Steve Blank

OCTOBER 24, 2016

After running Microsoft for 25 years, Bill Gates handed the reins of CEO to Steve Ballmer in January 2000. The launch of the Xbox and Kinect, and the acquisitions of Skype and Yammer happened on his shift. Ballmer went on to run Microsoft for the next 14 years. And an increasing share price becomes the reason for existing.

Azure 120

Azure Business Model Cloud Artificial Inteligence 120

Startup Professionals Musings

JUNE 6, 2014

IPO market showed more activity than any other first quarter since 2000, with 64 companies raising $10.6 You better have lined up a major international expansion, some major acquisition candidates, or a wealth of unfilled orders. " Current IPO activity feedback seems to support their excitement. Analysts want escalating profits.

IPO 236

IPO Initial Public Offering Startup Small Business Administration 236

www.inc.com

SEPTEMBER 24, 2011

Why Arizona Bay started taking stock from its customers instead of cash. Jumpstart was one of Grahams first clients; it signed on shortly after he founded Arizona Bay, in 2000. Even with the turmoil in the capital markets in the second half of 2007, it was another record year for merger and acquisition activity.

Arizona 40

Arizona Equity Iowa Venture Capital 40

Steve Blank

MARCH 18, 2011

Dot.com Bubble ( 1995-2000): “ Anything goes” as public markets clamor for ideas, vague promises of future growth, and IPOs happen absent regard for history or profitability. August 1995 – March 2000: The Dot.Com Bubble. Tech IPOs were a receding memory, and mergers and acquisitions became the only path to liquidity for startups.

Internet 334

Internet IPO Silicon Valley Agile 334

The Equity Kicker

SEPTEMBER 5, 2012

Here’s a definition of drop shipping from the Shopify blog : Drop shipping is a retail method in which you don’t keep products in stock. Instead, you partner with a wholesale supplier that stocks its own inventory – you transfer customer orders and shipment details to them, and they ship the goods directly to the customer.

Stock 104

Stock Acquisition eCommerce .Net 104

Agile VC

MAY 26, 2011

Silicon Valley is still emerging from the tech bubble and massive downturn of late 2000-2002. Online social networking is a concept still being evangelized even in Silicon Valley… Friendster is in private beta (wasn’t until Oct 2003 they received Google acquisition offer which they turned down for Kleiner/Benchmark round).

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Pascal's View

AUGUST 12, 2009

economy: “… Sarbanes-Oxley compliance costs, Eliot-Spitzer’s stock analyst settlement and the economic downturn have created an historic drought in venture-backed companies going public. . Second, emerging growth companies lose negotiating leverage in acquisitions when they have no other viable liquidity alternatives.

IPO 28

IPO Silicon Valley Merger Sweat Equity 28

Both Sides of the Table

MAY 23, 2012

There are obvious reasons the industry has had less-than-desirable returns, including: massive over-funding of the sector, huge increases in inexperienced venture capitalists that took a decade to peter out, and the massive correction in the value of the public stock markets that closed many exit opportunities for half a decade.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

ConversionXL

JUNE 5, 2014

In a 2000 study found 68% of customers stop doing business with a company due to feeling like the company was indifferent towards them. Much of this success can be attributed to their acquisition campaigns that often combine humor with a serious tone that let you know they take pest control very seriously. image source.

Retention 115

Retention Customer Developer Programming 115

ConversionXL

JUNE 5, 2014

In a 2000 study found 68% of customers stop doing business with a company due to feeling like the company was indifferent towards them. Much of this success can be attributed to their acquisition campaigns that often combine humor with a serious tone that let you know they take pest control very seriously. image source.

Retention 112

Retention Developer Customer Programming 112

ConversionXL

JUNE 5, 2014

In a 2000 study found 68% of customers stop doing business with a company due to feeling like the company was indifferent towards them. Much of this success can be attributed to their acquisition campaigns that often combine humor with a serious tone that let you know they take pest control very seriously. image source.

Retention 105

Retention Customer Developer Programming 105

ConversionXL

JUNE 5, 2014

In a 2000 study found 68% of customers stop doing business with a company due to feeling like the company was indifferent towards them. Much of this success can be attributed to their acquisition campaigns that often combine humor with a serious tone that let you know they take pest control very seriously. image source.

Retention 98

Retention Customer Developer Programming 98

Feld Thoughts

OCTOBER 23, 2016

. “Analysts expect competing Internet and entertainment companies to seek similar deals in hopes of keeping pace with AOL and Time Warner, and some of those stocks also got a lift Monday. 1/4 on the Nasdaq Stock Market.” 2000 was the Peak of Inflated Expectations. 1995 – 2000 was the climb up to the Peak.

Merger 70

Merger Stock Internet America 70

Feld Thoughts

FEBRUARY 9, 2016

Once again, as we find ourselves in the middle of a significant public market correction, especially around technology stocks, there’s an enormous amount of noise in the system, as there always is. I learned this lesson 127 times between 2000 and 2005. Go read it now – I’ll wait.

Cap Table 70

Cap Table Down Round Liquidation Preference Founder 70

Occam's Razor

MAY 2, 2017

#tearsofpain One way of removing silos and focusing on the entire business is to leverage Acquisition, Behavior and Outcome metrics. A small change I’ll make in this post is that when I recommend the metrics, I’ll follow the Outcomes | Behavior | Acquisition structure throughout this post. Hence that’s the macro-outcome.

Metrics 141

Metrics Acquisition eCommerce Analytics 141

Both Sides of the Table

MAY 25, 2013

In 2000 our industry had more than $100 billion in LP money. They believe that stock picking is the most important function they can play. This happens at acquisition time, too. The industry isn’t dying. It is changing. And reinventing itself. And some firms will go under. And others will emerge. That’s normal.

LP 374

LP Later Stage IRR Term Sheet 374

Pascal's View

AUGUST 21, 2011

… We have a stock market that works for one kind of buzzy (Demand Pull) stock but is a disaster for the rest of the economy. The problem is, that it is the capital intensive stocks in manufacturing that create most of the jobs and these companies are overwhelmingly “Supply Push.” It is intentional.

Valuation 50

Valuation Social Media Media IPO 50

Ben's Blog

OCTOBER 29, 2020

Once again, the 1999-2000 dot-com bubble period shows the highest percentage of pricing above the initial filing range – 44% of deals were priced above. Let’s add in some additional data – the median size of IPO pops broken out between low float stocks (<30% float offered at IPO) versus high float stocks (>30% offered).

IPO 36

IPO Securities and Exchange Commission Demand SEC 36

David Teten

APRIL 1, 2011

Successful private companies such as Facebook and Zynga now have active secondary markets in their stock, blurring the meaning of their ‘private’ status. Confirmed Panelists David Weild, formerly Vice Chairman of The NASDAQ Stock Market (moderator) Barry Silbert, CEO, Secondmarket. the 1990s.

Private Equity 68

Private Equity Merger IPO Equity 68

abovethecrowd.com

AUGUST 23, 2020

If you are looking past or through Covid — and why not, all of Wall Street is — the topic du jour in Silicon Valley is Special Purpose Acquisition Companies, or SPACs. Most potential buyers of stocks are blocked out of the IPO process. Stock markets do not have have historical artifacts hidden in them.

IPO 118

IPO Silicon Valley Warrant Matching 118

Software By Rob

DECEMBER 10, 2008

But stock indexes continue to slide and the unemployment numbers are getting worse. How much would an extra $1000 or $2000 per month help during that time? According to the National Bureau of Economic Research the U.S. has been in recession since December of 2007. The average U.S.

Programming 30

Programming Technical Review Software Review RSS 30

Pascal's View

MAY 13, 2011

ii. Bubble period 1996-2000 totals $243.6 2000: Regulation FD was passed to create a “level playing field”, reacting against whisper numbers, favored research analysts, and the “hedge fund information advantage”—all in the name of giving everyone simultaneous access to the same corporate disclosures—which absolutely did not happen.

Equity 31

Equity Securities and Exchange Commission IPO Marketing 31

Both Sides of the Table

DECEMBER 5, 2010

After a few acquisitions they offered many of the services you think about as foundations to social networks today. MySpace would liked to have owned YouTube but didn’t have the public stock valuation to purchase them at the price that Google did. They had mail, IM, groups, answers, etc.

Social Network 318

Social Network Networking Internet Technical Review 318

ConversionXL

FEBRUARY 8, 2016

Basically, it’s common intuition that in a fearful market, people are looking to irrationally sell stock and in a greedy market people are looking to buy. Free trials and freemium products have proven to be effective acquisition tactics. There are case studies that support both sides.

Campaign 48

Campaign Texas Conversion Non-Compete 48

Both Sides of the Table

JANUARY 31, 2010

We raised a seed round of capital in 1999 and our first venture capital round was the first week of March 2000 (e.g. But this was early 2000 and our US competitors had already closed rounds North of $45 million. We had a $40 million round lined up to close in the Autumn of 2000. Our first big institutional round was $16.5

Entrepreneur 308

Entrepreneur Silicon Valley San Diego Non-Compete 308

SVPG

SEPTEMBER 30, 2016

Hate mail started streaming in from everywhere - including emails directly to Bill Gates who would forward them on to the team with messages like "this is depressing MSFT's stock price. The year was 2000, and the hardest part about the AdWords project was simply getting agreement that they could work on it.

Product 60

Product Technical Review Software Review Engineer 60

online.wsj.com

SEPTEMBER 23, 2012

Virtual Stock Exchange. Stock Quotes. The results were similar when he examined data for companies funded from 2000 to 2010, he says. In early 2011 an acquisition by a Fortune 500 company fell apart. stock quotes reflect trades reported through Nasdaq only; comprehensive U.S. AllThingsDigital. AllThingsDigital.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

Ben's Blog

MAY 24, 2021

There are a number of trends concerning IPOs and capital formation to note: First, the raw number of IPOs has declined significantly: From 1980-2000, the US averaged roughly 300 IPOs per year; from 2001-2016, the average fell to 108 per year. double the rate of the prior year, 103 of those being venture-backed companies.

SEC 36

SEC Accredited Investor IPO Technical Review 36

maplebutter.com

JANUARY 8, 2013

Acquisition / Lifetime Value, etc. This has presented a problem of the decision makers at resorts balking on spending 50K+ on an unproven idea, although we did a beta test around 2000 with 3 mountains that went well. customer acquisition, like Launchrock, you called that something, what was that again? So build a strong base.

Technical Review 44

Technical Review Startup Cofounder Software Review 44

Cracking the Code

JUNE 24, 2021

But the Valley in 1999 was a new world of startups, venture capital, and stock options. 1999/2000 was the startup heyday, and I was in the hot space of telecoms – it all looked promising. With competitors in the US often 10 times bigger, they’d become an acquisition target. And that was the start of an interesting journey.

Global 62

Global Europe France Cofounder 62

VC Cafe

AUGUST 15, 2011

Net foreign investment in stocks traded on the Tel Aviv Stock Exchange (TASE) totaled $440 million in June, 9% higher than in May, and well above the $240 million monthly average recorded during the first six months of the year. The majority of investments were made in the high tech sector. S1 CORP BUYS ISRAEL’S FUNDTECH.

China 90

China Cofounder India 90