Both Sides of the Table

SEPTEMBER 17, 2013

In my last post I pointed out that many of the media commentators who have criticized the YouTube video network companies as not having strong businesses were mistaken. The best “MCNs” are in fact building strong technology businesses with rapid growth and strong, defensible assets. Not so fast.

Company 339

Company Companies Technical Review Content 339

socalTECH

MARCH 12, 2013

What is it about the content delivery network market which has enabled Santa Monica-based EdgeCast to go from startup to over $100M in revenues in only a few, short years? We serve up four to five percent of the global Internet on our network. We're in the domain of hiring relatively technical people, gearheads.

CTO Hire 248

CTO Hire Content Networking Web 248

Both Sides of the Table

JUNE 28, 2018

While this reaction to such a valuation is understandable, to anybody who has seen the meteoric rise in consumer demand and actual revenue the valuation is much less surprising and may turn out to be quite conservative. Ah, but Bird doesn’t have network effects! Is Bird really defensible? Couldn’t anybody launch a competitor?

Santa Monica 256

Santa Monica Funding Startup Course 256

Both Sides of the Table

NOVEMBER 8, 2010

The formation of Hulu was defensive – designed to stop another YouTube or Napster from emerging and causing disruption to the TV industry. To say that the tech elite were cynical of Hulu’s launch would be an understatement , but by the time it launched just a few months later it was getting great reviews.

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Hulu Technical Review Content Advertising 292