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Monday, May 30, 2011
Gillmor Gang 5.28.11 (TCTV)
This week's Gillmor Gang comes at the end of travel ? to New York for TechCrunch Disrupt and Las Vegas for the Forrester Analyst Forum. Disrupt continues to gather a head of steam, with the social effects of an emerging app ecosystem now being built out across the media and the enterprise. Although it seems still to be at the early stages with Twitter heading off a second front from Bill Gross, outbidding UberWhatever to buy Tweetdeck serves mostly to define the shape of the acquisition market as a hedge against IPOdom. Although the noise has died down about the Microsoft/Skype deal, enterprise analysts are tripping over themselves to handicap Steve Ballmer's job tenure. George Colony produced a Wave chart with Apple all alone upend to the right, Salesforce.com owning the next space, and as one senior analyst put it, only imaginary companies on the horizon to compete with us. I say us because apparently there are still a few who don't know I work for Marc Benioff. And Microsoft was well down and to the left in the view Colony calls the AppInternet. What we talk about today on the Gang may have something to with all this.
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