Agile VC

JULY 11, 2012

Some disgruntled younger partners left to go start a new firm in 1965 called Greylock. Some disgruntled younger partners left in the 90s to form what is now Redpoint Ventures (IT team) and Versant Ventures (healthcare team). Big success was Digital Equipment Corporation (DEC), in which ARD invested about $2.1M

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240

Agile VC

JANUARY 3, 2013

Apple has taken the fully integrated OS/hardware approach and while Android is an open source OS adopted by Samsung, HTC, and other device makers Google’s becoming more integrated via it’s Nexus devices (built by partners) and of course the Motorola acquisition.

Mobile 124

Mobile Software Open Source Search 124

Agile VC

OCTOBER 17, 2011

The second order impacts to the entire technology industry are in their early innings… not just the complete digitization of consumer media, but also the “consumerization” of business software, the BYOD movement in corporate IT , the evolution of the computer/human interface. Previous Entries. Avatars by Sterling Adventures.

Silicon Valley 133

Silicon Valley Seed Stage Syndicate Syndication 133

Agile VC

FEBRUARY 2, 2012

My partner Rob also wondered if Facebook is the next Yahoo! , These companies report gross ad revenue but then subtract out “TAC” (Traffic Acquisition Costs) which is basically accounting-speak for the revenue share they pay to the partner sites where the ads actually appear. or the next Google. Previous Entries.

IPO 100

IPO South Korea Venezuela Revenue 100

Agile VC

SEPTEMBER 19, 2011

I have to say that I’m not a fan of the brand “Qwikster” for the DVD-by-mail service, though I think it’s good that group will expand into other media types like video games (a la Gamefly). My partner @ LeeHower looks back: [link] 5 days ago Search. They’re both right. Previous Entries.

Silicon Valley 100

Silicon Valley Private Equity Seed Stage Syndicate 100

Agile VC

MARCH 8, 2012

The secondary wave of VC-backed IPOs has also come to fruition… both consumer facing (Yelp, Demand Media, Pandora, Carbonite, HomeAway, Angie’s List, et al) and B2B (Jive Software, Brightcove, Imperva, Responsys, etc). My partner @ LeeHower looks back: [link] 5 days ago Search. Previous Entries.

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Agile VC

MARCH 30, 2012

That phrase means different things to different folks, but broadly speaking we’re now in an era where there’s vast amounts of data “exhaust” being generated by a wide range of activity… from consumer web browsing patterns to financial trading to social media content to purchasing behavior. Previous Entries.

Business Model 113

Business Model Silicon Valley Advertising B2B 113

Agile VC

OCTOBER 2, 2011

Because consumers don’t want a portable touchscreen computer… they want a product that integrates content & media suite seamlessly with the hardware. My partner @ LeeHower looks back: [link] 5 days ago Search. The Kindle Fire (and it’s successor upgrades) will be the first Android tablet to sell 10M+ units.

Business Model 100

Business Model Silicon Valley Seed Stage Syndicate 100