- Henry Blodget (who didn’t fare too well in Bubble 1.0 but is covering Web/Bubble 2.0 at Silicon Valley Insider) has been chronicling Google’s declining search clicks for three months now, almost as a lone voice in the wilderness. Today, he notes March paid-click growth is as bad as the past several months — just plus 2.7%. Either Google is a proof-point for the expected ad recession or something is wrong (Google itself has said it is trying to stamp out fraud and improve click accuracy for advertisers). Whichever, Google stock is at 451 down from year-high of almost 750.

- There’s an interesting debate going on in the Web world as Facebook sucks in features from high-novelty competitors like FriendFeed and Twitter: will popular new Web services exist as standalone businesses (ie, maintain growth, find revenue) ore will they get sucked into other services as *features*? This is a debate worth noting for telcos. Microsoft and now large Web players like Google/MySpace/Facebook are proving that you don’t need to invent new services to benefit from them — you simply embrace/extend them to your own LARGE, mass market customer base. Can service providers do the same with Web 2.0/telephony 2.0 services? They’ll never be as good at it as Microsoft, which built its business from Windows 1.0 from “mainstreaming” others products, but it’s a tactic that must be built into the playbook.

- Jailbroken iPhones are getting VoIP apps, starting this week with Fring. More coverage here and here.

- Comcast wants a “P2P Bill of Rights and Responsiblities,” apparently written *by* service providers *for* their users. PR effort gone awry, let us count the ways: appending “bill of rights” with “responsibilities” (somehow the founding fathers didn’t go that route); thinking users want vendors to “grant them” rights; predictable negative user reaction (they asked for it). The conventional PR wisdom now is for companies to be “part of the conversation” in an “authentic” fashion — this ain’t it.

- If you like code and want to go deep, definitely read this post by Dan York of Voxeo on how he used Google AppEngine to quickly build a voice-driven application. The app involves dynamic generation of a VoiceXML app using python and Google’s AppEngine SDK, running on Amazon’s EC2 cloud computing environment with a phone interface provided by Voxeo Evolution. Check it out — it’s the future, you know ; >