Agile VC

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The Consumerization of Business Software ? AGILEVC

Agile VC

One of the themes that we’ve been most interested in at NextView over the last 12+ months has been the impact of consumer web trends on business software. I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies.

Software 100
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First Mover Fallacy

Agile VC

When we meet with entrepreneurs and ask about their competitive advantage or special sauce, one of the common responses is first mover advantage. ”We’re the first company to do X in an rapidly growing market” or similar. Work Out Early Kinks - Dropbox wasn’t the first consumer cloud storage service.

Cloud 205
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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. It’ll be nearly two years before the concept of “Web 2.0″ ″ is popularized by Tim O’Reilly (the first Web 2.0 Im a former Silicon Valley entrepreneur turned East Coast VC.

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Yahoo! vs Facebook: Lame Lawsuit, Good Timing ? AGILEVC

Agile VC

The bulk of the patents they believe Facebook is infringing pertain to things like A) display & targeting of online ads, B) online privacy, C) personalization of a user’s web experience, D) general online messaging (Yahoo! Im a former Silicon Valley entrepreneur turned East Coast VC. My layman’s reading is that Yahoo!’s

IP 100
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Farmeron ? Why SaaS for Cows is Incredibly Exciting ? AGILEVC

Agile VC

It was one of those first meetings where you’re instantly impressed by an entrepreneur and the ambitious vision they’re pursuing. When you think of web-enabled startups, farms don’t instantly spring to mind. Im a former Silicon Valley entrepreneur turned East Coast VC. feedstocks). [link] aweissman.

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Is ?Data? a Business Model? ? AGILEVC

Agile VC

Several years ago I wrote a post about the three business models of the consumer web : commerce, advertising, and user-paid premium services. The consumer web landscape has changed meaningfully since I wrote that in 2006. We’re witnessing a new wave in “big data” that extends far beyond just the consumer web.

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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

For the last 5-7 years the universe of potential acquirers web-based businesses has been fairly concentrated. were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. Im a former Silicon Valley entrepreneur turned East Coast VC.