Comments on: Kara Swisher Deconstructs Facebook

By: All Night Coder - Today’s Top Blog Posts on Programming - Powered by SocialRank

Mon, 01 Oct 2007 12:12:51 +0000

[...] Kara Swisher Deconstructs Facebook « GigaOM [...]

By: Wil

Wil — Wed, 26 Sep 2007 18:37:03 +0000

ummm, I guess I have too much time in my hand.

Here’s the Facebook app for Silicon Valley Funding Advisory. http://apps.facebook.com/svadvisory/ :)

You’ll only be able to see the advisory level for now. The voting part is done in the backend, but I haven’t had the time to attach to the front-end.

I do have the frontend for resetting the advisory level. Om, if you want I can send you the link.

By: junger

junger — Wed, 26 Sep 2007 12:27:19 +0000

How about “Off Your Rocker?”

By: Insider Chatter by Donna Bogatin » Mark Zuckerberg: WHO Are You Calling Delusional?

Wed, 26 Sep 2007 11:11:39 +0000

[...] Om Malik and Kara Swisher once again rain on valuation parades, the billion dollar plus kind. [...]

By: Anshu's Blog

Anshu's Blog — Wed, 26 Sep 2007 08:08:46 +0000

AnshuBlog.com valuation hits $5 TRILLION after private placement round

AnshuBlog.com to be worth $5 TrillionMy blog is now worth $5 trillion dollars. My best friend (now, BFF) agreed to buy a 0.0000000010% stake in anshublog.com for $50.I will hold an IPO in December and...

By: anshusharma

anshusharma — Wed, 26 Sep 2007 07:50:37 +0000

I am worth $5 trillion dollars. My best friend (now, BFF) agreed to buy a 0.0000000010% stake in anshublog.com for $50.

I will hold an IPO in December and the shares will be priced at $85 (of course, there will 58,823,529,411 shares outstanding).

You can obtain a prospectus by sending me $25 by PayPal. ;)

By: Patricia

Patricia — Wed, 26 Sep 2007 07:11:07 +0000

I’m actually a little excited at the idea of somebody actually looking at Facebook with another set of glasses. Very necessary.

By: Tuyen

Tuyen — Wed, 26 Sep 2007 05:36:51 +0000

I agree with everyone here. I've heard through the grapevine that Facebook has annual revenues of about $200M-$250M and profitable. That's amazing and I applaud them for their success. However, to say they are worth $15B seems a little out of whack. This puts them at essentially 60X top line. Even if they are at $500M top line, that's still 30X top line.

But hey, if they can get a $15B valuation maybe they are much smarter than we think...

By: Alexander van Elsas

Alexander van Elsas — Wed, 26 Sep 2007 05:25:18 +0000

@John, I agree with you totally. The possible over the top investment of Microsoft will increase ad pressure in the personal space of Facebook users. They won’t like it a bit. If you are searching for something advertisement is fine (that’s the power of Google). if you are pimping up your profile to make it look better than yourself advertisement is, well, a harrasment I think. Wrote a post about it yesterday if you’re interested: http://vanelsas.wordpress.com/2007/09/25/high-risk-investment-microsoft-wants-a-piece-of-facebook/

By: Jon Kelly

Jon Kelly — Wed, 26 Sep 2007 01:43:31 +0000

I’ve been talking about this for a while. I liked Kara’s article — she rightly points out that Facebook’s revenues are nowhere near Google’s. What she doesn’t say is why. The why is intentionality of users. Many of Google’s users are on the site while in the purchase funnel– they are looking to buy something. That has enormous value. Facebook’s (and Digg, YouTube, etc.) users are their to waste time, read news etc. No purchases = no value. They will be lucky to eak $1 CPMs from their traffic from brand advertisers. That’s a small fraction of what Google sees.

What’s really amusing is that the 10BN puts their value about 1/3 of Yahoo which has the 2nd largest share of paid search. The piece of Yahoo alone is worth 10-50x what Facebook is.

By: Nima Negahban

Nima Negahban — Wed, 26 Sep 2007 01:32:02 +0000

Funding advisor hilarity aside.

Part of me feels that they have a point with there evaluation, I mean every one is on that thing now and when you have a war chest like MS's who cares about a couple billion or even several billion. Frankly I'm surprised Microsoft doesn't just pay 20 billion and get the whole thing.

The other part of me feels that its only a matter of time before google makes the right moves, Nov. 5th being the start.

Should be interesting.

By: Bob Warfield

Bob Warfield — Wed, 26 Sep 2007 00:57:23 +0000

Part of the problem is Microsoft is agreeing to a valuation that is intentionally sky high so as to keep others out:

http://smoothspan.wordpress.com/2007/09/25/this-facebook-deal-is-too-big-this-parakey-deal-is-too-small-maybe-theyre-both-just-right/

By: Richard Bennett

Richard Bennett — Wed, 26 Sep 2007 00:43:52 +0000

I like that your funding advisory categories are arranged on a scale as incomprehensible as those of DHS. Good move.

By: Om Malik

Om Malik — Wed, 26 Sep 2007 00:15:05 +0000

Hey mcfads can you make a firefox plugin. i will buy you dinner if you do that.

By: McFads

McFads — Wed, 26 Sep 2007 00:11:36 +0000

Hilarious!

If anyone develops a plugin with the Silicon Valley Funding Advisory Warning I will definitely add it to Firefox. It's an absolutely must have. Now anyone can rank a company based on perceived and real valuations.

As far as the FB valuation, maybe they have something up their sleeve that demands that $15B valuation...

By: Roger

Roger — Tue, 25 Sep 2007 23:54:47 +0000

Not a comment on the analysis but, I really like the Silicon Valley Funding Advisory graphic!

I would probably argue that the FB valuation is closer to WTF?! than Delusional.

cheers, Roger