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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

AUGUST 1, 2012

Let’s dissect: Advertiser Spend – Mobile ad spend is growing, but is still currently a fraction of traditional web ad spend (display, search, video) or other mediums like TV. And will these challenges be persistent or temporal? Today ad spend on mobile is significantly behind the consumer usage patterns.

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Mobile Advertising Bandwidth Web 160
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When Does Zynga Become a Value Stock?

Agile VC

AUGUST 9, 2012

IP Litigation – EA is suing Zynga for copyright infringement , and regardless of the merits this is a headache Zynga will have to deal with and pay to defend itself. Harrah’s, MGM, etc) or traditional video game companies in the even online gambling in some form becomes legal.

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Stock LBO .Net Valuation 160
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