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	<title>Buysiders.com &#187; Tech</title>
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	<description>Investidor Profissional (IP)&#039;s blog: value investing across disciplines and around the globe</description>
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		<title>Netflix, studios and Latin America</title>
		<link>http://blog-en.investidorprofissional.com.br/2011/05/10/netlix-studios-and-latin-america/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2011/05/10/netlix-studios-and-latin-america/#comments</comments>
		<pubDate>Tue, 10 May 2011 13:55:58 +0000</pubDate>
		<dc:creator>IP</dc:creator>
				<category><![CDATA[Corporate Governance]]></category>
		<category><![CDATA[Corporate Strategy]]></category>
		<category><![CDATA[Food for thought]]></category>
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		<category><![CDATA[netflix]]></category>
		<category><![CDATA[NFLX]]></category>

		<guid isPermaLink="false">http://www.buysiders.com/?p=2105</guid>
		<description><![CDATA[Netflix is pushing into Latin America and the strategy is interesting: it's trying to acquire content such as soap operas to stream them into customers' homes. It's good to imagine the trade-off playing in the Media companies' strategy sessions - between the fear of cannibalizing sales and the need to partner with this strange ally now, while they're still offering decent terms. We're glad to sit on the sidelines.]]></description>
			<content:encoded><![CDATA[<p>Netflix is pushing into Latin America, say both the <a title="Netflix in LatAm - FT.com" href="http://www.ft.com/cms/s/0/aca4069c-79a6-11e0-86bd-00144feabdc0.html" target="_blank">Financial Times</a> and <a title="Netlix in LatAm - Bloomberg" href="http://www.bloomberg.com/news/2011-05-04/netflix-said-to-seek-latin-america-rights-to-shows-from-disney-paramount.html" target="_blank">Bloomberg</a>, and the strategy is interesting: it&#8217;s trying to acquire content such as the popular soap operas to stream them into customers&#8217; homes. It&#8217;s interesting to imagine the trade-off playing in the Media companies&#8217; strategy sessions: on the one hand, studios are scared by <a title="Plunge in DVD sales poses challenge for Hollywood - FT.com" href="http://www.ft.com/cms/s/0/672f0a84-74f7-11e0-a4b7-00144feabdc0.html" target="_blank">the not-so-slow death of DVD sales</a> and are perhaps <a title="Media companies change tune on Netflix - WSJ.com" href="http://online.wsj.com/article/SB10001424052748704681904576311242398530246.html" target="_blank">starting to see Netflix as an inevitable ally</a>. On the other hand, it&#8217;s also easy to imagine their reluctance to potentially cannibalize the Pay TV channel (pun not intended). We&#8217;re happy not to be in their shoes, but even happier that we don&#8217;t have to act when we don&#8217;t have conviction&#8230; More links on Netflix inside, including an interesting piece saying that part of Netflix&#8217;s success is due to its aggressive pay scheme.<span id="more-2105"></span></p>
<p>The New York Times had this piece on May 8th highlighting Netflix&#8217;s monthly stock option award schemes. Another bullish part in the same article is worth highlighting: <em>&#8220;A new adversary sounds intimidated. Charlie Ergen, whose Dish Network bought <a title="More articles about Blockbuster Inc." href="http://topics.nytimes.com/top/news/business/companies/blockbuster_inc/index.html?inline=nyt-org">Blockbuster</a> out of bankruptcy, says he does not plan to challenge Netflix on streaming because of its &#8216;insurmountable lead&#8217;.&#8221;</em></p>
<p>We&#8217;ve posted before on Netflix:</p>
<p><a title="Recommendation software in Brazil - at Buysiders.com" href="http://www.buysiders.com/2010/12/10/recommendation-software-in-brazil/" target="_blank">Recommendation software in Brazil</a> &#8211; Dec. 10th, 2010</p>
<p><a title="Two tidbits on Cisco - at Buysiders.com" href="http://www.buysiders.com/2010/11/04/two-tidbits-on-cisco/" target="_blank">Two tidbits on Cisco</a> &#8211; November 4th, 2010 &#8211; An article titled &#8220;Will Netflix destroy the Internet&#8221; has us thinking about the implications for Cisco, but it&#8217;s a nice reminder of the data-intensive aspect of Netflix.</p>
<p><a title="Creative destruction at Netflix - at Buysiders.com" href="http://www.buysiders.com/2010/08/13/two-small-updates/" target="_blank">Two small updates</a> &#8211; Aug. 13th, 2010 &#8211; The second update is about &#8220;creative destruction&#8221; at Netflix.</p>
<p><a title="Netflix doing the right things - at Buysiders.com" href="http://www.buysiders.com/2009/10/05/netflix-doing-the-right-things-at-the-right-time/" target="_blank">Netflix doing the right things at the right time</a> &#8211; Oct. 5th, 2009 &#8211; However, <a title="Quick update on Netflix - at Buysiders.com" href="http://www.buysiders.com/2010/03/15/quick-update-on-netflix/" target="_blank">as we&#8217;d post on March 15th 2010</a>, not always&#8230;</p>
<p><a title="Netflix's smart crowdsourcing initiative - at Buysiders.com" href="http://www.buysiders.com/2009/09/22/netflixs-smart-crowdsourcing-initiative/" target="_blank">Netflix&#8217;s smart crowdsourcing initiative</a> &#8211; Sept. 22nd, 2009 &#8211; The Netflix challenge was a pioneer crowdsourcing initiative that yielded success and quite a lot of &#8220;brand/business clout&#8221;.</p>
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		<title>Group buying in Brazil</title>
		<link>http://blog-en.investidorprofissional.com.br/2011/05/06/group-buying-in-brazil/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2011/05/06/group-buying-in-brazil/#comments</comments>
		<pubDate>Fri, 06 May 2011 13:51:42 +0000</pubDate>
		<dc:creator>IP</dc:creator>
				<category><![CDATA[Corporate Strategy]]></category>
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		<category><![CDATA[Retailing]]></category>
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		<category><![CDATA[groupon]]></category>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=2089</guid>
		<description><![CDATA[From the "business models we must understand" series, group buying in Brazil is moving fast with two deals/ funding rounds announced in the last 2 days. We have a collection of links with these moves and to our previous posts on the subject.]]></description>
			<content:encoded><![CDATA[<p>We&#8217;ve been looking at the industry with great interest, but in the &#8220;business models we must understand&#8221; state of mind rather than as investors (given the frothy valuations we&#8217;ve seen abroad and lack of listed vehicles). While <a title="Groupon - USA" href="http://www.groupon.com" target="_blank">Groupon</a> in the US garners most of the attention and <a title="LivingSocial's website" href="http://livingsocial.com/" target="_blank">LivingSocial</a> is a distant second, in Brazil <a title="Peixe Urbano's website (in Portuguese)" href="http://www.peixeurbano.com.br" target="_blank">Peixe Urbano</a> was the pioneer and <a title="Groupon Brazil's website (in Portuguese)" href="http://www.groupon.com.br" target="_blank">Groupon Brasil</a> is trying to catch up. On May 4th <a title="ClickOn's website - in Portuguese" href="http://www.clickon.com.br" target="_blank">ClickOn</a>, a relevant local player, <a title="Globo buys 40% of ClickOn - startupi" href="http://startupi.com.br/en/2011/globo-buys-40-of-clickon/" target="_blank">sold 40% of the company</a> to Mosaico, an <a title="Mosaico Internet's website" href="http://www.mosaicointernet.com/home/en" target="_blank">investment vehicle</a> for TV/Media giant Globo, and today Peixe Urbano <a title="Peixe Urbano's funding round - TechCrunch" href="http://techcrunch.com/2011/05/06/brazils-peixe-urbano-takes-significant-growth-round-from-general-atlantic-and-tiger-global/" target="_blank">announced a funding round</a> with General Atlantic and Tiger Growth &#8211; both moves are bound to spice things up in the local market. Inside a collection of links regarding the latest moves and our previous posts on the subject.<span id="more-2089"></span></p>
<p><strong>Our previous posts on the subject:</strong></p>
<p><a title="Groupon link collection - at Buysiders.com" href="http://www.buysiders.com/2010/12/31/new-years-eve-bonus-groupon/" target="_blank">New Year&#8217;s Eve bonus: Groupon</a> (Dec. 31st, 2010) &#8211; Our massive  collection of Groupon-related articles and videos. We wanted to gather  as much relevant material as possible in the arena.</p>
<p><a title="Facebook and local deals - at Buysiders.com" href="http://www.buysiders.com/2011/01/28/facebook-and-local-deals/" target="_blank">Facebook and Local Deals</a> (Jan. 28th, 2011) &#8211; Facebook can&#8217;t be ignored.</p>
<p><strong>Other sources (don&#8217;t miss the video!):</strong></p>
<p><a title="Mosaico buys 40% of ClickOn - InvestInBrazil.biz" href="http://investinbrazil.biz/news/mosaico-acquires-40-cent-brazils-clickon-closure-round-financing-73b4" target="_blank">Mosaico buys 40% of ClickOn</a> &#8211; InvestInBrazil.biz, May 4th &#8211; Nice summary and interviews with the CEOs of Mosaico and ClickOn.</p>
<p><a title="Peixe Urbano's official press release - Reuters" href="http://www.reuters.com/article/2011/05/06/idUS122143+06-May-2011+PRN20110506" target="_blank">Peixe Urbano&#8217;s official press release in English</a> &#8211; Reuters, May 6th &#8211; A bit more color and numbers, but not the relevant ones.</p>
<p><a title="Benchmark Capital's stake in Peixe Urbano - TechCrunch" href="http://techcrunch.com/2011/01/12/benchmark-capital-takes-stake-in-brazils-peixe-urbano/" target="_blank">Benchmark Capital acquires stake in Peixe Urbano</a> &#8211; TechCrunch, Jan. 12th</p>
<p>Must-see video interview with Julio Vasconcellos, CEO of Peixe Urbano, on TechCrunch on July 29, 2010. (6:49).</p>
<p><script src="http://player.ooyala.com/player.js?width=557&amp;height=313&amp;embedCode=1ybm5sMTo6v55vPl6uZ3OqiSYeCS7EHb&amp;deepLinkEmbedCode=1ybm5sMTo6v55vPl6uZ3OqiSYeCS7EHb&amp;video_pcode=11amo6qGw2oucN78pR-BYbDpCESk"></script></p>
]]></content:encoded>
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		<title>Making real &#8220;stuff&#8221;</title>
		<link>http://blog-en.investidorprofissional.com.br/2011/04/24/making-real-stuff/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2011/04/24/making-real-stuff/#comments</comments>
		<pubDate>Mon, 25 Apr 2011 02:27:18 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=2043</guid>
		<description><![CDATA[The web is making it easier to fund/ develop companies that aren't web-based at all, and actually make tangible products. In the words of an MIT professor, "The situation resembles the way that anyone with a laptop and an Internet connection can now start a Web-based company" - and we all know what innovation and wealth creation can come out of that "mold".]]></description>
			<content:encoded><![CDATA[<p><em><strong>UPDATE (April 25th, 16:18): Incredible 4-minute video posted inside, sent by a reader. Many thanks!</strong></em></p>
<p><a title="A web edge for makers of real stuff" href="http://www.nytimes.com/2011/04/21/technology/21make.html" target="_blank">Very interesting story in the NYT this Sunday</a>: how the Web is making it easier to fund/ develop companies that aren&#8217;t web-based at all, and actually make tangible products. It reminded us of a conversation we had internally last Tuesday about &#8220;<a title="Open-Source Hardware - Wikipedia" href="http://en.wikipedia.org/wiki/Open-source_hardware" target="_blank">open-source chips</a>&#8221; and other electronic hardware available for a fraction of the cost of a few years ago, and how much easier it is nowadays to build prototypes. All that was needed was a way to organize like-minded people and help their ideas find interested investors, however tiny the capital needs. No longer. In the words of an MIT professor, <em>&#8220;The situation resembles the way that anyone with a laptop and an Internet connection can now start a Web-based company&#8221;</em> &#8211; and we all know what innovation and wealth creation can come out of that &#8220;mold&#8221;.<br />
<span id="more-2043"></span></p>
<p>TED Talk by Marcin Jakubowski on &#8220;Open-sourced blueprints for civilization&#8221;  &#8211; Feb 2011 (4:11)</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="560" height="349" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/6GEMkvT0DEk?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="560" height="349" src="http://www.youtube.com/v/6GEMkvT0DEk?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
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		<title>Game changers</title>
		<link>http://blog-en.investidorprofissional.com.br/2011/03/24/game-changers/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2011/03/24/game-changers/#comments</comments>
		<pubDate>Thu, 24 Mar 2011 19:01:23 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<category><![CDATA[Steve_Jobs]]></category>

		<guid isPermaLink="false">http://www.buysiders.com/?p=1928</guid>
		<description><![CDATA[We've stumbled upon a series of videos by Bloomberg Television on Game Changers, and the first episode we saw is fantastic and profiles Steve Jobs. There are many interesting moments and lessons, but one that stuck with us concerns the power of ideas and the inspiration/ motivation they bring - not just to potential customers but, in Apple's case at a time when morale was at the lowest point, also internally. That's when the team finally "awoke" and all that brilliance in engineering/ product design/ marketing was brought together to create, as a VC says in the video, "the greatest comeback in corporate history".]]></description>
			<content:encoded><![CDATA[<p><em><strong>UPDATE (March 29th, 2011):</strong> We&#8217;ve posted two new videos at the end of the post, courtesy of our readers! Thank you and <a title="Send us an e-mail!" href="mailto:editor@buysiders.com" target="_blank">keep those suggestions coming</a>.</em></p>
<p>We&#8217;ve stumbled upon a <a title="Bloomberg TV: Game Changers series" href="http://www.bloomberg.com/tv/shows/game-changers/" target="_blank">series of videos by Bloomberg Television on Game Changers</a>, and the first episode we saw is fantastic and <a title="Bloomberg Game Changers - Steve Jobs" href="http://www.bloomberg.com/video/66625228/" target="_blank">profiles Steve Jobs</a>. There are many interesting moments and lessons, but one that stuck with us is about the power of ideas and the inspiration/ motivation they bring &#8211; not just to potential customers but, in Apple&#8217;s case at a time when morale was at the lowest point, also internally. That&#8217;s when the team finally &#8220;awoke&#8221; and all that brilliance in engineering/ product design/ marketing was brought together to create, as a VC says in the video, <em>&#8220;the greatest comeback in corporate history&#8221;</em>.</p>
<p>We also highlight two groundbreaking and extremely timely TV spots that changed Apple&#8217;s history &#8211; and more.</p>
<p><span id="more-1928"></span></p>
<p>Bloomberg Game Changers, Episode 2: Steve Jobs (47:39)</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="512" height="308" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="flashvars" value="file_url=http%3A//videos.bloomberg.com/66626118.flv&amp;autoplay=false&amp;site=blp.embed&amp;zone=vod/gamechangers&amp;EnableLogging=true&amp;LoggingDomain=www.bloomberg.com&amp;sz=1x1&amp;tile=1&amp;poster_url=http%3A//www.bloomberg.com/apps/data%3Fpid%3Davimage%26iid%3Di2z2.v_OqvD0" /><param name="src" value="http://cdn.gotraffic.net/flash/BloombergMediaPlayer.swf" /><param name="wmode" value="opaque" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="512" height="308" src="http://cdn.gotraffic.net/flash/BloombergMediaPlayer.swf" wmode="opaque" flashvars="file_url=http%3A//videos.bloomberg.com/66626118.flv&amp;autoplay=false&amp;site=blp.embed&amp;zone=vod/gamechangers&amp;EnableLogging=true&amp;LoggingDomain=www.bloomberg.com&amp;sz=1x1&amp;tile=1&amp;poster_url=http%3A//www.bloomberg.com/apps/data%3Fpid%3Davimage%26iid%3Di2z2.v_OqvD0" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p>The 1984 Macintosh launch spot on Superbowl Sunday, 1984. Directed by Ridley Scott and shown just on that occasion, it&#8217;s considered one of the best TV ads of all time:</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="480" height="390" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/OYecfV3ubP8?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="480" height="390" src="http://www.youtube.com/v/OYecfV3ubP8?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p>This is a pearl of a video. A 1983 Steve Jobs keynote explains the &#8220;1984&#8243; ad context &#8211; and then shows it to a spellbound audience of (admittedly) Apple fans:</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="480" height="390" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/lSiQA6KKyJo?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="480" height="390" src="http://www.youtube.com/v/lSiQA6KKyJo?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p>The second TV ad is &#8220;Here&#8217;s to the crazy ones&#8221;, and came at a time when Apple was in trouble and Steve Jobs had just been brought back as interim CEO. As one guy argues in the Bloomberg video, it&#8217;s almost as if the ad was directed more for the people at Apple than for the &#8220;outsiders&#8221;.</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="480" height="390" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/4oAB83Z1ydE?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="480" height="390" src="http://www.youtube.com/v/4oAB83Z1ydE?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p>Finally: Steve Jobs&#8217; commencement speech at Stanford University in 2005. Brilliant.</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="480" height="390" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/D1R-jKKp3NA?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="480" height="390" src="http://www.youtube.com/v/D1R-jKKp3NA?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p><strong>UPDATE: we received requests and suggestions by our readers, so we post two new and impressive videos:</strong></p>
<p>A young Steve Jobs introduces the Macintosh in 1984 (5:11):</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="480" height="390" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/2B-XwPjn9YY?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="480" height="390" src="http://www.youtube.com/v/2B-XwPjn9YY?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p>This is another version of the 1983 keynote we have already posted above, but after that part there&#8217;s a skilfully-edited section of the TV coverage of the Mac launch at the time. Very interesting stuff (9:55):</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="640" height="390" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/ISoWKxKyWhQ?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="640" height="390" src="http://www.youtube.com/v/ISoWKxKyWhQ?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
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		<title>Two quick notes</title>
		<link>http://blog-en.investidorprofissional.com.br/2011/02/22/two-quick-notes/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2011/02/22/two-quick-notes/#comments</comments>
		<pubDate>Tue, 22 Feb 2011 20:18:06 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=1831</guid>
		<description><![CDATA[Two quick notes. One: IBM's "Watson" computer beating humans at Jeopardy has people yearning to use the technology in Finance. Really?? Two: South Koreans may get one gigabit per second Internet in every household by 2012. Any Brazilian paying almost US$ 100 for half-decent connections is certainly thinking about how much time this country has lost...]]></description>
			<content:encoded><![CDATA[<p>One: We were going to refrain from commenting on IBM&#8217;s &#8220;Watson&#8221; computer defeating Jeopardy &#8220;experts&#8221;. Too much noise, too soon to comment, etc. &#8211; but <a title="Financial sector sees IT as its savior - FT" href="http://www.ft.com/cms/s/0/a8ff2548-3de3-11e0-99ac-00144feabdc0.html" target="_blank">then the Financial Times came along</a> and shamelessly used the Watson &#8220;promise of higher automation via improved A.I.&#8221; to discuss the larger issue of IT in the financial services/ banking industries. &#8220;Famous last words&#8221; candidate?</p>
<p>Two: The South Korean government apparently isn&#8217;t satisfied with its citizens&#8217; access to the Internet. <a title="Internet may get even faster in South Korea - NYT" href="http://www.nytimes.com/2011/02/22/technology/22iht-broadband22.html" target="_blank">Now it&#8217;s promising 1 Gbps</a> &#8211; yes, that&#8217;s a &#8220;G&#8221; for gigabit &#8211; for every household by 2012. What kinds of experiments and business models may arise from these speeds? Brazil has come a long way in the last 15-20 years, but this is a great reminder of how much time we&#8217;ve lost.</p>
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		<title>Two quick updates</title>
		<link>http://blog-en.investidorprofissional.com.br/2010/12/28/two-quick-updates/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2010/12/28/two-quick-updates/#comments</comments>
		<pubDate>Tue, 28 Dec 2010 17:41:10 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=1576</guid>
		<description><![CDATA[We often find relevant articles related to subjects we've already discussed at Buysiders.com, and we post them as updates while linking to the original post(s). While each update should be interesting on its own, the idea is to read the whole "thread", especially as time goes by and we develop a sense of history. In IP's case, our Intranet dates back to 2003 and back then we made an effort to find older articles about companies and sectors we were studying. Being able to tap into this rich history is quite valuable and we hope to build the same wealth of links at Buysiders.com. In today's piece we're posting two updates about different subjects: crowdsourcing and e-publishing/ the "Web is dead" debate.]]></description>
			<content:encoded><![CDATA[<p>Every once in a while we find relevant articles related to subjects we&#8217;ve already discussed at Buysiders.com, and we post them here as updates while linking to the original post(s). While each update should be interesting on its own, the idea is to read the whole &#8220;thread&#8221;, especially as time goes by and we develop a sense of &#8220;history&#8221;. In IP&#8217;s case, our Intranet dates back to 2003 and back then we made an effort to find older articles about companies and sectors we were studying &#8211; sometimes much older than 2003. We find that being able to tap into this rich history is quite valuable and we hope to build the same wealth of links at Buysiders.com.</p>
<p>In today&#8217;s piece we&#8217;re posting two updates about different subjects: crowdsourcing and e-publishing/ the &#8220;Web is dead&#8221; debate.<span id="more-1576"></span></p>
<p><a title="The latest entry on &quot;crowdsourcing&quot; at Buysiders.com" href="http://www.buysiders.com/2010/12/23/group-i-q/" target="_blank">Crowdsourcing</a>: This article regards cash-strapped academia enlisting <a title="Scholars recruit public for project - NYT" href="http://www.nytimes.com/2010/12/28/books/28transcribe.html" target="_blank">volunteers via the web</a> to help in different projects &#8211; leveraging, <em>&#8220;if not the wisdom of the crowd, then at least its fingers, inviting anyone &#8211; yes, that means you &#8211; to help transcribe some of the 40,000 manuscripts (&#8230;)&#8221;</em> &#8211; manuscripts by philosopher Jeremy Bentham in this case. This type of crowdsourcing is more in line with <a title="Wikipedia" href="http://www.wikipedia.org/" target="_blank">Wikipedia</a> and perhaps even <a title="SETI @ home" href="http://setiathome.berkeley.edu/" target="_blank">SETI@home</a>. Makes us wonder what sort of opportunities we&#8217;re missing in Brazil.</p>
<p>The <a title="Accessing the e-book revolution at FT.com" href="http://www.ft.com/cms/s/0/d1248de4-11f4-11e0-92d0-00144feabdc0.html" target="_blank">other article regards e-publishing</a> and the whole <a title="The latest entry on &quot;The death of the web&quot; at Buysiders.com" href="http://www.buysiders.com/2010/12/08/more-on-the-death-of-the-web/" target="_blank">&#8220;Web is Dead&#8221; debate</a>. The latest entry is written by Steven Johnson, of &#8220;<a title="Where Good Ideas Come From at Amazon.com" href="http://www.amazon.com/Where-Good-Ideas-Come-Innovation/dp/1594487715/ref=sr_1_1?s=books&amp;ie=UTF8&amp;qid=1293560612&amp;sr=1-1" target="_blank">Where Good Ideas Come From</a>&#8221; fame (we&#8217;ve <a title="Where do Good Ideas Come From? at Buysiders.com" href="http://www.buysiders.com/2010/09/30/where-do-good-ideas-come-from/" target="_blank">posted about it here</a>), and he argues in favor of &#8220;web mirroring&#8221; of digital content &#8211; to allow for searching and cross-linking that really helps spread ideas and (just as importantly) connect from one idea to the next. In his words, <em>&#8220;Writing  articles in unlinkable environments in 2010 is like publishing a  scholarly book in 1800 and refusing to allow it to appear in any library  or bibliography anywhere in the world.&#8221;</em></p>
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		<title>Fun with Facebook</title>
		<link>http://blog-en.investidorprofissional.com.br/2010/12/17/fun-with-facebook/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2010/12/17/fun-with-facebook/#comments</comments>
		<pubDate>Fri, 17 Dec 2010 14:02:41 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=1522</guid>
		<description><![CDATA[We've all heard about the Social Network movie, but a better time allocation is the Web2.0 Summit interview with the man himself, The Time Magazine Person of The Year, Mark Zuckerberg. Before we poke some fun at Facebook, here's a thought: we do make fun of what's relevant to us the more mainstream it gets, yet it doesn't necessarily mark the end of an era. Think of Microsoft Windows, the OS we all have loved to hate for the last 25 years or so and it's still there. The "winner takes all" aspect of the network effect in Facebook's case is a fragile argument - what network are we talking about, and why will we have to interact with it the Facebook way? Just because we can't see today what could topple Facebook, it doesn't mean something - or likely a combination of "things" - won't.]]></description>
			<content:encoded><![CDATA[<p><a href="http://www.ritholtz.com/blog/2010/12/uh-oh-facebook-founder-zuckerberg-is-time-man-of-the-year/"><img class="alignleft" title="Zuckerberg, Time's Person of the Year" src="http://www.ritholtz.com/blog/wp-content/uploads/2010/12/poy_cover_z_1215.jpg" alt="" width="129" height="172" /></a>We&#8217;ve all heard about the Social Network movie (probably most of us have seen it). A better time allocation is the Web2.0 Summit interview embedded inside with the man himself, The Time Magazine Person of The Year, Mark Zuckerberg.</p>
<p>Before we poke some fun at Facebook, here&#8217;s a thought: we do make fun of what&#8217;s relevant to us the more mainstream it gets, yet it doesn&#8217;t necessarily mark  the end of an era. Think of Microsoft Windows, the OS we all have loved  to hate for the last 25 years or so and it&#8217;s still there. The &#8220;winner takes all&#8221; aspect of the network effect in Facebook&#8217;s case is a fragile argument &#8211; what network are we talking about, and why will we have to interact with it the Facebook way? Just because we can&#8217;t see today what could  topple Facebook, it doesn&#8217;t mean something &#8211; or likely a combination of &#8220;things&#8221;  &#8211; won&#8217;t.</p>
<p><span id="more-1522"></span></p>
<p><img title="More..." src="../wp-includes/js/tinymce/plugins/wordpress/img/trans.gif" alt="" />The 56-min interview on Web 2.0 Summit:</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="560" height="340" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/CRUOl03nZIc?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="560" height="340" src="http://www.youtube.com/v/CRUOl03nZIc?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p><img title="More..." src="../wp-includes/js/tinymce/plugins/wordpress/img/trans.gif" alt="" /></p>
<p>OK, here it is: when Mark Zuckerberg <a title="Zuckerberg, Person of the Year - Big Picture blog" href="http://www.ritholtz.com/blog/2010/12/uh-oh-facebook-founder-zuckerberg-is-time-man-of-the-year/" target="_blank">makes the cover of Time Magazine   as &#8220;Person of the Year&#8221;</a>, is this the peak for Facebook (via Big Picture blog)? Plus, two   videos depicting one&#8217;s life story on Facebook in two very different ways   &#8211; both sometimes funny, sometimes endearing but always interesting.</p>
<p>Facebook, the BOOK (1:11)</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="560" height="340" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/HTIxF02K8pk?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="560" height="340" src="http://www.youtube.com/v/HTIxF02K8pk?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p><em><a href="http://vimeo.com/16889815">When Facebook becomes a book</a> from <a href="http://vimeo.com/siavoshzabeti">Siavosh Zabeti</a> on <a href="http://vimeo.com">Vimeo</a>.</em></p>
<p>A Life Told on Facebook (2:52) &#8211; this one is a little dark and has strong language, but it&#8217;s brilliant.</p>
<p><object classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="560" height="340" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=6,0,40,0"><param name="allowFullScreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="src" value="http://www.youtube.com/v/tANfOKa5IDQ?fs=1&amp;hl=en_US" /><param name="allowfullscreen" value="true" /><embed type="application/x-shockwave-flash" width="560" height="340" src="http://www.youtube.com/v/tANfOKa5IDQ?fs=1&amp;hl=en_US" allowscriptaccess="always" allowfullscreen="true"></embed></object></p>
<p><a title="If Facebook existed years ago" href="http://www.vinniev.com/if-facebook-existed-years-ago" target="_blank">If Facebook existed years ago</a> &#8211; the cockroach saying &#8220;whatever&#8221; to the meteor shower that supposedly killed the dinosaurs is worth the click.</p>
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		<title>Recommendation software in Brazil</title>
		<link>http://blog-en.investidorprofissional.com.br/2010/12/10/recommendation-software-in-brazil/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2010/12/10/recommendation-software-in-brazil/#comments</comments>
		<pubDate>Fri, 10 Dec 2010 09:00:42 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=1501</guid>
		<description><![CDATA[We've discussed the Netflix challenge in detail at Buysiders.com, and the "analytics"/ "data capturing and processing" theme is very important in our research. But we hadn't posted about examples in Brazil! This Exame magazine article (in portuguese) solves this and mentions a few companies, including Saraiva. As people may guess even before reading the article, yes, the people behind this Brazilian "recommendation software" company did participate in the original Netflix contest.]]></description>
			<content:encoded><![CDATA[<p>We&#8217;ve discussed the Netflix challenge in detail at Buysiders.com, as in <a title="Netflix's smart crowdsourcing initiative at Buysiders.com" href="http://www.buysiders.com/2009/09/22/netflixs-smart-crowdsourcing-initiative/" target="_blank">this Sept. 2009 post</a>. The <a title="Data-rich Facebook at Buysiders.com" href="http://www.buysiders.com/2009/10/15/data-rich-facebook/" target="_blank">&#8220;analytics&#8221;</a>/ <a title="TIm O'Reilly explains the cloud - Buysiders.com" href="http://www.buysiders.com/2010/07/27/the-cloud-explained/" target="_blank">&#8220;data capturing and processing&#8221;</a> theme is very important in our research. But we hadn&#8217;t posted about examples in Brazil! <a title="Software that reads minds - Exame (in portuguese)" href="http://clipping.cservice.com.br/Extranet/materia/materia.aspx?materia=7208482&amp;canal=20620&amp;cliente=BAF6d2BB23o=" target="_blank">This Exame magazine article</a> (in portuguese) solves this and mentions a few companies, including Saraiva. As people may guess even before reading the article, yes, the people behind this Brazilian &#8220;recommendation software&#8221; company did participate in the original Netflix contest.</p>
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		<title>More on the death of the Web</title>
		<link>http://blog-en.investidorprofissional.com.br/2010/12/08/more-on-the-death-of-the-web/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2010/12/08/more-on-the-death-of-the-web/#comments</comments>
		<pubDate>Wed, 08 Dec 2010 14:21:05 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=1481</guid>
		<description><![CDATA[An article called "Why the iPad should rival the Web" is another entry in the "The web is dead/ long live the Internet" debate. It's a pretty interesting look at iPad magazines allowing immersion that web sites can only dream of. That people actually spend 45 minutes in an iPad magazine makes us envious in terms of the Buysiders readers' experiences - which are not unlike that of other blogs - with its average of 1.96 pages per visit and average time on site of 2:50... But there's more on the subject.]]></description>
			<content:encoded><![CDATA[<p>This FT article called &#8220;<a title="Why the iPad should rival the Web - FT" href="http://www.ft.com/cms/s/0/6130938a-fd85-11df-a049-00144feab49a.html" target="_blank">Why the iPad should rival the Web</a>&#8221; is another entry in the <a title="The future of the web at Buysiders.com" href="http://www.buysiders.com/2010/11/24/the-future-of-the-web/" target="_blank">&#8220;The web is dead/ long live the Internet&#8221;</a> debate. It&#8217;s a pretty interesting look at iPad magazines allowing immersion that web sites can only dream of. That people actually spend 45 minutes in an iPad magazine makes us envious in terms of the Buysiders readers&#8217; experiences &#8211; which are not unlike that of other blogs &#8211; with its average of 1.96 pages per visit and average time on site of 2:50&#8230; But there&#8217;s more on the subject.<span id="more-1481"></span></p>
<p><a title="Proclaimed dead, Web is showing new life - NYT" href="http://www.nytimes.com/2010/11/01/technology/01webwalls.html" target="_blank">An October 31st article in the New York Times</a> tempers the &#8220;Web is dead&#8221; argument with numbers that show how the internet is still growing fast, and faster still in locations where apps and smartphones still have a long way to go. OK, we understand how the &#8220;average&#8221; may be tilted towards the Web in the short term, but this argument doesn&#8217;t change the fact that if the trend holds in the US and other developed nations, the emerging markets will eventually catch up. This article&#8217;s usefulness is also about linking to two other articles:</p>
<p>- This <a title="The Splinternet - Forrester Research" href="http://forrester.typepad.com/groundswell/2010/01/the-splinternet-means-the-end-of-the-webs-golden-age.html">January 27th article about a &#8220;Splinternet&#8221;</a> is one of the original &#8220;web is dead&#8221; manifestos. While Forrester Research is obviously interested in scaring people into buying whatever consulting project they have for this aspect, it doesn&#8217;t subtract from the trend &#8211; and yes, we&#8217;d love to read <a title="Forrester's full report on the Splinternet - US$ 499.00" href="http://www.forrester.com/rb/Research/splinternet/q/id/56303/t/2" target="_blank">their full report</a>. Amazingly enough, the article was written just before the iPad was unveiled, and here&#8217;s a follow-up article called <a title="Proof that the Splinternet is real - Forrester" href="http://forrester.typepad.com/groundswell/2010/01/proof-the-splinternet-is-real.html" target="_blank">&#8220;Proof that the Splinternet is real</a>&#8220;.</p>
<p>- This article called <a title="Closing the digital frontier - Atlantic Monthly" href="http://www.theatlantic.com/magazine/archive/2010/07/closing-the-digital-frontier/8131/" target="_blank">&#8220;Closing the Digital Frontier&#8221;</a> on the July/ August 2010 issue of The Atlantic Monthly goes back to the early years of the web and its neo-hippie inspirations of ultimate freedom. It&#8217;s a nice backdrop to all of the debate, and a reminder of how the content providers were sucked into the &#8220;free information now&#8221; idea and almost committed business suicide. It&#8217;s also amazing to read some of the grandiose statements of the hacker/ cyberworld/ netizen era of the early 1990&#8242;s and compare it to today&#8217;s models&#8230; Always good to think about early-stage technology&#8217;s promises and bold statements. There&#8217;s also an article called <a title="Information wants to be paid for - Atlantic Monthly" href="http://www.theatlantic.com/magazine/archive/2010/07/information-wants-to-be-paid-for/8161" target="_blank">&#8220;Information wants to be paid for&#8221;</a> that&#8217;s just a short manifesto in favor of the &#8220;freemium&#8221; model that appears to be emerging in the publishing business.</p>
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		<title>Delivering an MBA via Facebook</title>
		<link>http://blog-en.investidorprofissional.com.br/2010/11/29/delivering-an-mba-via-facebook/</link>
		<comments>http://blog-en.investidorprofissional.com.br/2010/11/29/delivering-an-mba-via-facebook/#comments</comments>
		<pubDate>Mon, 29 Nov 2010 20:15:10 +0000</pubDate>
		<dc:creator>IP</dc:creator>
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		<guid isPermaLink="false">http://www.buysiders.com/?p=1443</guid>
		<description><![CDATA[What took it so long? Now people can get an internationally-accredited MBA using the same platform they're already so used to. The people behind this initiative claim that it didn't take a lot of capex $$ to port their Moodle-based e-learning solution to an Facebook app. We've studied online education and while it is definitely not just about the underlying tech, going to Facebook can potentially help some schools leapfrog other schools' sunken investments in proprietary technologies.]]></description>
			<content:encoded><![CDATA[<p>What took it so long? Now <a title="Poking, tagging and now landing an MBA - NYT" href="http://www.nytimes.com/2010/11/29/education/29iht-educlede29.html" target="_blank">people can get an internationally-accredited MBA</a> using the  same platform they&#8217;re already so used to. The <a title="The London School of Business and Finance" href="http://www.lsbf.org.uk/" target="_blank">people behind this initiative</a> claim that it didn&#8217;t take a  lot of capex $$ to port their <a title="Moodle, the open-source CMS/ LMS/ VLE" href="http://moodle.org/" target="_blank">Moodle</a>-based e-learning solution to an  Facebook app. We&#8217;ve studied online education and while it is definitely not just about the  underlying tech, going to Facebook can potentially help some schools leapfrog other schools&#8217; sunk investments in proprietary technologies.</p>
]]></content:encoded>
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