AlwaysOn & KPMG Present "On the Record: CEO Breakfast Focusing on the New, New Media Market"

Well, it's amazing what a tiny digital voice recorder set on LP "conference" mode can pick up ... so here's the audio record of the recent AlwaysOn / KPMG "On the Record CEO Breakfast" Focusing on the "New New Media Market." It's slightly edited and consists of the most interesting "sound bytes" of the event.
The audio quality is fairly reasonable, but maybe next time we can use lavaliere wireless mikes ... :-)
Enjoy!
Here's the roster ...
Moderators:
Scott Rafer, CEO, Feedster
Bernard Moon, Reality Media Columnist, AlwaysOn
Panel:
Michael Moe, CEO & Chairman, ThinkEquity Partners LLC
David Sifry, CEO, Technorati
Nick Kingsbury, Global Sector Head - Software, 3i
Jonathan Abrams, Founder, Friendster
Andrew Anker, EVP Corporate Development, Six Apart
Christopher J Alden, CEO, Rojo Networks
Closing Remarks:
Mike Sly, AlwaysOn
[I] Introductory Remarks
Scott Rafer, Feedster: Intro
"... 2 weeks now equals 2 years in 1997..."
Bernard Moon, AlwaysOn: Intro
"... Why is this all working? ..."
Michael Moe, ThinkEquity Partners LLC: Intro
"... Identify the stars of tomorrow today ..."
David Sifry, Technorati: Intro
"... World Live Web ..."
Nick Kingsbury, 3i: Intro
"... What can you do with it and where is it all going? ..."
Jonathan Abrams, Friendster: Intro
"... blank faces on media executives ..."
Andrew Anker, Six Apart: Intro
"... Oh dad, I've watched that already, it's been out for a long time ..."
Christopher J Alden, Rojo Networks: Intro
"... Rojo Netowrks actually launched yesterday ..."
[II] Q & A
Question One: Security
"... Where will the security be? ..."
Nick Kingsbury, 3i: Security
"... When it comes down to trading, you will have to have secure systems ..."
Michael Moe, ThinkEquity Partners LLC: Security
"... classic opportunities for companies to offer solutions to problems ..."
David Sifry, Technorati: Security
"... we've seen this problem before ..."
Scott Rafer, Feedster: Security
"... once there was real money involved ..."
Scott Rafer, Feedster: Security
"..karma police ..."
Andrew Anker, Six Apart: Security
"... everybody has their own frequency ..."
Christopher J Alden, Rojo Networks: Security
"... transactional security mixed up with reputational security ..."
Michael Moe, ThinkEquity Partners LLC: Security
"... it's a dynamic process ..."
David Sifry, Technorati: Security
"... alot of people who blog for absolutely non-monetary reasons ..."
Question Two: Capital
"... How patient is the capital? ..."
Nick Kingsbury, 3i: Capital
"the biggest lie was 'Internet Speed' ..."
Christopher J Alden, Rojo Networks: Capital
"... onward marching trends ..."
Scott Rafer, Feedster: Capital
"... shortage of banner ads ..."
Michael Moe, ThinkEquity Partners LLC: Capital
"... key fact is that behind every bubble are great fundmentals ..."
Andrew Anker, Six Apart: Capital
"... husband and wife teams ..."
Scott Rafer, Feedster: Capital
"... the day they get it right they'll make a ton of money ..."
David Sifry, Technorati: Capital
"... I'm always thinking about how we're making money ..."
Question Three: Valuations
"...how will the value shift? ..."
Michael Moe, ThinkEquity Partners LLC: Valuations
"... ultimately your value is your future earnings ..."
Nick Kingsbury, 3i: Valuations
"... excellent question ... one we wrestle with day in and day out ..."
Michael Moe, ThinkEquity Partners LLC: Valuations
"... the four P's ..."
Jonathan Abrams, Friendster: Valuations
"... the 'Profit Zone' ..."
Christopher J Alden, Rojo Networks: Valuations
"... evaluate the defensibility ..."
Scott Rafer, Feedster: Valuations
"... billing and customer service ..."
Question Four: Perspective
"... digitally inclined talking to the digitally inclined ..."
David Sifry, Technorati: Perspective
"... doubling every five months ..."
Jonathan Abrams, Friendster: Perspective
"... Silicon Valley is this alternate reality ..."
David Sifry, Technorati: Perspective
"... Tide detergent ..."
Andrew Anker, Six Apart: Perspective
"... blogging to the masses is actually communication ..."
Christopher J Alden, Rojo Networks: Perspective
"... open source journalism ..."
Scott Rafer, Feedster: Perspective
"... bloggers writing in the language of their ethnic origin and not the country they live in ..."
David Sifry, Technorati: Perspective
"... Russians are bogging with LiveJournal..."
Scott Rafer, Feedster:
Perspective
"... Rice Bowl Journals ..."
Question Five: Tagging
"... trading oil futures in Venezuela ..."
David Sifry, Technorati: Tagging
"... open source meta-data ..."
Christopher J Alden, Rojo Networks: Tagging
"... user-defined taxonomies ..."
Scott Rafer, Feedster:
Tagging
"... go do a travel search on deli.icio.us ..."
Question Six: Attention.XML
"... tell us about Attention.XML ..."
David Sifry, Technorati: Attention.XML
"... the thing that is fundamentally valuable is our time ..."
[III] Closing Remarks
Mike Sly, AlwaysOn:
Closing Remarks
"... Holy Family Day Home Golf Tournament at Stanford ..."

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