Steve Blank
SEPTEMBER 5, 2018
As a reminder, the Dot Com bubble was a five-year period from August 1995 (the Netscape IPO ) when there was a massive wave of experiments on the then-new internet, in commerce, entertainment, nascent social media, and search. Massive liquidity awaited the first movers to the IPO’s, and that’s how they managed their portfolios.
ConversionXL
MARCH 19, 2020
echoes Labay’s sentiment: Search habits change. Use that intelligence to inform product portfolio and investment choices.”. Managers can defy old mind-sets and creatively search for superior solutions. Ross Simmonds of Foundation Inc. Social habits change. Email habits change. Premium-brand market leaders [.]
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Ben's Blog
JUNE 18, 2011
Similarly, Google, well on its way to owning the dominant smart phone operating system and which maintains a near monopoly position in search, trades at a price/earnings (P/E) ratio (ex-cash) of around 13.7. We have over 60 companies in our portfolio and none of them use any products from the current software leader, Oracle.
View from Seed
JANUARY 11, 2017
One of our prior investments was an e-commerce company that grew primarily through organic search. I was an early employee at PayPal and back in the 2000-2001 timeframe, and we ended up taking a fairly significant amount of strategic investment (tens of millions of $) from various banks in the US, Europe, and Asia.
500hats.com
AUGUST 2, 2012
While a flood of new VCs came into existence during the late 90’s internet boom, many had difficulty raising new funds after the crashes of 2000-2001 and 2008 , and as a result significantly fewer fund managers exist now compared to a decade ago. In the past ten years there have been several dramatic changes in venture capital.
Both Sides of the Table
JUNE 28, 2010
When he entered the industry he caught the tail end of the dot com bubble and then was immediately thrust into a 3-year period of “triage&# where VC’s had to deal with problems in portfolio companies. This lasted from about 2001-2004. Founded in Sunnyvale, CA in 2001. Venture Financings we Discussed.
Both Sides of the Table
FEBRUARY 8, 2010
Make sure to call the companies in that VCs portfolio that didn’t succeed. Do a web search to find companies that they didn’t give you. My chips were down in late 2000 / early 2001. One small hack – go to LinkedIn and do a search for the company name. My story briefly. I had 5 investors at the time.
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