Yahoo: Piping hot content to websites near you. Brilliant.


Yahoo Pipes (site may be down at the moment – I think they didn’t anticipate the instant global attention) is a perfect example of why I’m so bullish on Yahoo’s prospects as a company. Yahoo Pipes is a premier mashup enabling application coming along at a very opportune time.

Yahoo’s developer team is second to none, and in my opinion has a remarkable understanding of “Web 2.0” sensibilities. Pipes will simplify the process of connecting content, websites, and applications.

In an ideal world, innovation is constrained only by the human imagination, not by the limitations of technology. Yahoo pipes is a profound step in that direction.

More about Yahoo Pipes:

Jeremy Zawodny

Tim O’Reilly (is this guy ever *wrong* about stuff? I don’t think so. )
… enormous promise in turning the web into a programmable environment for everyone.

Matt Cutts

Anil Dash 

—————–

Disclaimer: I  have some Yahoo stock and as of Monday some short term Yahoo calls.

Putting my money where my Yahoo is?


My post of about an hour ago, “Yahoo’s big day” convinced me I should put more money where my mouth is on Yahoo’s prospects so using the justifications below I just bought about $1000 in Yahoo March 30.00 calls. (in options “bought” is functionally equivalent to “bet”).

My kilobuck effectively gives me the right to sell 2000 shares of Yahoo anytime between now and March 17. For example if Yahoo falls after today it’s likely I’ll lose *all* of my bet. However if Yahoo rises to, say, $35.00 per share by March 16 I could “exersize” the options for a cool $10,000. Unlikely, but I think the market does not incorporate online advertising revenue and profit information very efficiently. In theory this means … opportunity!Today Yahoo fully launches the new ad matching routine, an artistic program formerly known by the name of “Panama”. My understanding is that if they can even come close to Google’s quality matching ads to searches Yahoo will make quite a bit more.

Yahoo’s a much higher traffic site than Google though Google still has the big search share.

Thus my bet is simple here – that people will realize this week that Yahoo has the *potential* for much higher revenues and profit, and his will bump them up 10+% by next week which would put these options in the money.

Options have “time value” which reflects the chance the stock will go up or down in value and they have “intrinsic”value which is the difference between the stock price and the option price. I paid .52 per share in the hopes the stock price will increase soon. Somewhat counter intuitive is the fact that even a modest increase, if it happens this week as I predict, could double my money without the stock ever reaching the strike price.

YHQCF
CALL YAHOO INC MAR 30
Quantity 20 Contracts $1054

Disclaimer: I also have Yahoo Stock. I could have bought about 40 more shares vs betting on these 2000 shares worth of options to rise quickly. But this’ll be more fun to watch for the next month.

Instant Update:
Wh00t Yah00000t! I’m up $120 after 15 minutes. So far this is fun.
Last Trade [tick] 0.58

Jeff Jarvis – Liveblogging Davos. Cool.


Jeff Jarvis is liveblogging from the Davos Conference, arguably the top “thought leader” venue in the world.  In addition to his splendid insights and some play by play of ongoing discussions, this reflects how powerful blogging can be as a connection point between those who have access and those who do not.

I’m not going to get invited to Davos anytime soon, but thanks to Jeff … I’m already there.

Xianglu Grand Hotel


The Xianglu Grand Hotel will be the venue for SES China, to be held in Xiamen China in May of 2007.   The English website for the Xianglu Grand is here.

Major website SEO problems notwithstanding, the Xianglu Grand looks like an amazing hotel.   One of china’s largest and finest this huge hotel in Xiamen is a five-star hotel project by Xianglu China, a business consortium for petrochemical, synthetic fiber, and real estate.   This appears to be the first Xianglu group’s venture into the hospitality industry.

The Xianglu Grand is located in the Huli District and overlooks Hubin, a scenic part of Xiamen.   The hotel is minutes from the Xiamen Gaoqi Airport and very close to Xiamen shopping and attractions.

There are several restaurants including a steakhouse and buffet and a 24 hour lounge.

I’m tentatively planning to go this year having missed last year’s Nanjing event which was the first of it’s kind in China.   There’s a great search marketing tour that surrounds this event and it looks like a lot of fun and perhaps good structure to bring to a first trip over.

Who, what, which Wiki?


There’s a new search in Internet Town called WikiSeek that is creating a search within Wikipedia and sites linked to by Wikipedia. It’s an excellent idea though I’m not clear it’ll lead to better results than a normal search engine query. Wikipedia is generally better than the snail paced DMOZ at reflecting “related sites”, but like DMOZ the politics and anti-commercial concerns of Wikipedia often get in the way of good articles. Wikipedia is notoriously sparse when listing “related” sites. Like many open source driven projects there is a “NO COMMERCIALIZATION WHATSOEVER” bias that gets in the way of providing the best available information which is increasingly found on commercial sites and blogs, which are not treated favorably enough by DMOZ or Wikipedia.

As TechCrunch noted today WikiSeek is going to get confused big-time with Jimmy Wales Wikimedia Search project which is destined to become a huge addition to the search landscape. Formerly known (well – sort of formerly known?) as the Wikiasari project and still called that by most, it’ll be a robust, community driven search that used human editing to keep out the junk and bring in the jewels rather than the algorithmic approaches taken by Google, MSN, Yahoo, Ask and most other major players. Confusing things further is the fact that projects like WikiSeek above are not primarily a Wiki, they are, wishfully, a way to work with Wikis.

What?

I think somebody might want to clue in the Wiki crowd to the following challenge:

Few people, even total immersion code crazed onliners, are really comfortable with Wikis. Most pretend to be but when it’s time to collectively participate in a wiki I’ve *never* seen it work nearly as well as the collective results from blogs, which reward individuals with attention rather than reward the collective with information. MashupCamp1 and 2 were filled with very capable internet programmers. In fact even the *inventor* of the Wiki, Ward Cunningham, was there (he’s a great Oregonian fellow who invented the Wiki as a collaboration tool for on computer projects). Yet even in this potentially Wiki-rich environment the lack of updating of the Mashup Camp Wiki was conspicuous. Rather it was blogs, Flickr, and huge sheets of paper that kept people well informed during these intense and infoManiacal extravaganzas.

So, I think big Wiki projects like Wikipedia and the upcoming Wikimedia search have huge potential, largely because they constrain the organization of things such that the big project benefits from huge community participation.

Little bitty Wikis? Let’s just scrap them and have everybody crosslink the blogs, OK?

TechMeme, paid blogging, and Zunes


Lots of interesting tech news today from TechMeme which is starting to distinguish itself as “the place” for tech insiders as Digg and Technorati increasingly seek to cater to a huge audience and Slashdot remains problematic because it’s not as robust with community input.

The New York Times reports that Huffington is adding “original” reporting to her extremely popular political blog. I wonder if this is as much for advertising credibility than quality, which clear thinking people know is not a function of whether you get paid to blog or not. Hey, wait a minute. A lot of bloggers (including me) are skeptical that paying people for blog posts, reviews and other online content serves the best interests of the blog community.

Yet nobody seems to frown on a journalist when they get paid to blog. Or, for that matter, run copious amounts of expensive advertising beside quality content as Mike does over at TechCrunch. For the time being I’m refiling my pay per post concerns under the folder “maybe right, but maybe just hypocritical pseudo-elitist nonsense”.

Also at NYT is this piece on the Third World Laptop project bringing cheap computing to the poor all over the world. It’s a very exciting concept that will certainly bring about big changes and also many unintended, unpredictable consequences. I remain confused as to why Bill Gates has opposed the laptop project because even though clean water and health and food are more immediate needs, the Laptops will connect the first and third worlds in ways that will *demand* more proactive participation in third world development by us rich folks. Also this project brings some of the best thinkers – people who often dwell in abstract and expensive first world problem solving realms – into the of “global poverty and development” department of innovation. Gates’ outstanding contributions in this realm are of global and historical significance so I hope he will eventually see how the laptop project is part of this excellent trend that is connecting the rich and the poor.

Aleks Krotoski has a great piece about digital violence over at Second Life where that blossoming virtual community is now under attack by opportunistic and malicious … programs. It’s not only art that imitates life, it’s virtually impossible to escape our human inadequacies even when humans are not physically present in the environment.

And those nifty Zunes can’t seem to crack the IPOD dominance in digital MP3 players. I often wonder how much of the tech trends are habit and how much innovation. Zunes seemed to offer better features yet they appear to be losing the battle. Ironically the neat song sharing feature using DRM restrictions seems to be backfiring on the Zune.

Pubcon – Mega site optimization session


Andrew from Automotive.com / Primedia. Motor Trend magazine. He’s got some case study info about their optimization efforts in the Auto space.

Website Evaluation.
CMS challenges. No”policing” to make sure writers were optimizing content. Structure problems. (missed some here). “Site was not SEO friendly at all”. As an authority in the space, changes in structure helped a lot. Could use the brand and could monetize immediately …

sorry…too much info to capture here..

Shop.com

Aaron:  Shopping.com

Let Freedom, and our precious Advertocracy, Ring! Cha-CHING!


As a general rule I’m optimistic about the intentions of those who govern because I think in general good people go into politics with the sincere intention of making things better. That said, I favor the type of small government intended by the founders, who roll over in their graves which each election, staggered by the scale and sweep of modern governments here and in other “democracies” around the world.

Power was supposed to rest in the hearts and minds of an informed populace, yet we the people have chosen to distance ourselves from government to the degree it’s become an abstraction for most of us at the local, state, and national levels.

The outcome of this election clearly “proves” our system really does allow for significant and peaceful change. Yet it also suggests that our choices are confined to only two — and to my mind somewhat equally inadequate — visions of how we should step into our uncertain American future. Why can’t the pendulum swing sideways for a change rather than back and forth between these two inadequate visions of the right path for America?

Is “democracy” the best word to describe the American political experience? I thought I’d coined the term “Advertocracy” but found a nice Canadian article here about the concept back in 2004.

Clearly our elections, the outcomes of which seem increasingly to depend on razor thin margins, are best described as marketing productions rather than the product of a well-informed citizenry acting on democratic principles.  I’m not as alarmed by this as many “anti-advertising” people who fail to see that we all practice forms of advertising in one way or another whether we are telling a fish story about a life experience, beefing up a resume, talking up our favorite movie, or buying time on TV to say “Vote for Me!”. If you blog for your favorite candidate is that advertising? Of course it is.

Communication categories are breaking down quickly, I hope in favor of transparency. Transparent, full disclosure is a better way to measure integrity than “commercialization”, which we all practice to varying degrees of success.

Yet the fact remains that our election results are largely the product of last minute activity by those least concerned about the outcome based on their perceptions of last minute “sound bites” and largely negative ads. There has GOT to be a better way but in the meantime …

God Bless America, and God Bless Advertising.

Blogs vs Mainstream Media. Guess who’s catching up?


Dave Sifry at Technorati has compiled a wonderful list and report about blogs and mainstream media.   It’s the “State of the Blogosphere” and supports the obvious – blogs are increasing dramatically both in number and in influence.     I think the data supports the notion that we’ll see an information landscape that is driven increasingly by niche interest groups and collaborative online communities.    The traditional models for news and information dissemination — TV, Newspapers, and Magazines — will play roles of decreasing importance.     

At some point in the decline of traditional media there may be a sort of “tipping point” where advertising simply can’t sustain the efforts and we’ll see a mass extinction but I doubt that.  Rather I’d predict (wildly and without a lot of thought) that we’ll see print and TV die very slow, laborious deaths as they struggle to bring online content and online viewers into their spheres of influence and reduce some of the spending patterns (and unfortunately much of the quality, in depth reporting) that has come from the high barriers to entry which kept every Tom, Dick, and Harry news producer out of the space.    Blogs reduce the participation barrier to “literacy” (marginaly literacy at that)  and therefore will change information and news … forever.

Google launches customized search


Wow, Matt notes that unlike offerings by Yahoo and LIVE, Google’s going to allow you to include thousands of URLs in a customized search specialized for your own websites.

This is exactly what I was looking for in travel as it allows you toa create a great regionally targeted search engine using “known and trusted” URLs combined with Google’s monster search power. They’ll also be sharing revenues from the searches though historically that’s been too small amount with the generic customized search (which they’ve had for some time).

Good going Google! Yahoo and MSN – copy this approach NOW!

Yahoo really should have come up with this “including many URLs” approach because it’ll encourage the community to pick trusted URLs to include in their searches, and Yahoo, unlike Google, would be comfortable using that human feedback. It’s spammable, sure, but a great spam fighting tool in that the power of the whole community is unleashed in the selection process.

Hey!  I built one for Oregon Travel and will upgrade California Travel with  more good sites soon.    This has a lot of potential if Google uses the community input to help weed out crappy sites and upgrade unknown sites, though they tend to avoid this type of human (and therefore spammable) input.    Yahoo is more comfortable with that approach so I hope they are taking advantage of it via the Rollyo and Yahoo custom search user inputs.

MORE about this:

Google

TechCrunch

CNET

Blogoscoped