Detailed Analysis of NetSuite S-1 Filing

If you follow SaaS software and are interested in getting a great summary of the NetSuite S-1 filing without reading it, Jason Wood has a nice dissection of it at NetSuite IPO…Another SaaS horseman braves the public markets.

July 6, 2007 · 1 min

Football or Baseball

As a follow up to my Summer of ‘49 post, I give you the Rockies vs. Mets box score from yesterday. Sorry Mets fans. Looks like the Rockies finally made history by being the first team in 50 years to sweep two New York teams in the same season. Of course, this came on the heals of a 1–9 run by the Rockies. Lots of primes, a few cubes, and a lot of multiples of threes in these numbers.

July 5, 2007 · 1 min

Another View on Vertical Social Networks

Once again, David Cohen has “encouraged” (euphamism for “hey Brad, c’mon and write that post already”) me to respond to his post titled Big or Bullshit – Vertical Social Networks*.* David called bullshit – he thinks “the aggregators and toolsets that emerge around identity” will be big. I’m a horizontal guy. When I look at where I’ve made money as an investor, it’s mostly in things that cut horizontally across a domain, rather than a narrowly targeted vertical activity. That’s where my bias lies.

July 5, 2007 · 3 min

Books: Summer of '49

I’m not a huge baseball fan. I grew up in Dallas and dealing with the Texas Rangers in the Billy Martin / Jeff Burroughs / Ferguson Jenkins / Jim Sundberg era was a tough gig. Plus, by that time the Dallas Cowboys were America’s team and Roger Staubach was every kids hero (at least in Dallas.) By the time I moved to Boston in 1983, I was ruined on baseball. I go to a couple of games a year – mostly just to generate stories that people can tell their grandkids. Amy is a big fan, but since the scores at the Rockies games are really football scores (I’m always surprised when the winning team doesn’t score at least double digits), it’s mostly just a good time to hang out and get a sunburn.

July 4, 2007 · 2 min

I'm Feeling Lijit Today

Last week Lijit announced that they had raised a $3.3 million financing. If you aren’t familiar with Lijit, it’s the search box on the top right of my blog. Now that Google owns FeedBurner, I miss my friends there (ok – we still talk – a lot – but I still miss them.) Think of Lijit as “my next investment like FeedBurner.” While Lijit is a totally different service for publishers, the game plan and strategy is identical – provide as much value of publishers as humanly possible on the dimension of “network search.” Our goal – replace the search function on all blogs with Lijit’s version.

July 3, 2007 · 4 min

iPerbole

Now that I’ve given up on my iPhone, handed it back to Ross (my IT guy), and said “do what you want with it”, I’m enjoying discovery various iSatire (and iSarcasm) on the web. Today’s best iSatire is iPerbole. (Thanks Jill.)

July 3, 2007 · 1 min

What Is A SmartLink?

You are going to see SmartLinks start appearing on my site. They are from AdaptiveBlue and are evolving rapidly into a really cool way to enhance the value of a link. For more on what a SmartLink is, check out the post from Alex Iskold titled BlueBlog » SmartLinks Primer: The Idea and the Technology. (<— Click on the little blue square to see a SmartLink in action.)

July 3, 2007 · 1 min

Bagging a Pair of Fourteeners

Colorado is a beautiful place. I’ve lived her 12 years and while I’ve done plenty of hiking and trail running, I’ve never climbed a fourteener (mountain > 14,000 ft – there are 54 of them here.) Today I climbed two of them – Grays Peak (14,270 ft) and Torreys Peak (14,267 ft.) This is Joe Jilk, Maureen Amundson, Dave Jilk, me, and Jason Mendelson on the top of Grays Peak (the first one.) Dave has a picture of us on top of Torreys on his Facebook page.

July 2, 2007 · 1 min

It's Shark Week

Yeah, I didn’t know that either. However, through the magic of NewsGator’s syndication services, I can automagically put the Shark Week Widget (from the Discovery Channel) on my blog (yes – I’m just playing around to see how it works.) I also automagically put Shark Week on my Facebook page. Click, click – widgets everywhere. I love sharks – especially ones with laser beams.

July 2, 2007 · 1 min