The Decline and Fall of Facebook

Roger McNamee is a smart guy and a very successful investor as a co-founder of Elevation Partners. He made a breakfast presentation last month at the Paley Center for Media in Los Angeles that is well worth watching. I could probably get half a dozen columns out of this one speech, but the part I want to concentrate on here is McNamee’s claim that when it comes to social media, Facebook (in which he was an early investor) has already won. I’m not here to say Roger is wrong, just that I am not exactly sure what Facebook is winning.

The core of McNamee’s speech didn’t have to do so much with Facebook as with Microsoft, Apple, Google, and […]

By |July 20th, 2011|2011|205 Comments

Steve Ballmer's Nightmare

The upcoming 64-bit version of Microsoft Windows, which Microsoftologists have taken to calling Windows 8 because Redmond has yet to announce an official name, has been appearing here and there and getting some press in the process. Microsoft has made a few statements, demonstrated early version of the OS, and some alpha code has even escaped into the wild. And the image that’s emerging is of Windows 8 as Microsoft’s take on the mobile transition, with the new OS running on everything from smart phones to server clusters. It also may represent Microsoft CEO Steve Ballmer’s last chance to preserve his company’s digital dominance.

Ballmer confirmed back in January that the next major version of Windows […]

By |May 25th, 2011|2011|122 Comments