Agile VC

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Revenue = Product Market Fit

Agile VC

This is especially true for those with a media / ad based business model (e.g. Arguably revenue is the best signal of product-market fit for B2B startups. Some potential customers won’t take your product seriously unless you’re charging for it.

Revenue 234
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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

The classic delineations of web products for business and consumer (“enterprise” direct selling, on premise vs cloud, etc) are only getting blurrier. B2B software can no longer just get away with crappy UI… it has to at least match the ease of use and aesthetics of all the consumer web products users love.

Software 100
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Putting Twitter’s IPO in Perspective

Agile VC

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194
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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. productivity – Evernote).

Mobile 160
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The End of ?Internet? Companies ? AGILEVC

Agile VC

In the wake of the undue frenzy leading up to and now ex post recriminations about Facebook’s IPO, the mainstream media and normal folks keep wondering if the non-existent “bubble” for internet companies has now popped. The internet has already had meaningful impact on industries ranging from commerce to media to software.

Internet 182
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Alibaba S-1: How Well Do They Monetize?

Agile VC

Alibaba’s Tmall is a true marketplace like eBay, though many of the types of products sold on Tmall would be equivalent to what US consumers buy retailers own websites or Amazon. based on product category for all sales settled through Alipay (~80% of Alibaba’s GMV is settled through Alipay). So Alibaba captured only 2.6

China 159