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Advertising Wants to be Measurable – An Investment Thesis

Both Sides of the Table

One of the investment themes I’ve been focused on in the past 3 years has been Performance-Based Marketing. When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. I believe that many social networks confused this idea. Thus, we click!

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Is it a Good Idea to Have Ads in Tweets?

Both Sides of the Table

People rightly recognize that comments on blogs are just a form of a stream and thus the growth of open commenting platforms like Disqus and IntenseDebate. As we learned from our investment in Overture and the subsequent success of Google, “intent-based&# advertising is enormously powerful. Check out TwtApps alone!

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Retro: My Favorite Blog Post on Raising VC

Both Sides of the Table

There was no viral social networking products back then like Twitter where people could easily discover your content. The only other ways to get discovered was to have good organic search results or to get covered by a major blog site. Web service architecture that provides a content management platform for the Internet.