Gillmor Gang, recording live today 1pm PST participate at http://www.building43.com/realtim...
Dave Martin,
Naor Mark,
Nir Ben Yona,
Robert Scoble,
Stephen Pickering,
Tina Chase Gillmor,
Alex de Soto,
testbeta,
Xenophrenia,
Adrian Miron,
Aron Michalski,
Jerome Hughes,
and
dlature
liked this
who's on today?
- dlature
Hmmm, dunno
- Stephen Pickering
I am. A few more minutes.
- Robert Scoble
Hanging out in Gillmor's kitchen.
- Robert Scoble
Visited two companies this morning, Spigit and Path.
- Robert Scoble
Ah yeah saw your 360 of Path offices very cool
- Stephen Pickering
Having dinner with the Gilmor Gang. Howdy!
- Nir Ben Yona
Dinner? Lunch!
- Robert Scoble
Oh, you in Israel?
- Robert Scoble
Robert: Israel, you know :)
- Nir Ben Yona
Howdy! I want to come back, had one of the best meals of my life in Tel Aviv.
- Robert Scoble
Nir Ben, what do you do there?
- Stephen Pickering
The entire tech community is waiting for you, Robert.
- Nir Ben Yona
I am too.
- Kevin Marks
Just blipped "It's the End of the World as We Know it"
- Stephen Pickering
Heh. I'm going to Maker Faire on Sunday and Stanford on Saturday.
- Robert Scoble
Stepen, i'm working in a Tel Aviv startup that develops a cloud security solution.
- Nir Ben Yona
This was something just tweeted to me by someone that I think is a very cool gesture by a ballplayer for one of his fans via Twitter http://sports.yahoo.com/mlb...
- dlature
Hi all.
- Aron Michalski
Ah, cool, Nir Ben. I'm invested in a company called EZchip (EZCH) that's located in Israel. So much great tech in Israel
- Stephen Pickering
One thought: hell for me is hanging out forever with people who believe in crap like the rapture. So, who is going to heaven?
- Robert Scoble
Stephen, true. The startup scene in Tel Aviv area is HOT at the moment.
- Nir Ben Yona
Robert, you've been eating in Abraxas North.
- Nir Ben Yona
hot as always :)
- Naor Mark
Robert, I grew up with a lot of that...not my parents, but lots of church people ...bemuses me
- dlature
Ironic, wearing my Ramat Gan Stadium T-Shirt today...
- Aron Michalski
LinkedIn IPO? CRM earnings? Crazy stuff...
- coldbrew
and when i'll be able to watch the G.Gang on my iphone?
- Naor Mark
The Russian "Facebook" is gonna IPO on the NASDAQ
- Stephen Pickering
You can watch via the ustream app, no?
- coldbrew
Nir: yeah, Abraxas North is where I had the best meal.
- Robert Scoble
Vkontakte? well, Renren did
- Kevin Marks
nope.. "this content is not available for your device"
- Naor Mark
Naor: we're working on it!
- Robert Scoble
I can't remember the name. Saw it on CNBC. They said it's already subscribed to a market cap of 1 billion
- Stephen Pickering
Pickering: Who's underwriting?
- coldbrew
The radius is expanded to 100 yards!
- Stephen Pickering
Coldbrew Dang, can't remember
- Stephen Pickering
I think Ustream sucks.
- Robert Scoble
I wish YouTube would give us live.
- Robert Scoble
Scoble: what's better?
- coldbrew
Is Justin any better as far as the iPad is concerned?
- Stephen Pickering
Stephen: I don't think so.
- Robert Scoble
great, it's 11pm here, will be much better then sitting near m mac
- Naor Mark
ask Colleen nicely
- Kevin Marks
LNKD latest $93.09, Mkt Cap 8.80B
- Dave Martin
Benioff is a master on the earnings calls. The way he handles the analysts is a lesson of itself. Check out the Q&A transcript: http://seekingalpha.com/article...
- coldbrew
Robert: I emailed you early this week but I guess you were way too busy with your schedule.
- Nir Ben Yona
How much are LNKD's revs?
- Stephen Pickering
Pickering: I think $400M revs, $15M profit.
- coldbrew
Hi Naor :)
- Nir Ben Yona
Public really helps a LinkedIn because of the publicity
- Stephen Pickering
Nir, Sorry, I'm booked up until August.
- Robert Scoble
Hi :) didn't know about the startup .. good luck
- Naor Mark
Thinking of them as exits does not respect the users, let alone potential users.
- Aron Michalski
My mom called me yesterday saying she signed up for linkedin! and she's 70! all because I think the publicity of the IPO
- Stephen Pickering
Robert: depends on float size of FB
- Dave Martin
Robert, it's ok we're in contact with Lew Moorman.
- Nir Ben Yona
Pickering: LNKD's revenue is primarily from corporate recruiting budgets, not end users or advertising.
- coldbrew
valuation is too high, they'll have to work hard to keep their value during next Q's
- Naor Mark
Going pubic or being bought out shouldn't mean the Friendfeeding of a service; It should be the boost to the next level, not the buying of a boat for someone who doesn't care about you.
- Aron Michalski
Ah, IC, still it gives them exposure that Facebook really doesn't need
- Stephen Pickering
Groupon 2011 revenues said to be pacing at 3-4B, 70% operatng margins
- Dave Martin
Coldbrew is right. LNKD has a good mix of revenue sources from corporate including biz subscriptions and advertising.
- Alex de Soto
not just the bottles - taking water from one area and moving it elsewhere - big problem with Nestle and Michigan
- Xenophrenia
Groupon debuted their location-based mobile product this week. Groupon Now! Beta live in Chicago
- Dave Martin
That's it, I'm buying Sodastream which is an Israeli company also :-)
- Stephen Pickering
Pandora is also on the block.
- coldbrew
Rovio going public?
- Kevin Marks
right, Xeno... it's the oil burned to transport water in trucks instead of through pipes
- Jerome Hughes
Stephen : the business of bubbles :)
- Naor Mark
It's a lot of issues ;-)
- Xenophrenia
Naor hahahahhahaha, saves the environment too! heheheh
- Stephen Pickering
And I missed you here at Spigit, Robert - dang. Looks like you had a good visit with Paul.
- Hutch Carpenter
it's not just the trucks - it's literally taking the water from Lake Michigan and transporting it elsewhere
- Xenophrenia
8 lbs per gallon
- Jerome Hughes
That's crazy. The Government is telling Google how to run their search engine? Crazy.
- Stephen Pickering
There's a website - there's a problem in California too - http://stopnestlewaters.org/about ... okay .. I'll stop now ;-)
- Xenophrenia
and people who read
- dlature
Is Playboy a magazine?
- Alex de Soto
playboy could do good "up fronts"...sorry
- dlature
What's up with the 2 week delay on The Killing for On Demand?
- Aron Michalski
South Park looks like it's in its last season and the creators may go on to do something direct to the web (that's all I know about TV shows :).
- coldbrew
I'm trying to stay out of the shot and having
- Tina Chase Gillmor
limited success
- Tina Chase Gillmor
Tina, you should wave to your friends. Unprofessional but personal... ;-)
- Aron Michalski
HBO GO is going to let subscribers watch some episodes in advance of "broadcast."
- Alex de Soto
Please let it be Larry David!
- Stephen Pickering
i'll try to sneak a wave in Aron
- Tina Chase Gillmor
thing I hate about GO idea isyou have to be HBO subscriber. I want to buy certain shows (like "Real Time" and not much else)
- dlature
It's like Paul Simon letting that girl play his guitar...
- Aron Michalski
So, some BD, rather than just job search?
- coldbrew
Stephen: Game of Thrones
- Alex de Soto
I want HBO to allow subscriptions without requiring cable - I have cable internet - should be enough ;-)
- Xenophrenia
Xenophrenia - exactly
- dlature
Hypothetically, what if you gave a friend your HBO/Dish credentials, could they then watch GO?
- Stephen Pickering
X- that $14 a month just for them is the key...
- Aron Michalski
for me, BD on linkedin is happening for several years, much more then on other platforms
- Naor Mark
I can afford $14 over $150 (because I'm NOT giving up my internet) ... ;-)
- Xenophrenia
HBO would cost me a additional 50 bucks a month due to the package BS
- dlature
Won't bet against Reid Hoffman, LinkedIn founder. Early funder of Facebook, Zynga others.
- Dave Martin
Every time I try to reprice my bundle it lkeeps getting closer to $200 a month; I just wish that would follow me world wide. Alas, they all want a bite.
- Aron Michalski
Reid is very smart. I once flew home in a private plane with him, great times.
- Robert Scoble
I'm just afraid of Facebook's "Silo" which seems to be getting thicker and not thinner
- dlature
dlature: we're definitely locked into Zuck's garden.
- Robert Scoble
You can post tweets selectively to LinkedIn by inserting #in in your post (after you set permission to connect with Twitter on the LinkedIn account).
- Alex de Soto
Robert: Reid was also one of the first believers to put money into Groupon
- Dave Martin
Alex: yup, I just shoved all my tweets over there and no one complained.
- Robert Scoble
Alex: yes, doing so sometimes, but mainly around business context, not personal
- Naor Mark
yep, agree wholeheartedly Robert
- dlature
Right you are Naor.
- Alex de Soto
btw, in more traditional sectors i see much more linkedin usage then facebook
- Naor Mark
Facebook is like weeds ... they keep popping up everywhere and I can't get rid of them ;-)
- Xenophrenia
As of today's market close, Reid Hoffman is officially a billionaire (on paper)
- Dave Martin
I love the idea of how much more great Angel investing Reid Hoffman can do now... he's backed so many good companies
- Kevin Marks
Kevin: yup, except there's the mythical man month problem there.
- Robert Scoble
Kevin: agreed, he's got great instincts.
- Dave Martin
Also, there aren't an increasing supply of great companies.
- Robert Scoble
a fake profile is not the issue, it's the social graph around it
- Naor Mark
My wife has fallen for the fake Hugh Laurie on Twitter. Ugh!
- Alex de Soto
I know a lot of kids who use 'fake' ID's ... they are real people using pseudonyms
- Xenophrenia
If you follow people you know, you're ok. If you follow people you don't, buyer beware.
- Aron Michalski
Don't you guys find the end of unlimited mobile data plans disturbing?
- Dave Martin
That explains something.
- Aron Michalski
Unlimited is only a thing you find in the US.
- Aron Michalski
Everywhere else is capped with healthy overage charges.
- Aron Michalski
Dave: I do, but funny enough I never hit the limits yet.
- Robert Scoble
http://connectedhq.com is interesting
- Kevin Marks
Breaking: Greg Pass stepped down at Twitter
- Dave Martin
fast is better ... ? ... useless - tablets didn't take off until Apple did - does that make tablets useless?
- Xenophrenia
It literally looks like my iPad made it out of Chengdu one shift before the accident...
- Aron Michalski
tablets were around for a LONG time before Ipad showed up ... just because something doesn't 'take off' doesn't mean it's useless
- Xenophrenia
I see what Glillmor means, but that is a bit harsh.
- coldbrew
Aron: cool!
- Robert Scoble
the quality that Facebook and Twitter have is cohesiveness ... but they are also traps into a system that is very hard to 'get out of' pretty much because of inertia of numbers
- Xenophrenia
Bravos, Steve, Tina and gang. Great show.
- Dave Martin
I won't be in NY.
- Robert Scoble
Thanks everybody.
- Aron Michalski
Thanks for the show, seeya.
- coldbrew
thnx guys
- Naor Mark
thanks everyone. Aron you missed my wave.
- Tina Chase Gillmor
I did miss it; I suck.
- Aron Michalski