Investors Are Salivating Over Zuckerberg’s Plans For Search. Here’s Why

Facebook Search Engine Clean.54 PM copy 2 DoneFacebook’s share price has rocketed up from 19.46 to 22.00 since Mark Zuckerberg talked at TechCrunch Disrupt Tuesday, and numerous sources in the investment community tell us it was his declaration that Facebook will tackle search that excited them most. Rather than incremental increases in revenue that better ad units could bring, the prospect of the social network taking on a whole new business offers an upside worth betting on.

But what would Facebook search look like? Not a straight-up, standalone search engine say experts and a Facebook employee. But that doesn’t mean Facebook’s double-down on search won’t threaten the mighty Google.

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Investors Are Salivating Over Zuckerberg’s Plans For Search. Here’s Why

Facebook Search Engine Clean.54 PM copy 2 DoneFacebook’s share price has rocketed up from 19.46 to 22.00 since Mark Zuckerberg talked at TechCrunch Disrupt Tuesday, and numerous sources in the investment community tell us it was his declaration that Facebook will tackle search that excited them most. Rather than incremental increases in revenue that better ad units could bring, the prospect of the social network taking on a whole new business offers an upside worth betting on.

But what would Facebook search look like? Not a straight-up, standalone search engine say experts and a Facebook employee. But that doesn’t mean Facebook’s double-down on search won’t threaten the mighty Google.

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Yammer’s David Sacks On Why The Startup Opportunity Ain’t What It Used To Be (And How Microsoft Integration Is Coming Soon)

IMG_0623Fewer than three months after Microsoft bought Yammer for $1.2 billion, founder David Sacks says that it is preparing to announce the first signs of integration “soon.” Speaking on the sidelines of the TechCrunch Disrupt conference, Sacks said that product announcements are being prepared for Yammer’s cloud-based enterprise social networking platform to appear in several Microsoft products. These could include products like Lync, Sharepoint and Office 365 — although Sacks would not directly confirm which one.

The integration of once-startup Yammer into the Leviathan that is Microsoft was one of the many fitting topics of conversation between Sacks and Mike Arrington on stage today. Sacks explained why he thought that tech startups needed to find new opportunities away from traditional technology.

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Uber’s Travis Kalanick On Regulators: You Have To Grit Your Teeth, Be A Warrior, Or Do Something Less Disruptive

kalanickAs car service Uber continues its expansion across the U.S. and beyond — its business is growing 26% month-on-month right now — it has found itself on the wrong side of rules and regulations, and in the firing line of the Taxi Establishment. Today, the company’s founder and CEO, Travis Kalanick, came out swinging with fighting words for his competitors and the bodies that regulate all of them.

“Every city we go to eventually the regulators will make something up to keep us from rolling out or continuing our  business,” he told an audience at TC Disrupt in San Francisco. Talking about the tos and fros that have followed Uber to Washington and Boston, he suggests that the struggle to grow its service may not be over. “Just because we have rolled out does not mean they like you.”

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Zuckerberg Shows He’s The Right Man For The Job. Now That Job Needs Doing

Zuckerberg, LeaderThis was no sweaty, hoodie-clad boy genius. Today at TechCrunch Disrupt, Mark Zuckerberg demonstrated he’s a business man, a mobile product visionary, and most importantly, a leader Facebook’s employees can look up to.

Speaking quickly but confidently, he admitted mistakes. But Zuck’s accomplishment today was meeting his biggest questions and criticisms head on. With the smile of man holding a royal flush, he laid out his vision for the next phase of Facebook’s evolution: a mobile-first product we love to use but that gives advertisers unique ways to reach us through the devices we can’t put down.

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Studyhall Launches A Peer-To-Peer Learning & Collaboration Network For Students

Screen shot 2012-09-07 at 9.24.31 PMStudyhall, which launches at TechCrunch Disrupt SF today, is a peer-to-peer platform and network that is built specifically for students. Sorry, teachers, it’s not for you. Yet.

A number of startups have emerged in the last year looking to dethrone the old guards of higher education technology, like Blackboard. Yet, while many educational platforms are limited in what they offer students, focusing instead on building tools for educators and teachers, one startup is taking an alternative (or, in its own words, “populist”) approach.

The startup believes that it can do just as much to benefit the learning process and boost student retention and performance by focusing its efforts on providing them with an educational platform that offers live, interactive studying and sharing.

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Facebook’s Zuckerberg On Being Under The Radar: I Would Rather Be Underestimated

stay focused & keep shippingMark Zuckerberg, the CEO of Facebook, closed off his interview with Mike Arrington today at TC Disrupt SF with a very modest assessment of himself and what Facebook (reminder: world’s biggest social network; pushing 1 billion users) is doing, and in some way, offered an explanation for the company’s hammered stock price, down by half since its IPO in May.

“I would rather be underestimated,” he said. “I think a bunch of people are underestimating us.”

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Mark Zuckerberg: “A Facebook Phone Just Doesn’t Make Any Sense”

facebook-phone-design-1“I’ve been bugging you about Facebook phone for months,” said Michael Arrington in Mark Zuckerberg’s first interview since the Facebook IPO. “You say there’s nothing, but I don’t believe you.”

But Zuck hasn’t budged at all. “That’s always been the wrong strategy for us,” he explained. “It’s a juicy thing to say we’re building a phone, which is why people want to write about it. But it’s so clearly the wrong strategy for us.”

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Mark Zuckerberg: Our Biggest Mistake Was Betting Too Much On HTML5

zuck-2-2Today, Mark Zuckerberg revealed that Facebook’s mobile strategy relied too much on HTML5, rather than native applications.

Not only was this a big mistake with mobile, but Zuckerberg says that its biggest mistake period was the focus on HTML5. This is the first time that the Facebook CEO has openly admitted this, but things are looking good for the new iOS native app. According to Zuckerberg, people are consuming twice as many feed stories since the update to the new iOS app, which is great.

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Salesforce Wants To Kill Asana, Box And Okta? CEO Benioff Says ‘It’s Not About The Hunger Games’

benioffSalesforce.com is a major force in the CRM space (it even managed to nab CRM as its stock ticker when it went public on the NYSE) for the trailblazing they have done in taking enterprise services into the cloud. It’s also made a big effort to acquire new services to incorporate them into its platform (the biggest of late being Buddy Media for $689 million). But today, at TC Disrupt, Marc Benioff also laid out some detail about how it is also launching a bunch of products that incorporate features from some of the most disruptive startups.

Salesforce has developed or is developing an Asana competitor, a Box competitor and an Okta competitor. Are you trying to kill off all these startups, moderator Mike Arrington asked him? It’s not exactly like that, Benioff said. “Our industry is not about The Hunger Games,” he said. “I don’t look at business as a zero sum game. It’s about delivering value to customers, to give value back to customers.”

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