Agile VC

MAY 26, 2011

Silicon Valley is still emerging from the tech bubble and massive downturn of late 2000-2002. To give you a sense, for 2002 the entire US online ad market was $6B and had shrunk year over year (it was $25B+ for 2010). is the leading consumer internet company with Terry Semel as CEO. Ok, now you have the context for early 2003.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

abovethecrowd.com

OCTOBER 17, 2013

Awareness of the service was clearly spreading virally through word of mouth. For starters, the business metrics are quite compelling. It turns out that the majority of the women in our office were rabid fans of the service, and what’s more, so were many of their friends outside of Benchmark.

eCommerce 62

eCommerce Technical Review North America San Francisco 62

Cracking the Code

SEPTEMBER 2, 2008

The Deutsche Bank report has a very interesting chart on the topic presenting the Free Cash Flow margins vs. the revenue growth four years post IPO for select software leaders: As you can see, with 20% Free Cash Flow margin and a 50% growth rate, Salesforce is well positioned in the pack! 2002, the stock price went from $17.5

Software Review 48

Software Review Software Technical Review Cloud 48

Cracking the Code

DECEMBER 11, 2015

When Elon Musk received $200 million from the proceeds of the PayPal acquisition in 2002, he re-invested everything to build the next big thing: $100 million in SpaceX and $100 million in Tesla. In other words, there are universal metrics that smart investors require to make investing decisions. Talk about passion and commitment!

San Francisco 48

San Francisco Churn Rate Silicon Valley Engineer 48