For the last few weeks, I have been trying to unravel the connection between the value of talent and open-source. Inevitably, some products have a high level of importance but few people who truly understand it. This creates high demand with low supply, increasing the value of those people. But that isn't special to open-source; it is true for any product with high demand + low supply. These just happen to be open-source.

According to several articles I have seen today, notably this Wall Street Journal report, Yahoo's Board of Directors are considering a sale of Yahoo's core Internet business. For quite some time, Yahoo has been a troubled company. To many people, it doesn't matter. But to those of us who enjoyed it as one of the first major Internet search sites, it is very sad to see. Marissa Mayer was brought on board to fix the company.

This week, Mary Meeker of KPCB has released her "Internet Trends" report. I look forward to the release of this report. While I rarely can sit through a nearly-200-slide presentation, the insights in here always are thought-provoking and make it worth my while. I remember Meeker back in my Morgan Stanley days - unfortunately, I never had the privilege of working directly with her. If you have anything to do with the technology business, read it.