Leden 2012

Zitra zacina DomainFest

30. ledna 2012 v 19:49
Uz se tady v LA poflakuju dva tydny (25 stupnu, slunecno, posilam pozdravy), zitra konecne zacina DomainFest, nejvetsi domenova konference roku. Jako tradicne kazdy rok, tak i letos organizujeme warm-up party u nas na baraku. Jinak zitra jde ven major news, ze navazujeme exkluzivni partnerstvi mezi Elephant Traffic a Parking Crew, coz z nas udela hybridni parking/monetizacni platformu.

Pruprava na heads up challenge

29. ledna 2012 v 10:55
Posledni tri dny pomerne intenzivne battlujem s tim, jehoz jmeno nelze ani vyslovit, v heads-up sit n go's. Odehrali jsme jich odhadem tak 50. Hrajeme systemem serie na 5 viteznych o 300 tis + 100 tis za kazdy sitko. Cili kdyz nekdo vyhraje serii treba 5:2, tak vyhral 600 tis. Je to hodne vyrovnany, zatim vedu o 1,5 mio. Je naprosto zrejme, ze v tyhle konkretni discipline na sebe mame edge maximalne nizky jednotky procent.

Tiger Global best performing hedge fund minuly rok

29. ledna 2012 v 3:11
Tiger Global, jehoz jeden investment vehihlce vlastni i pekny podil v ceskem Seznamu, se v zebricku Bloomberg Global Markets umistil za minuly rok na prvnim miste v kategorii velkych hedge fundu s vynosem 45%. V soucasne dobe ma pod spravou $6 miliard. Imho hlavnim duvodem obrovskyho vynosu bylo IPO ruskyho Yandexu na Nasdaqu, kde Tiger vlastnil tez znacny podil.

Funk Moguls - Superstar Levels

24. ledna 2012 v 21:53
Muj spoluzak z vesnicky skoly si dneska rika Dj Aka a tvori polovinu kapely Funk Moguls. Prave vydavaji na labelu Bombastic Jam silene naslaplou pecku Superstar Levels, je to takovej mix funku, breaku a trosku i dubstepu, kazdopadne super party hit na cesky pomery. Link zde.

Shopping clubs mania

23. ledna 2012 v 23:59
Koukam, ze se Slevomat Group chysta vstoupit na pole, kteremu dosud v Cechach dominovaly bigbrands.cz a fashiondays.cz - private shopping cluby ala Vente Privee. Je zrejme, ze daily deal trh v Cechach nelze uz nafukovat, tak logicky krok Slevomatu je nejak utilizovat v jinych segmentech, moda&luxus je asi nejlogictejsi. Jsem zvedav jestli si Slevomat bude sam resit i logistiku, nebo jestli to resi nejak s partnerem.

Skromny kluk Pavel Matousek

20. ledna 2012 v 17:58
Se nam tady odhaluje v rozhovoru o business aaapoptavka.cz, coz je takovej hezkej hidden champion, o kterym moc lidi v Ceskym IT nevedi.

Megaupload.com mel trzby $42 mio v roce 2010

19. ledna 2012 v 23:52
V souvislosti se zavrenim megaupload jsem tady v tomhle clanku objevil, ze MU mel v roce 2010 trzby zrejme $42 mio. Tot jenom ukazka jak je tenhle "virtual locker" business financne zajimavy, samozrejme jsou tam ale obrovsky naklady s bandwidth a hardwarem, ale i tak. Mr. Kim Dotcom se asi mel dobre. Nas Zdenda boj s ulozto.cz uz zrejme vzdal, tak cesti majitele si muzou jeste chvilku tenhle business v CR podojit. Zajimalo by me kolik provize na tech smskach v CR udelaji?

Update: Tak prej ulozto dela ta 4 mio Kc na provizich z smsek, rika nekdo kdo toho vidi

Beepl beta spustena!

19. ledna 2012 v 3:23
Checknete Beepl, novy start-up, ktery financujem spolecne s Credo Ventures a RSJ boys. Je to v podstate Q&A platforma, takova chytrejsi Quora obohacena o semantiku + umi smerovat vase dotazy na konkretni experty. Za Beeplem stoji genialni programator Honza Paricka, kdyz jsem ho poprvy videl, tak vypadal na umreni (v podstate nonstop 6 mesicu programoval). Zajimavy na tomhle start-upu je i to, ze jeho CEO je Steve O'Hear, coz je byvaly sefredaktor evropskyho tech crunche.


Cesi prohrali uz $7,5 milionu na pokerstars

16. ledna 2012 v 0:06
Objevil jsem docela zajimavou statistiku kolik jednotlivy zeme v agregatu prohrali/vyhrali na pokerstars za celou dobou. Ceska republika je celkove 7,5 milionu dolaru minus (z toho jeden jediny hrac je zodpovedny cca za 20% tyhle prohry - Nasud). Nejvic samozrejme nechali na pokerstars Americani, celkem $367 milionu, pak Nemci (151 milionu) a Kanadani (145 milionu). Zajimavy je, ze nekolik zemi je v agregatu dokonce v plusu, jsou to plus minus ale vsechno zeme kam emigrovali top americky hraci po online poker banu, ti budou za ty vyhry zodpovedni, je to hlavne Malta, Gibraltar, Monaco, Costa Rica apod. Nesmirne zajimavy je, ale ze Belorusko je v plusu a to pri docela velkym vzorku hracu - zrejme maji talent. Z velkych zemi nejhorsi prohernost na 100 hand maji Italove - tzn na tom, ze Italove jsou spatni hraci asi fakt neco bude.

Jaky byl rok 2011 v domenovym bizu a jak vidim rok 2012

13. ledna 2012 v 2:15
Prave jsem dopsal odpovedi pro rocenku DNJournal, ktera by mela vyjit tak za dva tydny. Tak moje odpovedi tady postuju - domenam se totiz tady moc na blogu posledni dobou nevenuju...


Q: First I would like to know what you considered to be the most significant events and/or trends in your category of the industry (if you are an individual investor that would be your category) and in the industry overall in 2011(this can be a single event/trend or multiple ones) - and if applicable, how these events/trends might affect the industry or your category going forward.



A: Since my category is monetization (being a large owner of domains with type-in traffic and also partner in Elephant Traffic, our monetization solution) I'll touch mostly this area. I see 2011 as a year when domain monetization finally stabilized or in some cases even increased after the free fall that started after 2008, when the monetization market peaked. I see three main reasons for this: 1. The domain channel has been finally cleaned up (read: bad traffic has largely been removed), 2. Google syndicating its feed to multiple new partners in 2011. This has increased competition between parking companies, hence domainer payouts have increased, 3. The rise of alternative monetization such as zero click (direct to advertiser) or affiliate marketing, which have now completely taken over certain verticals from parking.

As for the industry as a whole, there was definitely strength in the aftermarket in low to mid-priced domains. I see the main catalyst for this being integration with the registrar channel and the move to buy it now pricing. Also the primary market - the registrar side of the business - had a pretty good year and I believe that should continue into the future.




Q: Now let's look ahead to 2011. What challenges and/or opportunities, or trends, do you see ahead in 2012 in your category and the industry as a whole?



A: To start off - from a macro perspective - if 2011 was the year of stabilization, 2012 should be the year of returning to growth, not explosive growth, but at least some kind of growth.

In monetization, I believe domain earnings should be stable to growing for domainers due to the three factors I mentioned above. A big trend I think we will see in 2012 is the commoditization of the PPC parking business, which will mean much smaller margins and hence profitability for parking companies - I think this will cause more trouble to the incumbents such as Sedo, DomainSponsor and Oversee. On the flipside - I think parking companies will finally be forced to innovate and undergo a transformation from mere feed syndicators to full blown monetization platforms, reaching out directly to advertisers, introducing new products etc, all to the benefit of the ultimate traffic owner - the domainer.

In the industry as a whole, a lot of the growth will come from the new GTLD craze with the application window opening shortly. I believe there will certainly be a few success stories going forward, but my expectation - to contrary belief - is that most new GTLD strings will end up as failures, a huge amount of money (tens to hundreds of millions) being burnt in the process. As for the aftermarket in 2012, I do see growth in the the low to medium priced market but softness in the million dollar+ segment. The primary - registrar - market should continue growing fairly well. Overall, 2012 should be a decent year for the domaining industry as a whole.

The Naked and Famous -Punching in a Dream

13. ledna 2012 v 0:32
Nadupana pecka...


Slevovy trh v roce 2011: obrat 1,95 miliardy Kc

5. ledna 2012 v 23:49
Trh ze oproti roku 2010 zbruba zpetinasobil, jak jsem se docetl zde. Radeji ale pocitam tu metriku revenues, co pouziva groupon, ke ktery se dopocitame takto> odecteme 20% dph, cimz jsme na nejakych 1,6 miliardy. No a z toho nejakych 15% konci za prsty slevovych serveru, tzn nejaky ocisteny obrat vsech ceskych slevoserveru byl 240 milionu Kc.

Coz se jevi jako hezky cislo, ale na druhou stranu zisk bude dost marginalni. Z tyhle castky 240 mil Kc podle me jenom tak ctvrtinu uz sezraly agregatory, takze zbyva tak 180 mil. Minimalne dalsich 60 milionu spolykala dalsi reklama mimo agregatory (radio, print, internet), tak jsme na nejakych 120 milionech Kc, z kterych se musi zaplatit veskera rezie, lidi apod. Z toho logicky plyne, ze moc zisku se v tomhle slevo segmentu v roce 2011 nevytvorilo.Zlaty dul, jak si mnozi mysli, to rozhodne neni.

2012 by mel byt z tohohle pohledu lepsi - prece jenom velky slevoservery uz maji vytvoreny zakaznicke kmeny a do toho marketingu budou muset odlejvat min (cimz jim vyroste zisk), mensi ale dal budou muset silne topit do reklamy, aby meli obrat.

Gorila 7.1. v Lucerne

4. ledna 2012 v 11:04
Pokud jste jeste nevideli Gorilu, mate jedinecnou moznost tuto sobotu v Lucerne. Jsou dva terminy 17.00 a 19.00 a vstupne je 89 kacek! Vice terminu v dalsich mestech na webovych strankach.