Feld Thoughts

MAY 28, 2015

I remember my friend Ryan Martens sitting down with me and Chris Wand around 2001 and walking us through his idea for changing the how he approached managing the software development process. Ryan had a vision for an integration web-based system to layer on top of all of this to help support and manage the software development process.

Software 70

Software Technology Agile SCRUM 70

Agile VC

MAY 26, 2011

Google is still a private company (their IPO was Aug 2004). Online social networking is a concept still being evangelized even in Silicon Valley… Friendster is in private beta (wasn’t until Oct 2003 they received Google acquisition offer which they turned down for Kleiner/Benchmark round). A lot has changed. link] leehower.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

MARCH 8, 2012

But even during the macroeconomic boom of 2004 to early 2008 (inflated by various credit bubbles – housing, sovereign debt, LBOs) tech IPOs were extremely rare and then the global economic crisis of late 2008 – 2010 only further dampened hopes for a recovery. Right now the macro economic conditions are comparatively calm.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

NOVEMBER 13, 2012

The entire US economy was booming (in an unsustainable debt binge, in retrospect) from 2004 through much of 2008, and the tech world was booming along with it. For those who aren’t familiar, Mobius was a VC fund with offices in Silicon Valley and Boulder CO and at it’s peak Mobius had $2B+ under management.

LP 154

LP Portfolio Venture Capital IRR 154