Comments on: Duncan Riley’s “Challenge to Network Television” Revisited

By: Duncan Riley’s “Fully Transactional Web 2.0 Banners” Revisited : The Drama 2.0 Show

Fri, 11 Apr 2008 04:08:48 +0000

[...] a shame. Duncan’s revolutions never seem to come to fruition. He is like the Web 2.0 version of Paul Revere. Unfortunately, Joseph Warren never seems to show [...]

By: Paul

Paul — Sat, 29 Mar 2008 16:12:29 +0000

Interesting in looking at the stats for the video sites that none mention REVENUES, CASH FLOWS, etc.

Without going to the effort of actually checking current advertising rates, even assuming the unrealistically high rate of $1.00 CPM, at 20M pvs/month Justin is still bringing in only @$20k/month. Likely not enough to even cover hosting. Presumably they are looking at bringing in more high-value video advertising but that will hamper their user growth, so we can assume there will not be any material video ads in the near term.

So what’s the exit for the VCs and founders? Will never be significantly profitable from organic growth, and the only reason a strategic acquirer will pay a premium multiple is if Justin is a destination brand which can be leveraged into something more than the current site value prop. So, can someone explain to me the expected endgame for the site founders and investors?

No player hating towards them and I wish them success – but I’ve been through the (powerpoint) rise and (real world) fall of a 2.0 startup, so I continue to follow it with interest and a skeptical eye.

Paul

By: Drama 2.0

Drama 2.0 — Wed, 26 Mar 2008 06:07:52 +0000

There’s nothing wrong with doing both.

By: antje wilsch

antje wilsch — Wed, 26 Mar 2008 00:05:47 +0000

not sure whether to laugh or cry!!!

By: Drama 2.0

Drama 2.0 — Tue, 25 Mar 2008 19:32:38 +0000

The Drama 2.0 Show Uncensored looks something like:

By: antje wilsch

antje wilsch — Tue, 25 Mar 2008 19:19:39 +0000

well maybe I would watch those, so add to my list to be able to watch streams on my computer or my TV if I so chose. I’d listen to Walt Mossberg or a handful of others (i’d listen to yours, but you’d have to show your face so I know that isn’t going to happen)///

By: Drama 2.0

Drama 2.0 — Tue, 25 Mar 2008 18:17:05 +0000

Antje: the key is that you want TV shows and movies, not “eventstreams” featuring Justin Kan and Robert Scoble.

By: antje wilsch

antje wilsch — Tue, 25 Mar 2008 17:55:48 +0000

well you know, it’s one step in the proces. Going to be a lot of carnage along the way.

What I want is pretty simple:
- watch my videos/ movies on my big screen HD TV
- rent/ get my movies (no downloading, I want them instantly or at least super fast!) and watch them when I want to
- able to download ALL espisodes of any TV show available for me to watch when I want to
- record and watch my TV shows whenever I want to
- manage my movies, TV shows etc. from my computer or my TV, whenever I want (synched)
- no returns / expirations
- never step foot in a smelly, loud movie theatre again
- no commercials
- reasonable fees for this

I’m not going to sit in front of my computer and watch movies or TV shows.

So while many of the individual attempts are failures and lots of money will be wasted along the way, might just be part of the evolutionary steps to get there.