Remove Internet Remove Liquidation Preference Remove LP Remove Metrics
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In 15 Years From Now Half of US Universities May Be in Bankruptcy. My Surprise Discussion with @ClayChristensen

Both Sides of the Table

In a discussion I had with Fred Wilson at the Invesco LP meeting Fred said the same about the influence of Clayton. Obviously that barrier has been brought down with low-cost ability to capture, stream and distribute content over the Internet. “Online education is truly going to kill us.” Neither does Clayton.

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On the Road to Recap:

abovethecrowd.com

The same thing happened to many Internet stocks. They are likely sitting on amazing paper-based gains that have already been recorded as a success by their own investors — the LPs. Anything that hints of a down round brings questions about the success metrics that have already been “booked.”

IPO 40