Comments on Novak Biddle Venture Partners, Jack Biddle - VC Predictions 2007TypePad2007-01-05T16:28:24ZJasonhttps://www.southeastvc.com/southeast_vc/tag:typepad.com,2003:https://www.southeastvc.com/southeast_vc/2007/01/novak_biddle_ve/comments/atom.xml/Alan Rimm-Kaufman commented on 'Novak Biddle Venture Partners, Jack Biddle - VC Predictions 2007'tag:typepad.com,2003:6a00d834529efe69e200d834d6069453ef2007-01-11T01:14:46Z2007-08-20T11:45:33ZAlan Rimm-Kaufmanhttp://www.rimmkaufman.com/rkgblog"Google collapses when Advertising Inc realizes 'bots' are accounting for most of the page views...and bots don't buy stuff." Errrr......<p>"Google collapses when Advertising Inc realizes 'bots' are accounting for most of the page views...and bots don't buy stuff."</p>
<p>Errrr... all serious Google advertisers track sales, and the sales are really there. The clicks are converting. Real customers, real credit cards, real orders, real revenue.</p>
<p>If the clicks don't convert, the advertisers cut those ads quickly.</p>
<p>Taking Holiday 2006 for example, across a large portfolio of B2C and B2C search clients with significant Google spend, we saw strong conversion and profits.</p>
<p>Recent data and discussion at</p>
<p><a href="http://www.rimmkaufman.com/rkgblog/2007/01/02/holiday-2006-sales-performance/" rel="nofollow">http://www.rimmkaufman.com/rkgblog/2007/01/02/holiday-2006-sales-performance/</a></p>
<p>and subsequent posts.</p>
<p>So while I agree with your "First Half" 1, 2, and 4, and with your "Second Half" 1, 2, and 3, respectfully, I think you're off base on your "First Half" #2.</p>
<p>Cheers --</p>
<p>Alan</p>Andrew Scott commented on 'Novak Biddle Venture Partners, Jack Biddle - VC Predictions 2007'tag:typepad.com,2003:6a00d834529efe69e200d834d5435b53ef2007-01-08T22:36:01Z2007-08-20T14:05:52ZAndrew Scotthttp://www.playtxt.netA nicely concise article and great read! I'm with Chris Comella and sure that 'most' page views are bot driven,...<p>A nicely concise article and great read! I'm with Chris Comella and sure that 'most' page views are bot driven, but there is certainly a backlash yet to be had about clickthrus and spam/fake clicks. Meanwhile, lets hope your last prediction is right, as we're doing all sorts of fun stuff ;-) Cheers, <br />
Andrew, Founder www.playtxt.net</p>chrisco commented on 'Novak Biddle Venture Partners, Jack Biddle - VC Predictions 2007'tag:typepad.com,2003:6a00d834529efe69e200d834d50c9a53ef2007-01-08T10:58:46Z2007-08-20T13:43:28ZchriscoInteresting, but way I think at least a little exaggerated: 1) The advertising model is not going to collapse. Advertising...<p>Interesting, but way I think at least a little exaggerated:</p>
<p>1) The advertising model is not going to collapse. Advertising dollars may shift around, rise and fall, but the model will not collapse.</p>
<p>2) I don't think any/many of us knows for sure, but I doubt botnets account for "most" page views.</p>
<p>3) I think most institutional investors know that 'participating in an important space' is not the same thing as actually making money. Those that don't will soon be looking for new jobs. </p>
<p>Cheers!<br />
-Chris Comella, Founder<br />
BuzzPal - The World Is Your Party<br />
<a href="http://www.buzzpal.com" rel="nofollow">http://www.buzzpal.com</a></p>