Bojan Babic

 

Sharks at HP

Mad_man
Usually large enterprises are not under my radar. Most of time I'm interested in early stage startups, programming ( or should I say brogramming ) and entrepreneurship. All the time the time I try to connect dots between M&A , investors and product, like in case of blog post on YouTube acquisition by Google or connection between Thumblr, Vimeo and Union Square Ventures. Gradually I leaned about capital/power flow in deals, but all this seems like child game compared to enterprise size game that is ongoing in HP.

It all started by HP acquisition of Palm for $1.2b in April of 2010. All of online news ranted that WebOS is future of HP and that Apple finally got competitor. Behind the scene, whole acquisition was actually bailout for Elevation Partners on their $460m investment in Palm. Initially, Elevation Partners initially invested $325m including preferred stocks and liquidation preference. Afterwards, same VC firm, in successive investing rounds, Elevation Partners invested even more. Whole deal structure you can find here. Overall, Elevation Partners got $485m on $460m investment and earning $25m.

Couple of months later in August of 2010, Mark Hurd, HP CEO, steps down after to sex affair with ex softcore porn actress that has been working as his assistant. How in the world she got access to such high position at HP?  Well ... on second thought this scenario can be seen very often, just take a look affair behind main man behind WikiLeaks - Julian Assange .

Successor of Mark Hurd, Leo Apotheker indulged himself into HP adventure on September 2010. Having in mind that Leo's previous position was CEO of SAP, company focused on consulting and support, and fact that Palm acquisition was not Leo's deal - Leo spins off HP's WebOS business. And this is how $1.2b just disappeared from HP.

What happened here? Obviously Mark Hurd has been closely monitored and there has been whole network of associates that have been reporting to board directly. My take on this is that Mark has been mislead into Palm deal and as soon as it has been closed, his services at HP where no longer needed. After advent of Leo Apotheker and one shot chance for WebOS, this division on HP business went into hibernation. 

Maybe, I've made some wrong assumptions here because  do not have enough insights on HP situation. Events that happen in last year and half round HP deserve deeper analysis. Sharks are hungry.

Filed under  //   HP   business  

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This Is Why I L.O.V.E Intrawebs

P90bh

 

PS: Thank you Reddit

Filed under  //   social media  

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Android activations mapped geographicaly (VIDEO )

This breathtaking video of android activation around the globe is showcase how to successfully execute marketing campaign. Just watch spikes on launch of Droid and especially Galaxy. Perfect timing and execution around the globe.

Filed under  //   android   marketing   mobile   social marketing   video  

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AOL Content Business - will we see merger?

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AOL hired Tim Armstrong in 2009 as prominent Google Executive, who became famous for his effort on Google advertising platform, that will point aging company in right direction.
IMHO. By now he has been doing amazing job. He took company public ( NYSE:AOL ) , focused on most valuable assert of company in order to make up declining revenue of its dial-up assets. Based on past AOL acquisitions ( Weblogs Inc, GDGT , AutoBlog, Engadget ), AOL content business has been the most vivid part on AOL ecosystem, which was enough for AOL's CEO to set longterm strategy. AOL recently bought Techcrunch, as result of this strategy. And now, AOL bought Huffingtont Post for $300m and 5x of gross annual income, which is considered good buy.
Content creation is blooming and also very competitive, AOL has been facing fierce competition among other content creation farms, like Demand Media ( filed for IPO ). It would be had to maintain good profit margin unless we see huge merger. For, instance Yahoo has its core business based on content creation, but they have management that has non-web background ( referring to Carol Bartz ). On the other hand, we have AOL that has to distance itself from dial-up business and focus on strong parts of his business. They still have couple of years of pain until they establish sustainable content business. Way to speed up this process would be AOL - YAHOO merger and Tim Armstrong replacing Carol Barz as CEO of merged company.
It could be win-win solution for both companies. Yahoo will get firm executive and visionary, and AOL would establish its presence on Interwebs.

Filed under  //   analytics   aol   business   ideas   tim armstrong   yahoo  

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Foursquare grew 3400% last year

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Speechless

Filed under  //   analytics   foursquare   startup  

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Quora has changed

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In early days Quora was place where smart people ask smart questions and it has been place where you could reach people of great importance and ask them questions. I really enjoyed service until demographic change in last few months, when quality of service declined. We have seen this before, as you expand and get on ubiquity, you loose on quality of service.
In early days, Quora superstar investors ( like Matt Cohler from Benchmark Capital) introduced service to important Valley people. And they loved it. Important people attracted more insightful users and so on. Those where days of Quora renesance.
Current state of Quora is best described with Veine diagram from above. Reaching out more and more people, Quora will gradually shift towards right and closer to quality of Yahoo answers. It is price of success. But, we can learn important lesson here of success of startups. Invetors and early adopters CAN make huge difference.
If you are user of service you can find me on if you serch for Bojan Babic.

Filed under  //   business   quora   social   startup   venture capital  

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100 Things to Watch in 2011

Filed under  //   2011   business   forecast  

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Google App engine overview 2008 - 2010

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I've been using app engine for more then a year and got kinda hooked on it. My advice to all planing to move to app engine is: " Be ready for mental shift :) "
On glance, it could look kinda awkward with its limitations and hooks for every action imagined, but it make so much sense.
I'd like give shoutout to my favorite features on Google App Engine backed with example of feature that supports it on Instaright:


  • out of box XMPP integration - I've used it to deliver Instapaper articles to user to users favorite chat client (i.e. gtalk)

  • Google Channel Api - use to deliver real time feed on Instaright article stream

  • Offline processing - all heavy data processing cron tasks, data aggregations and consolidations.

  • ...
  • Note: All of these libraries are available for both Python and Java.

    If you are still wondering what would be your next platform and if you are still evaluating upsides and downsides of platforms, I'd heartily recommend .
    Let me finish in Dave Mcclure style: stop BITCHIN' bout it and start working on it!

    Filed under  //   channel api   google app engine   google application engine    ideas   instapaper for firefox   instaright   xmpp  

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    Social Network Usage Growth 2005 - 2009

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    It is amazing growth in just 4 years. In 2005 only 8% of adults 18 and older have been using social networks like MySpace, Facebook or Linkedin. In 2009 is was 46%. Can't wait for 2010 data, I'd estimate over 55% use of this demographic group.

    Filed under  //   analytics   facebook   linkedin   myspace   social   social media   social network  

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    We are constantly being interrupted

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    If you are overwhelmed with amount of information you consume on daily basis - take it east, it will just get WORSE !


    Simply put, the total number of personally relevant pieces of content to consume each day is much higher than it was 1 year or 2 years ago, and will likely be 5 to 10 times higher 2 years down the road

    Social media, mails, rss feeds or mobile are distracting us and push us towards ADD. Someone ought to be working on solution for this problem

    Filed under  //   analytics   social media  

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