Agile VC

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The Future of Internet & Cars

Agile VC

I’ve been doing some thinking about the future of cars and the impact of the internet. When people talk about “internet” and “cars” people usually think of internet-connected automobiles for the purposes of infotainment. Ferdinand Porsche’s electric car, circa early 1900s.

Internet 153
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First Mover Fallacy

Agile VC

If you think back to the monster consumer software and internet companies that’ve been built in the last 2-3 decades, it’s actually far more likely they were fast and/or particularly innovative followers rather than first movers. Atari (home video game consoles). Netflix (video streaming). First Movers.

Cloud 205
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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

This question has lingered for Facebook and other consumer internet companies in recent months. The growth of internet connected smartphones and tablets is truly astonishing. ” This is broadly true for commerce based internet companies. First the enthusiasm. So what about consumers?

Mobile 160
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Should Apple Buy Hungary?

Agile VC

But it makes less sense to me… consumers love Netflix because they can get it on all kinds of hardware devices (TVs from many makers, game consoles, tablets, etc) and content owners deal with Netflix because they don’t want iTunes to dominate digital video as it has digital music.

Hungary 168
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When Does Zynga Become a Value Stock?

Agile VC

71% gross margins are not exceptional for a software/internet company, but they’re not terrible either. Harrah’s, MGM, etc) or traditional video game companies in the even online gambling in some form becomes legal. That being said, unlike a company that has essentially zero user acquisition costs (e.g.

Stock 160