http://blog.adonomics.com Mon, 06 Oct 2008 12:13:23 +0000 http://backend.userland.com/rss092 en  Full Disclosure -- The iPhone had me at hello...Apple has a huge winner on its hands with the iPhone 0S 2.0.  The iPhone's App Store integration with iTunes is going to allow software developers to once again make money selling software to consumers.  For some period of time, the only business ... http://blog.adonomics.com/2008/07/14/history-says-that-now-is-the-time-to-unbundle-the-iphone-os/ Social Gaming Network (SGN) Jumps to #3 on the Adonomics 100™As noted in the recent TechCrunch article, the consolidation trend that was predicted in this earlier post is continuing on Facebook.  The most competitive app category right now is casual gaming with Social Gaming Network (SGN) recently jumping from #20 ... http://blog.adonomics.com/2008/04/19/consolidation-trends-continue-in-facebook-with-social-gaming-network-sgn-leading-the-way/ Will Bill or Mark or Someone Else Build The Social Suite of Category Killer Apps For Facebook?  Speculation has begun about TheUADA (see TechCrunch.com's article TheUADA: Biggest Facebook App Co or Marketing Scam, AllFacebook.com's article TheUADA: A United Front For App Developers, see FaceReviews.com article TheUADA: Mystery Entity Tops Adonomics Top 40 ... http://blog.adonomics.com/2008/02/22/building-the-social-suite-of-category-killer-apps-for-facebook/ Facebook is the Perfect Path to Profits for the Pluckiest Programmers on the Planet EBay's genesis story relates how Pierre Omidyar's passion for his girlfriend led to the creation of the planet's first person-to-person marketplace for purchasing Pez dispensers. Although this story is not true, it does capture the essence of ... http://blog.adonomics.com/2008/02/18/facebook-is-to-developers-what-ebay-is-to-power-sellers/ The Adonomics 100™ Top App Companies Chart The recent investment of $50 million in Slide at a post-money valuation of $550 million has proven that Mr. Market (see Warren Buffett's description of him) is highly valuing at least one Social Networking App Developer. The long term correctness of this implied company ... http://blog.adonomics.com/2008/02/15/the-adonomics-top-40-app-companies/ As Brad Stone reports in the New York Times, Slide just raised $50 million by selling 9% of their company at a valuation of $550 million. This represents a major step up in valuation for Slide and sets them on the path for an IPO with a significant warchest to ... http://blog.adonomics.com/2008/01/19/congrats-to-max-and-look-out-mark/ In addition to explaining at http://blog.adonomics.com why Facebook is worth $100 billion, let me also mention the reasons from A to Z why I’ve been told Facebook can’t possibly be worth $100 billion and briefly refute each of them. a. It only has $100 million in 2007 Revenues — Google only ... http://blog.adonomics.com/2008/01/11/a-z-on-why-facebook-cant-be-worth-100-billion/ NOTE: These are rough Talking Points from my Web Community Forum Keynote Introduction The Altura Ventures’ Genesis Story -- I was not present on May 24th at the launch of the F8 Platform and I only knew a little about Facebook from my sons (one of whom graduated from college two years ... http://blog.adonomics.com/2007/12/06/why-facebook-is-worth-100-billion/ Adonomics Announces GEM System Guaranteeing 1 to 2 Million Installs in Under One Year As Interim CEO of Adonomics, I'd like to announce to everyone that Adonomics (an Altura Ventures portfolio company) has two new services: 1. GEM Basic -- for existing apps, guarantees 1 million users in less than 1 year 2. ... http://blog.adonomics.com/2007/11/22/the-gem-system-for-the-viral-design-and-tuning-of-facebook-apps/ One of the narratives shaping up around Google vs. Facebook is that Google is about turning intent into dollars and Facebook's model will be about turning relevance into dollars. Google makes the money they do because they advertise at the point of intent. If I'm searching for hotel ... http://blog.adonomics.com/2007/11/07/manufacturing-intent/