Agile VC

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Much of the press on the company’s IPO highlights this fact, which is easy to discern from a casual read of the S-1. I’ll break down Chewy’s business based on their recent S-1 filing here.

Leadership 100

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VC Cafe

AUGUST 2, 2022

monthly active end-users who are engaging with content created or operated by Unity solutions in 2020. billion as of August 1st 2022, a drop from it’s IPO at approximately $38 billion but relatively steady since Dec. Every month, there are 5B downloads of apps built in Unity. There are now 2.8B Watch this space.

IP 206

IP Cofounder Valuation Acquisition 206

Steve Blank

MARCH 18, 2011

Dot.com Bubble ( 1995-2000): “ Anything goes” as public markets clamor for ideas, vague promises of future growth, and IPOs happen absent regard for history or profitability. There was no repeatable methodology, startups and their VC’s still operated like startups were simply a smaller version of a large company.

Internet 334

Internet IPO Silicon Valley Agile 334

Startup Lessons Learned

JULY 13, 2009

Lessons Learned by Eric Ries Monday, July 13, 2009 The Principles of Product Development Flow If youve ever wondered why agile or lean development techniques work, The Principles of Product Development Flow: Second Generation Lean Product Development by Donald G. Executives coming to my product development classes report operating at 98.5

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Product Development Developer San Francisco Product 153

Startup Lessons Learned

SEPTEMBER 15, 2008

But by taking advantage of open source, agile software, and iterative development, lean startups can operate with much less waste. So far, I have found "lean startup" works better with the entrepreneurs Ive talked to than "agile startup" or even "extreme startup.") The lean startup is an application of Lean Thinking.

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Lean San Francisco Startup Continuous Deployment 168

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.

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Agile VC

MARCH 13, 2012

And at PayPal we were hit with a couple patent disputes while in the midst of our IPO process. With Facebook in the late innings of its IPO process, Yahoo! in court if necessary even if it meant delaying their IPO slightly. So put in the context of Facebook’s IPO process and a new Yahoo! execs involved.

IP 100

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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. who derive a meaningful chunk of their revenue from operating ad networks. To put that in perspective, Facebook’s overall operations (which are highly profitable) generated about $1.5

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Agile VC

APRIL 17, 2011

GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Now that Google’s acquisition of ITA is closed, following lenghty FTC review, it would appear Kayak is poised to proceed with their IPO in the coming months. =. 2010 Operating Income: $16 million.

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Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Startup Lessons Learned

NOVEMBER 4, 2008

Boyd emphasized the importance of agility in combat: "the key to victory is to be able to create situations wherein one can make appropriate decisions more quickly than ones opponent." Agile software development. Agile allows companies to build higher quality software faster. This speeds up the Ideas-Code-Data feedback loop.

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Lean San Francisco Agile Continuous Deployment 102

Startup Lessons Learned

NOVEMBER 13, 2008

Hes a new employee, and he was not properly trained in TDD So far, this isnt much different from the kind of analysis any competent operations team would conduct for a site outage. For my first time, it was scalability problems and our operations team. why didnt operations get paged? How do you get started with five whys?

Software Review 167

Software Review Technical Review San Francisco Continuous Deployment 167

Startup Lessons Learned

NOVEMBER 29, 2008

The six key attributes spell ABCDEF: Agility. When talking about their past experience, candidates with agility will know why they did what they did in a given situation. To probe for agility, you have to ask the candidate questions involving something that they know little about. Either way, youll learn something important.

San Francisco 146

San Francisco Lean Agile Java 146

Startup Lessons Learned

OCTOBER 5, 2008

Eventually, I hope to get them on a full agile diet, with TDD, scrums, sprints, pair programming, and more. Indeed the first thing I thought when I read the first paragraphs that the product manager was operating in a white tower and that the developers felt disenfranchised. October 6, 2008 12:17 AM r& said. Expo SF (May.

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San Francisco Management Software Review Product 158

Agile VC

NOVEMBER 7, 2019

Companies are retrenching, VC firms are going through their own upheavals, and IPOs are non-existent. But overall this is a period where the IPO market remains largely closed to VC-backed startups. And even Facebook has a shambolic first day of trading and trades below its IPO price for over a year. Rowe Price, hedge funds, etc.

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Startup Lessons Learned

APRIL 9, 2009

Thats the essence of so many of the lean startup techniques Ive evangelized: customer development , the Ideas/Code/Data feedback loop , and the adaptation of agile development to the startup experience. Creating a company-wide feedback loop that incorporates both customer development and agile development is a challenge.

San Francisco 132

San Francisco Continuous Deployment Lean Agile 132

Startup Lessons Learned

NOVEMBER 7, 2008

► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th. Stevey's Blog Rants: Good Agile, Bad Agile Learning from Obama: maneuver warfare on the campa. Expo SF (May.

Demand 167

Demand San Francisco Lean Continuous Deployment 167

Startup Lessons Learned

FEBRUARY 20, 2009

Similar results apply in product management, design, testing, and even operations. When operating with continuous deployment, its almost impossible to have integration conflicts. Sounds very similar to agile development which is the way. Today, I want to talk about the reasons smaller batches are better. Expo SF (May.

San Francisco 161

San Francisco Software Review Continuous Deployment Development Team Review 161

Steve Blank

AUGUST 5, 2010

I think you can blame Customer and Agile Development for a small part of it. While individual VC’s inside venture firms specialized in particular domains (PC’s, peripherals, semiconductors, test equipment, operating systems, applications, etc.,) In 1980 Genentech became the first IPO of a venture funded biotech company.

Lean 260

Lean Internet Silicon Valley Venture Capital 260

Startup Lessons Learned

NOVEMBER 8, 2008

This theory has become so influential that I have called it one of the three pillars of the lean startup - every bit as important as the changes in technology or the advent of agile development. Stevey's Blog Rants: Good Agile, Bad Agile Learning from Obama: maneuver warfare on the campa. Expo SF (May.

Customer Development 168

Customer Development Developer San Francisco Customer 168

Startup Lessons Learned

NOVEMBER 17, 2008

► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th. Stevey's Blog Rants: Good Agile, Bad Agile Learning from Obama: maneuver warfare on the campa. Expo SF (May.

San Francisco 88

San Francisco Lean Continuous Deployment DC 88

Startup Lessons Learned

NOVEMBER 17, 2008

Have you met that prickly operations guy who seems to love servers more than people (but would never let them fail on his watch)? ► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th.

San Francisco 79

San Francisco Lean Continuous Deployment DC 79

Startup Lessons Learned

JULY 29, 2009

I hope to show why lean and agile techniques actually reduce the negative impacts of technical debt and increase our ability to take advantage of its positive effects. Yet other agile principles suggest the opposite, as in YAGNI and DoTheSimplestThingThatCouldPossiblyWork. Reconciling these principles requires a little humility.

Technical Review 168

Technical Review Software Review San Francisco Lean 168

Startup Lessons Learned

NOVEMBER 22, 2008

Lessons Learned by Eric Ries Saturday, November 22, 2008 Net Promoter Score: an operational tool to measure customer satisfaction Ive mentioned Net Promoter Score (NPS) in a few previous posts, but havent had a chance to describe it in detail yet. The visionary’s lament The Superbowl ad test Lo, my 57692 subscribers, who are you?

.Net 158

.Net Operations San Francisco Lean 158

Steve Blank

JULY 25, 2011

This all changed in 1980 with the Genentech IPO. In 1980 Genentech became the first IPO of a venture funded biotech company. The Stanford class introduced the first management tools for entrepreneurs built around the business model / customer development / agile development solution stack. You can read about the class here.).

Engineer 307

Engineer Silicon Valley United States Venture Capital 307

Startup Lessons Learned

OCTOBER 20, 2008

When I first encountered agile software techniques, in the form of extreme programming , I thought I had found the answer. I explained it to people this way: agile lets you make the trade-offs visible to whole company, so that they can make informed choices. Even worse, agile wasnt really helping me ship higher quality software.

Software Review 164

Software Review Engineer Management Technical Review 164

Startup Lessons Learned

DECEMBER 6, 2008

When youve mastered that, consider adding operations, customer service, marketing, product management, business development - the idea is that when the team needs to get approval or support from another department, they already have an "insider" who can make it happen. I rcommend you try building a cross-functional team and see what happens.

San Francisco 74

San Francisco SCRUM Lean Continuous Deployment 74

Agile VC

JUNE 5, 2011

So Groupon obviously filed their S-1 the other day to formally being the IPO process. The International segment appears to have similar profitability as the North America business though as it accounted for roughly the same proportion of adjusted operating income. AGILEVC My idle thoughts on tech startups. June 5, 2011.

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North America Chicago Boston Silicon Valley 100

Startup Lessons Learned

JULY 9, 2010

In management jobs related to operations – that is, the people tasked with actually making and distributing physical products – this kind of thinking is now considered ludicrous, thanks to a century of progress. Probably not; it’s much easier to blame the particular person who made the mistakes. Expo SF (May.

San Francisco 161

San Francisco Management Founder Lean 161

Startup Lessons Learned

NOVEMBER 18, 2008

► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th. Stevey's Blog Rants: Good Agile, Bad Agile Learning from Obama: maneuver warfare on the campa. Expo SF (May.

San Francisco 60

San Francisco Continuous Deployment Lean DC 60

Startup Lessons Learned

JANUARY 18, 2010

Many people still find this idea challenging, even for companies that operate solely on the web. My transition to Continuous Deployment Prior to adopting continuous deployment, I used to release software on a weekly schedule (come rain or shine) which I viewed as pretty agile, disciplined, and aggressive. Expo SF (May.

Continuous Deployment 151

Continuous Deployment San Francisco Lean Wiki 151

Startup Lessons Learned

APRIL 14, 2009

Compared to the million-dollar startup, they are operating at micro-scale. Go on an agile diet quickly. With a product development team that is not shipping, any agile methodology will surface major problems quickly. Labels: agile , customer development 15comments: Scott Shapiro said. How does that stack up? Great post!

Customer 167

Customer San Francisco Lean Hockey Stick 167

Startup Lessons Learned

DECEMBER 8, 2008

Maybe operations has changed the OS configuration in production in a way that is incompatible with some developers change. ► August (2) SXSW Case Study: SlideShare goes freemium ► July (4) Case Study: kaChing, Anatomy of a Pivot Some IPO speculation Founder personalities and the “first-class man&# th. Expo SF (May.

Software Review 136

Software Review San Francisco Lean Continuous Deployment 136

Startup Lessons Learned

JANUARY 19, 2009

For example, lets say you dont have an operations team, and so youre still getting paged late at night when servers crash. Is it time to make your first operations hire? Returning to our example of the beleaguered founder who still has the pager, before hiring an operations guy, try promoting someone from within to take on the job.

Lean 140

Lean Hiring San Francisco Continuous Deployment 140

Startup Lessons Learned

NOVEMBER 5, 2008

Obama understood the two concepts that are essential for building a high-performance, highly adaptable, agile organization: 1) rapid iteration and 2) clear values-based objectives. Mission synchronization If an organization is changing on a daily basis how is it that it doesnt look "erratic" yet feels "agile." Expo SF (May.

Campaign 84

Campaign San Francisco Lean Agile 84

Startup Lessons Learned

JUNE 15, 2009

For example, imagine a team operating in a traditional waterfall development system, without continuous deployment, test-driven development, or continuous integration. So we need to find solutions that operate at the systems level to break teams out of this pincer action. Expo SF (May.

Continuous Deployment 167

Continuous Deployment Software Review San Francisco Lean 167

Startup Lessons Learned

JUNE 8, 2009

That’s why we have operations alerts trigger a page, but it can also work for other customer events. This is true for split-testing features, but it’s also true for marketing programs or even operations changes. When the incidence rate is small, emails or text messages are a great mechanism. Expo SF (May.

San Francisco 84

San Francisco Lean Continuous Deployment DC 84

Startup Lessons Learned

DECEMBER 28, 2009

You can train your operations or customer service staff on how it works - all live in the production environment. Some of these benefits are shared by agile systems which have continuous integration but large batch releases, but others are unique to continuous deployment. I just dont believe it. Faster (and better) feedback.

Continuous Deployment 122

Continuous Deployment San Francisco Lean Metrics 122