Scott Rafer's Blog

reblogged from: Paul Dubois

"eBay noted that Paypal represents 50% of total payments on Facebook, and by the end of ‘09, gaming company Zynga was the 2nd largest Paypal merchant after eBay. Paypal had $500MM in virtual goods revenue in ‘09, which was 2x from ‘08, and we believe this could grow by 50% in ‘10."

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Another gem [pdf] from Mark Mahaney at Citicorp.

(via pauldubois)(via rafer)

Rafer sez:
It took me a day to realize it, but virtual goods are already 5%+ of EBay’s overall revenue, and PayPal is nearly 30% (?) of it. This is some of the sexiest revenue on the planet. Is it really priced in to EBay’s stock?

15 March 2010 at 8h01

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"When you hear people demanding that the Ten Commandments be displayed in courtrooms and schoolrooms, always be sure to ask which set."

— The New Commandments | Culture | Vanity Fair

14 March 2010 at 22h07

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» Verizon’s Vodafone Problem (Updated) - Tech Trader Daily - Barrons.com

14 March 2010 at 13h05

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reblogged from: Chris Howard

"Don’t ask a barber if you need a haircut -"

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Warren Buffet 2009 Annual Shareholder Letter (via chrisfhoward)

Rafer sez:
The same goes for all suppliers of consumables, including capital.

14 March 2010 at 12h17

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HTML5 Video-Specific Blog

Image by justinsomnia via Flickr

I’m unaware of an HTML5 video-specific blog that’s getting traction. Has anyone else seen one? If there is one, I’d be interested in getting involved.

(I mean someone blogging about the rise of the standard, not someone video blogging without Fla$h.)

14 March 2010 at 8h01

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Tags:

"The leaks underscored that European officials were concerned about the ever-changing pact and were unhappy that the United States’ “overarching objective” was to “facilitate the continued development of industry.” European drafters had said the document needed to “mention culture and individual creators and not only industry."

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Image via Wikipedia

European Parliament Rips Global IP Accord | Threat Level | Wired.com

Rafer sez:
Since 1980 we’ve been the @#$^!(# Empire, but it’s particularly frustrating when Europe shows that it’s actually the Rebel Alliance.

13 March 2010 at 22h11

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Tags:

reblogged from: sampled + sorted

davidporter:egillhardar:

My Little Stormtrooper Pony.

Amusing.

Posted 13 March 2010 at 16h07 | 10 notes and Comments

xkcd: Single Ladies

Posted 13 March 2010 at 14h06 | 2 notes and Comments

reblogged from: hey, it's noah

"I’m really tired about people viewing food as the enemy. No longer are our yogurts simply fat free (do you know how hard it is to find a full fat yogurt??), they write right on the label “guilt free.” An unhealthy relationship with food is unhealthy at any weight."

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Interesting comment over at Metafilter.

This is Why You’re Fat (and why I am too) | MetaFilter

(via heyitsnoah)

Rafer sez:
@noahbrier It’s actually a completely brainwashed zombie response. It’s time to start viewing much of agribusiness as the enemy. They’ve picked up all the tricks of the tobacco industry but have escaped the blame for obesity, heart disease, et al, as those diseases create less obvious cause-and-effect than cigarettes do with lung cancer and emphysema.

13 March 2010 at 12h06

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