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There’s more to generative AI than picks and shovels

VC Cafe

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.

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Can You Trust Any vc's Under 40?

Steve Blank

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.

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The LeanLaunch Pad at Stanford – Class 5: Customer Relationship Hypotheses

Steve Blank

The Stanford Lean LaunchPad class was an experiment in a new model of teaching startup entrepreneurship. We offered that the team might want to expand their user research to think about new features and verticals (document management, law firms, lab managers with discretionary budget, etc.). Filed under: Lean LaunchPad , Teaching.

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Customer Development Manifesto: Market Type (part 4) « Steve Blank

Steve Blank

In future posts I’ll describe how Eric Ries and the Lean Startup concept provided the equivalent model for product development activities inside the building and neatly integrates customer and agile development. This was possible because in 2000, Donna and Handspring were in an Existing Market. End result?

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Elephants Can Dance – Reinventing HP « Steve Blank

Steve Blank

Certainly Carly Fiorina’s tenure will be a controversial topic for some time to come, but the cultural angst generated by the loss of thier founders notwithstanding, HP seemed to really reach stall speed around 2000. It would be nice to hear your thoughts. I don’t know enough about the company other than what I read in the press.

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Scaling is Hard, Case Study: TripAdvisor

Seeing Both Sides

As we have seen with the recent speed bumps at highfliers like Groupon and Zynga, taking “lean startups” from foundation to creating sustainable, scalable, profitable business models is a very rare and special task. In founding TripAdvisor, Kaufer wanted to take his hard core engineering skills and apply them to vertical search in travel.

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2020 Accel Euroscape: Decacorn Unleashed

Cracking the Code

In 2000 and 2008, the economic crises had a dramatic impact on the tech ecosystem, but 2020 seems to be very different. Navigating this crisis is not about cutting back: it’s about taking advantage of the opportunities while not leaning too far over your ski tips to avoid a catastrophic fall.

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