Social Media shifting trends

I recently read that younger users of social media sites have been looking for alternatives to the mainstream sites such as Facebook, partly because it has become accessible and used by everyone and anyone – including parents. Hence, the ability to post and communicate with friends exclusively means finding other venues not yet discovered by parents.

In the quest for more privacy, other social sites are getting more traffic. Here are some of the sites mentioned:

For More Privacy –

These Micro Blogging tools are seeing a pick up in use:

— Tumblr
— Pheed
— Twitter (direct messaging is private)
— Path (limited to 150 friends and private)\

Image Sharing:

— Instagram
— Snapchat (clips are not saved and limited to one view per recipient)

Messaging Services

— In US
> kik
> whatsApp
— weChat (China)
— KaKoaTalk (Korea)
— Linc (Mideast and Asia)

Social-Tech Buzz Terms

We come across these terms in things we read. Some commonly used buzz words. I’ll add to this as I think of them:

API – Application programming interface

CMS – Content management system

Enterprise 2.0 – Enterprise social software, such as Jive and Yammer

Gamification – Assigning point values and rating usage to encourage adoption of social / collaboration solutions within an organization by its employees.

GIF – Graphics Interchange Format (a picture file)

SEO – Search engine optimization

SMS – Short message service (text messages)

SSO – Single sign on

Wiki – A collection of web pages

Silicon Valley VC Observation

There is a publicly traded “VC” firm called GSVC which has put about $250-$300M in 30-40 private company investments, mostly in the Silicon Valley.

I came across this when Facebook was going public and GSVC was mentioned in an article as a way to get in on Facebook before the IPO “pop” (which didn’t come of course). So I looked into this company and generally liked the idea of buying into private companies using a publicly traded stock.

However, I didn’t buy any, which was a good thing since the GSVC stock was trading on the FB hype and that premium has since evaporated. The stock trades in the $8 range vs a NAV in the $12 range (NAV being what mgmt. thinks its portfolio is worth, which is open to interpretation). I’m not sure it’s a good buy, but I’m keeping an eye on it.

GSVC’s top 10 holdings include Twitter, Dropbox and Facebook. I am a big fan of twitter, but twitter says it’s not interested in going public yet. So that value may take time to be unlocked.

Anyway, I watch this VC / company to get an insight into VC activity and trends. I was interested to know that the composition of their portfolio because includes a healthy dose of education-tech holdings. See the slideshow from their 1st quarter 2013 investor presentation on their website (www.gsvcap.com).

Their biggest sectors make up 82% of their portfolio and they are:

• Education-Tech 32%
• Social mobile 24%
• Cloud / big data 26%