thebarefootvc

JANUARY 15, 2020

I talked about the mobile-first millenials, the rising middle (and unbanked) class in emerging markets and the inevitable opening up of financial data – referencing Plaid as an example of a key tech enabler.

Disintermediation 69

Disintermediation Aggregator China API 69

The Next Web

OCTOBER 10, 2013

While they may attempt to connect local consumers to the world, they do not connect us with the local markets. And without a local market, these companies will generally not be of interest to the international investors or acquirers whose attention we desperately seek. In 2000, the U.S. and Canada. Today the world has shifted.

America 164

America Canada Brazil Mexico 164

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

Up and Running

MAY 16, 2016

percent in 2000 to 19.6 While North America may be the current hotbed for home health care businesses, the fastest growing region is in Asia-Pacific, where the markets expect a compound annual growth rate of 9.7 Market research and your competitive landscape. How to Do Market Research. population. percent by 2030.

North America 95

North America United States Technical Review America 95

VC Adventure

SEPTEMBER 15, 2015

At great risk of wading into a debate where there’s no winning, I thought I’d present a few pieces of data that suggest that we’re not exactly in a market bubble right now. Massive caveat here: I’m not trying to predict the stock market. But large market disruptions are typically proceeded by a spike in the TED.

China 48

China Balance Sheet Stock Metrics 48

YoungUpstarts

AUGUST 18, 2015

The company plans to expand into Japan, China, Portugal, and Spain by the end of the year – marking only the beginning of their international expansion strategy. Netflix is revolutionizing the entertainment industry. With over 65.5 Netflix shares have doubled this year, culminating with a 7 for 1 stock split yesterday.

Metadata 100

Metadata Portugal Metrics Spain 100

View from Seed

JANUARY 11, 2017

It seems obvious but strategic investment only makes sense when that corporate VC is providing technology, market access, or other aid that cannot be obtained through a simple business relationship or from a startup’s other investors or advisors. In the last 25 years Intel Capital has invested more than $11 billion in over 1,000 startups.

Strategic Investors 120

Strategic Investors Post-Money Valuation Seed Stage Cofounder 120

Startup Lessons Learned

JANUARY 6, 2012

His method advocates the creation of rapid prototypes designed to test market assumptions, and uses customer feedback to evolve them much faster than via more traditional product development practices. Summer 2012) Russia – Alpina (July 2012) Thailand - WeLearn Korea – Insight Press China - China Citic Press

Ireland 157

Ireland North America Lean Taiwan 157

The Equity Kicker

JANUARY 14, 2016

Valuations were stretched, both on a fundamentals basis and compared with the public markets, and there were even whispers of a ‘new paradigm’ for valuing companies now that businesses can expand around the world so fast. I think it’s unlikely we will crash as hard as did in 2000 or 2008.

Cloud 60

Cloud Valuation Venture Capital Later Stage 60

Growthink Blog

FEBRUARY 25, 2013

annually for the period 1982-1999, has since 2000 slowed to a mere 1.8%. Not coincidentally, in that same period stock market returns have declined dramatically. The developing world continues to maintain rates of growth and virgin and nascent market opportunities probably never again to be seen again nearer to home.

South Korea 87

South Korea Brazil Mexico India 87

thebarefootvc

NOVEMBER 28, 2017

It’s important to note that a fair amount of the recent capital in the market is driven by speculation from the astronomical returns that cryptocurrencies have achieved in 2017, and a “fear of missing out” (FOMO). Gox imploded and China first shut down bitcoin exchanges in April 2014, when the price hovered around $400.

Venture Capital 49

Venture Capital China Global Early Stage 49

This is going to be BIG.

NOVEMBER 7, 2011

Companies that find product/market fit deserve to grow--and if there are enough of those, there will be enough capital to follow them. Is 2012 going to be 2000 all over again? Public market holdings aren't dominated by internet companies with questionable business models the way they were in the late 90's. stock market."

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

David Teten

APRIL 1, 2011

I hope that you can join us Monday night, April 4, midtown NYC, at a panel on “Innovation in Private Company Liquidity-Online Merger Markets, Social Media, Secondary Markets, Non-US Markets, Private Equity, and the Disappearing IPO” The program is sponsored by the HBS Club of New York and the HBS Angels of NY.

Private Equity 68

Private Equity Merger IPO Equity 68

Reid Hoffman

MARCH 19, 2019

There are times when small and slow is the right strategy for a specific market opportunity. When the market conditions are right, you should blitzscale for the benefit of all stakeholders: customers, employees, investors, and society. Blitzscaling is a response to market dynamics, not the cause.

Cofounder 28

Cofounder Business Model IPO Non-Compete 28

YoungUpstarts

DECEMBER 29, 2011

author of “ Up Your Sales in a Down Market “ Recently I visited a major office products retailer to purchase a new color printer for our office. by Ron Volper, Ph.D., I had spoken to some of my colleagues about printers, so I came to the store armed with a little bit of knowledge and a lot of questions.

Sales 154

Sales China New York Conversion 154

www.huffingtonpost.com

MAY 10, 2011

Size of Opportunity - market size, revenue or usage, exit outcome and their ability to get equity early are all important. Mark Udall We Must Reform the PATRIOT Act Bill Gates The Real Successes of Foreign Aid Todays Markets Loading. The people I spoke with were remarkably clear and consistent in their priorities.

CTO 43

CTO CTO Hire PHP Cofounder 43

Both Sides of the Table

DECEMBER 13, 2010

He taught me, amongst other things, the benefit of “ top down thinking &# that changed the way I analyzed markets, companies and people. We worked together at Andersen Consulting between 1996-99 when the markets were booming. See, Mark, in a booming market you can never tell the winners from the losers.

Turkey 302

Turkey Differentiation IP Technical Review 302

ConversionXL

MAY 16, 2018

BUT – most marketing experiments are done wrong. The cars we drive, the computer or mobile device you are using to read this sentence, the Great Wall of China, Abercrombie and Fitch advertisements – all of them have gone through some form of the scientific method applied many times over a period of months, years, or even decades.

Marketing 133

Marketing Metrics Programming Design 133

Seeing Both Sides

APRIL 10, 2011

In May 1996, Open Market completed a successful IPO and more than doubled on the first day of trading, ending with a $1.2 billion market capitalization. The Internet bull market continued to run for four more years after the Open Market IPO, finally ending in the spring of 2000. We had recorded $1.8

IPO 48

IPO IRR Brazil Government 48

Both Sides of the Table

FEBRUARY 17, 2010

I was living in Europe in 2000 when the first WAP phones (Wireless Access Protocol) were introduced. But like lemmings, every company in the market rushed to proclaim they were launching WAP versions of their products. So I greeted Apple’s entry into the market with great excitement. &# Finally the hegemony is broken!

Flash 326

Flash Mobile Application Development Cloud 326

Pascal's View

NOVEMBER 14, 2009

Because reports like this stand in the way of financial market manipulation and drive home the point that not all financial innovation is good and that stocks are not fungible commodities. These companies raised just $367 million in the public markets, and they account for 470,000 U.S. don’t like this report. jobs today.

Delaware 37

Delaware IPO Venture Capital Private Equity 37

abovethecrowd.com

FEBRUARY 27, 2019

By aggressively launching a free to use service, Alibaba’s Taobao quickly became the leading person-to-person trading site in China. In 2000, Eric Baker and Jeff Fluhr founded StubHub , a secondary ticket exchange marketplace. Four years later, in May of 2003, they launched Taobao Marketplace, Alibaba’s answer to eBay.

Internet 88

Internet Matching Vertical Hosting 88

online.wsj.com

JULY 11, 2012

Loading… Markets. that did so in 1999 and 2000, according to an analysis for The Wall Street Journal by Jay R. China Lifts Spending as Growth Ebbs. Marketing Jobs. Welcome, Logout. Customer Center. My Journal. Message Center ( new). Edition Home. ↓ More. Deutschland. en Español. em Português.

Silicon Valley 42

Silicon Valley Founder Software Review Technical Review 42

Steve Blank

NOVEMBER 1, 2010

And they rolled all of this up into a set of financial forecasts with a “size of market” forecast from brand name management consulting firms that said they’d have 42 million customers by 2002. In the eleven years since they had been at work, Iridium’s potential market had shrunk nearly every day.

Business Plan 335

Business Plan Customer Business Model Customer Development 335

VC Cafe

OCTOBER 18, 2011

Among Microsoft’s 20 worldwide R&D centers, there are only three “strategic centers”: in India, China, and Israel. At the beginning of the year 2000, there were 133 venture capital firms in Israel, today there are less than 30. In 2006, Moshe was promoted to corporate vice president and head of Israel Research and Development.

Venture Capital 100

Venture Capital New Zealand Startup 100

online.wsj.com

SEPTEMBER 23, 2012

中文-简体 (China). Loading… Markets. Loading… Market Data. Media & Marketing. Marketing & Strategy. The results were similar when he examined data for companies funded from 2000 to 2010, he says. Defending Japanese Waters From Chinas Navy. Ran gold Resources Ltd.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

Agile VC

NOVEMBER 13, 2012

Sarah also points to the vast global wealth that has to get allocated somewhere as well as a small bump in long term average returns, now that the generally terrible performance of funds from the 2000-2002 time frame (after the tech bubble of the late 90s crashed) no longer factor in to 10 year returns.

LP 154

LP Portfolio Venture Capital IRR 154

Startup Lessons Learned

JUNE 9, 2020

10:44) The moment the company went below 1x growth for the first time since it was founded as the pandemic hit China and then Europe. (11:50) 10:44) The moment the company went below 1x growth for the first time since it was founded as the pandemic hit China and then Europe. (11:50) And so we started seeing this thing sweep China.

Silicon Valley 60

Silicon Valley Hosting Cofounder Employee 60

Steve Blank

JUNE 22, 2011

Is this tech bubble as broad as the 1995-2000 dot.com bubble – no. Our financial systems (banks, stock market, credit cards, mortgages, etc.) They are currently built in China.). Prices for both private and public tech valuations exceed any rational valuation to their current worth. A few will be worth much, much more.

Internet 295

Internet Silicon Valley United States .Net 295

View from Seed

APRIL 20, 2022

Comparisons have been made to the two most recent significant pull-backs of the dot com crash in 2000-2001 and Great Recession of 2008-2009. . China also emerged from decades of socialist isolation to engage with the rest of the world, employing a market based “socialism” with Chinese characteristics. So Now What for Tech?

Ukraine 156

Ukraine China Russia Global 156

Both Sides of the Table

FEBRUARY 14, 2016

I’d like to explain as best I can my opinion on what is going on because most of what I hear from entrepreneurs is not only wrong but is reminiscent of what I heard in 1997-2000. I’ll spare you the math and point out that this means we funded 0.104% of the market. Can Investors Spook the Market into Falling?

Valuation 150

Valuation Down Round Startup Later Stage 150

VC Cafe

APRIL 7, 2011

Provigent, which was founded in 2000, raised $55 million from international and Israeli venture capital firms. Its main customers include China’s Huawei Technologies, Israel’s Ceragon Networks and Sweden’s Ericsson. Broadcom, which has a market cap of $21.7 ISRAELI FILM IN THE SPOTLIGHT AT GUADALAJARA.

Java 80

Java Database Argentina 80

YoungUpstarts

MAY 7, 2019

Reach $125 billion in sales by 2000.” I realized we were really taking off once we opened operations in the New York City and Long Island markets. The market is currently working against us. Democratize the automobile.” Ford wanted to make the automobile something everyone could enjoy, not just the wealthy or elite.

Connecticut 180

Connecticut New York City New York Australia 180

VC Cafe

AUGUST 15, 2011

for both 2011 and 2012 from its previous growth forecast of 4.3%, noting that the Israeli economy “remains one of the robust and well managed among both the developed and the emerging market economies.&#. acquired digital marketer Dotomi Inc., ValueClick is one of the world’s largest integrated online marketing companies.

China 90

China Cofounder India 90

Scalable Startup

MAY 16, 2015

They begin on the eastern edge of the city near the Ferry Building and spread westward along Market Street. Currently located in the historic Southern Pacific building at One Market Street, Salesforce has plans to occupy a twenty-seven-floor tower at 350 Mission across from the new Transbay Terminal in 2015.

San Francisco 20

San Francisco Silicon Valley California Oakland 20

The Startup Magazine

JULY 26, 2018

They have gained from it, and the governors have had 2000 years to see what is happening with states that do not innovate. The Bitcoin experiment is not over, and governments and companies are watching with interest what’s happening on the market. If there is a need, then a black market, independent of the ban, will be created.

Government 61

Government North Korea China Technology 61

Startup Lessons Learned

MAY 25, 2021

But I think the, I just quickly adapted and I realized it wasn't just about writing software, things like customer service, marketing growth, those ideas were. Like mass market healthcare delivery--I literally couldn't find anybody that I thought was doing it the way I thought it should be done, and I decided that.

Silicon Valley 60

Silicon Valley Turkey Los Angeles California 60