The FT and Web 2.0

I had a good time as a guest this morning talking about the consumer side of Web 2.0 during the “debate” on the Financial Times site. Give it a read and you’ll see my various comments on the topic.

Related posts:

  1. Web 2.0 — A Financial Times Discussion
  2. Me in the FT
  3. Nick Carr Jerks His Knee
  4. Analysts and the Chilling Effect
  5. Productivity and a Mountain Backdrop

Comments

  1. John K says:

    Paul – you said:
    “I couldn’t agree more that Google’s days are numbered.”
    Fine. Everybody’s days are numbered… nothing in Silicon Valley is “Built to Last”.
    But what is that number? Is it 1000? 2000? It’s a big number, and the bull market you speak of can sustain serious Google growth for a long time.
    One more thing: Google is still the only place building the world-wide distributed super-computer infrastructure and using it. That makes me think they’ve got at least 5 more years of UP.

  2. Paul K. says:

    Well, every company’s days is numbered except for maybe Kongo Gumi and/or Hoshi. More seriously, I agree that the bull market can keep Google burbling along for some time, but I also think that good timing has been so much more of a factor in Google’s success than has good execution that I’ll argue that company’s time in the sun will be shorter than would otherwise be the case.

    How much shorter? I don’t know. But for the sake of rhetoric I’m happy to concede that Google will go higher before it goes lower, but Google shares will be no higher than current levels by five years from now.

  3. grumpY! says:

    >> Google is still the only place building the world-wide distributed super-computer infrastructure and using it.
    but no one really cares about this. google revenues are insane because they have no competition in the ad market which they basically monopolize with adsense. that is going to change. at least two major competitors are going to wade in with adsense in 2006 – microsoft and yahoo. they may not win, but when it is over ad rates will be lower.

  4. Detox says:

    Personally, I think that Google will monopolize the search area. Or will the case of law arise?..