Feld Thoughts
JUNE 19, 2017
Between the spring of 2000 and the end of 2001, I had the worst, most stressful, and most painful business period of my life. I remember the trigger point being a 3/20/2000 article in Barron’s titled Burning Up: Warning: Internet companies are running out of cash — fast. I was too inexperienced in 2000 to understand this.
Feld Thoughts
JUNE 8, 2021
They happily traded equities for me, which mostly just cost me fees in the end, although I covered it all with a crazy transaction into a weird Exchange Fund that GS created in 2000. I got sucked into giving some of my money to a money manager at Goldman Sachs and one at Lehman. my investment.
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Feld Thoughts
JUNE 22, 2012
The same spreadsheet also predicted we’d see a music downloading service in 1999 or 2000. What once cost $20,000 and was produced by skilled researchers in a lab, now costs $500 and is produced by hobbyists working part-time. Nine years later, in February 2005, YouTube arrived. Streaming video had finally made it.
Feld Thoughts
JULY 29, 2014
Predictably in the tech industry, what’s old is new again as all the infrastructure players roll out their public clouds and all the scaled companies start exploring ways to move off of AWS (and other cloud services) into much more cost effective configurations. Let’s pick apart the four points above a little bit.
Feld Thoughts
JUNE 8, 2021
They happily traded equities for me, which mostly just cost me fees in the end, although I covered it all with a crazy transaction into a weird Exchange Fund that GS created in 2000. I got sucked into giving some of my money to a money manager at Goldman Sachs and one at Lehman. my investment.
Feld Thoughts
MAY 5, 2016
We had just acquired a company (I don’t remember which one or in which city) sometime in 2000. If I could teleport myself back to that hallway in 2000, I’d say “Wow – your wall is dingy, and I love it, because it reminds me how frugal you are.” Your wall is dingy is one of them.
Feld Thoughts
FEBRUARY 9, 2016
One of my favorite lines in buried in the middle: “I’ve heard enough companies say “we simply can’t cut costs or it will hurt the long-term potential of the business” to get a wry smile. Pragmatic cost cuts are always possible and often productive.” I learned this lesson 127 times between 2000 and 2005.
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