Altos test post

February 13, 2007

Each week I publish detailed market research reports for many San Francisco neighborhoods. The charts below always reflect the current market. Bookmark this page to keep an eye on the real estate trends in your neighborhood.

If you’d like to receive the detailed reports, just contact me and you can have the latest local details every week!

San Francisco Potrero and Central Waterfront Condo Market (94107)

Get the Contessa’s 94107 Market Update Report

Subscribe now to learn dozens of Potrero and Central Waterfront real estate trends and other important market measures!

San Francisco South of Market Condo Market (94105)

Get the Contessa’s 94105 Market Update Report

Subscribe to my SoMa Market Intelligence report for weekly neighborhood trends.

San Francisco Downtown Condo Market (94104)

Get the Contessa’s 94104 Market Update Report

Subscribe to my Downtown Market Intelligence report for weekly neighborhood trends.

San Francisco Financial District Condo Market (94111)

Get the Contessa’s 94111 Market Update Report

Subscribe to my Financial District report for weekly neighborhood trends.

San Francisco Noe Valley, Corona Heights, Duboce Triangle Condo Market (94114)

Get the Contessa’s 94114 Market Update Report
Subscribe now to learn dozens of 94114 real estate trends and other important market measures!

San Francisco Glen Park, Twin Peaks, Diamond Heights Condo Market (94131)

Get the Contessa’s 94131 Market Update Report

Subscribe to my Glen Park, Twin Peaks, Diamond Heights Market Intelligence report for weekly neighborhood trends.

San Francisco Lakeview, Ingleside Heights, St. Francis Wood Condo Market (94132)

Get the Contessa’s 94132 Market Update Report

Subscribe to my Lakeview, Ingleside Heights, St. Francis Wood Market Intelligence report for weekly neighborhood trends.


What do you sell in Web 2.0?

August 3, 2006

I’ve known for a long time that I’d start a software company. What it means to be a software company has changed dramatically in that time, however. Back in B-school, I had one of those epiphany moments during a conversation with a health-care software entrepreneur. He pointed out that the parts of his business that sold information vastly outperformed, profit-wise, those selling the underlying software. He drew the first three lines on the following chart and it was clear where my value would be added. Since then, I have assumed that my company would really be selling information, when I figured out what that information was. I prefer to use this model as a simplified version of Peter Rip’s Business Models post. I like to boil a business model down to one question – What do you sell?

So it was when we started Altos Research. I assumed I was in the information business. I was certainly please to be no longer schlepping CDs to enterprise customers for the first time in year. But we ran into a problem. The phrase “information wants to be free” has moved from axiom to cliche in only a few years. It turns out, though, that it’s fundamentally true. So we realized that when free information is everywhere, garbage is plentiful and analysis is scarce. People crave expertise, guidance. People see information, they need analysis. So we’ve had to extend the model to include the fourth (rightmost) line.

Web 2.0 business Models

In the Tim ORielly sense, this chart can be viewed as a history of the software business with the x-axis origin at 1970 or so. For me it simply shines through the mist of uncertainty. The questions the entrepreneur ponders at 2am, wondering, worrying where he’ll take his business.

In the Web 2.0 world, where mashups fundamentally require free information as a business input, where open-source software has removed any impetus for actually purchasing the software, and god forbid you actually hire people to consult, analysis is all that’s left. You know what? It’s a great place to be.


Mike’s Other Thoughts

July 17, 2006

I blog most of the time at www.altosresearch.com/blog

There, we talk about the real-time real estate trends that my company Altos Research monitors.

In this blog I’ll write about my thoughts on Silicon Valley, marketing, software development, maybe the occasional post about my daughter or the snow at Squaw – my other thoughts.


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