Both Sides of the Table

DECEMBER 13, 2010

Increasingly it became difficult to tell any system integration company apart and there was a whole new breed of competitors in the market helping companies build Internet businesses. Andersen had lost its long-time CEO, George Shaheen, was hemorrhaging staff and wasn’t exactly known as being an Internet pioneer.

Turkey 302

Turkey Differentiation IP Technical Review 302

Steve Blank

JUNE 22, 2011

Ben and his partner Marc Andreessen (the founder of Netscape and author of the first commercial web browser on the Internet ) are the definition of Smart Money. I’ve followed them with a few observations about the Internet that may help frame the scope of the debate. The Internet May Liberate Us. The Internet May Kill Us.

Internet 295

Internet Silicon Valley United States .Net 295

Both Sides of the Table

MAY 23, 2012

IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot. By the end of 2011 the Internet population was estimated at 2.3 billion, with 275 million in North America alone (source: Internet World Stats) and an astounding global penetration of 33% of the world’s population.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Growthink Blog

NOVEMBER 8, 2010

In that same time frame, United States IPO volume declined 75% in real terms and now accounts for less than 11% of the global total. 7 Companies in China have raised more than $1 billion in an IPO this year. IPO by far this year will be the government ward General Motors. In the U.S. domestic GNP growth couldn’t touch.

Africa 104

Africa Brazil China India 104

Steve Blank

APRIL 13, 2013

I just spent a few weeks in Japan and China on a book tour for the Japanese and Chinese versions of the Startup Owners Manual. In these series of 5 posts, I thought I’d share what I learned in China. I was only in China for a week so this a cursory view. China Venture Capital. China now has plenty of both.

Silicon Valley 267

Silicon Valley China Venture Capital Merger 267

Both Sides of the Table

MAY 7, 2011

Free email providers (like gmail or hotmail) didn’t exist, and you had to pay a separate fee to dial up companies like AOL to access the internet. Eventually, Juno provided free access to browse the internet in addition to sending email. The experience was paid for by placing ads at the bottom of your internet browser.

Software Review 285

Software Review Software St. Louis API 285

Growthink Blog

NOVEMBER 1, 2010

In 20 years we will look back at the first few elections of the global Internet age the way we remember the smoky backrooms of elections past. Sequoia Capital recently made headlines with the NASDAQ IPO of Mecox Lane, a Chinese Internet retailer and the seventh IPO by a Chinese company backed by Sequoia in the last 18 months.

Coder 69

Coder Brazil IPO Government 69

Hearpreneur

JUNE 5, 2022

He first learned about the internet on a trip to the U.S. and created a small website about China and Chinese products. Who knew it was his first step toward building an empire that holds the record for the largest IPO. Now he is known for Internet entrepreneurship and is asked to lecture about it all over the world.

Romania 124

Romania United Kingdom Entrepreneur United States 124

thebarefootvc

SEPTEMBER 28, 2014

On September 19, Ma led Alibaba to the largest IPO in history, listing the company on the New York Stock Exchange. Ironically, today, while Modi, leader of the world’s largest and most complex democracy, gave this speech, China violently cracked down on pro-democracy protestors in Hong Kong. Enter Modi.

India 40

India China Africa Government 40

crowdSPRING Blog

JANUARY 3, 2011

The past year saw startups on the rise, an increase in venture capital funding (both in real dollars and numbers of companies funded), a resurgence of IPOs, and the rise of David against Goliath, as best represented by Groupon’s spurning of a $6 billion offer from Google.

Technical Review 93

Technical Review Venture Capital India Startup 93

David Teten

MARCH 14, 2018

This is a model used in at least one case by China’s third-largest private equity firm, China Science & Merchants Investment Management Group ($12 billion+ AUM), which funded in 2015 CSC Upshot, a $400m seed fund through AngelList. Prehype , Rocket Internet , and numerous others. For more, see the Startup Studio Playbook.

Private Equity 60

Private Equity Venture Capital Equity Cofounder 60

Startup Professionals Musings

APRIL 15, 2019

For others, including Facebook, it is penetrating China despite political constraints, and India, where only thirty percent of the population is on the Internet. A focus on looking good as an acquisition or IPO candidate has undermined many startups. But never take your eye off today’s customer.

Social Media 218

Social Media India Acquisition China 218

Agile VC

JULY 11, 2012

Burr, Egan, Deleage [Boston] –> Huge wins in the 1980s and early 90s included Continental Cablevision (sold for $5.3B – now a big chunk of what is Comcast), Qwest Communications, Cephalon (biotech IPO, acq by Teva), and Powersoft (Burr, Egan made 35x when it went public and then was acquired by Sybase).

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240

The Equity Kicker

NOVEMBER 11, 2014

Singles Day has just started in China. It’s also the largest online shopping day in China and the news this morning is that Alibaba racked up $1bn of sales in the first 17mins 58s, and $2bn in the first hour. That compares with Amazon’s market cap of $141bn and Google’s of $375bn. The business was founded in 1999.

Sales 149

Sales China eCommerce IPO 149

Agile VC

MAY 7, 2014

I believe this may be the most anticipated tech IPO of all time… some may argue Facebook was a bigger deal, but Alibaba’s offering has been “in process” for a long time and may very well be the largest IPO ever both in terms of size of offering and initial market cap of the company. Just How Big Is Alibaba?

China 187

China B2B Flash IPO 187

Steve Blank

APRIL 13, 2013

I just spent a few weeks in Japan and China on a book tour for the Japanese and Chinese versions of the Startup Owners Manual. In these series of 5 posts, I thought I’d share what I learned in China. I was only in China for a week so this a cursory view. China Venture Capital. China now has plenty of both.

Silicon Valley 159

Silicon Valley China Venture Capital Merger 159

Steve Blank

JUNE 15, 2011

Today, the signs of the new bubble are the Linked-In initial public offering (IPO), Facebook’s stratospheric valuation and the rapid rise of early-stage startup valuation. The Linked-in IPO valued the company at $8.9 It sent a signal that there is an irrational demand for tech IPOs. We have just entered the mania phase.

Silicon Valley 327

Silicon Valley Stealth Valuation Mississippi 327

The Next Web

JULY 13, 2014

It’s a brand that has now expanded to Europe and China. We all love the story of ‘Joe Everyman Twenty Something’ stumbling upon internet gold, swashbuckling across the bow of capitalism with a trendy new website which turns into a multi-billion dollar IPO. Quod erat demonstrandum.

China 142

China Europe IPO Internet 142

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. Plus Facebook has ample cash on hand today and will get a huge slug more from the IPO. Facebook estimates they already have 60% of addressable US internet users. February 2, 2012.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

MAY 22, 2014

How does that stack up against analogous US internet companies? In fact JD.com, which priced it’s IPO yesterday, is a direct seller (e.g. Wholesale is essentially stagnant but China retail which again is the main driver is growing faster than the whole (65% YoY). stocks inventory) and is really more analogous to Amazon.

China 159

China Revenue Flash Affiliate 159

online.wsj.com

SEPTEMBER 23, 2012

中文-简体 (China). Less than 1% are currently in IPO registration. Defending Japanese Waters From Chinas Navy. INTERNET BUSINESSES. General Internet. - Computer And Internet. Ran gold Resources Ltd. View All Search Results » Subscribe. América Latina. Deutschland.

Venture Capital 107

Venture Capital Software Review Rhode Island North Dakota 107

The Next Web

JANUARY 24, 2014

We boast the world’s second highest fixed broadband Internet subscription rate only an inch behind Sweden. Ninety-four percent of households are equipped with a computer and have Internet access (the others are still playing 8-bit Nintendo). Look out China, we’ll advise you into submission!

Netherlands 143

Netherlands Technical Review Stock Silicon Valley 143

Startup Professionals Musings

APRIL 14, 2017

For others, including Facebook, it is penetrating China despite political constraints, and India, where only thirty percent of the population is on the Internet. A focus on looking good as an acquisition or IPO candidate has undermined many startups. But never take your eye off today’s customer.

Social Media 163

Social Media India Acquisition China 163

Both Sides of the Table

AUGUST 30, 2010

This has been especially true for angels or seed investors as there is a new thesis that less capital is needed to start Internet companies so more money is being spent at this phase of the funding lifecycle. VCs have also gone back to writing checks because as an industry we can’t be seen as “sitting on the sidelines” for years at a time.

Entrepreneur 298

Entrepreneur Technical Review Balance Sheet Government 298

thebarefootvc

JANUARY 15, 2020

I had seen the beginning of this evolution during the Internet boom…my first venture investment, in 2000, was in a company called Yodlee, which later went on to IPO and was eventually bought by Envestnet. Along those lines, I have been spending time thinking of the the continued digitization of the financial services sector.

Disintermediation 69

Disintermediation Aggregator China API 69

pandodaily.com

NOVEMBER 29, 2012

Meanwhile, the rash of early liquidity and recent IPOs — unsatisfying as they were — gave liquidity to thousands of employees at large companies, and a subset of those made very real money. This time around, there has been an explosion at the early stages, and the very late pre-IPO growth stages. November 29, 2012.

Technical Review 93

Technical Review Silicon Valley Incubator Syria 93

Steve Blank

MARCH 22, 2022

While most of the IPOs have been in Quantum Computing, Quantum technologies are used in three very different and distinct markets: Quantum Computing , Quantum Communications and Quantum Sensing and Metrology. Pretty amazing for computers that won’t be any better than existing systems for at least another decade – or more.

Technology 436

Technology Algorithm Stealth Distribution 436

online.wsj.com

JULY 11, 2012

The Wall Street Journal is phasing out support of the Internet Explorer 6 (IE6) browser. Internet Explorer. In the 1990s Internet boom, easy money helped founders maintain more control early in a companys evolution, but founder CEOs without voting control often got replaced by a professional manager ahead of an IPO.

Silicon Valley 42

Silicon Valley Founder Software Review Technical Review 42

Both Sides of the Table

APRIL 23, 2011

In the late 90’s he saw the internet boom and helped start IronPlanet.com, a construction equipment marketplace that is nearing an IPO. At the time consumer internet venture capital was still suffering from the collapse of the Tech Bubble. The in invest in IT (Software + Internet + Healthcare). 5:00 – 5:55).

Vertical 265

Vertical Curation Boston Burn Rate 265

Reid Hoffman

MARCH 19, 2019

And from a financial perspective, any investor would be better off buying stock in Amazon than buying and share of a corner bookshop; if you invested $100 in Amazon’s 1997 initial public offering (IPO), those shares would have been worth about $120,000 in 2018. Amazon saw that the internet would change retail.

Cofounder 28

Cofounder Business Model IPO Non-Compete 28

David Teten

APRIL 1, 2011

I hope that you can join us Monday night, April 4, midtown NYC, at a panel on “Innovation in Private Company Liquidity-Online Merger Markets, Social Media, Secondary Markets, Non-US Markets, Private Equity, and the Disappearing IPO” The program is sponsored by the HBS Club of New York and the HBS Angels of NY.

Private Equity 68

Private Equity Merger IPO Equity 68

Cracking the Code

FEBRUARY 4, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. 2007 was a turning point for the SaaS industry with the successful IPOs of NetSuite, SuccessFactors, DemandTec, Salary.com, Aprimo and Constant Contact. or What do I need to do to get ready for an IPO. internet. (6).

Software Review 48

Software Review South Korea IPO Portfolio 48

crowdSPRING Blog

MAY 22, 2012

Although Facebook’s stock price has fallen well below its IPO price of $38 per share, many people agree that the stock is still significantly overpriced. It’s already coming close to saturating the limits of world Internet usage. There is precedent for a high forward-year projected earnings (P/E) ratio.

South Korea 88

South Korea IPO Russia Stock 88

Startup Lessons Learned

JUNE 9, 2020

This was supposed to be Airbnb's biggest year by many measures, including its IPO, which was one of the most anticipated since the 2008 financial crisis. 10:44) The moment the company went below 1x growth for the first time since it was founded as the pandemic hit China and then Europe. (11:50) Our China business was really affected.

Silicon Valley 60

Silicon Valley Hosting Cofounder Employee 60

Cracking the Code

SEPTEMBER 2, 2008

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. china tour beijing tour beijing travel china tour tibet tour tibet travel computer monitoring software employee monitoring. internet. (6). How the use of internet is transform. Cracking The Code.

Software Review 48

Software Review Software Technical Review Cloud 48

Hippoland

SEPTEMBER 28, 2018

People in the US can pay for things electronically and can get most services and goods today from the internet – things in the US generally work, so improvements in these areas are all incremental. I think this explains why we tend to see consumer businesses emerge first – tech-savvy internet users are easiest to reach.

Asia 48

Asia Indonesia B2B Singapore 48

Hippoland

SEPTEMBER 28, 2018

People in the US can pay for things electronically and can get most services and goods today from the internet – things in the US generally work, so improvements in these areas are all incremental. I think this explains why we tend to see consumer businesses emerge first – tech-savvy internet users are easiest to reach.

Asia 48

Asia Indonesia B2B Singapore 48