RBC came out with a very interesting analysis today that looked at how much Facebook…
Entrepreneurship
Every time I read about Yahoo‘s share of the search market I wonder to what sites the Yahoo traffic is actually going. Here is the mystery: depending on the source, Yahoo’s share of the US search market is around 20% give or take (e.g. Compete numbers or ComScore numbers) but when I look at the […]
borisRBC came out with a very interesting analysis today that looked at how much Facebook…
People search must account for a significant portion of Google search traffic and it is…
Every time I read about Yahoo‘s share of the search market I wonder to what sites the Yahoo traffic is actually going. Here is the mystery: depending on the source, Yahoo’s share of the US search market is around 20% give or take (e.g. Compete numbers or ComScore numbers) but when I look at the actual numbers of our portfolio companies I have never seen a site that gets more than 7% of its search engine traffic from Yahoo with many sites rather being in the 1-2% range. So while the sample might not be perfect, it can definitely not explain this large discrepancy – so here are a few theories that I came up with:
Perhaps it is a combination of these factors but it is such a large discrepancy that I just don’t fully understand what is happening.
Data / AI / ML
This November marks three years since the launch of ChatGPT. That moment brought AI into the mainstream, with large language models (LLMs) seen as the breakthrough technology powering it. Since then, innovation in AI has been relentless — perhaps one of the fastest cycles we’ve ever witnessed in tech. It’s worth pausing to reflect on […]
borisIt’s hard to believe that it has been three years since my first day at…
“It takes 10 years and $30m to become a great investor.” This quote has stuck…