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It’s Morning in Venture Capital

Both Sides of the Table

Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1. If you want to understand the details of why this is, I covered it in detail in this post, Understanding Changes in the Software Industry.

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Bubble Trouble? I Don’t Think So

Ben's Blog

In the great bubble of 1998-2000, the boom in public valuations mirrored the boom in private valuations. Companies that produce little value today might still receive high valuations due to high growth expectations. The open source movement dramatically reduced the cost and improved the quality of systems software.