Agile VC

article thumbnail

The Difference Between Apple & Facebook ? AGILEVC

Agile VC

Of course both companies use their platform to increase user lock-in which indirectly helps their core revenue streams of advertising (in Facebook’s case) and hardware sales (for Apple). But we arguably have never seen a true software platform which drives a core advertising business, in the way Facebook does.

Java 170
article thumbnail

Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

How They Make Money: Majority of Kayak’s revenue actually comes from advertising on their site (55%), not lead generation or referral fees to travel suppliers as you might think (more on this below). lead gen) and advertising revenue from both of these companies. AdSense and other Google advertising accounted for 7.7%

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

First Mover Fallacy

Agile VC

Google didn’t have to convince people that Internet search was needed… they just had to make it work better (via PageRank and subsequent innovations) and monetize it better (by copying GoTo/Overture with paid search advertising). Work Out Early Kinks - Dropbox wasn’t the first consumer cloud storage service.

Cloud 205
article thumbnail

LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. I’m the founder, ex Hewlett-Packard Director of Advertising and former SVP at Millward Brown (global brand/ad research firm owned by WPP). is the leading consumer internet company with Terry Semel as CEO.

article thumbnail

Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

Also divide the world among business vs consumer usage, and then subdivide consumer into the three business models of the internet… commerce, premium services, and advertising. That leaves advertising based consumer models. productivity – Evernote). But why is it harder? And will these challenges be persistent or temporal?

Mobile 160
article thumbnail

Alibaba S-1: How Well Do They Monetize?

Agile VC

Also other Tmall merchants can advertise on Tmall in both CPC keyword and CPM display formats, but small sellers from Taobao or Juhuasuan are not permitted. Taobao is essentially monetized through advertising, albeit ad buying done by sellers across the Alibaba marketplaces.

China 159
article thumbnail

Why Twitter is A Media Company ? AGILEVC

Agile VC

Here’s why: Virtually all of Twitter’s revenue comes from advertising. And Twitter CRO Adam Bain is focused primarily on growing this advertising base. Twitter’s data is valuable primarily for advertising. The most valuable users for advertisers are the people that use the service the most as a utility.

Media 113