I like how the anti-bubble articles are now pinpointing the specific weaknesses of the companies. Well, the stories following LI's IPO were more about how the investors pumped up the value, than anything criticizing LI itself. But yeah, are we due to see critiques of of any other high-profile startups that are going public? Because I want to see what's wrong with Pandora.
Under the hood, Groupon is declining in Boston
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Re: Under the hood, Groupon is declining in Boston
#22I like how the anti-bubble articles are now pinpointing the specific weaknesses of the companies. Well, the stories following LI's IPO were more about how the investors pumped up the value, than anything criticizing LI itself. But yeah, are we due to see critiques of of any other high-profile startups that are going public? Because I want to see what's wrong with Pandora.
Once a company files for an ipo they enter a quiet period in which they cannot answer or speak in the media. It's open season on them until the Day. Go back and look T articles about google between April and august 2004.
Re: Under the hood, Groupon is declining in Boston
#23I like how the anti-bubble articles are now pinpointing the specific weaknesses of the companies. Well, the stories following LI's IPO were more about how the investors pumped up the value, than anything criticizing LI itself. But yeah, are we due to see critiques of of any other high-profile startups that are going public? Because I want to see what's wrong with Pandora.
I strongly believed that LinkedIn was overvalued, but I didn't think it was a basket case.
LinkedIn has loyal users, and it is moderately profitable. It just has to figure out how to best monetize them.
LinkedIn has some potential if it can figure out an effective monetization strategy. People keep coming back to LinkedIn without LinkedIn paying hugely to attract them.
Groupon is highly vulnerable to competition and even now it is very not profitable. Insiders are also cashing out to a huge degree.
I think Groupon is unique in its current position. It is in a much worse position than LinkedIn in my opinion. LinkedIn is a viable business, although it may not grow to be absolutely huge (although it might), but Groupon could easily go to zero and quite quickly.
Re: Under the hood, Groupon is declining in Boston
#24I like how the anti-bubble articles are now pinpointing the specific weaknesses of the companies. Well, the stories following LI's IPO were more about how the investors pumped up the value, than anything criticizing LI itself. But yeah, are we due to see critiques of of any other high-profile startups that are going public? Because I want to see what's wrong with Pandora.
I strongly believed that LinkedIn was overvalued, but I didn't think it was a basket case. LinkedIn has loyal users, and it is moderately profitable. It just has to figure out how to best monetize them. LinkedIn has some potential if it can figure out an effective monetization strategy. People keep coming back to LinkedIn without LinkedIn paying hugely to attract them. Groupon is highly vulnerable to competition and…
So Groupon may be a MySpace that will be doomed by its Facebook, you mean.
Re: Under the hood, Groupon is declining in Boston
#25[deleted]
Re: Under the hood, Groupon is declining in Boston
#26Having own mailing lists in the past, I can say this is most likely true. Think about it - most deals Groupon sends are not of interest to you. Because of that, you're gonna ignore more and more of their emails, and eventually you're gonna stop opening those emails. The open rate of a Groupon email will just keep decreasing, and as such as the value of a subscriber base is gonna deteriorate.
Fwiw I never check my Groupon emails, but I check every Groupon notification on my Android. Dunno if I'm a representative data point or not, but something to keep in mind.
Re: Under the hood, Groupon is declining in Boston
#27I cant see their costs coming down anytime soon. Their customer acquisition costs are $1.43 for every $1 spent. And now, with "Real time groupons" launched in Chicago, imagine the amount of deals they will have to line up that would require for them to keep me interested. I dont deny that they are attacking a problem that I do have - "Where should I go out to eat tonight?" and target me with real time deals based on…
I keep seeing this question: "Where should I go out to eat tonight?"
I live in NYC. I can find the answer to that question in 1000 places, online and offline. I can't see how a daily discount email service helps to answer that question.