Agile VC

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Alibaba S-1: How Well Do They Monetize?

Agile VC

There are no commissions on closed sales (other than Taobaoke) or placement fees on Taobao. Some Taobao sellers also pay a monthly subscription for software (Wangpu) which helps them create better looking and easier to manage storefronts.

China 159
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Not Everyone Is “Killing” It: How & When to Admit It

Agile VC

But here’s the very troubling byproduct of this: I’ve met plenty of entrepreneurs who, surrounded by this hype, find it hard to manage when their own startup hits challenges, which are inevitable in any startup (even successful ones like PayPal). This is the vernacular of today’s startup ecosystem, for better or worse.

Cofounder 188
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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

When you’re company is growing >10x year over year, I suppose if management didn’t invest a lot in continued growth their board directors would line them up against the wall. If Groupon’s growth rate drops by 80% they’ll still be nearly tripling top line sales in 2012.

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Not Everyone Is “Killing” It: How & When to Admit It

Agile VC

But here’s the very troubling byproduct of this: I’ve met plenty of entrepreneurs who, surrounded by this hype, find it hard to manage when their own startup hits challenges, which are inevitable in any startup (even successful ones like PayPal). This is the vernacular of today’s startup ecosystem, for better or worse.

Cofounder 100
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Netflix / Qwikster Split Was Brilliant (and Necessary)? 2 Long Term.

Agile VC

And a large cash infusion from a sale may be more valuable to Netflix than simply owning a cash-generating unit, as Netflix looks to acquire more digital rights or produce more of it’s own content. At present, streaming will be the format of choice for back catalog films (e.g. older movies) and TV shows.

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When Does Zynga Become a Value Stock?

Agile VC

Management Shake-ups – most notably the sudden departure of COO John Schappert and shuffling of Marc Pincus’s direct reports. Facebook, LinkedIn, Yelp, etc) Zynga has to spend substantially on sales & marketing to acquire players. That being said, unlike a company that has essentially zero user acquisition costs (e.g.

Stock 160
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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

Groupon didn’t manage to get out until November and Zynga in December. Investment banks of varying size and prestige might say slightly different things, but typically it means over $50M in trailing sales and a run rate near or above $100M. Right now the macro economic conditions are comparatively calm.

IPO 100