Remove 1999 Remove China Remove Internet Remove Valuation
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The Decade in Tech

Start Up Blog

What happened: Google leaves China + Uber launches in App Store. Why it mattered: Google leaving China was the start of a New Cold War. China pushed hard to create clones of Western online services and even made better ones – see WeChat. I liken it to the dot-com bubble of 1999.

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It’s Morning in Venture Capital

Both Sides of the Table

Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. In 1998 it was 150 million, 1999 250 million and by 2000 it had crossed 350 million. By the end of 2011 the Internet population was estimated at 2.3 Today we’re online 3.1

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US Economic Risks (Sept 2010): Impact on Investors & Entrepreneurs

Both Sides of the Table

This has been especially true for angels or seed investors as there is a new thesis that less capital is needed to start Internet companies so more money is being spent at this phase of the funding lifecycle. While not 1999 all over again but I am observing first-hand the signs of funding frenzy.

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The Case For & Against Cryptocurrencies (for those tired of all the noise)

Both Sides of the Table

In more than a decade of writing about the Internet and tech-enabled businesses I’ve learned that mobs don’t do nuance well. Decentralized Internet — This is perhaps the most unsexy part of cryptocurrency but the one that most purists I follow on this topic are most excited about.

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The end or the beginning? Thoughts on the current startup environment

This is going to be BIG.

Valuations. There are a ton of companies being funded at $500+ million valuations--seriously limiting exit opportunities. Many of the private companies like AirBnb, Dropbox, and Square and that have been rumored to have big valuations are real, growing businesses. Are their valuations justified? stock market."