ReadWriteStart

APRIL 26, 2012

This from a man who knows from having made bigger investments that are smaller : Duncan Davidson, Managing Director of Menlo Park-based Bullpen Capital. They all went away; they got rolled up in 1999 and 2000 into these too-big-to-fail banking operations," Davidson tells us. When small fluctuations in stock value changed from 12.5¢

IPO 115

IPO Stock San Francisco Lean 115

finance.fortune.cnn.com

AUGUST 21, 2012

Now Fortune has obtained more granular data, including returns for dotcom-era funds managed by such firms as Accel Partners, Benchmark Capital, General Catalyst Partners and Lightspeed Venture Partners. We agreed to withhold the name of the fund-of-funds manager and to not post the source documents, as a condition of receiving the materials.

Naming 49

Naming Term Sheet Private Equity Equity 49

Diego Basch

JUNE 2, 2012

One fine day in June of 1999 I was sitting at my desk, writing code, in the zone. In 1999 it was common practice to print the employee roster every week (including phone extensions) and distribute it to everyone. A week or so later, the stock went public. At the 30-day mark I checked the stock, and it was trading at $6.

IPO 62

IPO Argentina Stock .Net 62

Seeing Both Sides

AUGUST 3, 2012

Incorporated in 1998 in Cambridge, Massachusetts, the company’s network of over 100,000 globally distributed servers provides an infrastructure layer that accelerates the distribution and delivery of content, media and applications. The first year of revenue (1999) was $4 million – a remarkable achievement. Founding Akamai.

Distribution 49

Distribution Lean Massachusetts Cofounder 49

ReadWriteStart

AUGUST 26, 2022

Good CEOs will look inside and say: “Hey, maybe we’ve been hiring a little bit too much during the sugar rush phase of the pandemic, and what does that mean for performance management? And so a lot of it is performance management. The churn rate increased, and then the stock plummeted by 70 percent. Have we become soft?

Partner 132

Partner Cofounder Retention Acquisition 132

Diego Basch

SEPTEMBER 25, 2012

In the words of Fred Wilson: VCs are professional money managers. Typical first-time SV entrepreneurs are not millionaires, so let’s say you have 100k in the bank (maybe you’ve made some money from stock options). I’ll try to explain why. A VC fund typically has a 10-year investment horizon.

Silicon Valley 73

Silicon Valley Entrepreneur Stock Options Vesting 73

Both Sides of the Table

FEBRUARY 17, 2010

Within a year WAP became the laughing stock of the mobile industry. App is one step forward, two steps back – In 1999 I launched my first company, BuildOnline, a SaaS-based (back then we were ASP’s) content management platform for large-scale engineering and construction projects. It was slow.

Flash 326

Flash Mobile Application Development Cloud 326

Scalable Startup

FEBRUARY 1, 2013

It’s called Enterprise Performance Management, which is kind of a weird term. That’s a really big deal, because that category of software, line managers and businesses have never actually used that software themselves. We are already invested in these companies; we can’t sell our stock. We don’t have to sell our stock.

Software Review 22

Software Review Startup Venture Capital Stock 22

ConversionXL

APRIL 24, 2019

The concept of “economic moats” came from a 1999 Fortune article by Warren Buffett: The key to investing is [.] Economic moats remain tethered to investing: A bigger moat makes a stock a better bet. Economic moats remain tethered to investing: A bigger moat makes a stock a better bet. High switching costs.

Non-Compete 122

Non-Compete United States Networking Acquisition 122

abovethecrowd.com

FEBRUARY 27, 2019

Unfortunately, either information asymmetry or physical distances and the resulting distribution costs can both cut against the economic advantages that would otherwise arise for all. In 1999, Jack Ma created Alibaba , a Chinese-based B2B marketplace for connecting small and medium enterprise with potential export opportunities.

Internet 88

Internet Matching Vertical Hosting 88

abovethecrowd.com

APRIL 20, 2016

The same thing happened to many Internet stocks. These mutual funds “mark-to-market” every day, and fund managers are compensated periodically on this performance. In 1999, record valuations coexisted with record IPOs and shareholder liquidity. If 1999 was a wet (read liquid) bubble, 2015 was a particularly dry one.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

Both Sides of the Table

SEPTEMBER 10, 2010

I had a really fun 20-minute interview with Howard Lindzon of Stock Twits as part of a 5-part series on whether the web is dead. My first company was a SaaS software company started in 1999. Lock users into proprietary rights management, distribution or consumption models? Launch a closed iTunes / iTV? I choose open.

Web 300

Web HTML AJAX China 300

Both Sides of the Table

SEPTEMBER 17, 2017

For example, distribution to find new apps in a mobile Internet is tightly locked down by the oligopoly of Apple and Google. Distribution of media is tightly controlled by YouTube, Netflix, Facebook, Amazon and a handful of others. Our social graphs are locked in Facebook, Twitter and Snapchat. Enter the decentralized Internet.

Government 280

Government Distribution Stock United States 280