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Why Twitter is A Media Company ? AGILEVC

Agile VC

Why Twitter is A Media Company. CEO Dick Costolo famously said that Twitter is not a media company about six weeks ago at the AllThingsD conference. To be fair, Costolo said that Twitter isn’t a media company but is “in the media business” To some that may be a distinction without a difference.

Media 113
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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement. That leaves advertising based consumer models.

Mobile 160
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Putting Twitter’s IPO in Perspective

Agile VC

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194
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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. 4) It’s Unclear if Alibaba Looks Like an Media Company or a Marketplace – To be clear, Alibaba’s sites are obviously marketplaces. So Alibaba captured only 2.6

China 159
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The End of ?Internet? Companies ? AGILEVC

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In the wake of the undue frenzy leading up to and now ex post recriminations about Facebook’s IPO, the mainstream media and normal folks keep wondering if the non-existent “bubble” for internet companies has now popped. Turns out commerce and advertising are kinda different businesses actually. Silly stuff like this.

Internet 182
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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

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How They Make Money : Facebook’s primary revenue stream is of course selling advertising on Facebook.com, which in total accounts for 85% of revenue. The Advertising business is growing slower (69% YoY in 2011) than the whole company and if you dive in to the quarterly growth rates, you can see that it’s fairly lumpy.

IPO 100
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The Rise & Fall of Great Venture Firms [Part 1] ? AGILEVC

Agile VC

And while the internet created both tremendous reward and tremendous investment carnage leading up to and after the 2000 tech bubble, it’s created long run disruption of broad sectors of media, advertising, business software & computing, and retail commerce and VCs that missed this shift have faced real struggles.