Agile VC

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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
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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. It’ll be nearly two years before the concept of “Web 2.0″ ″ is popularized by Tim O’Reilly (the first Web 2.0 conference happened at the end of 2004).

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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
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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. Dick Costolo rightly boasts that Twitter is one of the largest referrers of traffic on the web.

Media 113
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Putting Twitter’s IPO in Perspective

Agile VC

But at its base level, ubiquitous computing or “mobile” hasn’t actually changed that much from the desktop web when it comes to fundamental business models. Google, Facebook, and Twitter have each created a new audience-based paradigm and thus have created and dominated a new segment of advertising.

IPO 194
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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

Agile VC

I’ll focus for now on the business itself, there’s plenty of other info on the web if you care to understand the equity ownership or financing history of Facebook and frankly this has been fairly well known for awhile. ==. Here’s my first look at Facebook viewed through the lens of their IPO filing. Facebook, Inc.

IPO 100
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Is ?Data? a Business Model? ? AGILEVC

Agile VC

Several years ago I wrote a post about the three business models of the consumer web : commerce, advertising, and user-paid premium services. The consumer web landscape has changed meaningfully since I wrote that in 2006. We’re witnessing a new wave in “big data” that extends far beyond just the consumer web.