YoungUpstarts

APRIL 16, 2018

Apps popularly started out as a means for communication (call, SMS), which then evolved to a platform for content consumption in the early stages of data (news, MMS and YouTube), and finally to what we now define as demand services (food delivery, transport and e-commerce). It was launched in 1994, and had over 10 inbuilt apps.

SMS 164

SMS Japan Asia China 164

Version One Ventures

DECEMBER 14, 2016

forward revenue in February 2016 (the low), they appreciated by 6% each month for the following six months. This can set up a perfect storm if early-stage companies don’t manage their expectations and reality properly. Every 10-15 years, a major cycle reshapes the computing landscape: PC (1981), Internet (1994), Mobile (2007).

Technical Review 60

Technical Review Early Stage Portfolio Valuation 60

Feld Thoughts

AUGUST 25, 2015

The key reason for the explosion in capital flowing into the industry, and therefore the large increase in practitioners, had nothing to do with 1970’s performance, early stage investing, or technology. Some were Silicon Valley early stage companies, such as Apple, Quantum, and Masstor Systems. This isn’t correct either.

Venture Capital 70

Venture Capital SBIC Technical Review Silicon Valley 70