Both Sides of the Table

JULY 23, 2014

I highlighted how these tectonic technical shifts have altered the VC industry in this post: How Open-Source & Horizontal Computing Spawned the Micro VC Market. The “big boom” in startup financing started around March 2009?—?more 2007 was the watershed year. more than 5 years ago?—?and and hasn’t abated.

Technical Review 398

Technical Review Venture Capital Valuation Pre-Money Valuation 398

Both Sides of the Table

JULY 16, 2010

You don’t need to buy expensive software – there are free open source solutions for nearly everything. So angel and seed stage investors’ returns will be dependent on good times continuing or on the ability of their portfolio companies to get financed. Nobody understands this better than First Round Capital.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Both Sides of the Table

SEPTEMBER 27, 2010

You have an open source stack, cloud services for storage, processing & management and APIs for just about anything you want. I understand why he wants to differentiate himself but I wonder if a scorched Earth strategy against the main funding source for your company pays in the long run. We all know that.

Liquidity Event 308

Liquidity Event Silicon Valley Seed Stage Finance 308

Both Sides of the Table

MAY 23, 2012

Cloud computing and the open source movements have brought down the costs of starting a company by more than 90%. Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. The Exit Problem.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Both Sides of the Table

JULY 23, 2013

There was no open source, no code repositories like GitHub, no knowledge hubs like StackExchange. Finance weenies not geeks. Literally every project I started I had to sit down with the manager and explain that I wanted to be on the technical track. “But you’re in the business group!?!” ” F**k.

Marketing 385

Marketing Europe Engineer Networking 385

Both Sides of the Table

JUNE 8, 2014

Open source computing, which reduced costs to start a company by 90%. In LA we have entertainment, finance, textiles, aerospace, transportation, fashion and so forth. Changes in the Startup Ecosystem. Web Services, led by Amazon’s AWS, which reduced the costs a further 90%. None of us are derivatives of Silicon Valley.

Silicon Valley 390

Silicon Valley Kansas City Startup Venture Capital 390

Both Sides of the Table

JUNE 29, 2011

If you don’t want to read that post, the summary is: Open source computing drove computing costs down 90%, which spurred innovation in technology. Open cloud led by Amazon with their AWS services drove total operating costs down by 90%. But obviously I’m biased.

Venture Capital 296

Venture Capital Software LP Early Stage 296