Both Sides of the Table
DECEMBER 11, 2022
The browser and thus the WWW and the first Internet businesses were born circa 1994–95 and there was a golden period where anything seemed possible. Between 2006–2008 I sold both companies that I had started and became a VC. There was no money train. It was 1991. There were startups and a software industry but barely.
Both Sides of the Table
JULY 23, 2014
15 years ago we were at the peak of Internet hype with the launch of many over-capitalized businesses with a market size & opportunity was limited. 50x more Internet users (2.4 The “big boom” in startup financing started around March 2009?—?more We are in a bubble (with so many private $1bn+ valuations). Where are we today?
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YoungUpstarts
DECEMBER 3, 2017
Global trade dipped in 2008. The traditional flows of goods, services, and finance appeared then, and now, to have stalled. As the Internet and connectivity explode so it further democratises the supply chain. It rose in 2009, but never regained its upward trajectory. But, in reality, globalization was heading into a new phase.
Both Sides of the Table
JUNE 22, 2011
The fact that today’s Internet bubble does not represent all companies does not disprove its existence. Ah, but today’s Internet companies have real revenue! I said, “It’s much easier now than it was in 2008/09.&# Or worse yet they may never get financed. I said that at the Founder Showcase, too.
Cracking the Code
JANUARY 28, 2008
Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Monday, January 28, 2008. Happy New Year 2008! The second part of the year has seen a lower flow of blog posts, but part of my 2008 resolutions are to remedy to this shortfall, so be prepared for a strong 2008.
Both Sides of the Table
JULY 16, 2010
The VC industry grew dramatically as a result of the Internet bubble - Before the Internet bubble the people who invested in VC funds (called LPs or Limited Partners) put about $50 billion into the industry and by 2001 this had grown precipitously to around $250 billion. Our current fund was raised in 2008/09.]
This is going to be BIG.
SEPTEMBER 30, 2012
The other day, I noticed an eye-catching headline: "Internet Funding Boom Ends as Fast as It Began". David's firm most recently participated in the $77 million second round financing of SoFi, a one year old startup focusing on student loans. The last closed market we had was from about September 2008 until June 2009--10 months.
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