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Bruce Krulwich

 
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  • WhatsApp's Quiet Move Into Social Networking, And Why Facebook Should Worry [View article]
    @Piptief and @OlBlueEyes proof yet again that ideas are a very small component of success.....
    Mar 9, 2014. 03:22 AM | Likes Like |Link to Comment
  • WhatsApp And $19 Billion [View article]
    The price of Facebook's acquisition of WhatsApp seems like desperation, but the logic of the acquisition is clear. Here's a SeekingAlpha article about the effect of WhatsApp on social networking from about 6 months ago: http://seekingalpha.co...
    Feb 20, 2014. 07:53 AM | 1 Like Like |Link to Comment
  • Referral Traffic: Facebook And Twitter Lead As Google Lags Behind. [View article]
    I don't think that this is much of a surprise, given how all the social media sites operate and their audiences.

    A much more interesting comparison would be Google vs Facebook, meaning Google search not Google+. Or Google vs all social media sites combined. Are people getting recommendations off-line (or in email or chat) and Google'ing them, or are people getting recommendations by social network?
    Nov 14, 2013. 04:54 AM | Likes Like |Link to Comment
  • Can Facebook Survive Changing Demographics? [View article]
    One other point not yet mentioned: Facebook is about using the Facebook UI (mobile or web) which is an opportunity for ads and promotions. Twitter does not control the UI, especially on mobile, so their limited to in-line sponsored tweets, but cannot do other ad formats for the large number of their users that use 3rd-party mobile apps or feed readers to read their twitter feeds.
    Oct 28, 2013. 09:40 AM | Likes Like |Link to Comment
  • Can Facebook Survive Changing Demographics? [View article]
    Teen usage is very fluid, and can change quickly. First, expect to see them moving to WhatsApp as it moves from abroad to the States. http://seekingalpha.co...

    Second, the obvious open question is what Facebook may do to get back these users. Better support or dedicated mobile apps for common activities, like events, or groups, or product recommendations? They released a dedicated Messenger app, but it needs to be more usable.

    Especially with teens, every trend can change or be changed.
    Oct 27, 2013. 06:57 AM | 2 Likes Like |Link to Comment
  • Facebook: Artificial Intelligence Project Is A Game Changer [View article]
    Google and others use AI considerably in its ad targeting. That's why if you exchange some e-mail about a friend's vacation you can expect to be browsing a site with Google ads and see an ad for vacation travel, or if you browse a number of sites about Brazil you can expect in your GMAIL to see ads for South American vacations. What FB is doing here is an expansion of a lot of related research programs.
    Oct 1, 2013. 06:10 AM | 1 Like Like |Link to Comment
  • WhatsApp's Quiet Move Into Social Networking, And Why Facebook Should Worry [View article]
    For those who haven't heard of WhatsApp, see their usage stats from a few months ago here: http://goo.gl/6Cy4WM - Whatever it may be, I don't think that "silly" quite covers it. Again, I am positive on FB, both in terms of their future dominating social networking and in their future business-wise. But as many other companies prove, the only way to hold a lead is to watch what's going on around you.
    Sep 30, 2013. 05:06 PM | Likes Like |Link to Comment
  • WhatsApp's Quiet Move Into Social Networking, And Why Facebook Should Worry [View article]
    WeChat clearly has China, but in other Asian countries WhatsApp seems to be penetrating. Some good stats I've seen on this are here: http://bit.ly/169Suqz
    Sep 30, 2013. 11:37 AM | 1 Like Like |Link to Comment
  • WhatsApp's Quiet Move Into Social Networking, And Why Facebook Should Worry [View article]
    Yes, Blackberry's BBM is clearly strong in group messaging, but currently it's used predominantly by Blackberry device users.

    I've thought for years that Blackberry should split its messaging & services business from its devices business: http://bit.ly/17iY3TD

    That said, their target is clearly classic group messaging between working groups, primarily in business settings, and less the closed-group social networking side of the story. For all their success in business messaging, they have not yet beaten others at mass-market usability and media-oriented features. If they can pull that off, great!
    Sep 30, 2013. 10:06 AM | 1 Like Like |Link to Comment
  • WhatsApp's Quiet Move Into Social Networking, And Why Facebook Should Worry [View article]
    Thanks for all the comments - I'll try to give some thoughts and am curious what everything thinks.

    First, I am not down on Facebook. I also wrote an article titled Facebook Investors Stop Whining and be Patient for Profit: http://seekingalpha.co... - I think that Facebook is doing a good job balancing their need to increase revenues and their need to keep their system running in a way that got people on it in the first place.

    That said, I think they're missing some things. They're putting lots of work into their mobile app but not as much work into Messenger or into the simplicity of carrying out the most common actions. Usability has a 90/10 rule - 10% of the features are used 90% of the time. In Facebook maybe 5/95. They're putting work into the power of their mobile app, but besides chat heads we haven't seen innovation in Messenger usability.

    Second, yes, there are a lot of other apps out there. WeChat is big in Asia, and both WhatsApp and Facebook should keep an eye on them since they're moving into the USA. Skype and Viber and Line are doing well and support group chat, but are much more telephony/VoIP oriented.
    Sep 30, 2013. 03:47 AM | Likes Like |Link to Comment
  • Understanding Facebook's Waze [View article]
    Most news articles are saying "about $1 Billion." Some have said $1.1B or $1.3B.
    Jun 12, 2013. 08:48 AM | Likes Like |Link to Comment
  • Understanding Facebook's Waze [View article]
    OK, so now it's final, and Google is buying Waze. See here for details and my speculation about what it might mean for the future.... http://seekingalpha.co...
    Jun 12, 2013. 05:14 AM | Likes Like |Link to Comment
  • Understanding Facebook's Waze [View article]
    And now Google's jumping into the fray - but I still think as I wrote above, that Google might buy them to improve Google Maps or to deny them to Facebook, but it would be less transformational than if Facebook bought them. http://bit.ly/10V7kdl
    May 26, 2013. 06:14 AM | Likes Like |Link to Comment
  • Understanding Facebook's Waze [View article]
    Many other articles have pointed out that Facebook is taking a very long-term view in its acquisitions, and I think that both Instagram and (potentially) Waze are perfect examples. They have around $10B to spend from their IPO, and instead of using it on short-term benefit, they're using it to put themselves in what will hopefully be a strong position for long-term growth. Investing extra in social location and in picture-sharing make sense for the long-term, even if there are no short-term payoffs.
    May 19, 2013. 07:40 AM | 1 Like Like |Link to Comment
  • Understanding Facebook's Waze [View article]
    This is a fascinating question. There are regulations in place in Europe and being considered in the States, but most of them are solved by opt-in. It appears to me that most people will trade their privacy for savings or other benefits, or for social reasons. Any opinions?
    May 19, 2013. 07:27 AM | 1 Like Like |Link to Comment
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