, it’s not Facebook, it’s LinkedIn because out here in the hinterlands (Rochester, NY) everyone is in LinkedIn and no business person I’ve met is in Facebook (except the web kids who work on our stuff).

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