Agile VC

NOVEMBER 6, 2013

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194

IPO Aggregator B2B Internet 194

Agile VC

MAY 23, 2012

In the wake of the undue frenzy leading up to and now ex post recriminations about Facebook’s IPO, the mainstream media and normal folks keep wondering if the non-existent “bubble” for internet companies has now popped. The internet has already had meaningful impact on industries ranging from commerce to media to software.

Internet 182

Internet Silicon Valley Seed Stage IPO 182

Agile VC

SEPTEMBER 19, 2011

I have to say that I’m not a fan of the brand “Qwikster” for the DVD-by-mail service, though I think it’s good that group will expand into other media types like video games (a la Gamefly). They’re both right. But I think there are some two longer term impacts that we will see in the 1-5 year time horizon.

Silicon Valley 100

Silicon Valley Private Equity Seed Stage Syndicate 100

Agile VC

JANUARY 13, 2016

Was this simply a shift in sentiment among the tech & business media? Potential for instant global distribution (mobile app stores, Facebook, etc). People started thinking of startup unicorns like this: Illustration for WSJ: Chris Silas Neal. What happened? A realignment of valuations by late stage investors?

Technical Review 157

Technical Review .Net Revenue Software Review 157

Agile VC

JULY 11, 2012

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?

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240