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How is the VC Asset Class Doing?

View from Seed

At the time, I spent most of my time describing the metrics themselves and how VCs and their LPs evaluate performance based on these measurements. If you aren’t familiar with these metrics, I recommend reading the original post to get a sense of the numbers that I’ll be reviewing here.

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Marketing and Growth Lessons for Uncertain Times

ConversionXL

An article on growth and marketing in the middle of a crisis—the current one or any other—can seem tone deaf. This post surveys what people have done in the past—and what marketing leaders are doing now—to make it through tough times and thrive in the post-crisis era. In 2002, McKinsey published a study of 1,000 U.S.

Marketing 121
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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

Silicon Valley is still emerging from the tech bubble and massive downturn of late 2000-2002. The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. I’m curious how you think about that pre-money in retrospect and in the context of “market” today.

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5 Steps To Strategy Tuning Through Machine Learning

Startup Professionals Musings

With the speed of change and volume of market feedback today, as well as the advances in machine learning, Amazon, Alibaba, and others have proven the value of software driven strategy decisions. This is a new class of software that can adapt in real time to market changes. The efficiency gain is tremendous.

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How Reed Hastings’ Facebook Status Update Landed Netflix in SEC’s Crosshairs

Gust

Modern theories of economics and finance teach us that in a world of perfect information, the market will decide what a fair price is for any company’s stock at any point in time based on its current financial condition, results of past operations, analysts’ forecasts of future performance, industry conditions and so on.

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How to Come up with Hundreds of Business Ideas

Up and Running

There is no stand that I have seen on the market to solve my problem—only small stands for a time long past when people bought fewer but more expensive items. I’ll leave you with one last example: consider GoPro , t he camera company that got started in 2002. He calls it “ the secret of the market.” Very clever.

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Current Startup Market Emotional Biases

Feld Thoughts

Bill Gurley wrote an incredible post yesterday titled On the Road to Recap: Why the unicorn financing market just became dangerous … for all involved. Anything that hints of a down round brings questions about the success metrics that have already been “booked.” It’s long but worth reading every word slowly.