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<p>Thanks Carlton!</p>
<p>I can subscribe to most comments from your friend, but would like to add 2 additional points:</p>
<p>1. We should pay very close attention to the list of PICs ICANN want to add to .amazon, and really discuss fi they are clear and implementable, or just as obscure as the previous ones.</p>
<p>2. There are uses for TLDs in the future, that do not depend from domain name registrations. As discussed in the ISP constituency day, may domain names in the future will be used in private networks, like G5-IoT just for purely naming purposes and they may no even have to resolve in the DNS. So there is a good case for large cloud platforms to keep a large number of easy to use domain names on exclusive TLDs, even at very low registrations costs.</p>
<p>In other words, there is more to domain names than the cash flow from registration fees......</p>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace">Carlos Raúl Gutiérrez</div>
<div class="pre" style="margin: 0; padding: 0; font-family: monospace"><a href="mailto:carlosraul@gutierrez.se">carlosraul@gutierrez.se</a></div>
<div class="pre" style="margin: 0; padding: 0; font-family: monospace">+506 8837 7176</div>
<div class="pre" style="margin: 0; padding: 0; font-family: monospace">Aparatado 1571-1000</div>
<div class="pre" style="margin: 0; padding: 0; font-family: monospace">COSTA RICA<br /> <br /><br /></div>
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<p>El 2018-10-31 15:41, Carlton Samuels escribió:</p>
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<div>FYI, from one of a few on the domain investor business side who impress me as a sober, evidence-persuaded commentator, my friend Antony gave me permission to share this private note. <br /><br />
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<div dir="ltr">---------- Forwarded message ---------<br />From: <strong class="gmail_sendername" dir="auto">Antony Van Couvering</strong> <span><<a href="mailto:avc@avc.vc">avc@avc.vc</a>></span><br />Date: Wed, 24 Oct 2018, 7:41 pm<br />Subject: Re: [At-Large] For Sale - Entire names spaces.<br />To: Carlton Samuels <<a href="mailto:carlton.samuels@gmail.com">carlton.samuels@gmail.com</a>></div>
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<div><span style="font-family: Calibri;">Hi Carlton, <br /> <br /> So many expectations about new gTLDs have been proven wrong -- those of both proponents and opponents -- that some of the commitments made at launch are out of date or uneconomical or both. Effectively you have a bunch of TLDs that no-one wants because the applicants were so eager to appease trademark holders, or GAC, or ICANN, or local governments, that they agreed to all kinds of things they shouldn't have from an economic perspective. This is particularly true of those who sought to evade competition by filing as a community, or those who wouldn't / couldn't argue with restrictions imposed by city governments. <br /> <br /> You can argue whether that's good or bad, but there's certainly an economic cost to the gTLD registries who did that, both in terms of registration volume but also in resale value. Sponsoring organizations and governments who are getting a revenue share might also regret having imposed conditions, but I'm not sure there's a way out for "community" applications, because they won based on those very restrictions. <br /> <br /> If ICANN's guidebook for the next round is as opaque as the first one, and if the various outside committees/consultants examining the applications are as arbitrary and weird in their results, the same effect will occur again: applicants won't know if they're going to pass or not, so they will restrict themselves needlessly in order to get half a loaf instead of nothing at all. <br /> <br /> Antony<br /> </span><br />
<div class="m_-5642808787087088244moz-cite-prefix">On 10/24/2018 5:23 PM, Carlton Samuels wrote:</div>
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<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">Hi Anthony:</div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">I share your view on this. My line was really a teaser to hopefully bring out contrary opinions I've heard. </div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;"> </div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">A few of our brethren have argued that if the original conditionals were elements for the reduced valuation then maybe the full value could not be realized without shedding them. </div>
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<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">Cheers,</div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">-Carlton </div>
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<div><br /> ==============================<br /> <em><span style="font-family: comic sans ms, sans-serif;">Carlton A Samuels</span></em><br /> <span style="font-family: comic sans ms, sans-serif;"><em>Mobile: 876-818-1799<br /> <span style="color: #33cc00;">Strategy, Process, Governance, Assessment & Turnaround</span></em></span><br /> =============================</div>
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<div dir="ltr">On Wed, Oct 24, 2018 at 1:12 PM Antony Van Couvering <<a href="mailto:avc@avc.vc">avc@avc.vc</a>> wrote:</div>
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<div><span style="font-family: Calibri;">Hi Carlton, <br /> <br /> I'm pretty certain that the buyer would have to embrace all of the commitments. Otherwise, It would be pretty easy to evade restrictions, particularly those of "community" TLDs that restrict the sale or use of second-level names. If that were allowed, you could simply sell it to another party (that you happened to control) to escape the original commitments. In my experience ICANN is very punctilious when it comes to registry commitments<br /> <br /> One proof of this is that TLDs are valued at a lower (or higher) price depending on what their commitments are, because prospective buyers don't want a TLD that has restrictions that don't fit their business model or vision. <br /> <br /> Antony</span><br /> <br />
<div class="m_-5642808787087088244m_5657418825138371630moz-cite-prefix">On 10/24/2018 10:48 AM, Carlton Samuels wrote:</div>
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<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">What would be interesting is if conveyancing embraces every and all of the original commitments.</div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;"> </div>
<div class="gmail_default"><span style="font-family: tahoma, sans-serif; font-size: large;"><a href="https://domainnamewire.com/2018/10/24/we-buy-tlds/" target="_blank" rel="noopener noreferrer">https://domainnamewire.com/2018/10/24/we-buy-tlds/</a></span></div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;"> </div>
<div class="gmail_default" style="font-family: tahoma,sans-serif; font-size: large;">CAS</div>
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<div><br /> ==============================<br /> <em><span style="font-family: comic sans ms, sans-serif;">Carlton A Samuels</span></em><br /> <span style="font-family: comic sans ms, sans-serif;"><em>Mobile: 876-818-1799<br /> <span style="color: #33cc00;">Strategy, Process, Governance, Assessment & Turnaround</span></em></span><br /> =============================</div>
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