1998 Cost Software Review Valuation 
Cracking the Code
DECEMBER 9, 2006
Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. McKinsey highlight #1: the art of cost cutting or how to save 70m with a measuring spoon. Paris, November 1998. I guessed the measuring spoon was not used diligently.
Ben's Blog
JUNE 18, 2011
If they have, then we should be able to see some evidence that the dominant public technology companies are moving towards bubble valuations. Apple’s valuation is now a case for business historians to discuss because I don’t think there are modern precedents. Software is eating the world. Ex-cash it’s 13.5.
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Both Sides of the Table
MAY 23, 2012
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. Cloud computing and the open source movements have brought down the costs of starting a company by more than 90%. The Funding Problem.
Ben's Blog
MARCH 24, 2011
As we do so, keep in mind that the relevant bubble statistic is not valuation. High valuations are fine if the underlying value is there. In the great bubble of 1998-2000, the boom in public valuations mirrored the boom in private valuations. If too much venture capital hits the streets, valuations will bubble up.
David Teten
MARCH 24, 2014
Addepar is precisely trying to collect and convert into software these best practices. (ff We over-weighted small cap value stocks in 1998-2002. However, it was the right thing to do from a valuation perspective. So, asset allocator can always work to add value and decrease costs (or add costs and over-complicate).
Cracking the Code
SEPTEMBER 2, 2008
Cracking The Code. Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. So where does Salesforces profitability stands today compared to the most successful on premise public software companies? traditional software is like cocaine--youre hooked.
Both Sides of the Table
DECEMBER 5, 2010
Was it massively better software, better companies, better markets? MySpace would liked to have owned YouTube but didn’t have the public stock valuation to purchase them at the price that Google did. Third-party software companies will start to offer features to websites to actually drive social features. The Present Era.
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