Friday, June 25, 2010

Facebook Is Closing the Ad Revenue Gap with the Portals

Facebook’s self-serve ad product apparently generated $300 to $400 million in revenue in 2009, a significant portion of the $800 million or so Facebook generated in total. The self-serve system allows advertisers to create small ads that appear on the right-hand side of Facebook pages and then target the ads to segments of the Facebook audience.

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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped

There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...