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. billion for a company with less than $50 million in sales. Yahoo would hit $104/share in March 2000 with a market cap of $104 billion.) However, it is far more unpredictable at the individual level.

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

ConversionXL

DECEMBER 16, 2015

A good rule of thumb is 2000-3000 pageviews per design screen, and also per device (i.e. In 2010, Dr Anne Aula, Senior User Experience Researcher at Google, gave a presentation where she presented some disappointing findings about mouse tracking : Only 6% of people showed some vertical correlation between mouse movement and eye tracking.

Algorithm 48

Algorithm Analytics Aggregator Vertical 48

The Next Web

DECEMBER 8, 2013

It turns out that network effects can be broken – Amazon and StubHub took on eBay in the mid 2000’s. Today, Airbnb, oDesk and multiple second-hand fashion marketplace startups show that there are tons of untapped verticals where horizontal product platform cannot serve properly or where consumer simply prefer a more tailored brand.

B2C 136

B2C B2B Demand Vertical 136