Internet Mobile Portfolio Social Network 
View from Seed
JULY 31, 2014
As my partner Rob Go has written , our goal is to invest half in consumer web and mobile and half in business-focused ventures. More interesting, however, is reflecting on what “rhymes” across multiple investments within our portfolio. The internet continues the disintermediation of content creation. The “Internet of Things”.
VC Cafe
JANUARY 24, 2021
According to the Economist , video game internet traffic, including mobile games, has increased 75% in the U.S. The State of Mobile 2021 report by App Annie goes in-depth into the consumer trends in mobile. Mobile adoption boomed in 2020 – $143 Billion Consumer Spend, 3.5 social media.
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Lightspeed Venture Partners
DECEMBER 8, 2010
Some observations from Bipul Sinha about the internet and media industry in 2011. Year of Social Utilities. With over half a billion users and open graph integration, Facebook is the Internet with social graph at its core. The aggregation of such high-intent traffic is what makes Google a formidable force on the Internet.
Both Sides of the Table
JULY 23, 2014
15 years ago we were at the peak of Internet hype with the launch of many over-capitalized businesses with a market size & opportunity was limited. 50x more Internet users (2.4 Always-on connectivity of mobile (164m US smartphone users). We’re all socially connected (so great businesses spread faster). .”
Lightspeed Venture Partners
APRIL 19, 2012
The advent and growth of social networks such as Facebook, Twitter, Tumblr and, now, Pinterest has heralded a new era in the Internet where people are connected to one another to share, discover, curate, and collaborate. However unlike the intent oriented desktop Internet search, the mobile platform is about discovery.
Version One Ventures
FEBRUARY 20, 2020
Boris wrote about the latest opportunities in enterprise SaaS , while Max outlined some of his current investment themes , from the Open Internet to climate change. Interest 1: The next generation of patient social networks. Today’s online communities for those with chronic illnesses are quite outdated.
VC Cafe
AUGUST 2, 2022
think about the entrepreneurs that started in the early days of the Internet, mobile, crypto, VR and yes… now Metaverse. If nothing else, it shows how many billions Meta is willing to commit in order to advance Mark Zuckerberg’s vision for the future of the Internet. Here we go! Epic Games. Unity’s recent $4.4
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