Agile VC

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Putting Twitter’s IPO in Perspective

Agile VC

The emergence of mobile platforms has broadened the array of internet-enabled businesses somewhat, and overall it obviously marks a massive shift in computing platforms. 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.

IPO 194
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Seduced By Growth, But Terminal Scale Still Matters

Agile VC

Potential for instant global distribution (mobile app stores, Facebook, etc). But growth dried up (due to competitive pressures, changes in business model, etc) and today Zynga has a market cap of $2.2B Large & liquid supply of human capital as more and more talented people want to work for startups.

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Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

Agile VC

It’s conceptually no different from the early days of Western Union’s original payments business when people “wired” money to one another at each end of a physical distribution network. But again the store of value in prepaid minutes was the key. FAQ A: What about Square?

Mobile 250