Agile VC

NOVEMBER 6, 2013

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. Twitter Is A Media Business. Despite it’s long-standing protestations, Twitter is indeed a media company.

IPO 194

IPO Aggregator B2B Internet 194

Agile VC

FEBRUARY 5, 2014

This is especially true for those with a media / ad based business model (e.g. This is a logical thing to do… when we started LinkedIn, my mentor Reid Hoffman instilled a mantra of Growth –> Usage –> Revenue which still holds for many consumer companies.

Revenue 234

Revenue Product B2B Marketing 234

Agile VC

APRIL 30, 2019

All three have different business models… SaaS, media/ad, and consumer transactional. All three are impressive and valuable businesses in their own right. In just the last month or so we’ve seen Lyft go public ( my analysis of the company’s S-1 here ) and more recently, Zoom and Pinterest.

IPO 100

IPO B2B B2C Institutional Investors 100

Agile VC

AUGUST 1, 2012

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.

Mobile 160

Mobile Advertising Bandwidth Web 160

Agile VC

MARCH 30, 2012

Is “Data” a Business Model? Several years ago I wrote a post about the three business models of the consumer web : commerce, advertising, and user-paid premium services. So is “data” now a new business model, as some suggest? How to Evaluate Firms for a Seed VC. March 30, 2012.

Business Model 113

Business Model Silicon Valley Advertising B2B 113

Agile VC

MAY 22, 2014

Tmall (storefronts for larger, branded merchants like Nike, Gap, etc.) –> While Tmall is frequently compared to Amazon.com, it’s business model is totally different. 4) It’s Unclear if Alibaba Looks Like an Media Company or a Marketplace – To be clear, Alibaba’s sites are obviously marketplaces.

China 159

China Revenue Flash Affiliate 159

Agile VC

OCTOBER 2, 2011

Amazon vs Apple: A Tale of Two Business Models. Because consumers don’t want a portable touchscreen computer… they want a product that integrates content & media suite seamlessly with the hardware. Apple has a marginally profitable digital content business which drives a highly profitable hardware business.

Business Model 100

Business Model Silicon Valley Seed Stage Syndicate 100