Cloud Forecast Technical Review Valuation 
VC Cafe
JANUARY 24, 2021
“It follows that the goal of forecasting is not to see what’s coming. It is to advance the interests of the forecaster and the forecaster’s tribe.” Covid-19 accelerated the adoption of entertainment tech, gaming and commerce. These include consumer trends, gaming, entertainment tech, sports and commerce.
Austin Startup
APRIL 25, 2017
In summary: Snap’s current business doesn’t justify a $20B valuation. How can one justify a $20B valuation for Snap? Additionally, our products often use new technologies and require people to change their behavior, such as using a camera to talk with their friends. That’s it. Global smartphone revenue is about $420B.
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David Teten
SEPTEMBER 23, 2017
VCs tout themselves as frontier technology investors, but most are using the same infrastructure tools they have used for the past 20+ years: Excel and recent college grads searching Google. We’ve seen some modest progress in people upgrading from Excel to Google Sheets; use of some CRM; and a cloud-based storage service.
Cracking the Code
FEBRUARY 23, 2011
Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. In comparison, the overall technology sector growth was projected at 9-10% in early 2010 and this forecast did not change significantly today. Detailed SaaS Spreadsheet (Valuation and CAC benchmark).
Cracking the Code
MARCH 12, 2010
Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. As we are entering a new year, I thought it would be interesting to publish every quarter an update on the state of the 13 public SaaS/Cloud companies in the Index. Detailed SaaS Spreadsheet (Valuation and CAC benchmark).
genylabs.typepad.com
SEPTEMBER 24, 2011
Tracking and Forecasting the Trends Impacting the Future of Small Business. Small Business Labs, from Emergent Research , covers the key social, technology and business trends impacting small business. New Communications Review. Part of my business is working with tech start-ups as an advisor/consultant. OReilly Radar.
gigaom.com
JULY 10, 2012
Tech News and Analysis. AT&T promised in April to open Watson up to general development, but on Monday AT&T SVP for technology and network operations John Donovan made the launch official in a blog post , revealing seven different “contexts,” or language libraries, that app builders can access to speechify their products.
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