Steve Blank

AUGUST 5, 2010

Consumer Internet investing seems to have split off from traditional Venture Capital, and is creating a new category of VC’s: Lean VC’s. In 1980 Genentech became the first IPO of a venture funded biotech company. The Rise of the “Lean VC’s” – Consumer Internet Gets Funded. Here’s why. Electron-based Venture Capital.

Lean 258

Lean Internet Silicon Valley Venture Capital 258

The Equity Kicker

MAY 31, 2012

Mobile advertising is a hot market right now. Evidenced most recently by the IPO of mobile advertising network Millennial and Singtel’s $321m acquisition of Amobee. Mary Meeker just released her annual 100+ page slide deck of internet trends, and three of those show why everyone is so excited about mobile advertising.

Advertising 113

Advertising Mobile IPO Acquisition 113

Agile VC

MARCH 8, 2012

Tech IPOs Are Back – So Now What? Three of the five “blockbuster” tech IPOs I predicted have happened (LinkedIn, Groupon, Zynga) and the biggest of all (Facebook) has filed and will likely go public within the next 90 days. I see several dynamics at work in today’s IPO markets. March 8, 2012.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

FEBRUARY 2, 2012

Facebook S-1: The Most Anticipated IPO in a Decade. Here’s my first look at Facebook viewed through the lens of their IPO filing. They don’t even run ads in the FB mobile apps. Plus Facebook has ample cash on hand today and will get a huge slug more from the IPO. How to Evaluate Firms for a Seed VC.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

MARCH 13, 2012

And at PayPal we were hit with a couple patent disputes while in the midst of our IPO process. Patents and the threat of patent infringement lawsuits provide maximum leverage against a competitor when they’re in the middle of a strategic inflection point… a major financing, acquisition, or large product launch.

IP 100

IP IPO Social Network Silicon Valley 100

The Equity Kicker

APRIL 20, 2012

Looking at the mobile advertising industry over the last few years suggests that tipping point is around 3-5%. It’s an old cliche that for the first ten years of this century every years was supposed to be the year of the mobile, then the iPhone and Apple app store arrived and the mobile internet finally took off.

Advertising 102

Advertising Mobile IPO Marketing 102

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. It also puts another chink in the armor of the meme that monster internet companies can only be built in Silicon Valley (LivingSocial, Kayak, Gilt Groupe, CSN Stores, et al doing damage here too). AGILEVC My idle thoughts on tech startups.

North America 100

North America Chicago Boston Silicon Valley 100

Steve Blank

APRIL 13, 2013

But what made the overwhelming impression for me was finding an entrepreneurial software cluster on par with the Internet software portion of Silicon Valley. Out of that total, they funded 967 Internet deals with $6.7 Out of that total, they funded 268 Internet deals with $3.2 To compare the two, in 2011 U.S.

Silicon Valley 267

Silicon Valley China Venture Capital Merger 267

Both Sides of the Table

JULY 10, 2010

For entrepreneurs who want to learn about how to work with investment banks, how to position yourself to be acquired and what the IPO markets look like this is the episode to watch. How to investment banks help with the M&A (mergers & acquisitions) process? Should you use investment banks to raise venture capital?

IPO 242

IPO Venture Capital Private Placement Cofounder 242

VC Cafe

NOVEMBER 25, 2019

Social usage is almost entirely spent on mobile. . When the internet came along, these two pairs were split but the smart newspaper businesses acquired online classified & marketplaces around the world. A Nielsen survey from 2018 shows that U.S Emarketer has pegged that number at over 12 hours for 2019.

Vertical 113

Vertical Artificial Inteligence Distribution IPO 113

Agile VC

AUGUST 9, 2012

The company’s lost nearly 80% of its value from the peak earlier this year, in the run up to Facebook’s IPO, and currently trades below $3/share… a fraction of it’s IPO price of $10. 71% gross margins are not exceptional for a software/internet company, but they’re not terrible either.

Stock 160

Stock LBO .Net Valuation 160

Both Sides of the Table

MAY 4, 2010

They’ve had a total of 12 deals that have IPO’d. Palm (acquired by HP ) – In our interview we talked about how transformational mobile computing is and why it’s different than web computing (e.g. Clearstone currently invests out of a $200 million fund based in LA with offices in Menlo Park and in India.

IPO 236

IPO .Net Venture Capital Strategic Investors 236

thebarefootvc

JANUARY 15, 2020

acquisition of Plaid by Visa, in a highly competitive deal, shows how even the largest incumbents are feeling pressure to innovate and need to think outside of their current business models. .” Along those lines, I have been spending time thinking of the the continued digitization of the financial services sector.

Disintermediation 69

Disintermediation Aggregator China API 69

Steve Blank

APRIL 13, 2013

But what made the overwhelming impression for me was finding an entrepreneurial software cluster on par with the Internet software portion of Silicon Valley. Out of that total, they funded 967 Internet deals with $6.7 Out of that total, they funded 268 Internet deals with $3.2 To compare the two, in 2011 U.S.

Silicon Valley 159

Silicon Valley China Venture Capital Merger 159

Both Sides of the Table

JULY 1, 2010

They raised around $350 million to try and sell cars direct over the Internet. Scott left the company, which eventually IPO’d and became Internet Brands. Rumored to have turned down acquisition offers from Yahoo and Facebook. Includes content mobile guides, ie. And it carries no inventory. Foursquare. -A

San Francisco 248

San Francisco Venture Capital Analytics Government 248

The Equity Kicker

NOVEMBER 17, 2015

The internet and mobile marginalised Microsoft’s dominance of the desktop and improvements in search took away the need for Yahoo’s portal of curated links. They’ve seen great companies like Yahoo and Microsoft lose relevance and they don’t want it to happen to them.

Social Media 60

Social Media Acquisition Curation IPO 60

Both Sides of the Table

MAY 23, 2012

IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot. The numbers of potential buyers had decreased dramatically both because large companies were shedding jobs and because many past buyers simply lacked resources to make acquisitions. Mobility really changes everything.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

The Startup Magazine

FEBRUARY 8, 2022

Fast forward to 2021, six in 10 people around the world now use the internet, 332 million people came online for the first time in 2021, and 4.66 billion actively use the internet worldwide – 59.5% billion people use a mobile phone today, equating to 66.6% Sajan also holds patents in Internet Computing and Data Systems. ?Sajan’s

Artificial Inteligence 139

Artificial Inteligence Technical Review Global Technology 139

cdixon.org

AUGUST 3, 2012

Entrepreneurs and investors have been enamored with consumer internet startups for the last few years. Some observations: - Thousands of early-stage consumer web/mobile companies were started and funded in last 24 months. Facebook’s market cap is about half of what most tech investors expected before the IPO. -

Bridge Financing 86

Bridge Financing Early Stage Valuation Later Stage 86

Both Sides of the Table

FEBRUARY 21, 2010

They had previously all worked together at a very successful company in the “telecoms meets Internet&# space, CallWave, which IPO’d 5 years ago or so. Internet consumption is obviously growing massively on mobile devices. This no doubt led to the acquisition of AdMob by Google and Quattro by Apple.

Advertising 284

Advertising Las Vegas Affiliate RSS 284

Hippoland

SEPTEMBER 28, 2018

People in the US can pay for things electronically and can get most services and goods today from the internet – things in the US generally work, so improvements in these areas are all incremental. Mobile penetration in SEA is much higher than in the US (on a volume basis). Ads generally work. Marketplaces generally work.

Asia 48

Asia Indonesia B2B Singapore 48

Hippoland

SEPTEMBER 28, 2018

People in the US can pay for things electronically and can get most services and goods today from the internet – things in the US generally work, so improvements in these areas are all incremental. Mobile penetration in SEA is much higher than in the US (on a volume basis). Ads generally work. Marketplaces generally work.

Asia 48

Asia Indonesia B2B Singapore 48

ReadWriteStart

MAY 30, 2011

As an entrepreneur it can be dizzying to watch Groupon and Living Social grow so quickly, raising huge venture rounds at massive valuations while contemplating multiple billion dollar acquisitions and IPOs. Certainly one of the big trends that drove this was the amount of consumer software that became Internet-enabled.

Advertising 116

Advertising Business Model Revenue Mobile 116

Seeing Both Sides

OCTOBER 28, 2010

I now want to transform the online and mobile grocery coupon business.” Be crisp and on point – The most compelling background speeches are crisp, straightforward and very demonstrate relevant links to the opportunity at hand.

Arkansas 40

Arkansas Due Diligence Cofounder Angel Investor 40

Occam's Razor

OCTOBER 14, 2014

Any big changes in your marketing/customer acquisition strategy over the last time period (more money doing Search, less money in Email, elimination Facebook as it does not work, etc., Leaders (company is leaving China, our IPO is next week, 1,800 new stores are being opened in 180 days, our new IRR is 8%). or Weightwatchers.co.uk

Analytics 133

Analytics Vertical Metrics Web 133

Both Sides of the Table

APRIL 12, 2018

We would have gladly followed Jamie (and Josh Roth, the CTO who is phenomenal and we’ve also known for a decade) right through an IPO if we could have. We were CONVINCED Dropcam (then Nest) wouldn’t mobilize a competing product quickly if it did sell? Jamie is truly a visionary and a focused executioner. We weren’t sure.

Security 247

Security Los Angeles Silicon Valley Video 247

Startup Lessons Learned

OCTOBER 7, 2008

The App Store is a channel for customer acquisition. This is completely analogous to the situation elsewhere on the internet, where launching a new website, product, or service with PR is getting harder and harder. Having that data will let you pick an acquisition strategy that is appropriate for your app. So what can you do?

San Francisco 68

San Francisco Lean Retention SEM 68

venturebeat.com

JULY 12, 2012

Acquisition. Additionally, he’s looking for companies that have a long-term potential to be Microsoft partners or acquisitions. It was fiercely independent, and was, until its HP acquisition, one of the few PC makers still assembling computers in North America. 10 Internet comments about games that actually make us laugh.

Detroit 69

Detroit Incubator Technical Review Venture Capital 69

allthingsd.com

JULY 16, 2012

It’s clear that factors like the greater American economy and the bumpy tech IPO market don’t necessarily have a direct and/or timely correlation with venture capital spending. In the largest sector, Internet, median deal size increased at every stage of funding for the first time ever, CB Insights said. ATDmobile (Mobile).

Venture Capital 71

Venture Capital Technical Review RSS Charlotte 71

VC Cafe

DECEMBER 27, 2022

Israel’s gaming industry is primarily focused on mobile gaming, both social and casual. Israel’s proliferation of “social casino” companies has created a strong talent pool in the areas of monetisation and user acquisition. billion deal in 2022 (after an IPO for Ironsource that valued the company at $11.1

Generative AI 173

Generative AI Cloud Acquisition 173

VC Cafe

FEBRUARY 15, 2017

Some examples: AI will be the new mobile. Orcam was created by the founders of Mobileye (NYSE: MBLY and one of Israel’s largest IPOs ), Prof. YouAppi (2011)- YouAppi creates adtech to streamline mobile user acquisition. Security will shift from defensive to predictive AI-powered security (Norwest Venture Partners).

Artificial Inteligence 122

Artificial Inteligence Technical Review Startup 122

crowdSPRING Blog

NOVEMBER 11, 2011

Zynga Leans On Some Workers to Surrender Pre-IPO Shares – [link]. From Deadpool to Acquisition: Lessons From Sprouter’s Almost Fail – [link]. Not encouraging…teens have trouble communicating without the Internet – [link]. Report: Search To Dominate Mobile Advertising By 2015 – [link].

Social Media 94

Social Media Small Business Design CTO Hire 94

Agile VC

APRIL 13, 2012

And going even further back there have been a few random ones have been built before like Salesforce.com and e-tailer RedEnvelope (IPO’d in 2003 though now defunct as a company). If my memory serves me, <10% of our pre-IPO employees at PayPal lived in SF and literally 1 of the first 40-50 folks at LinkedIn were city-dwellers.

Silicon Valley 185

Silicon Valley San Francisco San Jose Startup 185

VC Cafe

MARCH 28, 2011

We rarely hear of such a large round amongst Internet startups in Israel, which is why Wix’s founding round is particularly interesting. TheMarker reports that Wix has turned down a $200 million acquisition offer from one of the largest technology companies this year. Potentially an IPO in 2012.

Flash 142

Flash IPO HTML 142

online.wsj.com

SEPTEMBER 23, 2012

In early 2011 an acquisition by a Fortune 500 company fell apart. which makes a mobile app that rewards shoppers for creating a personal shopping mall and following their favorite stores. Less than 1% are currently in IPO registration. INTERNET BUSINESSES. General Internet. - Computer And Internet.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

Reid Hoffman

FEBRUARY 28, 2019

Today, Groupon is worth about 1/10th what it was on the day of its IPO, and revenues have been flat for years. Today, Microsoft still retains over 90% market share of desktop operating systems, but that franchise is less important, thanks to the shift to mobile devices and cloud computing. Advantage 4: M&A.

Startup 28

Startup North Dakota Acquisition Europe 28

Austin Startup

MAY 3, 2017

Today’s economy is substantially more freelance for one, but as it pertains to technology and innovative entrepreneurship, we find ourselves in an era that is bringing tech to traditional industries that have yet to have fully embraced what the internet has caused: data, connectivity, globalization, scalability, and efficiency.

Texas 48

Texas Startup Silicon Valley Bootstrapping 48