Agile VC

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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

About 6-12 months ago you could hardly throw a rock in the startup ecosystem without hitting a VC expressing their enthusiasm for “mobile” Now the frenzy about mobile has extended into the mass media and public equity markets, though with trepidation as often as excitement. First the enthusiasm.

Mobile 160
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The Unbundled Mobile Software Stack

Agile VC

As we all know the mobile ecosystems have remained mostly walled gardens to date. They further had to open up IE to allow consumer choice of embedded services like search and media players. But for now there’s no way to make an OS-level switch to make Chrome my default browser.

Mobile 124
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Why Twitter is A Media Company ? AGILEVC

Agile VC

Why Twitter is A Media Company. CEO Dick Costolo famously said that Twitter is not a media company about six weeks ago at the AllThingsD conference. To be fair, Costolo said that Twitter isn’t a media company but is “in the media business” To some that may be a distinction without a difference.

Media 113
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The Consumerization of Business Software ? AGILEVC

Agile VC

But in the next 5 years the web and mobile app stores will increasingly be a force in selling and customer acquisition for busines software. People have been selling software over the web for awhile and indirect selling via screensharing and webinar, etc isn’t new. Read More ».

Software 100
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Putting Twitter’s IPO in Perspective

Agile VC

The emergence of mobile platforms has broadened the array of internet-enabled businesses somewhat, and overall it obviously marks a massive shift in computing platforms. But at its base level, ubiquitous computing or “mobile” hasn’t actually changed that much from the desktop web when it comes to fundamental business models.

IPO 194
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Startup IPO Market: A Fickle Mistress ? AGILEVC

Agile VC

And even other strong, but perhaps not standout, companies like Active Network and Demand Media completed their own offerings. For a time that meant that other category leaders accelerated their own IPO plans… think Groupon and Zynga. Bankers licked their chops. VCs dreamt of liquidty. Life was good. How diffferent 2H 2011 looks.

IPO 100
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Revenue = Product Market Fit

Agile VC

Most consumer web/mobile companies focus on user growth and usage early in the company’s lifecycle before shifting to monetization. This is especially true for those with a media / ad based business model (e.g. This is especially true for those with a media / ad based business model (e.g.

Revenue 234