Facebook offered some rosy data points in its earnings yesterday, but there are still 11 serious questions facing the company going forward.
Read the full post in Forbes
We are in a neverending hunt to find the "next Facebook" or the "next Steve Jobs." We never will. Here's where we should be looking instead.
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Instagram is a great app.
It is the easiest and most fun way to share an a photo on a mobile device — as of right now.
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How could you radically remake Facebook into a mobile company? Make it a subsidiary of Instagram with Kevin Systrom running it.
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Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself.
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Facebook might have just hit its MySpace moment in coolness, passed on the way up by Twitter. As coolness goes, so goes, users, revenues and profits.
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My chat with Macke about the coming Facebook head-fake:
My chat with Macke on why I love Twitter - and why Apple should buy it:
For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it.
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Katy Finneran of Bloomberg just tweeted that “Twitter’s 2012 mobile ad revenue exceeds Facebook‘s 2012 mobile ad revenue, $129.7 million to $72.7 million.” These numbers are eMarketer.
That’s huge news. It essentially means that Twitter is now a bigger company than Facebook. Here’s why.
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NEW YORK (TheStreet) -- Andrew Ross Sorkin set off a firestorm in the tech blogosphere/echo chamber earlier this week with his New York Times' DealBook column asserting that Facebook(FB_) CFO, David Ebersman, was most responsible for Facebook's debacle of an IPO three months ago.
Well, the Facebook apologists have got their backs up on that one.
I don't have a problem with Peter Thiel selling his Facebook shares. I have a problem with him continuing to serve as a director and selling his shares
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Unlike the experts who believe Facebook, Zynga, and Groupon should have waited to IPO, I think the companies' rocky results as a public company show they should have gone public much sooner than they did.
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Here's my appearance this morning on Bloomberg TV talking Facebook, Zynga, and Netflix
NEW YORK (TheStreet) -- Reading The New York Times and The Wall Street Journal this past weekend, you would have thought that the biggest issue facing Facebook(FB_) is whether it should stay listed on Nasdaq or move to the New York Stock Exchange.
This issue is a total sideshow, and I would fear for the company if CEO Mark Zuckerberg was spending any time thinking about it.
No, the big issue dogging Facebook these days is the shift to mobile from the desktop.
Many speculate this shift happened much faster in the second quarter than anyone had expected, and that it was responsible for the reduced guidance in the days before Facebook's initial public offering that spooked big institutional investors and hammered the stock.
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