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An update on Version One’s thesis: backing mission-driven founders

Version One Ventures

We raised our first fund in summer 2012. By 2016, we had begun to specialize into a thesis-driven firm , focusing on businesses with potentially large network effects built around people and/or data. . However, most businesses are looking for network effects, so they are less of a differentiator than they were a decade ago.

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Tesla and Adobe: Why Continuous Deployment May Mean Continuous Customer Disappointment

Steve Blank

But businesses are finding that Continuous Deployment not only changes engineering but has ripple effects on the rest of its business model. While continuous delivery is truly a better development process for engineering, it has profound impacts on a company’s business model and customer expectations.

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How to Remain King of the World amidst Titanic Disruptions

Lightspeed Venture Partners

It’s been over 10 years since Napster came on the scene to disrupt traditional music business models, sparking a wave of debate on the right mix of “free” vs “paid” content going forward with digital that has yet to be fully settled. In the shift to digital music, several models emerged, with the jury still out on the clear winner.

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Big Data Investors Put a Premium on Proprietary Software

ReadWriteStart

Much of the investor concern over Hortonworks ‘ valuation remains a persistent concern that the company’s pure-play open source business model doesn’t work. A 152% increase in valuation since Q3 2012: Source: Dow Jones VentureSource. ” The first group fits the Palantir model. Source: Hortonworks.

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How to Avoid Being Part of 90% of Failed Companies

ReadWriteStart

While it’s not advisable to obsess over companies competing in your field, it’s always a good idea to be aware of their business models , the updates they make, and how your product/service may have an advantage over theirs. Having a good product but a wrong business model.

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Why Content Favors the Old (Entrepreneur)

pandodaily.com

by Sarah Lacy on February 26, 2012. But it’s possible that as the secret sauce of new media swings farther from disruptive technology and business models to a focus on curated and quality content, it’s the older entrepreneurs who are in the pole position. That’s the beauty of a great content business.

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Millennial CEO Disrupts Bottled Water Industry

Hearpreneur

It bothered me and so I told my family that I wanted to work on a business that somehow could incorporate addressing these things I cared about, but also could address some important consumer concern. Every premium water was differentiated solely through an exotic source origination story and design. Otherwise, just stop.

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