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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. How to Evaluate Firms for a Seed VC Syndicate 10 July 2012, 5:13 pm What A VC Orders for Breakfast Says 27 June 2012, 10:16 am To Leave or Not to Leave as Your Startup Grows 12 June 2012, 12:21 pm.

IPO 100
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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 as social media continues to pervade businesses large and small, and purchase decisions increasingly happen at the user level (see #2) we will see dramatically more customer acquisition happen via the web. People have been selling software over the web for awhile and indirect selling via screensharing and webinar, etc isn’t new.

Software 100
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Yahoo! vs Facebook: Lame Lawsuit, Good Timing ? AGILEVC

Agile VC

only notified them of potential IP infringement two weeks ago on February 27, 2012 (as described in the lawsuit) and Facebook heard about it through the media rather than in private. It’s not as though nobody’s heard of Facebook before, yet Yahoo! hardly tried to deal with Facebook on this issue outside the court system.

IP 100
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

were fairly active a few years ago though neither is as active today and big media conglomerates like Disney are fairly sporadic as they embrace web-based media. IAC and Yahoo! On the B2B SaaS side or enabling services (e.g. ad-tech, analytics, development platforms, etc) the list is slightly different. What’s Your Favorite Future?

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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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The ?PC? Era Finally Arrives ? AGILEVC

Agile VC

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. What’s Your Favorite Future?