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

Reid Hoffman

MARCH 19, 2019

Google realized that being the way to find the world’s information was a blitzscalable market, thanks to the network effects in its AdWords revenue engine. Yet despite literally patenting ride-hailing in 2000, his own venture, Sidecar, lost out to the more aggressive scaling of Uber and Lyft. The third is high gross margins.

Cofounder 28

Cofounder Business Model IPO Non-Compete 28

Both Sides of the Table

DECEMBER 5, 2010

They had a proprietary browser, their own search engine, their own content, chat rooms, email system, etc. In April of 2000 there were fears that the AOL / Time Warner merger would create a monopoly on the Internet. A bit laughable in 2010, just 12 years later. As you know, Time Warner eventually spun off AOL for peanuts.

Social Network 318

Social Network Networking Internet Technical Review 318