Agile VC

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The Consumerization of Business Software ? AGILEVC

Agile VC

One of the themes that we’ve been most interested in at NextView over the last 12+ months has been the impact of consumer web trends on business software. I’m not the first person to describe this trend, and my prior background has been primarily as a consumer web guy more than in B2B companies.

Software 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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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. But why is it harder?

Mobile 160
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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
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Putting Twitter’s IPO in Perspective

Agile VC

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. Twitter Is A Media Business. Despite it’s long-standing protestations, Twitter is indeed a media company. Why are media businesses so valuable?

IPO 194
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The $100M+ Club: A New Universe of Buyers ? AGILEVC

Agile VC

For the last 5-7 years the universe of potential acquirers web-based businesses has been fairly concentrated. 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!

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

Agile VC

The bulk of the patents they believe Facebook is infringing pertain to things like A) display & targeting of online ads, B) online privacy, C) personalization of a user’s web experience, D) general online messaging (Yahoo! owns a bunch of patents around email, IM, etc), and yes E) social networking. Author howerl. PMarchetti.

IP 100