VC Cafe

SEPTEMBER 8, 2023

There’s a question on whether all this GPU hogging, and building capacity is not just a bubble waiting to pop, similar to the Telecom crash in the early 2000’s. Index Ventures also pointed out the potential of generative AI to disrupt vertical SaaS.

Generative AI 78

Generative AI ChatGPT Artificial Inteligence Cofounder 78

Steve Blank

SEPTEMBER 14, 2009

The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down. Yahoo would hit $104/share in March 2000 with a market cap of $104 billion.) The boom in Internet startups would last 4½ years until it came crashing down to earth in March 2000.

Silicon Valley 235

Silicon Valley IPO Technical Review Venture Capital 235

The Next Web

DECEMBER 8, 2013

William Hsu is the co-founder and managing partner of MuckerLab. It turns out that network effects can be broken – Amazon and StubHub took on eBay in the mid 2000’s. The only way many e-commerce verticals can grab the attention of some of the very best VCs is to build a marketplace, not an e-commerce storefront.

B2C 136

B2C B2B Demand Vertical 136

www.chubbybrain.com

SEPTEMBER 28, 2011

Between the worse data aggregation method and the much higher amount of work Wesabe made you do, it was far easier to have a good experience on Mint , and that good experience came far more quickly. It’s a pain to manage payroll, unemployment, insurance, etc in one state. Nearly everyone thinks they can give good management tips.

Software Review 79

Software Review Startup Technical Review Vesting 79

ConversionXL

APRIL 22, 2015

It doesn’t matter which vertical you’re in, you can use it to find great insights to lead to better test hypotheses. Using Google Tag Manager. A rough ballpark would be 2000-3000 pageviews per design screen. A click map is a visual representation, aggregated data of where people click. B2B and B2C.

Analytics 48

Analytics Technical Review Conversion Framework 48