Agile VC

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The End of ?Internet? Companies ? AGILEVC

Agile VC

The End of “Internet” Companies. Al Gore's 2012 Induction to the Internet Hall of Fame. I’m not sure whether it’s 10 years from now or 50 years from now, but at some point in the medium to long term future we’ll cease talking about “internet” companies in any meaningful sense.

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The Rise & Fall of Great Venture Firms [Part 1] ? AGILEVC

Agile VC

How do you deal with a severely uneven distribution of investment success between individuals or groups of partners? Should there be a notion of “founder equity” for those individuals who put in the hard work to start a firm and build the brand?

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Putting Twitter’s IPO in Perspective

Agile VC

As many of you know, in the past I’ve done a series of posts deconstructing the S-1s of VC-backed internet startups going public. I thought I’d provide a little analysis of Twitter based on their S-1, but also strive to put it in a broader context of other consumer internet businesses and where we are in the current tech cycle.

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