It’s Sunday afternoon in San Francisco, and while my American friends are out in the sun, celebrating some holiday or other – is this one Memorial Day or Labor Day or Arbor Day? – I’m confined to my hotel room, finishing the final edits of my book manuscript. Specifically I’m editing a chapter that begins with me being thrown out of a Starbucks in Chicago for swearing on my cellphone. It was a strange – not unhilarious – episode, and one that caused me to consider the contrasting American and British attitudes towards profanity… “The concept of ‘appropriateness’ is much more real to Americans than it is to Brits, despite us being the ones who are supposed to be stuffy and formal. I’ve noticed it a lot with swearing: while Brits of both genders will be quite happy, among friends, to use the word ‘fuck’ – as a verb, a noun and adjective or an adverb – a surprising number of Americans blanche at the idea. Rather they’d talk about ‘dropping the F bomb’ as if four letters were capable of levelling Nagasaki.” And so it was this past week at TechCrunch Disrupt when Yahoo’s Carol Bartz now-infamously told Mike Arrington to “fuck off”. The remark was clearly something Bartz had prepared in advance, and at a British conference it would have been about as notable as a speaker wearing jeans rather than a suit. But in America the idea that a CEO – a female CEO no less – might resort to comedy foul language is headline news. Literally . The swearing had the desired effect of course; becoming the meme of the conference – full of sound and fury, signifying nothing – and distracting from the real story: that the CEO of the third most visited site on the web was unable to concisely describe what her company actually does. Mike highlighted this ridiculousness in a follow up post , putting the swearing controversy into perspective and focussing on the  difference between Bartz’ answer to the question “what is Yahoo?” and Tim Armstrong’s much snappier response for AOL. While Bartz rambled, Armstrong simply said “AOL is planning on being the largest high quality content producer for digital media”. In Bartz’s defence, Armstrong’s answer was just as meaningless, skirting what AOL is and instead describing what he hopes it will one day become. Armstrong’s answer was accurate in the same way that I could accurately answer the question “Who is Paul Carr?” by saying “Paul Carr aims to be the multi-millionaire author of a slew of best-selling books, written between bouts of pornographic sex with Scarlet Johansson.” If wishing could make it so, Tim. The truth is, while we may criticise her for her on-stage performance, “what is Yahoo?” is simply not a question that Carol Bartz is able to answer right now. No-one asks Google what it is, even though it does a million different things, because it does one thing – search – better than anyone else in the world. No-one asks Facebook what it does, because it does one thing – connecting friends – better than anyone else in the world. Yahoo doesn’t have that one thing – so while it might be everything, it’s also nothing. So what should Yahoo’s one thing be? Not search, obviously. That ship sailed long ago. It also shouldn’t be a portal, or a destination, or any other meaningless construction. Yes, a lot of people have Yahoo as their home page, but those people – by and large – simply don’t know any better. Carol can enthuse as much as she likes about her highly-personalised homepage widgets, but the next generation of Internet users won’t care. Facebook – or whatever comes next – will be their homepage; their content destination and everything in between. There’s nothing more personalised than friendships. How about mobile? The company recently announced a partnership with Nokia, which sounds exciting but really only serves to underline how non-core mobile is to Yahoo’s competences. Also ‘mobile’ isn’t a service, or a product – rather it’s a way to deliver services or products. Chat? Flickr? Blogging? Forums? No, no, no. Facebook has won that fight: Flickr might be the photo sharing choice of tool for the technorati, but for the vast majority of Internet users – particularly the young Internet users who Yahoo needs to lock in to guarantee its future – a photo simply doesn’t exist unless it’s uploaded to Facebook. Likewise chat, blogging, forums and all other aspects of user generated content are all ground that Yahoo has already lost, and can’t possibly win back. What does that leave? Ask any commentator, or entrepreneur or Investor and they’ll tell you that the hot business to be in right now is curation. There’s simply too much information – much of it user generated – flooding on to the web, and users are crying out for someone to sift and package it all in an intelligent and trustworthy way. That’s what Gilt Groupe or Groupon do for businesses, that’s what services like Quora do for information, that’s what our Twitter friends do for everything else. But while Gilt and Quora and even Twitter are still veritable newborns, Yahoo has been curating content – using real-life, professional human beings to sift through information – since the antediluvian days when Jerry Yang and David Filo posted their first link on “ Jerry and David’s Guide to the World Wide Web “ The days of employing humans to curate links are over but  there remains one area in which Yahoo’s legacy of curation, audience, trusted brand and significant human resources could come together to do something better than anyone else in the world… News. Seriously. Yahoo’s news product is excellent. Like Google, Yahoo offers a first-rate news aggregator – but unlike Google, the company actually has its own journalists contributing reporting to the mix. The result is a hybrid between aggregation, curation and traditional journalism, which makes Yahoo News arguably the most balanced online news source there is. Moreover, the company has spent years perfecting the use of online video for both news reporting and analysis. Take a few minutes to watch Yahoo Finance or Yahoo Sports and you’ll see some of the best (in terms of both production quality and content) programming available online; easily a match for the best that traditional broadcasting can offer. And yet right now news and video languish in Yahoo’s overall portfolio; just one more thing that the company offers. If Yahoo is seriously looking for the one thing that it could be the best in the world at, then news – specifically multi-media news – is a serious contender. CNN might have been the last generation’s “Most Trusted Name In News” but they just don’t have the innate understanding of the web that a company like Yahoo does. For most traditional broadcast or print news outlets, the concept of mixing together original reporting with aggregated content from other sources and the curational wisdom of the online crowds is utterly beyond their comprehension. The closest CNN has got to content aggregation is The Situation Room , while, when it comes to interactivity, even the mighty taxpayer-funded BBC hadn’t got much beyond reading out the occasional viewer email on screen. Yahoo on the other hand understand innately how people use the web – they have billions of users whose behaviour they track; they know curation and aggregation; they’ve proved they know news and they certainly know video. By combining these resources, and then delivering the results through their hugely visible platform (yes, including mobile), they could blow CNN – and everyone else – out of the water. At dinner the other night, I joked with a friend (who happens to work at Yahoo) that we might one day see a Yahoo journalist asking a question in the Whitehouse. That need not be a joke. Yahoo has the resources to hire hundreds of journalists – real journalists, not just the hungry children who churn out posts for Associated Content – and set them to work covering serious stories. Then it can integrate that coverage even more tightly with its news aggregation product, and at the same time expand the company’s flagship finance and sports video programming into politics, global affairs, entertainment and everything else that’s going on in the world. Mix in user-generated curation, courtesy of their billions of annual visitors, and you have the makings of a very large and very trusted online news and content network. Put another way, Tim Armstrong may say that “AOL is planning on being the largest high quality content producer for digital media”, but Yahoo is in a position to actually make that happen. But of course that’s just one idea. There are a dozen other possible roads that Bartz could take Yahoo, and thanks to the company’s sheer size she can still afford to take the time to explore them all. The critical thing is that she stops trying (and failing) to explain the dozens of things Yahoo does now, and instead settles on the one thing that Yahoo is going to do next. If she can do that then Yahoo might still be thriving in three years time. If not then it’s — what’s the word, Carol? Fucked.

According to this blog post, Google has acquired online travel guide and community Ruba. Ruba is a visual travel guide and tour review site that provides travelers with visual guides written by other travelers. The blog post is embedded below. We’ve reached out to Google for confirmation. Ruba offer users a way to visually browse through cities and their attractions around the world, offering photo-rich guides and an emphasis on making it easy to quickly discover new locations. The site is headed by Mike Cassidy , who has founded a number of successful companies, including Xfire , which sold to Viacom in 2006 for $102 million. Guides are all written and submitted by users, with Ruba pulling from Google and Flickr APIs to help pinpoint locations and provide some sample photos (users can submit their own, too). The site, which is similar in some ways to TripAdvisor, features integration with Twitter and Facebook Connect, allowing users to broadcast where they’re headed and ask friends for input. It’s unclear at this point how Ruba will be integrated into Google’s products. Google has been reportedly making a significant move to enter the online travel business, integrating hotel links into Maps and listing hotels with room rates. The search giant is also supposedly in talks to buy fare shopping software ITA software, according to the USA Today. Hi friends, fans, and Ruba community members – exciting news from the Ruba team. We are thrilled to announce our team will be joining Google! As of Monday, May 24, we’ll be moving into the Google headquarters. We are totally excited to be joining such an amazing company. For the past 15 months, we’ve worked to create a unique and fun visual travel site and community focused on guides, photos, maps, and interactive tour listings to improve the online travel research experience. The Ruba community has written amazing travel reviews which have inspired our own journeys and hopefully yours as well. We want to thank the entire Ruba community (guide writers, local experts, bloggers, and more) for all you’ve done along the way. We’d also like to thank our tour operator partners for sharing their tours on our site. Thank you for sharing your feedback, ideas, and of course your travel tips and experiences with our community. CrunchBase Information Ruba Information provided by CrunchBase

Back in the days before Gmail, webmail on the Internet was really, really bad. Inboxes were limited to 10 or 20 megabytes, interfaces were slow and ugly, and the experience simply didn’t come close to matching what most desktop clients offered. This is how I remember Hotmail. I hated it. In fact, since signing up for Gmail in 2004, the only times I’ve checked out Microsoft’s webmail client were immediately after big launches, at which point I would reactivate my account, give it a quick run through, and promptly decide that it still wasn’t very good. So when I say that the new version of Hotmail that’s launching this summer has me excited, that’s saying something. This morning, Microsoft showcased this new version of Hotmail to a room full of press at its offices in San Francisco. It’s fast, slick, and comes with a set of new features for managing large amounts of email that make it a much better rival to Gmail. Does it look like a revolution? Not really. But it does incorporate some very nice features — things that seem quite obvious once you seem them in action, but aren’t already available elsewhere. And more importantly, they’re features that regular people will actually use . First, the stuff that Hotmail is really just playing catchup with. The first thing you’ll notice is that threaded conversations are now offered, and it looks like they’re the default (though you can turn them off). The search box now features auto complete. You can flag messages (I can’t believe this wasn’t available before). There’s better spam protection. Gmail users should stop yawning, because there’s plenty of other good stuff. Perhaps the most important suite of features, at least to people who commonly experience inbox overload, are all the new filtering and message management tools the new Hotmail comes with. My favorite is called ‘Sweep’. If you’ve subscribed to a newsletter but decide you don’t want to filling up your inbox any more, you can hit activate this option to move every message you receive from that sender to a folder other than your mail inbox. Other webmail clients can do this too, but the flow for this looks easier than, say, making a filter in Gmail. Another feature, called Hotmail Highlights, breaks out your messages according to where they’re coming from. One section shows you at a glance whether you’ve received any messages from people in your address book. Another shows you any messages you have from social networks like Facebook. On the left hand side of the screen, you’ll see a few options under the label “Quick View”. One of these is for photos — click it, and you’ll see all the messages in your inbox that have either image attachments or links to photo albums on sites like Flickr. There’s a similar option for Documents, as well as one that lets you immediately find shipping updates. The other big features involve reading and composing messages. When you receive a message that has either photo attachments or links to an online photo album, Hotmail will use those photos to build a slick slideshow (it uses Silverlight). The service is even better for sending photos. Most email services aren’t great for sending photos, because they have a limit of 10-20 megabytes per message (and you also have to worry about whether the recipient’s service will allow for messages that large). Hotmail works around this by automatically uploading your images to Microsoft’s cloud storage service SkyDrive, which is free up to 25 GB. The resulting message looks great — Hotmail builds a photo album that should be visible in any mail client that supports rich formatting, and it doesn’t kill anyone’s inbox storage. Finally there’s Hotmail’s integration with Microsoft’s online version of Office. When you receive a document in Hotmail, you have the option to view and edit it using the online versions of Office, and then save and send any changes back to the original sender. These online apps have strong integration with the desktop versions of Office 2010, but you don’t need the desktop apps in order to use the online versions for free. This is of course Microsoft’s answer to Google Docs, which is itself integrated into Gmail, and it looks well done (I expect document fidelity will be better for Microsoft, which may be a big sticking point). I should point out that Yahoo Mail offers some of these features already (like the ability to break out messages that were sent by your contacts). And while Gmail doesn’t offer some of these features as part of its default set, you can reproduce some of them using filters. Hotmail doesn’t necessarily need to outdo its competitors in every respect — it’s still the largest email provider worldwide, with 360 million active accounts. But Gmail is growing fastest, and Microsoft is looking to curb that growth.  This new launch probably  isn’t going to spark any kind of mass migration away from Google’s services, it may well draw a few more former AOL users who are now looking for a new webmail provider. Microsoft expects to ship the new Hotmail in mid-summer. CrunchBase Information Windows Live Hotmail Information provided by CrunchBase

With a recent public launch under its belt, OpenSky is adding $6 million in new capital. Existing investors Highland Capital and Canaan Partners invested in the series B financing. A year ago, the company raised $5 million. OpenSky is a social marketing/e-commerce startup which connects manufacturers and distributors directly with influential bloggers who recommend their products and get a cut from resulting sales. It is much more than an affiliate networks. As I described OpenSky when it launched: While OpenSky sounds at first like an affiliate network, it isn’t. Instead of sending customers off to other online stores, they send them to their own stores where they can track sales and follow up with personalized messages. OpenSky hand picks the publishers who are allowed to set up shops and sell in its network. It then strikes deals directly with manufacturers and distributors who agree to drop-ship any sold items to readers who click to buy through an OpenSky shop. Instead of the blogger getting a 3 to 10 percent affiliate fee, they split the net profits 50/50 with OpenSky. The economics work best obviously with high-margin products. OpenSky CEO John Caplan was previously the CEO of Ford Models, and before that the president of About.com. He tells me that “seller conversion rates grow and repeat shoppers buy more frequently” since the launch (before that, OpenSky was in private beta with 250 bloggers). His plans going forward include hiring more people, releasing a distributed cart (for onsite shopping without sending readers off to a store), opening up OpenSky’s APIs, improve the relevance matching between product manufacturers and bloggers/influencers, and better direct marketing support for sellers. CrunchBase Information OpenSky Information provided by CrunchBase

It will soon be possible to compare the performance of search and social ad campaigns side by side. Clickable , the ad management platform that lets search marketers measure and track the performance of their online marketing campaigns across different search engines and advertising networks, will be adding Facebook Ads as an option on April 12. What that means is that an advertiser buying pay-per-click ads on Google can test the performance of those search ads against pay-per-click ads on Facebook targeted to particular social demographics. Search ads versus social ads, all in one dashboard. According to this sign-up page on Clickable: Clickable Pro now empowers you to create and upload pay-per-click Facebook ads in bulk. And with Clickable conversion tracking, you can track Facebook and search marketing revenues and conversions with a simple tag placed on your Web site. You can even produce customized, white-label reports with search and social performance displayed side by side. Clickable is a Facebook partner which has integrated its service with the Facebook Ads API , which will allow Clickable customers to create, upload, and manage Facebook Ads directly from Clickable. The integration will work with pay-per-click text or image ads, but not yet with regular display ads. Facebook ads are bringing in real revenues now for the social network. But how will they compare to search ads? CrunchBase Information Clickable Facebook Information provided by CrunchBase

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