GIllmor Gang, recording live today 1pm PT

Hi there - Kevin Marks

Hi there :-) - Stephen Pickering

Hello world! - Tina Chase Gillmor

Hello everyone! - Nir Ben Yona

kevin we just tried you - Tina Chase Gillmor

Kevin... you there? - Tina Chase Gillmor

John T. are you there? - Tina Chase Gillmor

sorry, went to get a drink - Kevin Marks

We will be on shortly. - Robert Scoble

I'm here. I went to get a drink with Kevin. - John Taschek

Facebook Browser Is Imminent [RUMOR - Stephen Pickering

But they won the one in 1812 - Stephen Pickering

I've always wondered this, what do Brits think about Americans in general? - Stephen Pickering

asking those of us who emigrated here might not be representative - Kevin Marks

Facebook mobile web better than the app - Da

Eben Moglen's speech was good on this - Kevin Marks

Speed matters - Kevin Marks

T-Mo and Linksys-Cisco announced strategy chg to mobile apps (html5 on native api's). - clive boulton

Wow, does Doc really think Facebook is going to fail? - Stephen Pickering

T-Mo are hard core about, laid off some app ppl. Hiring html5 - clive boulton

but Apple has Ping - Da

M/colleague Pat Patterson spoke about this at gluecon: http://www.slideshare.net/metadad... - Kevin Marks

Ping had facebook integration, for about 15 minutes after launch - Kevin Marks

Cause he's got like 35 cameras - Stephen Pickering

It's almost like in our subconscious we don't like mixing marketing or business with Social. - Stephen Pickering

Messi has just scored his 73rd Goal for the Season - Moe Glitz

makes sense for FB to go mobile web more since masses have different phones, OS, etc - Da

Does Wall Street still 'like' Facebook - Moe Glitz

Moe, Facebook finally added a dislike button. It's called NASDAQ - Laura Norvig

Right on 'Authenticity' not Adverts - clive boulton

Print mags are cheaper to subscribe to than on the iPad - Stephen Pickering

Ads not personalized enough - Da

the animated page turn is smoother - Jerome Hughes

than a slide show, which is what many sites currently use - Jerome Hughes

oh hell no - Tina Chase Gillmor

there's a reason I don't friend Robert on facebook - Kevin Marks

/* no comment */ - Jerome Hughes

Exactly, Ads and Zucks model is busted. - clive boulton

I thought these guys would be all over SpaceX - Peter Mullen

Scoble is giving his body to Computer Science - Moe Glitz

how can you improve performance if you don't measure the results? - Jerome Hughes

Woa! I just came in and there's talk of condoms with GPS? - Alex de Soto

If Scoble fly's SpaceX who will stand up for Facebook - clive boulton

Looks like John T is wearing Project Glasses on his face. - Nir Ben Yona

It was Shaker. - Robert Scoble

Peter: we're coming to SpaceX. - Robert Scoble

What is this called? I'm a guitarist - Stephen Pickering

it's called gTar - Kevin Marks

Love the fact we're still using FF for this conversation. - Darren

GillmorGang test driving the Google glasses - clive boulton

http://www.kickstarter.com/project... - Kevin Marks

I always imagined that I could play the violin very well - Tina Chase Gillmor

in my head, of course - Tina Chase Gillmor

Nice to see Gillmor still baffling his guests with absurd statements like that. - Darren

Darren I was just talking to Steve about that. Still don't have a better realtime alternative - Tina Chase Gillmor

I wish we had Facebook or Google+ here so I could like Darren's comment. - Robert Scoble

disrupting ProTools and "real" guitars by finding an unserved audience on a platform building ubiquity - Jerome Hughes

iPhone Air Guitar - rather cool http://www.kickstarter.com/project... - clive boulton

liking "TooManyTabs" and "Ghostery" add-ins in Mac Chrome - Jerome Hughes

I still like readability best - Kevin Marks

it is important, but the buffoons have no idea what to do with the knowledge - Jerome Hughes

Targeted Advertising Sucks! - Moe Glitz

hey, you might want to buy all these albums you already own! - Jerome Hughes

FB only knows I don't use FB, Google knows eveything - clive boulton

Self driving cars are the ultimate advertising platform - Kevin Marks

'drive me to the restaurant' - Kevin Marks

All of Pandora's revenue is mobile ads - Stephen Pickering

Kevin: a self driving car is already going to know what restaurant I want to go to. :-) - Robert Scoble

or paid versions to turn the ads off - Kevin Marks

So premium users will have a driver? - Nir Ben Yona

Facebook to buy kickstarter, says me - Tina Chase Gillmor

It almost seems like they could double revenues overnight by putting the ads down the left side of the page - Stephen Pickering

Kickstarter has way more growth potential than FB. That would have to be a lot of cash - Kevin Marks

Sounds like LSE opening prices game - clive boulton

"Facebook’s stock should trade for $13.80." http://www.marketwatch.com/story... - Alex de Soto

Gray the studio cat is trying to scratch his way back into the studio - Tina Chase Gillmor

It went down again today. I have it at $32.00 - Francine Hardaway

A year ago quarter revs were 700 million, this years quarter revs were 1 billion, that's 30% yoy growth, which if you times 30 x 1 billion, I'd give FB a valuation of 30 billion at this point in time - Stephen Pickering

http://pinterest.com/pin... Hockey Stick curve? - Kevin Marks

Of course the bigger problem is that we have no idea how much the dollar is going to be worth in 5 years. Right now the market is awash in liquidity - Stephen Pickering

Amazon stocks crashed down severely at the beginning, and then climb %1200. - Nir Ben Yona

And Amazon still has about a 90pe - Stephen Pickering

Facebook ain't a $100 Billion Company - Moe Glitz

It's not today, but it could be in a couple years, it just depends on the growth rate - Stephen Pickering

Moe, I totally disagree. - Robert Scoble

Usually you take the growth rate x earnings = the company's worth - Stephen Pickering

If Facebook is $100 Billion Company than Apple should be a $1 Trillion Company - Moe Glitz

No doubt that Facebook is going to grow some $$$. The potential is there. - Alex de Soto

Even if Robert is right, at this moment in time, Facebook isn't worth 100 billion - Stephen Pickering

When they execute what robert is talking about, then they'll be worth 100billion or more, perhaps - Stephen Pickering

It's all about the Revenue Streams - Moe Glitz

Market cap is $68.2 bn - Kevin Marks

Driving fly over country, main street has follow me on Facebook signs like visa/master card - clive boulton

Robert is correct, but the thing he is missing when it comes to the stock is that much of the upside that he is talking about is already baked into the valuation. - Johnny C

Bought FB at $35, got stopped out at $32, bought it back at 32. If I get stopped out again, I'm done - Francine Hardaway

That's why it was foolish to buy at 38, because even if they are successful they still have to grow into that valuation - Stephen Pickering

Johnny C: You nailed it. - Alex de Soto

I remember when the entire valley was wanting to short netscape stock… - Kevin Marks

Shorts already in. 3 days after the IPO. - Johnny C

I'll buy it for 50 billion, but I don't think it'll ever get that low - Stephen Pickering

So why did google take the search button off android? - Kevin Marks

google as a head? Not a body? - Kevin Marks

Sound and video are better media for adverts for mobile - Stephen Pickering

If not Facebook / Google not the new mobile identity Sears catalog who? - clive boulton

lete's ride in Scoble's car. It's nicer - Tina Chase Gillmor

blue gene, watson on jeopardy, but the front end - Jerome Hughes

When they integrate the glasses with a Siri-like product ... yeah, that could be cool - Laura Norvig

Google Glasses will help them in the Mobile Advertising Space - Moe Glitz

so why will the rabble accept adverts on glasses, but not on mobile? - Jerome Hughes

I miss the part of the conversation where we talked about the wireless condom. Was more interesting than this part about Google glasses - Francine Hardaway

I thought Scoble said they have to deliver utopia - Tina Chase Gillmor

how much uptake is there on foursquare radar? - Jerome Hughes

hm, when I unmute I can't hear you. Getting wind noise from me? - Kevin Marks

Francine, it was about transmitting data like fitbit. We didn't actually talk about transmitting bathroom data but it almost went there - Laura Norvig

No it's ok on this end Kevin - Tina Chase Gillmor

I'm addicted - Stephen Pickering

I'm muted - Kevin Marks

"This utility was brought to you by Calvin Klein." - Nir Ben Yona

Could Facebook successfully sell a phone that allows Facebook users to talk with friends for free? Cellular service would be supported with advertising (kind of what Amazon did with first Kindle). - Alex de Soto

Buy MSFT Stephen! - Alex de Soto

It's hard to imagine the Government letting any company getting much bigger than 500 billion, but hey, if they are netting 50 billion a year after tax and growing faster than FB or Google - Stephen Pickering

I sold my apple stock in 2003 at $10 - I'm the wrong one to ask - Kevin Marks

Ouch, Kevin - Stephen Pickering

You're right, Laura... - Francine Hardaway

Kevin: I sold mine at 22. - Robert Scoble

Pre-split. - Robert Scoble

Apple is too pricey - Francine Hardaway

Is the iPad Mini for real? - Moe Glitz

Never MSFT - Francine Hardaway

right, $10 was correcting for the split - Kevin Marks

I bought Apple stocks at $350 and sold at $600. - Nir Ben Yona

Maybe INTC - Francine Hardaway

Well, apple is only trading at just over 10x and they are growing faster than Facebook and Google - Stephen Pickering

Tim Cook just willfully gave up $75M in interest that was rightfully due to him. Those types of moves should be championed (regardless of how rich he is). - Johnny C

Location-based personalized ads would be great on mobile - Da

You have to be able to buy enough of any stock so that if it makes small moves you make some money Apple is impossible for individuals - Francine Hardaway

How can you say they are building a "web" when they are so closed in so many ways? - Laura Norvig

Moe.... the iPad mini is real. It's called the iPhone - Tina Chase Gillmor

The market has a bias against metal benders like Apple versus media companies like Google, Facebook - Stephen Pickering

Because MSFT squanders their cash - Stephen Pickering

Yes, but FB must monetize its traffic. IT can monetize the lower end of the pyramid with virtual goods, like they used to sell. - Francine Hardaway

apple has great margins - Kevin Marks

But Apple doubled profits off a 6 billion dollar base the year before. Has any company in history done that? - Stephen Pickering

FB can maybe double users twice more, if it gets every mobile user on earth. they need to grow revenue per user enormously to justify the valuation. - Kevin Marks

You know you all are going to buy the new MacBook Pros - Stephen Pickering

siri vs. knowledge graph? - Erik Goldhar

not a macbook pro, an air maybe - Kevin Marks

AAPL: TV isn't baked into the valuation ; neither is China - Johnny C

I just laughed out loud. - Francine Hardaway

Apple has great margins, but after I saw the Samsung SIII phone I can see how Apple's margins could go down. - Robert Scoble

The new Macbook pros are being refreshed soon with that new Intel architecture and a retina screen - Stephen Pickering

it acted as an airplay reciever - that's what - Kevin Marks

srsly folks waiting for new MBPs - clive boulton

Stephen, since Windows 7 came out, I don't buy Mac products anymore because I cannot afford them. - Laura Norvig

Robert, will it be on AT&T? I am a prisoner of AT&T. Life sentence - Francine Hardaway

FB: All of the fantasy is already baked in @ the IPO valuation. What Robert is talking about might ring true some day, but it's already in the valuation. - Johnny C

Francine, check out Ting. - Laura Norvig

somehow when my mic is leve I can't hear you - Kevin Marks

But how can you say that when they doubled revs and profits the last two quarters? That's 100% growth isn't it? - Stephen Pickering

Apple depends a whole lot of its earnings on the iPhone which is under assault by Androids - Da

I agree, they have to to crush it with the iPhone 5 - Stephen Pickering

But dammit, I want that iPhone 5 now! Not this fall! - Stephen Pickering

Apple TV may just be a large Display that can do everything with Apps, Siri and Gestures - Moe Glitz

Galaxy S3 is looking mighty nice - Da

Apple, Google, Facebook, Amazon, Netflix, Salesforce, these are the companies - Stephen Pickering

John T, when you describe it that way, Apple and Google sound a lot stronger than Facebook. Users can move, if they can take their social graph with them. - Laura Norvig

Surely Microsoft can be a big player too - Moe Glitz

Shoot. Just getting here at the end again, and only get to hear from Steve about how it really is, missing what "it" is, and all the foregoing talk about what it isn't. - Amyloo

guess you'll be watching the recording, Amy… as will I, as have been pulled away a bit - Jerome Hughes

You have to believe Zuckerberg's going to figure this out based on his track record - Stephen Pickering

But SoCl is still a joke - Moe Glitz

I'm seeing more and more, for most folks, they have an Android phone and a Windows laptop - Da

Jerome, yup, usually do by Sunday. habit now. - Amyloo

yes you guys will have to watch this one from the beginning. Very strong show - Tina Chase Gillmor

I think the biggest disruption that Facebook may make is in the local market because you can choose to market to only certain cities and zip codes - Stephen Pickering

"It's a thin line, between love and hate." - Stephen Pickering

thats my argument for android - Kevin Marks

A winning advertising model will be more subtle, more integrated with stronger social ties, won't feel like advertising. That's why businesses of all sorts are struggling to understand social media. - Laura Norvig

There's ample advertising shelf space because the network is so huge. Think of millions of shelves across millions of individual users with very different profiles across millions of devices. - Alex de Soto

What was the no.2 razor company behind Gillette? - Stephen Pickering

What's this app? Waze? - Stephen Pickering

this is nothing. I've heard way bigger fights on here! - Laura Norvig

JohnT, nailed it. advertising = maybe - clive boulton

If you're a veteran of GG, your right, this is nothing! heheheheheheheheheh - Stephen Pickering

Robert: Wipe the spit off your camera. ;) - Alex de Soto

I feel like Google knows too much about me, so it feels wrong to think there's an info deficit on their side. - Amyloo

No, that's some pounding the table! - Stephen Pickering

Scoble needs a High Blood Pressure App - Moe Glitz

I have one: http://www.withings.com/en... - Alex de Soto

Solution comes from granular identity plus authorized authenticity - clive boulton

what clive said. and it also has to be easy to control - Laura Norvig

if Google, Facebook and Microsoft are not listening to this show they're crazy - Tina Chase Gillmor

cliveb has a good formula. Add a little bit of "pretend serendipity" and I'm sold. - Alex de Soto

yes, oauth is the answer. FAcebook refusing to auth any data to google is an issue, Larry is right about that. - Kevin Marks

Steve Ballmer doesn't listen to anyone Tina - Moe Glitz

thanks for the vote, check out OpenStack -keystone - clive boulton

Ray used to watch our show. I know that for sure - Tina Chase Gillmor

Oh, I so wish Danny Sullivan would have been on this show when Scoble was going off! hahahahhhahahah - Stephen Pickering

What is Ray Ozzie doing now. Probably doesn't have to do anything, but probably is? - Amyloo

Cookie law! #pii - clive boulton

Ray wont sit still. I cant remember what he's doing but he's always moving forward - Tina Chase Gillmor

So far Google has done many great things for me personally, hasn't done anything bad, so I trust and love Google - Da

Ray is probably making yet another iteration of Groove - Kevin Marks

What's that app Scoble was talking about? Ways? - Stephen Pickering

Waze - Kevin Marks

Do I need a blood pressure pill? - Francine Hardaway

Thanks Kevin - Stephen Pickering

waze - Laura Norvig

Waze, Stephen - Francine Hardaway

Cheers! - Nir Ben Yona

Thank you all, have a good one - Stephen Pickering

Congrats to Patrick - Francine Hardaway

Used to use Waze, but buggy, runs slower vs Google map - Da

Great show. Bad for me, but great show - Francine Hardaway

yes, buggy. - Francine Hardaway

Patrick and Naomi: Good job. Oh the Places You'll Go. (best graduation gift ever is the Dr. Suess book of that title. - Amyloo

a "wow" show for me. Thanks to everyone. Also great, great chat - Tina Chase Gillmor

Amyloo.... I love that book! - Tina Chase Gillmor

Not all rosy. "You can get so confused that you'll start in to race down long wiggled roads at a break-necking pace and grind on for miles cross weirdish wild space, headed, I fear, toward a most useless place. The Waiting Place..." - Amyloo

Kind of LOL about Robert trying to work himself up against quiet, steadfast Kevin. Much easier for things to escalate when Robert goes against Danny Sullivan, or back in the day with Jason Calacanis. - Laura Norvig

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