Om Malik at GigaOM has the news of a grim meeting that leading Silicon Valley venture capital firm Sequoia Capital held yesterday for its portfolio firms. The CEOs were greeted…
A week after Yahoo executives defended their controversial search advertising deal with Google, the search giant joined the fray today with its own rationale. The deal, announced in mid-June, faces…
John Dvorak, who loves to get a ruckus going, contends we’re now in a bubble. I’m not convinced by his particular arguments, but I’ve seen signs of a bubble for…
“Times are good, money is flowing, and Silicon Valley sucks.” So says Mike Arrington at TechCrunch, and I think he’s latching onto something that has been building for awhile: Despite…
Marco Rosella at Central Scrutinizer has some helpful badge designs for Web 2.0 startups, which should be especially handy at the upcoming Web 2.0 Conference. There are four escalating message…
My colleagues Peter Burrows and Justin Hibbard have written a story on private-equity firms circling the Valley—an interesting analysis of why it may be time for some tech companies to…
John Battelle, riffing off a Paul Kedrosky post, puts his finger on the problem with the proliferation of Web 2.0 companies. A lot of folks insist it’s not a bubble…
Mike Arrington at TechCrunch says the social-networking service Bebo has turned down a $550 million buyout offer—not far off from what News Corp. paid for MySpace. Bebo’s asking price: north…
My colleagues Justin Hibbard and Heather Green examine not only the overriding question in Silicon Valley—are we in a mini-bubble, at least in Web startups?—but how that’s coloring the way…
Steve Rubel thinks so, based on the severe reaction to Yahoo’s earnings miss on Tuesday. Much as I see a lot of signs of a bubble, I think it’s a…
So says a News.com story: “Like the swallows to Capistrano and the New England Patriots to the NFL playoffs, the MBAs are returning to Silicon Valley.” Uh-oh….
Piper Jaffray analyst Safa Rashtchy raised his target price on Google today to $600 by year-end. I’m sure I’m not the only one who’s reminded of former CIBC Oppenheimer (then…
Mike Arrington also wonders if there’s a bubble brewing after all in the land of Web 2.0. His latest red flag is stupid parties: “I was invited, and drove 25…
BusinessWeek writers Peter Burrows, Cliff Edwards, Olga Kharif, Aaron Ricadela, Douglas MacMillan, and Spencer Ante dig behind the headlines to analyze what’s really happening throughout the world of technology. One of the first mainstream media tech blogs, Tech Beat covers everything from tech bellwethers like Apple, Google, and Intel and emerging new leaders such as Facebook to new technologies, trends, and controversies.