Posts from Google

My New Nexus 7"

I still think of a 7" as a vinyl record for EPs and singles.

But 7" is going to start to mean someting else as I believe it is an ideal form factor for tablets.

I moved from a Kindle to an iPad for reading a couple years ago. I wrote about that at the time and explained that I preferred the backlighting and the ability to uses maps and wikipedia and such to jump out of the book and drill down on something in the book that sparks my curiosity.

Then the Kindle Fire came along and I immediately grabbed one of them. I've been reading on a Kindle Fire since it came out. I love it for reading books. But it is not a true Android tablet. It is really a Kindle with some extra stuff like a browser and some apps.

Some friends at Google sent me a Nexus 7" last week. I set it up yesterday and I've been using it for about 24 hours. So these are preliminary thoughts on it.

There is something very comforting about logging into a device with my Android/Google credentials and getting all my apps downloaded to it automatically. There is also something very comforting about getting a clean build of the most recent version of Android on a device. The Nexus 7" provides both of those comforts right out of the box.

I put a bunch of my favorite apps on the home screen:

Nexus home screen

If you look at the bottom of the home screen you'll see a yellow icon next to the Chrome browser. That is Bria, a SIP client that I have been using on my android phone. With Bria, the Nexus 7" can be a phone and I used it yesterday to make a few calls. It works great but if I really wanted to use this device as a phone, I'd want a bluetooth headphone because a 7" tablet is not ideal for talking into.

The three apps that I use a lot that aren't on my Nexus 7" home screen are Instagram, Tumblr and Kik. Instagram and Tumblr are not available on the Nexus 7". I hope these companies fix that because I would use these two apps a lot on this device to follow folks on Instagram and Tumblr. Kik only works on one device at a time so if I put it on the Nexus 7", it would stop working on my phone. So it's not on my tablet.

But the main thing I use the Nexus 7" for is reading, primarily on the Kindle app.

Nexus kindle

Reading on the Kindle App on the Nexus 7" is a lot like reading on the Kindle Fire. But the Kindle Android app is not quite as responsive as the Kindle Fire. I find that I have to be a bit more assertive with my swipes for the next page. That might be a transition thing or it could be annoying. I don't know yet. I think the features are slightly different too. But I haven't noticed anything super different between the two reading experiences.

The bottom line is that I think the 7" tablet is a great form factor and I prefer it to the iPad for a bunch of reasons. It is more mobile. It is lighter and more comfortable being held in one hand. And I like the amount of a page that is rendered on the 7" screen. It allows me to read more quickly.

The good news for iPad/iOS fans is that Apple is apparently going to come out with a 7" iPad soon. So you don't have to go Android to get the 7" experience. But if you want to try Android or you want to try a 7" experience right now, you might give the Nexus 7" a try. It's available for pre-order for $199. I don't know when it will broadly available but I suspect soon.

#Books#mobile

Mobile Is Where The Growth Is

If you look at any of the top web properties on comScore, Quantcast, Alexa or any other third party reporting service you will see that they all have been fairly flat over the first half of the year. You might think that all these big web services are flatlining.

We have seen this in our portfolio too. From board meeting to board meeting, we are seeing a similar pattern. Web is flattish. But mobile is growing like a weed.

I alluded to this in a post last week where I wished for an aggregated audience measurement service across mobile and web.

There is a significant shift going on this year, much more significant than we saw last year, from web to mobile. It is most noticeable in games, social networking, music, and news, but it is happening across the board and it presents both great opportunity and great challenges.

Mobile native services like Foursquare & Instagram have the most to gain from this transition. Big feature rich web apps like Facebook and Google have the most to lose from this transition.

Mobile does not reward feature richness. It rewards small, application specific, feature light services. I have said this before but I will say it again. The phone is the equivalent of the web application and the mobile apps you have on your home screen(s) are the features.

That is why Facebook should (and it looks like will) break its big monolithic web app into a bunch of small mobile apps. Messenger, Instagram (not yet owned by Facebook), and Camera are the model for Facebook on mobile.

User experience is not the only big change/challenge for companies trying to navigate this transition. Monetization is different too.

Approaches like display advertising don't work as well on mobile as they do on the web. And they don't work that well on the web. ARPUs (avg revenue per user) on mobile are lower for display based revenue models on mobile across the board.

On the other hand, commerce works great on mobile if you have a well integrated (one click) purchase experience. The freemium model (whether it is virtual goods in games, in app upgrades, or something else) works very well on mobile.

If you are going to operate a media model on mobile, look at Twitter's model for inspiration. The ads are the default content object (the tweet) and are delivered right in the primary user experience (the feed/timeline). It's not surprising that more than half of Twitter's ad revenue is coming from mobile.

All of this is good news for entrepreneurs since they are in the best position to take advantage of all of these changing dynamics. It is not as good news for those who find themselves operating a big Internet business started more than five years ago. You are going to need to make a hard right turn super fast without flipping over the car.

In the past fifteen years, we have seen Microsoft go from being an unstoppable force to being a non-factor in many important new markets, we have seen Google go from being an unstoppable force to being a non-factor in many important new markets, and I suspect we are going to see Facebook struggle with the same thing. RIM is dying quickly now. Yahoo! is a question mark.

In technology the more things change, the more the stay the same. You cannot ever rest. Because the big change that is going to upset your nice apple cart is right around the corner. Today that is mobile. Tomorrow, who knows? I am trying like hell to figure out what that will be and jump on it. Because that's how you play this game.

#mobile#VC & Technology#Web/Tech

Dropbox to Google Drive Sync

A number of companies send me documents in Dropbox. I am happy to get them that way. Most of these documents are .doc, .xls, and .ppt files. Since I don't use word, excel, and powerpoint anymore as part of my committment to move my entire computing experience to the cloud, I end up doing a hack which involves downloading the files to my desktop, then emailing them to myself in gmail, then opening them as google docs in google drive.

This convoluted process has the added benefit of then being able to share these documents freely with the USV team in our shared google drive. Many of the documents that are shared with me on Dropbox are shared in folders that I don't control and the rest of the USV team doesn't have access to.

What I am currently looking for and doing a fair bit of research on is the available services out there that sync Dropbox to Google Drive. I want to find one that works easily and reliably, and that allows me to automate the syncing of various dropbox folders to my google drive and then be able to open the file as a converted google doc.

I'd be grateful for advice on services that all of you are using to accomplish this task. If you are an entrepreneur who has built such a service, feel free to advocate for your service in the comments. We won't accuse you of spamming us with your marketing pitch.

Once I select a service to use, I will post about it here.

#Web/Tech

Top Ten Sources

I took at look at Google Analytics this morning and was a bit surprised to see the makeup of the top ten sources of traffic to AVC in the past month.

Avc sources may 2012

If we compare this to May 2010, when AVC got almost exactly the same amount of visitors, you can see that the makeup of traffic has changed a fair bit.

Avc sources may 2010

Search, Twitter, Stumbleupon, Facebook, and Disqus have all risen a fair bit as sources. Direct, Feedburner, Hacker News, and various specific sites have waned as sources of traffic.

Mobile visits have also doubled in the past two years from 11% to 22%. Frankly I thought they would be even higher by now.

What this tells me is platforms are ascendent as drivers of audience, particularly platforms like Twitter that are optimized for mobile.

It is also nice to see Disqus cracking the top ten. And the characteristics of the Disqus traffic is very different from the traffic that comes from the other top ten sources. The Disqus audience stays longer and is way more engaged. That makes sense. I hope to see Disqus rise in the top ten as they do more to drive traffic around their network.

It makes me think that Disqus could use a mobile reading app that shows Disqus users the interesting conversations happening in their network in real time. I would certainly be a big user of that.

But no matter how you slice it, we are in the era of mobile platforms. That is pretty clear to me this morning.

#Web/Tech#Weblogs

gmailsearch.com

This is a feature request. I'd love to see Google do this but I imagine this might also be possible via a third party service built on the gmail api.

I will often log into my gmail account on a conference room display in order to find a document that I want to load on the big screen. I do this a lot and I see many others do this frequently. Many entrepreneurs will do this when they come to see us. They will log into their gmail on the conference room display, they find the presentation they want to make, and then load that on the display.

The problem with this move, of course, is you briefly display your entire inbox to everyone in the room. That is suboptimal. But even so, I do this all the time. I've gotten pretty good at jumping into the search box quickly and running the search in order to get out of the inbox display.

So here's what I want. A simple app I can use that runs at something like gmailsearch.com. I go there, log into gmail, and then do a search on my inbox without having to reveal my entire inbox first.

It is possible that this feature already exists. If so, please tell me how to do this. I can't figure it out and I have tried. If this feature doesn't exist, it should.

#Web/Tech

Setting The Record Straight

The new media world has its pros and cons. The pros are that I've got a blog to set the record straight and that everybody is recording everything. The negatives are that bloggers don't feel compelled to write accurate headlines and twitter can amplify the inaccuracies when those headlines get tweeted and retweeted.

Let's take the interview I did with Mike Arrington yesterday to kick off Disrupt NYC (starts at 51.09 in the stream). We had a great chat. Mike asked a bunch of interesting questions and I tried to answer them honestly and openly.

As I was heading back to the office, I saw this tweet in my timeline:

 

 

I thought "Hmm, did I really say that?" Fortunately they recorded the entire interview and through a cool feature called snapid, you can go watch the exact one minute sequence where Mike and I discussed this.

As you can see, I never suggested that Google missed the boat on buying Twitter. Google is focused on G+ and Twitter is focused on building its business and staying independent. That's what is going on and that's what I said on stage.

#Web/Tech

Easy Come Easy Go

I just read that a lot of the social news reader traffic publishers like Washington Post and The Guardian were getting from Facebook has dropped off dramatically.

Next we will read that the traffic social video apps get from Facebook has dropped dramatically.

All of this reminds me of the big drop in traffic SEO driven sites deal with every time Google does an algorithm change.

SEO and Facebook timeline integration is "best practice" on the Internet. You should do both. They can be great free acquisition channels. But they are not great retention channels. Because easy come easy go.

Be your own bitch.

#Web/Tech

Moving To Google Hangouts

I saw that Brad Feld has been making the shift from Skype to Google Hangouts. I've been meaning to do that myself. Skype is the only piece of desktop software I have on my various machines other than a slew of web browsers.

But my decision last year to leave the world of files and apps and get to the cloud has been incredibly liberating. I want to finish it off. And so Google Hangouts here I come.

For those of you who have been using Hangouts, is there anyting I need to know? Does it work for multi-party videos? Does it work in all browsers? Does it work all around the world? Any reason why I should not do this?

#Web/Tech

Duck Duck Go Passed 1mm Searches Per Day

I'm a bit late with this news about our portfolio company Duck Duck Go but I am super excited about it so I'm posting it anyway. I'll let a tweet tell the story:

 

 

One million searches per day is not chump change. AOL does somewhere around four or five times that every day. And if you look at this public chart of Duck Duck Go's growth, you'll see that they may pass AOL sometime this year.

Ddg traffic

Why is DDG growing so fast? Well first and foremost, their product is getting better and better. I have changed all my browsers to default to DDG and I am watching the service improve before my eyes. And the redesign that launched around year end is excellent. So if you haven't tried DDG recently, you should give it a try.

But it may also be that other search engines are doing things that some users don't approve of and those users are shopping around for a new search engine. If you are in that camp, join me at DDG and see what clean, private, impartial and fast search is like.

#VC & Technology#Web/Tech

Understanding Twitter

Twitter is one of the most misunderstood companies I've ever worked with. When you are in the inside, or close to the inside, and you see what people write, it makes you shake your head.

Yesterday Dick Costolo, CEO of Twitter, was interviewed by Peter Kafka on stage at the D: Dive Into Media conference. Here's a 13 minute edit of that interview that I watched this morning. I think Dick does a great job of addressing much of the misinformation that has been written about Twitter this past few weeks.

I've worked with Dick since he was the co-founder and CEO of our former portfolio company Feedburner. I worked closely with Ev Williams to convince Dick to join Twitter and I am incredibly happy and also quite proud to see how good of a job he is doing running Twitter.

#Web/Tech