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Advertising Wants to be Measurable – An Investment Thesis

Both Sides of the Table

When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. And if you have hundreds of millions of search queries and only 0.5% click on the search ads (versus the organic results) you still have a very large market. Early evidence is good.

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Is it a Good Idea to Have Ads in Tweets?

Both Sides of the Table

Facebook popularized the short-form “status update&# and this initially is called the “feed&# but over time starts to become known as the “ stream.&# Twitter then popularizes the idea of having only a stream (e.g. So we ended up with “real-time streams&# in Twitter, Facebook, MySpace, Blip.FM, etc.

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