Google doesn't get social


Google has tried and failed for years to build a social networking site. Google's failure in social hasn't hurt it yet, but Facebook is growing into one of the biggest threats to Google out there. Gains in advertising for Facebook could be losses in advertising for Google. Google's inability to provide any challenge to Facebook could eventually cause trouble.


Apple doesn't get the cloud


For all the inventiveness at Apple, the company continues to rely on the desktop. Meanwhile, arch-rival Google is pushing deeper into cloud based applications.


We could pay $100 a year for MobileMe, but considering Google is giving away a comparable suite of applications, it doesn't make any sense to us. We think Apple introduces something to address this problem in the future, but for now it's a big blind spot in an otherwise very smart company.


Twitter's weakness is good product


If left to its own devices, Twitter wouldn't be the hit it is today. We don't know any Twitter power users that use its website. Power users generally rely on third party applications like TweetDeck, or Tweetie (which Twitter decided to buy.)


The reason? Using Twitter's website stinks. Twitter did not build a good product. It built a service. Other people turned it into a useful product.


Facebook underestimates the importance of privacy


Facebook and Mark Zuckerberg just emerged from a big privacy kerfuffle unscathed. Fine this time, but what happens next time? Because there will be a next time. Facebook has pushed its users to share more and more over time. At some point this has to hurt it, right?

Facebook和马克·扎克伯格(Mark Zuckerberg)刚刚从一场有关隐私争论的混乱状况安然无恙地脱身。这次是安全了,如果再次发生类似情况呢?因为肯定还会有下一次。Facebook鼓励用户随着时间的流逝分享越来越多的信息。从某种程度来说,这可能会带来伤害,难道不是吗?

Microsoft doesn't get the web


Microsoft has lost more money on the web than any company ever (we think). Since 1998, it lost over $10 billion in the online services division. We think it's fair to say Microsoft doesn't get the web.


AOL overestimates its brand


AOL thinks of itself as a strong brand on the internet. As such it considers itself a must buy for advertisers. According sources we've talked to, that's not the case anymore.


AOL is no longer a must-buy property. It needs strong sales people to sell the brand. Unfortunately, it just lost its top sales people.


Yahoo doesn't understand how to market itself


Yahoo is spending millions on pitching itself to the public with the "It's Y!ou" ad campaign. So far it's had little effect. The problem with the ad campaign is that Yahoo is not clear about what Yahoo means.


This is a problem that starts at the top of the company. At TechCrunch's conference, CEO Carol Bartz was asked, "What's Yahoo?" She answered the question awkwardly saying, "Listen Yahoo is a great company that is very, very strong in content for its users, uses amazing technology to serve up what increasingly we think is going to be the web of one."

 这个问题由公司高层引起。在TechCrunch的会议上,雅虎总裁卡罗尔·巴茨(Carol Bartz)被问道,“什么是雅虎?”她笨嘴笨舌地回答道,“雅虎听起来就是一家极好的公司,是未来互联网业独一无二的公司,它采用了不起的技术为用户提供海量且富有价值的资讯。”

MySpace doesn't get that it's over


We admire people trying to turn a company around, but we think it's over for MySpace. We're not sure the people at MySpace realize this.


eBay doesn't get design


eBay has consistently had one of the ugliest websites on the internet. It's completely convoluted and not easy to use. Which is a shame because eBay needs a clean, easy to use interface to appeal to as broad an audience as possible.


Adobe doesn't understand that Flash on mobile is a lost cause


Adobe has been trying to turn Flash into a mobile platform for years now. It has yet to work. It's finally getting onto Android, but the early reviews show it to be buggy. All the time and effort Adobe is putting into Flash for mobile will not be worth it. It's better to put resources elsewhere.



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