BoomTown » San Francisco

Is Google Scary? Not to Silicon Valley, Even at a Party for a Book About How Scary It Could Be!

Kara Swisher — Thu, 12 Nov 2009 09:21:47 +0000

While at a book party for author Ken Auletta in San Francisco last night, BoomTown took the opportunity to ask those gathered whether they were scared or not of Google and its growing power.

The Auletta book covers a lot about the search giant, but also drills in on how traditional media and advertising, as well as the government, have all become increasingly wary of Google’s hegemony over key businesses on the Web.

But as it turned out, the Silicon Valley types I queried had nothing but attaboys for Google (GOOG). Oddly enough, many mentioned how they love the food served up at the Googleplex.

Here’s the video of the interviews, with scary up-close shots, with investor–including in Google–Ron Conway, almost-not CBS (CBS) Web dude/almost investment dude Quincy Smith, online classified czar Craig Newmark, Slide CEO Max Levchin and Google PR honcho David “I love my Soylent Green” Krane (see pertinent movie video clip below):

[ See post to watch video ]

Please see this disclosure related to me and Google.

Author Ken Auletta Talks About Google and Its "Lack of Emotional Intelligence"

Kara Swisher — Thu, 12 Nov 2009 08:50:35 +0000

Guess what? Google has too many Spocks and not enough Captain Kirks.

This is one of the many interesting insights BoomTown gleaned from a video interview last night–which you can see below–with well-known New Yorker scribe Ken Auletta, who has just written a new book, “Googled: The End of the World as We Know It.”

This “lack of emotional intelligence” at the search giant, said Auletta, reminded him a lot of the subject of one of his previous books: Microsoft (MSFT).

Oh, the delicious irony!

Auletta was feted at a lovely party last night at the San Francisco house of Common Sense Media’s Jim Steyer, where a range of Google (GOOG) execs, Internet folks and fans gathered to talk about the book.

It’s all about Google, its history and, most important, its impact on the world. And how you look at the powerful search giant depends entirely on whether you are the changer or the changed, as Auletta stresses in multiple anecdotes in the book.

Traditional media, for example, have certainly been mucho irked of late about the impact of digital technologies on their businesses and have not been shy about casting blame most heapingly on Google’s Silicon Valley plate.

And government regulators are also giving the company the hairy eyeball, much as they had previously done to Microsoft.

Auletta and I talked about all of this and more in the video interview below, in which he notes that he told Googlers at a talk at their adorkable Googleplex HQ in Mountain View, Calif., yesterday that they need to focus less on being engineering brainiacs and more on trying to understand how to deal with fears of their growing power.

Here’s my interview with Auletta about this, as well as what old media needs to do to deal with all the change Google has wrought. (And you can see interviews I did with guests at the party, too).

And below that is one of the disturbing number of mash-up music videos about “Star Trek” buddies, the highly illogical Kirk and the Vulcanish Spock, the geek bromance of all time.

[ See post to watch video ]

Please see this disclosure related to me and Google.

Meet Drake Meeting Brizzly: A Spanking New ATD Feature

Kara Swisher — Fri, 06 Nov 2009 08:03:48 +0000

Today, All Things Digital debuts a new feature called “Almost Famous” in our Voices section.

No, it is not about Kate Hudson and nascent rock stars.

Well, you might meet geek rock stars to be.

Focused on innovative, interesting or just plain odd start-ups, we thought it was a good way for ATD readers to get a gander at some up-and-coming ideas and trends.

We cover start-ups, of course, on the site, but–given that we have a small staff that breaks a lot of big-company news–not on a regular time frame.

So, while we are no good at predicting what will work and what will not and who will make it and who will fail, every Friday, Drake Martinet will be paying a video interview visit with, asking some questions of and gleaning a few pertinent stats about a wide range of companies.

Here’s our first effort: Chris Wetherell, creator of Brizzly, a Web-based social media reader.

The San Francisco start-up, which just rolled out support for Twitter lists last night, is also just wrapping up a new $600,000 round of funding, according to Jason Shellen, CEO of Thing Labs, from which Brizzly sprang.

Brizzly had already raised $1.5 million from Polaris Venture Partners last year. Now it is getting more cash from investors such as Ron Conway to further its software and other efforts.

But don’t rely on BoomTown for info about Brizzly–check out Drake’s take.

Sphere Leader Has Exited AOL–But Staying on as "Special" Venture Advisor

Kara Swisher — Wed, 04 Nov 2009 17:30:28 +0000

Tony Conrad, CEO and co-founder of Sphere–the contextually relevant content engine AOL bought in the spring of 2008 for upward of $25 million–left the Time Warner (TWX) online unit last month, several sources have told BoomTown in recent weeks.

But, in an effort by AOL’s CEO Tim Armstrong to hold onto entrepreneurial talent, Conrad (pictured above) has agreed to become “Special Advisor” to its AOL Ventures Unit, headed by Jon Brod.

Conrad, who also works as a partner at San Francisco venture firm True Ventures, is also apparently looking to launch a new start-up.

These many moves have now been confirmed by a blog post–obtained by BoomTown–set to be published by Conrad at Sphere, which has recently changed its name to Surphace (a goofy moniker that still makes me weep, and not for joy).

Titled, “Next,” the post will also be appearing on the True Ventures site.

In it, Conrad outlined the changes and also gave big thanks all around.

You can read the whole thing below. In the post, Conrad noted that “I also find myself with a burning need to start another company…[and] I’ve decided that I need to move on from Sphere to figure it out.”

Sphere was founded in 2005 and raised about $4.25 million from many investors, some of which included Radar Partners, Trident Capital and well-known Web players Scott Kurnit and Will Hearst.

Conrad, who was involved with Webmail and RSS aggregator Oddpost (acquired by Yahoo in 2004), is also on the board of Automattic/WordPress, the blog publishing system this site uses.

This kind of history gives him a lot of Silicon Valley cred to help AOL, which also recently hired former Yahoo (YHOO) exec Brad Garlinghouse to run its communications arm and be its “CEO of Silicon Valley.”

Both will be working with Brod, who came to AOL via its acquisition of hyperlocal community news start-up Patch Media.

Brod has previously worked closely with Armstrong, who was a major Patch investor.

All these players will have their hands full trying to push AOL’s reputation among entrepreneurs, which is–how can I put it delicately?–pretty nonexistent.

But boosting innovation will be key to success as AOL prepares to spin off from Time Warner later in the year.

And that was not exactly helped by its recently released slate of board picks, who are a little light on fast-paced, Web 2.0 entrepreneurial skills.

So, keeping someone like Conrad in the AOL tent is a good move, especially since several similar execs at start-ups bought by the online giant have left.

They include Michael Jones of Userplane, who is now COO of News Corp. (NWS) social networking unit MySpace, as well as many others.

Here is a video interview I did with Conrad in mid-2007 (which also includes a visit with GigaOm’s Om Malik):

[ See post to watch video ]

And here is Conrad’s blog post:

Next

It’s been almost five years since Martin Remy, Steve Neiker, Toni Schneider and I started working on Sphere. For me, it’s around 10% of a life. And it’s a time when I find myself thinking a lot about a particular question: What do I want to do next?

In 2005, I had the good fortune of being on the founding team of Sphere and joining True Ventures simultaneously. I always thought that I’d eventually focus all of my attention on one or the other, but both were too much fun and I guess I’m selfish in that way. As time passed, I went deeper into each role and I never got around to choosing one or the other. It worked out nicely. True is on its second fund and Sphere had a successful sale to AOL in 2008. Most importantly, Sphere’s business and team are both thriving within AOL. While I’m proud of my contributions to both, the heroes in this equation are Martin, Steve, Toni, Shea DiDonna, Braughm Ricke, Om Malik, Puneet Agarwal, John Burke, Phil Black, Jon Callaghan, Marty Moe, Bill Wilson and AOL–they trusted and empowered me to pursue both. I am extremely grateful.

As I’ve thought through the question of what’s next, I’ve realized that I love the complementary perspectives acquired from building a company as an entrepreneur and investor. They are symbiotic roles and it’s really hard to say which has influenced me more. While my role at True as a Venture Partner will continue to deepen (because there is nothing more rewarding than working with people you admire and trust), I also find myself with a burning need to start another company. I’ve discovered my formula and doing both makes me happiest.

As for my next company, I’m not sure what the answer to that question is, but I’ve decided that I need to move on from Sphere (now Surphace) to figure it out. This may feel like old news as I’ve been working to make myself obsolete as Josh Guttman transitioned into the CEO role. My decision is easy as I know that Surphace is in excellent hands. I wouldn’t feel comfortable leaving if I didn’t believe that Josh was the right leader for the business today. He’s a natural leader and has a strategy for the future that I believe is going to accelerate growth for Surphace and AOL. I couldn’t be more pleased for Josh and excited for the Surphace team.

As for my thoughts about Surphace and AOL’s future, I’m more optimistic than ever. We joined AOL at an opportune time. AOL is doing what great, sustainable businesses do every so often – they’re reinventing themselves. As the business model of the oldest and one of the biggest Internet businesses evolves, Sphere/Surphace has become an important piece of their strategy to reach across and engage the web. In the past year, we’ve had an insiders’ view into how AOL’s new leadership team has moved aggressively to engage their audience (new vertical focused websites; a focus on engagement and not page-views for page-views sake; hiring leading journalistic talent when others downsized; acquisitions in the local content space; shorter development cycles with an emphasis on release, iterate and release). There is nothing like winning and the AOL publishing business is winning. As a result, I’m pleased to also announce that I’ve agreed to serve as a Special Advisor to AOL Ventures as they reinvent themselves. I am thrilled at this opportunity to evolve my relationship.

I want to give a huge thanks to the people who’ve made the last few years what they were: my family tops the list, an entrepreneur is only as good as their support system and this is my secret sauce. My co-founders, Martin and Steve, who trusted me to play a role in helping them get the tech they invented the exposure it deserved. Toni and Phil who taught me about generosity at a moment when I was able to learn. Matt Mullenweg who opened up my thinking of how a start-up operates. Marty and Bill who have been consistently supportive since Day One–I can’t underscore enough how much I appreciate the manner in which they’ve empowered us to thrive in an appropriately independent environment. They have treated me (and the Sphere team) with enormous respect for which I am both thankful and flattered. The original Sphere team, the current Surphace team who have embraced AOL. Our investors and advisors who supported and helped shape our vision. The True team and entrepreneurs who have taught me about sacrifice, vision, execution and the value of pursuing your dreams–and, of course, Lewis Dvorkin, Kevin Lockland and Bill who paid us the nicest compliment of all in offering to acquire our company and then doing so.

It’s been a thrilling, at times difficult, always rewarding and lucky ride I’ve been on. Thanks to all.

MSN's Bob Visse Talks About Homepage Redesign (Plus Microsoft's Videos With Designer and Execs)

Kara Swisher — Wed, 04 Nov 2009 04:14:38 +0000

Here is a video interview BoomTown did with Bob Visse, GM of MSN Product Management today at Microsoft (MSFT) offices in San Francisco.

The new MSN homepage debuts tonight with a redesign cutting clutter, adding the ability to access both top social networking sites Facebook and Twitter, a local focus and with Microsoft’s new Bing search service everywhere.

But, as you can see from the logo above, the MSN butterfly logo remains, although it’s slimmed down too.

(Read all about the details here.)

The launch is the first major upgrade of the MSN main page in a decade, part of an overall rehaul that the software giant has been doing throughout its money-losing online services division.

Here’s Visse talking about the new MSN homepage, as well as two video interviews that Microsoft did with MSN Designer Wende Copfer, as well as MSN Corporate VP Erik Jorgensen, MSN U.S. head Scott Moore and Cyrus Krohn, who leads local programming strategy.

Here are the videos:

MSN’s Bob Visse:

[ See post to watch video ]

MSN Designer Wende Copfer:

MSN Execs Erik Jorgensen and Scott Moore:

MSN’s Local Lead Cyrus Krohn:

"Come to Think of It, eBay"–Is That a Killer Ad Motto or a Desperate Plea for Attention? (Plus Old Commericals!)

Kara Swisher — Mon, 02 Nov 2009 12:10:59 +0000

BoomTown–fresh from slapping around six graders caught in a Bing stupor and commenting on the use of restaurant-seeking vampires by Microsoft (MSFT)–is also not quite sure what to think of another new advertising campaign from an Internet giant.

This time, it is coming from eBay (EBAY).

With the tagline, “Come to Think of It, eBay,” the ads start today, according to a report in The Wall Street Journal, to “boost its standing as a holiday shopping destination.”

Interestingly, the new marketing campaign in print, television and online–the first for the Web commerce giant in 18 months–has been crafted by San Francisco-based Goodby, Silverstein & Partners, which has also just nabbed the lead role in the $100 million advertising campaign by Yahoo (YHOO).

Goodby, owned by the Omnicom Group (OMC), is known for its innovative ideas and has done such memorable campaigns as the Slowsky turtles for Comcast (CMCSA), the weird folk of Emerald Nuts, owned by Diamond Foods (DMND)–as well as campaigns for tech companies such as Hewlett-Packard (HPQ), Adobe Systems (ADBE) and Netflix (NFLX).

Still, Goodby might be getting a little too cute here, because “Come to Think of It” could remind consumers exactly how much they have forgotten about eBay.

At best, “come to think of it” is a double-edged sword.

In a good scenario: “Come to think of it, I really haven’t listened to my ‘Frampton Comes Alive’ album in forever and I really want to hear it again.”

In a bad scenario: “An old girlfriend of mine is trying to friend me on Facebook–but, come to think of it, she was pretty freaky and I am very scared she found me again.”

You get the idea! Come to think of it: Play at home!

Actually, according to the Journal story, Lorrie Norrington, president of eBay’s marketplace operations, is pushing a different meaning of the phrase: “to shift the buyer perception of what eBay is today.”

The San Jose, Calif.-based company has to shift perceptions since it has seen its core marketplace business suffer, even as it has advertised less.

Here’s a video of one of the new ads, as well as some past ones–all of which include an unusual amount of Broadway-style singing, dancing and egregiously fabulous frolicking for a company led by then-CEO Meg Whitman.

But, come to think of it, Meg: Not that there’s anything wrong with that!

And, I could not resist adding at the end Weird Al Yankovic’s funny parody song about eBay, with video clips synched.

Enjoy:

“Come to Think of It, eBay”:

[ See post to watch video ]

“On eBay”:

“That’s on, eBay”:

“Do It, eBay”:

“Found It on eBay” by Weird Al Yankovic:

You Can Lose Your Mind, When Tech Stores Are Two of a Kind: Welcome to the Appl…Oops, Microsoft Store (The Video Proof)

Kara Swisher — Fri, 23 Oct 2009 00:11:37 +0000

A gauntlet of wildly cheering sales people dressed in brightly colored T-shirts, a sleek, white store, a simple but deceptively elegant design.

You will be excused for thinking this video below is from an Apple (AAPL) store. But, it is actually from the opening of a Microsoft (MSFT) Store in Scottsdale, Ariz., today.

It was the first retail outlet for the software giant to open, which will sell all kinds of hardware and software, with another debuting in Mission Viejo, Calif., next week.

It reminds me my favorite television show opening ditty:

Still, they’re cousins,
Identical cousins and you’ll find,
They laugh alike, they walk alike,
At times they even talk alike.
You can lose your mind,
When cousins are two of a kind.

Microsoft’s last foray into the retail space–a store called microsoftSF in San Francisco–was a failure and closed after two years in 2001, but this looks promising at least.

Here’s the video–done by someone who has clearly studied BoomTown’s shaky style carefully–which is on the Microsoft Store’s channel on Google (GOOG) video site YouTube.

Below it is a similar-looking video from the opening of an Apple store in Boston, Mass. last year (plus the genius opening of “The Patty Duke Show”):

Microsoft's Qi Lu Talks About Bing (and Confirms Facebook and Twitter Real-Time Data Deal) at Web 2.0

Kara Swisher — Wed, 21 Oct 2009 18:30:52 +0000

Microsoft digital head Qi Lu took to the stage at the Web 2.0 Summit conference this morning, where he confirmed a “strategic” deal with both Facebook and Twitter to integrate real-time information into Microsoft’s Bing search service.

BoomTown broke news of those twin deals earlier today.

Bing’s Twitter integration in beta form is now live here (see an image of it below; click on it to make it larger).

Facebook’s integration will come later, said Microsoft (MSFT).

Before announcing the deal, Lu–who is a quintessential techie–first went a bit deep into the weeds to talk about “how we think about search.”

Said Lu: “To start with, we think about search holistically…it’s about user intent. What it amounts to is that you are trying to build a mind reader.”

Top MSN exec Yusuf Mehdi then bounded onstage to talk about the deals with Twitter and Facebook and do a demo, which was what the audience gathered in San Francisco wanted to hear about and see.

“If today’s search is about getting to the UPS or the FedEx site, tomorrow is much more complicated,” said Mehdi, who described the deals as “strategic.”

Google (GOOG) is also in talks with both Twitter and Facebook about a similar arrangement, but Microsoft’s move was a clear one-upsmanship with its search rival.

And what Mehdi showed was impressive, with the ability to sort tweets in a number of ways.

Such information in search will obviously improve results.

Lu gave few specific monetary or operational details of the service–such as if Facebook and Twitter get a cut of its search advertising revenue or if Microsoft will archive the status updates–mostly focusing on Twitter, since it is first to roll out.

“This is just the beginning,” said Lu. “The Twitter corpus…is still evolving and emerging.”

Added Lu at the end: “Give us a try!”

Here is Microsoft’s press announcement on the deals with two of Silicon Valley’s innovation hotshots:

This morning at the Web 2.0 Summit in San Francisco, Qi Lu, President of Microsoft’s Online Services Division is announcing a new beta feature that enables people to easily search Twitter’s real-time information feed directly in Bing. This new feature helps people make better decisions and more fully understand Twitter conversations by collecting, analyzing and uniquely presenting real-time Twitter content.

More specifically, the new Twitter developments in Bing include:

A real-time index of the Tweets that match your search queries in results. This feature makes it easier to follow what’s going on by reducing the amount of duplicates, spam, and adult content.

Giving you the option to rank tweets either by most recent or by “best match,” where we consider a Tweeter’s popularity, interestingness of the tweet, and other indicators of quality and trustworthiness.

Providing the top links shared on Twitter around your specific search query by showcasing a few of the most relevant tweets. Additionally, Bing automatically expands those small URLs (like bit.ly) to enable you to understand what people are tweeting about. Instead of showing standard search result captions, we select 2 top tweets to give users a glimpse of the sentiment around the shared link.

You can try out the new Bing Twitter search beta here momentarily or learn more about it at the Bing blog. Please note that this is a U.S. only feature at this time.

Facebook Partnership

As part of his on-stage discussion at the summit, Dr. Lu is also announcing a global partnership with Facebook that will bring public Facebook status updates to Bing search results. The experience will be available at a later date.

Exclusive: Guess Who Else Is Coming to Dinner? Twitter-Microsoft Bing Deal Confirmed, but so Is Facebook-Bing.

Kara Swisher — Wed, 21 Oct 2009 15:41:44 +0000

In a stunning one-two punch, Microsoft will announce separate nonexclusive deals today with both Facebook and Twitter to integrate their real-time feeds of status updates into the Bing search service.

According to sources, Microsoft (MSFT) digital head Qi Lu will announce the deal onstage in a few hours at the Web 2.0 Summit.

BoomTown reported earlier today that the Microsoft data-mining deal with Twitter was poised to be announced.

But the addition of Facebook raises the stakes considerably because it has the largest pool of status updates, despite all the hype around Twitter. Facebook has previously stated that it has 40 million updates a day, on average, from its 300 million-plus audience.

Twitter has been talking to Google (GOOG) about a similar arrangement, and, according to sources, so has Facebook.

But the deal is a definite blow to the dominant search engine, since–for the first time–data will be available on Bing that are not available on Google.

Neither of the services is expected to be up and running for weeks, if not months. But there is the possibility of a demo today by Qi Lu of what it will look like.

What’s interesting about the deals, which have been in the works for several weeks, is that they will be very different.

Much of what is posted on Twitter is public by design, while Facebook users prefer the closed nature of the service to disperse a wide variety of personal information only to their friends, and they want to control it.

Thus, sources said, not all Facebook updates will be included in the real-time feed to be searched by Bing, but only those its users choose to make available to the wider public. Facebook will apparently provide users with a number of new tools to do so.

BoomTown first reported several weeks ago that Twitter was in advanced talks with both the search rivals about such a real-time search arrangement.

When asked about the talks onstage at Web 2.0 yesterday, Twitter CEO Evan Williams turned coy, according to numerous reports, joking “Whose deals?”

But, in fact, the San Francisco-based microblogging service was very much engaged in dealmaking aimed at gaining more visibility for the billions of tweets from its 54 million monthly users.

And so was Facebook, and it is probably a little irksome to Twitter that the rival social networking site will steal some of the thunder over the deal, which is sure to break out in the blogosphere today.

The two services represent the hugest trove of real-time and content-sharing information, generated from their massive data streams.

The deals with Microsoft might include a payment of several million dollars to both Facebook and Twitter, along with various revenue-sharing proposals that would give them a piece of the advertising revenue made from search results.

Doing these kinds of data deals with big search players does make a lot of sense, since it would be hard for both companies to turbocharge their own search engines without running into the big cash-laden guns at both Google and Microsoft, which recently launched the Bing search service.

Being deeply integrated into big search services would give both companies an even huger footprint.

Microsoft did a small experiment this past summer by integrating Twitter data into search results, starting with tweets of bloggers like me.

And the company provides search services to the Silicon Valley-based Facebook, part of a major investment deal it made several years ago.

Both Microsoft and Google had separately contemplated buying Twitter and Facebook in deals that never materialized.

But, if they both strike data deals with Twitter and Facebook, they will get the next best thing–an ability to offer all that real-time information to the masses from its most innovative sources.

Update: Is Microsoft Poised to Integrate Twitter Into Bing?

Kara Swisher — Wed, 21 Oct 2009 09:38:03 +0000

According to sources, Microsoft is close to striking a nonexclusive data-mining deal with Twitter to integrate the microblogging service’s full feed into the results of its Bing search service.

News of the deal, which was still being worked on by engineers and execs at both the software giant and the start-up as late as yesterday, could even come as early as today at the Web 2.0 Summit conference in San Francisco.

Qi Lu, the head of Microsoft’s online services division, is being interviewed at the event at 11:30 am PDT.

Note: Lu is scheduled to appear onstage after Yahoo (YHOO) CEO Carol Bartz, who is now too sick to attend, the company said. She also missed Yahoo’s third-quarter conference call due to an unspecified illness.

Thus, Lu is the main event of Web 2.0 tomorrow morning and it would be a good place to make a big announcement, if the talks are successful.

But sources close to the situation caution that the deal could still run into a snag and was not yet complete, although it seems more likely than not that a deal will soon be struck with Microsoft (MSFT) first and then Google (GOOG), which is the other company Twitter has been negotiating with.

BoomTown had previously reported that Twitter was in advanced talks with both the search rivals about just such a real-time search arrangement.

There could be other possibilities on the table, said sources, such as one of the big companies advertising on Twitter or any number of other Twitter partnerships with either one.

When asked about the talks onstage at Web 2.0 yesterday, Twitter CEO Evan Williams turned coy, according to numerous reports, joking “Whose deals?”

But, in fact, Twitter, which is based in San Francisco, is very much engaged in dealmaking in this regard.

Here is what I wrote previously, as to what and why:

Sources said a number of scenarios are being discussed to compensate Twitter for its huge and potentially valuable trove of real-time and content-sharing information, generated from the data stream of billions of tweets from its 54 million monthly users.

These include a number of structures, including a payment of several million dollars to Twitter, along with various revenue-sharing proposals that would give Twitter a piece of the revenue made from search results.

The deals, stressed sources close to the situation, are nonexclusive, especially because Twitter’s management is keen to remain independent and also nonpartisan in the growing search battle between Google and Microsoft.

This means Yahoo–which recently struck a search-technology and online-advertising partnership with Microsoft–could also license Twitter’s feed to make its search results even more robust, although Boomtown could not determine if the company is in talks with the San Francisco start-up.

Sources said it is also possible that no agreement would be reached with either company.

And execs at Twitter, Microsoft and Google had no comment when asked about talks.

But doing these kinds of data deals with big search players does make a lot of sense, since it would be hard for Twitter to turbocharge its own search engine without running into the big cash-laden guns at both Google and Microsoft, which recently launched its new Bing search service.

Twitter is, instead, seeking to create a large open platform, which many could plug into, from search engines to marketers to publishers to developers.

Twitter has also been considering offering premium services to these groups and is contemplating some form of advertising offering.

But, most of all, Silicon Valley’s hot start-up is focusing now on spurring growth and engagement, along with fine-tuning its product offering.

Being deeply integrated into big search services would give Twitter a huge footprint.

Microsoft had already done a small experiment this past summer integrating Twitter data into search results, starting with tweets of bloggers like me.

How much indexing of its data Twitter will allow is unclear, but the company has certainly bought itself time to think carefully about all its options, given that it now has a lot of money in the bank.

Late last month, Twitter raised another $100 million in new funding, after already having raised $55 million.

This has given it a $1 billion valuation, despite negligible revenue.

The valuation also effectively stated that the innovative company was pretty much putting itself out of play to be acquired and is very interested in forging its own destiny.

Both Google and Microsoft execs have contemplated the idea of buying Twitter in the past, although no serious talks ever moved forward.

If they both strike data deals with Twitter, they will get the next best thing–an ability to offer all the information disseminated on Twitter in search results.

Liveblogging Yahoo's Third-Quarter Conference Call: Bartz "Came Down With Something," and CFO Carries On (and On and On and On)

Kara Swisher — Tue, 20 Oct 2009 21:15:15 +0000

Uh-oh, Yahoo CEO Carol Bartz was expected to appear on the Internet giant’s third-quarter earnings call, but she has apparently “came down with something,” according to CFO Tim Morse.

BoomTown is sending over chicken soup right now, but let’s hope she gets her vaccinations tout de suite!

Worst of all, no sassy quotes or cursing, replaced by a very earnest Morse, who sounded like he was once a Boy Scout.

After the markets closed, Yahoo reported better-than-expected earnings on still lackluster revenues.

Overall, the conference call boiled down to one quote from Morse that seems to have been selected as the Yahoo (YHOO) buzzword of the moment:

“The theme for third quarter was stabilization.”

2:02 pm PDT: Investor stuff from guy who sounded like a robot that I completely ignored, since I was much more interested in a conversation between two women about a bad date this past weekend, which I eavesdropped on in its entirety while liveblogging from a Starbucks (SBUX) in San Francisco.

By the way, the man whom the ladies are ripping was a very unstable date!

2:04 pm: Morse jumped on and gave everyone the bad news about Bartz being sick and the good news about the better-than-expected net income, while also updating all the various happenings of the quarter.

“I am happy to report that our Q3 revenue came in above our guidance range,” said Morse, who sounded somewhat jaunty.

Morse reeled off numbers, numbers and more numbers, some stuff about the new marketing campaign ($18 million spent so far and $45 million in the next quarter!) and other stuff about the cost cuts and fourth-quarter guidance.

Also, no sale of the company’s Alibaba in China or the Yahoo! Japan stake, thank you very much!

2:12 pm: Morse also gave a quick update about the search and online advertising partnership Yahoo has struck with Microsoft (MSFT).

His message: The Silicon Vally Internet icon is not out of search, because it is not about the algorithm, but a better search product.

Tim, you might want to roll that claim back, especially since you also might want to notice how well Google (GOOG) has done with its giant math-brains in the search business.

Morse tried mightily to channel Bartz on search, using a comparison she has made about the Intel (INTC) chip, which is widely used by computer makers. Said Morse, it’s the “differentiation” that matters!

I wonder if Yahoo will keep repeating that one, even as its search share continues to decline.

But Morse did make a funny about how many ex-Yahoos are on the Microsoft payroll now, so the partnership transition should go smoothly.

Well, there’s that!

2:28 pm: Morse mentioned Yahoo’s analysts day next week, and then opened up the call to questions.

Analysts always ask very dull questions at earnings calls and this one proved no different.

The first was about display run rate and about the search market in comparison to Google.

What’s the good word? Stabilization, of course!

The next question was about eBay (EBAY), which seems far from the point.

Morse agreed and cut it short.

Then, a question about guaranteed placement and stock buybacks. Zzzzzzzzz–even Morse sounded bored.

The Starbucks lovelorn ladies had left by now, so I was too.

2:37 pm: The next question concerned the affiliate business and how it might be affected by the Microsoft deal.

I immediately summoned the barista, since it was clearly time for a double espresso!

A question came next about when the display ad business would recover from the econalypse. Morse: Stabilization!

Then, a query about gross margins and whether they can be maintained. Morse was not saying, except to point out that there was a “good, old-fashioned, get-your-hands-dirty” attitude at work at Yahoo now about watching costs.

I was suddenly worried about dirty-handed Yahoos, just when the CEO is sick!

Use Purell, please–or suffer the wrath of Judy!

2:43 pm: Another question on ad sales and quality. Thus, I moved onto mainlining coffee beans en masse. I long for a visit from Juan Valdez!

Then, a question about Q4 guidance, which was not good enough for one analyst, who wanted more.

Morse did not really bite, although he talked a lot.

Next, a question about slow-growing page views and what was Yahoo planning to sell of its various assets.

Morse tried to be all silver-lining about page views and would not talk about specific divestitures (nor did he mention the appointment of a new head of Yahoo M&A).

“We continue to look at the landscape,” he said.

What about more job cuts or hiring, since Yahoo added 200 people in the quarter? Morse noted Yahoo was staying strong in tech talent and was “putting feet on the street” in advertising.

Also something about paid inclusion, but a new person at Starbucks was having a really good cellphone argument, so I zoned out of Morse-talk for a second!

2:56 pm: A question about premium and nonpremium inventory. Looks good on premium, said Morse.

The next query was about the different metrics between the new and old homepage, as well as a request for more info about the analyst day next week.

Morse refused to “steal my own thunder” on what is going to happen there. But, there will be thunder? I am always dubious when it comes to Yahoo and thunder.

As for the homepage, Morse said Yahoo was still evaluating the performance.

2:58 pm: Mobile. Aaaaaghhh, another chance for Morse to say not much about anything substantive. Morse: Better and more established! Translation: No moolah yet!

A head count question. Will improvement come from cost cuts due to the Microsoft deal or revenue improvements?

Three guesses and the first two don’t count. Thanks for the row-boatloads of money, Microsoft!

Something about bookings and small-to-medium businesses. Morse did not understand the question and neither did I.

Next, a question on search monetization, which has weakened. Answer: Stabilization!

3:02 pm: A question about the new $100 million branding campaign. Morse: “It’s very, very early.”

Some deal question and then one about behaviorial targeting, which Morse said will apparently be a “lifeblood” of the future.

Incredibly, Morse has gone hog-wild chatty with Bartz laid low and is asking for more questions, without making one good joke or salty remark yet.

I was completely losing it when it gets to ad exchange details and not as coffee-saturated as I needed to be.

Finally, the LAST question: Another one about divestiture and acquisition.

As if Morse was going to answer, referring instead–as he has many times in the call–to his “script.” Yahoo will buy stuff, Yahoo will sell stuff, but pretty much a no-comment!

And on that note…Carol: Please, pretty please GET WELL SOON!

Until then, here is a minidose of Bartz, via video snippets from an interview with me at the seventh D: All Things Digital conference.

Her lively tone seen here at D7 would have been a good thing at today’s earnings call:

[ See post to watch video ]

(And, here is a link to Yahoo’s presentation of its financial highlights, for those with a hankering for even more numbers.)

Got Yahoo? Internet Giant Hires Goodby as Top Creative Agency for Its Ongoing Brand Revitalization.

Kara Swisher — Tue, 20 Oct 2009 00:55:05 +0000

In a shift that is sure to be much commented on by the advertising industry, Yahoo has tapped Goodby, Silverstein & Partners to take the lead for creative, advertising, digital marketing and strategic planning efforts.

The San Francisco-based Goodby, which is owned by the Omnicom Group (OMC), is known for its innovative ideas and has done such memorable campaigns as the Slowsky turtles for Comcast (CMCSA), the weird folk of Emerald Nuts, owned by Diamond Foods (DMND)–as well as campaigns for tech companies such as Hewlett-Packard (HPQ), Adobe Systems (ADBE) and Netflix (NFLX).

Also, of course, the terrifically memorable “Got Milk?” campaign.

Perhaps a “Got Yahoo?” campaign is in the future?

Until now, the top job of goosing Yahoo’s tarnished brand, as part of a recently launched $100 million marketing push, has been helmed by Ogilvy & Mather, a unit of the WPP Group (WPPGY).

While Goodby will lead on creative initiatives worldwide, Ogilvy will remain in the mix, Integrated Marketing and Brand Management SVP Penny Baldwin told BoomTown in an interview this afternoon, focusing on international marketing efforts, including all upcoming brand launches in France, Taiwan, Hong Kong, Korea, Brazil and Indonesia.

And, via it Neo and Mindshare units, Yahoo said, Ogilvy will also run all media buying for the Internet giant globally.

Yahoo (YHOO) is also keeping strategic branding firm Landor & Associates.

Goodby, Ogilvy and Landor will apparently form a Brand Advisory Board at Yahoo, run by Baldwin.

Baldwin stressed that the move was a broadening of its outside marketing advisers and was not a replacement of Ogilvy, or any indication that the current new marketing campaign needed to change.

She said internal reports on the effectiveness of the overall big theme, “It’s Y!ou,” launched last month, have been strong.

Nonetheless, Baldwin added that the new agency is sure to bring more ideas to the mix in the massive effort, which has included television, print, outdoor and online ads.

And, she noted, the location of Goodby’s HQ in San Francisco, not far from Yahoo’s Sunnyvale digs, was also a plus.

“Goodby has the caliber to serve worldwide needs,” said Baldwin. “And with the way the Web moves so fast, we thought it was also important to have deep resources locally.”

Up next, she added: to “root our brand strategy with more hard-hitting” messages about Yahoo.

“This is far more than just an advertising effort,” said Baldwin of Yahoo’s efforts to revitalize itself in the eyes of consumers–and, while she did not say so, to the digerati of Silicon Valley. “This is a business transformation.”

Here is Baldwin’s boss, Yahoo CMO Elisa Steele talking about the company’s marketing efforts of late in a video interview with Nicki Dugan on the company’s Yodel Anecdotal blog in a new feature called Yodelcast (sorry, Nicki, but it is simply too professional and unjiggly for BoomTown’s seal of approval):

And here are two examples of Goodby’s creatives–Comcast’s Slowskys and Robert Goulet for Emerald Nuts:

Lonely Planet Names New U.S. Head as Its Digital Strategy Escalates

Kara Swisher — Tue, 13 Oct 2009 05:33:28 +0000

Lonely Planet, best known as a traditional travel guidebook publisher, is announcing a new U.S. head tomorrow, as it increasingly moves to reposition the company as much more of a “cross-media” platform.

John Boris–set to take over today as new managing director of Lonely Planet Americas, based at its Oakland, Calif., office–comes to the company from Zagat Survey, where he was the SVP of marketing and interactive.

Previous to that, Boris worked at 1-800 Flowers and Fresh Direct.

“I’m thrilled to be joining one of the world’s best-loved travel brands at such an exciting time, with Lonely Planet rapidly evolving as a cross-media travel player,” he said in a press release.

As the paid versus free content online debate gets louder over the next year, how well known brands like Lonely Planet–which has a strong reputation among consumers–handle the fallout will be more and more interesting to watch.

Indeed, in recent months, Lonely Planet has been escalating its digital content efforts, which was the initial promise when BBC Worldwide bought 75 percent of the Melbourne, Australia-based company for about $200 million in late 2007.

But the digitization of Lonely Planet’s business, as with many traditional media publishers like it, has been slow going, with 75 percent of its revenue still in print.

While that business remains profitable, the breakdown between print and digital will be changing sooner than later, since digital is where much of the growth is coming from, said CEO Matt Goldberg to me over a recent dinner in San Francisco.

Goldberg–who came to Lonely Planet early this year from Dow Jones, where he was SVP of digital strategy and operations, including for WSJ.com–noted that Lonely Planet’s digital businesses have doubled their revenues to $20 million this year via premium pricing and advertising.

Besides the obvious use of Twitter and Facebook, Goldberg flagged a number of the more promising and innovative digital initiatives now at work at Lonely Planet, especially in its key U.S. market.

They include:

* Leveraging the 700,000 registered members of Lonely Planet’s Thorn Tree community,

* The announcement this week of putting all or part of 600 of its travel guides on the international release of the Amazon (AMZN) Kindle e-reader.

* Work on collaborative trip planning for its “Trippy” gadget, as part of the Google Wave beta launched last week.

* A compass application for Google (GOOG) Android handsets that make use of augmented reality technology to highlight points of interest in cities. As Goldberg described it in an email, travelers will be able to “pan a city destination using the video on their handset and see Lonely Planet recommendations (points of interest from our City Guides) as virtual sticky notes above real live points of interest.”

* Over 500,000 downloads from around 70 premium-priced apps on the iPhone from Apple (AAPL), as well as various location-based guide apps for Nokia (NOK) and BlackBerry from Research in Motion (RIMM).

* Travel music collections featured on Spotify and other online music services.

Goldberg highlighted other interesting ideas, such as an online travel video contest and even a “hack” day in Australia recently, which will be followed by one in the U.S. in the late winter.

While not all of it is going to work, this kind of endless experimentation at Lonely Planet is probably the right way to keep figuring out how to deal with the seismic media shifts that show no sign of abating.

Viral Video: I Left My Fists in San Francisco (Which Will, Sadly, Help YouTube's "1 BN" a Day)

Kara Swisher — Fri, 09 Oct 2009 08:15:59 +0000

Oh my. Oh my. There is almost nothing BoomTown can say about a rumble that was captured on an Apple (AAPL) iPhone on a San Francisco Muni bus.

A fight between two women escalates over some kind of seat issue and it is sure to become an Internet sensation.

Appalling, but there is very little that will go on anywhere without being uploaded and viewed, good or bad–probably to YouTube, the Google (GOOG) unit, which has a new logo, seen above, advertising that fact.

(Funny aside, the file name for a photo of the logo is: logo_holy_crap_1bn_a_day-vfl124472.png.)

With so many videos online, not all of them are going to be pretty.

Here’s proof of that, along with the much nicer Tony Bennett and hula dancers mash-up version of our City by the Bay below it:

Twitter Talking Separately to Microsoft and Google About Big Data-Mining Deals

Kara Swisher — Thu, 08 Oct 2009 07:48:06 +0000

Is there gold in them thar tweets?

Maybe so, because–according to sources familiar with the situation–Twitter is in advanced talks with Microsoft and Google separately about striking data-mining deals, in which the companies would license a full feed from the microblogging service that could then be integrated into the results of their competing search engines.

Sources said a number of scenarios are being discussed to compensate Twitter for its huge and potentially valuable trove of real-time and content-sharing information, generated from the data stream of billions of tweets from its 54 million monthly users.

These include a number of structures, including a payment of several million dollars to Twitter, along with various revenue-sharing proposals that would give Twitter a piece of the revenue made from search results.

The deals, stressed sources close to the situation, are nonexclusive, especially because Twitter’s management is keen to remain independent and also nonpartisan in the growing search battle between Google (GOOG) and Microsoft (MSFT).

This means Yahoo (YHOO)–which recently struck a search-technology and online-advertising partnership with Microsoft–could also license Twitter’s feed to make its search results even more robust, although Boomtown could not determine if the company is in talks with the San Francisco start-up.

Sources said it is also possible that no agreement would be reached with either company.

And execs at Twitter, Microsoft and Google had no comment when asked about talks.

But doing these kinds of data deals with big search players does make a lot of sense, since it would be hard for Twitter to turbocharge its own search engine without running into the big cash-laden guns at both Google and Microsoft, which recently launched its new Bing search service.

Twitter is, instead, seeking to create a large open platform, which many could plug into, from search engines to marketers to publishers to developers.

Twitter has also been considering offering premium services to these groups and is contemplating some form of advertising offering.

But, most of all, Silicon Valley’s hot start-up is focusing now on spurring growth and engagement, along with fine-tuning its product offering.

Being deeply integrated into big search services would give Twitter a huge footprint.

Microsoft had already done a small experiment this past summer integrating Twitter data into search results, starting with tweets of bloggers like me.

How much indexing of its data Twitter will allow is unclear, but the company has certainly bought itself time to think carefully about all its options, given that it now has a lot of money in the bank.

Late last month, Twitter raised another $100 million in new funding, after already having raised $55 million.

This has given it a $1 billion valuation, despite negligible revenue.

The valuation also effectively stated that the innovative company was pretty much putting itself out of play to be acquired and is very interested in forging its own destiny.

Both Google and Microsoft execs have contemplated the idea of buying Twitter in the past, although no serious talks ever moved forward.

If they both strike data deals with Twitter, they will get the next best thing–an ability to offer all the information disseminated on Twitter in search results.

Please see this disclosure related to me and Google.