Version One Ventures

JULY 21, 2020

At that time, Version One was a generalist firm, investing in consumer Internet, e-commerce, SaaS and mobile companies. No matter the vertical, geography, business model, macro or micro trends, entrepreneurs form the nucleus of a generational company. “Backing the next generation of mission-driven founders”. Fast forward to today.

Founder 213

Founder Vertical Differentiation Portfolio 213

Version One Ventures

NOVEMBER 6, 2013

This makes it laboriously difficult to identify rising stars and make comparisons within a specific vertical. At Version One, we have 6 investment themes (and more to come – stay tuned): Vertically integrated commerce. Vertical SaaS. Mobile marketplaces. Online education. Numerous innovations (e.g. B2B marketplaces.

Vertical 153

Vertical B2B B2C Venture Capital 153

Both Sides of the Table

JUNE 18, 2010

What a pleasure that I got to spend an hour talking with both Om Malik (whom I’ve always respected his views) and Paul Jozefak , a venture capital partner at Neuhaus Partners in Germany (and formerly the head of Europe for SAP Ventures). Network of vertical focused sites: BeachMint, BeachMint, WineMint, etc.;

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

VC Cafe

NOVEMBER 25, 2019

Entertainment is more than newspapers, more than Hollywood, and more than the sum of specific verticals jousting for consumer eyeballs. Social usage is almost entirely spent on mobile. . Startup landscapes, while not perfect, are useful as they provide a way for us to define a space/category and the players of that vertical.

Vertical 113

Vertical Artificial Inteligence Distribution IPO 113

Hunter Walker

MARCH 4, 2014

Approaching Homebrew’s one year anniversary at the end of April so expect some ‘reflective’ posts on my first 12 months in venture capital. . Venture capital isn’t the only way to fund your business and for many at the earliest stages of their startup, it’s one of the worst choices.

Seed Stage 134

Seed Stage Venture Capital Vertical Finance 134

The Next Web

FEBRUARY 24, 2014

As is the case in other countries with a relatively new, rapidly growing tech sector, e-commerce is Russia’s fastest growing vertical. These steps will help to increase transparency and ensure effective cooperation between entrepreneurs, investors, and state agencies in the field of venture capital investments in Russian online projects.

Russia 140

Russia Europe Government Vertical 140

thebarefootvc

JUNE 6, 2013

According to a recent Cisco report, last year’s mobile data traffic was nearly 12x the size of the ENTIRE global Internet in 2000. Mobile devices are now acting as sensors – which means by default most humans (who are carrying these devices almost 24/7) are living, breathing sensors.

Venture Capital 88

Venture Capital Mobile Vertical Algorithm 88

Reid Hoffman

MARCH 1, 2021

Founded in 2009 by JoeBen Bevert, Joby Aviation has been working under the radar at a base in Santa Cruz, California to develop an electric vertical take-off and landing (eVTOL) aircraft. Indeed, what Joby ultimately envisions is a new human mobility network that takes short-hop transit from 2D to 3D.

Merger 28

Merger Vertical Mobile Architecture 28

Mucker Lab

DECEMBER 2, 2015

Most brilliant “Internet of Things” ideas are quicksand for capital unless you have the branding, vertical integration and customer lock-in that Apple achieved. 20 years ago, a majority of “Sand Hill” venture capital went into enterprise-focused startups. The iPod model will separate IoT platforms from fads.

Vertical 60

Vertical Widget Distribution China 60

Steve Blank

DECEMBER 7, 2009

EE Reply My take on Customer Development and the Lean Startup | Recess Mobile Blog , on January 9, 2010 at 5:30 am Said: [.] What a sly dog you are (wink) having set your “competitor&# up for failure. Good read and thanks to the comments on this post. Good stuff too.

Silicon Valley 225

Silicon Valley Non-disclosure Agreement NDA Startup 225

The Next Web

OCTOBER 2, 2013

For mobile app developers, the impressive figures are enticing. After all, it’s all about reach for mobile apps. In this aspect, China’s huge market seems ripe for the taking — and which firms are better-placed to do so than homegrown startups, especially app developers looking to conquer the mobile market? billion people.

China 122

China Developer Intellectual Property Mobile 122

Steve Blank

AUGUST 31, 2009

Reply My take on Customer Development and the Lean Startup | Recess Mobile Blog , on January 9, 2010 at 5:28 am Said: [.] livro e nesta série de posts como manifesto, Steve Blank dá explicações detalhadas dos problemas que há no modelo de Product [.]

Customer Development 238

Customer Development Developer Customer Silicon Valley 238

The Equity Kicker

MARCH 7, 2017

Full stack vertical AI startups actually work – main reason: low level task based AI gets commoditised quickly whereas vertical AI plays solve full-stack industry problems with subject matter expertise and unique data which make them defensible. They don’t have a market.

Artificial Inteligence 80

Artificial Inteligence API Vertical Algorithm 80

Steve Blank

AUGUST 17, 2009

military to rearm and mobilize. Source: Center for Arms Control and Non-Proliferation (in constant 2009 $’s) We’ll Do Great in the Next War Early in 1950, just months before the outbreak of the Korean War the Office of Naval Research asked Fred Terman to build an Applied electronics program for electronic warfare.

Silicon Valley 142

Silicon Valley RSS California Government 142

David Teten

DECEMBER 3, 2019

Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job. . Point Nine Capital uses Qwilr to create modern, mobile-native collateral. Fund/SPV management services specifically are provided by Assure Services and Proteus Capital.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Cracking the Code

JANUARY 19, 2016

Mobile will drive new use cases. The SaaS infrastructure will become increasingly more driven by APIs: developers will use more API driven services like Algolia or Segment to reduce time to market and focus their dev resources on the part of their product which differentiate them.

API 48

API Silicon Valley Europe Differentiation 48

www.informationarbitrage.com

FEBRUARY 24, 2010

BlogTalkRadio Buddy Media Clickable Cloverhill Enterprises Covestor Domdex Global Bay Mobile Tech Zoo Games Invite Media Kinetic Trading Strategies Mashery Mimeo oneforty OrcaOne OrganizedWisdom Recognia Selerity Business Insider Standout Jobs StockTwits TheLadders Ticketfly TLists TubeMogul TweetDeck Zoomino ?

CTO Hire 40

CTO Hire Founder Cap Table Vesting 40

Both Sides of the Table

APRIL 10, 2010

I guess it may be impractical for Twitter to acquire Seesmic given it has raised considerable amounts of venture capital (reportedly $12 million) but the broader point for me is that I always believed Twitter should control the client versions of its product. Think about the creative tension.

Acquisition 287

Acquisition Developer Management Advertising 287

abovethecrowd.com

APRIL 17, 2013

eBay recently launched an aggressive campaign attacking Amazon’s rate table on a vertical-by-vertical basis ( those percentages can be found here ). And some might point to the rise of mobile which created a difficult platform transition for Facebook (which we will address shortly). But it didn’t play out that way.

Europe 101

Europe Social Network Technical Review IPO 101

Reid Hoffman

SEPTEMBER 8, 2020

For example, if you’re an early-stage SaaS provider that is shifting from a horizontal solution to a vertical focus, your mission, culture, and competencies can stay the same and the pivot transition will probably go smoothly. THE STARTING POINT: MOBILE ENCRYPTION. PIVOT #1: CASH ON MOBILE. Not all pivots are created equal.

Startup 36

Startup Silicon Valley Business Model Mobile 36

VC Cafe

SEPTEMBER 27, 2010

million in a second round led by previous backer Genesis Partners and joined by T-Venture , the venture capital company of Deutsche Telekom. Previous investors including Longworth Venture Partners and Egan-Managed Capital also participated in the round, which brings the total funding of uTest to $20.8

Software Review 138

Software Review Venture Capital Technical Review SEM 138

abovethecrowd.com

FEBRUARY 27, 2019

In many cases, a deeper focus on a particular category or vertical allows these marketplaces to distinguish themselves from broader marketplaces like eBay. Popular categories include web developers, mobile developers, designers, writers, and accountants. In the 12 months ended June 30, 2018, the Upwork platform enabled $1.56

Internet 88

Internet Matching Vertical Hosting 88

Steve Blank

AUGUST 27, 2009

Reply My take on Customer Development and the Lean Startup | Recess Mobile Blog , on January 9, 2010 at 5:37 am Said: [.] He writes about it a lot, but here’s a great post elaborating on his view that most companies try to apply Product Development processes to Customer [.]

Silicon Valley 260

Silicon Valley Product Startup Product Development 260

BeyondVC

MARCH 19, 2007

Sure, they didn’t tell us much in the public sessions as sometimes you can come away with the impression that Microsoft is doing everything and the only opportunities for startups are niche verticals built on Microsoft’s platform. The consumer mobile breakout session was one of the more informative discussions that I attended.

Acquisition 60

Acquisition Cloud Mobile Vertical 60

VC Cafe

FEBRUARY 15, 2017

Don’t take my word for it – in the roundup of venture capital predictions for 2017 , I found it to be the top recurring theme. Some examples: AI will be the new mobile. Many large companies will be built (Michael Wolfe, Point Nine Capital). Venture Capital investments in AI, Europe 2016 (Source: Dealroom ).

Artificial Inteligence 122

Artificial Inteligence Technical Review Startup 122

VC Cafe

JULY 7, 2023

To put things in context, global venture funding in Q2 2023 reached $65 billion, an 18% decline quarter over quarter, and a 49% drop compared to the second quarter of 2022, when startup investors spent $127 billion, according to Crunchbase. I tried to consolidate my thoughts as well as other perspectives from leading venture capital funds.

Generative AI 88

Generative AI ChatGPT Startup 88

This is going to be BIG.

JANUARY 31, 2021

They’re popping up in a variety of different verticals, led by one called On Deck and they’re causing a lot of people to ask the question if a very specific and highly relevant continuing professional education and network is buyable in smaller chunks off the shelf… Is college worth it?

Networking 214

Networking Programming Silicon Valley Founder 214

Both Sides of the Table

JANUARY 18, 2011

I first met the founder of Pose, Dustin Rosen , when he was a junior person with an LA-based venture capital firm called The Mail Room Fund. When I was an entrepreneur I had a term sheet with True Ventures (my second company) and thought highly of them. We were asked about what areas of innovation in mobile interested us.

Term Sheet 303

Term Sheet Mobile Cofounder Early Stage 303

Steve Blank

NOVEMBER 30, 2009

Reply My take on Customer Development and the Lean Startup | Recess Mobile Blog , on January 9, 2010 at 5:29 am Said: [.] Reply Yuri Ammosov , on December 15, 2009 at 4:28 pm Said: Hmmm. OK, customer development is NOT a focus group. Then WHAT it IS?

Customer Development 278

Customer Development Developer Customer Silicon Valley 278

www.chubbybrain.com

SEPTEMBER 28, 2011

If you are an entrepreneur seeking funding, try our free Funding Recommendation Engine to identify a list of angels, venture capital and state grant programs that best match your business. I’ve ranted for years about how bad an idea it is for startups to be mobile-carrier dependent. It’s free. Get started here.

Software Review 79

Software Review Startup Technical Review Vesting 79

Both Sides of the Table

AUGUST 11, 2009

I run a monthly meeting called the VCA that represents the majority of Southern California venture capital firms. Internet users in US – 225 million, mobile 260MM. China Internet: 340MM, Mobile a staggering 650MM. Don’t bet that China won’t innovate in mobile. slide 29).

Asia 188

Asia Southern California China Japan 188

VC Cafe

AUGUST 11, 2014

So he teamed up with a few PhDs and set off to write a book about each major vertical – Healthcare, Technology Media and Telecom, Energy and Industrials, Retail and Consumer Goods, etc. A Wouldn’t it be great if you could quickly understand what’s going in mobile gaming, SaaS, marketplaces, etc? 1) Industry reports.

Curation 167

Curation Vertical San Francisco Angel Investor 167

Hunter Walker

APRIL 18, 2013

Here’s why: Verticalized content needs context not just collections. Probably create a great mobile app and a.99 But don’t take venture capital. YouTube does this via sponsored videos and indeed it does work but requires a scale of both users and operations that these startups can likely not reach.

Video 98

Video Curation Startup Metadata 98

Cracking the Code

SEPTEMBER 19, 2017

Comparing the list to the top 300 leading SaaS companies in the US, some interesting trends emerge: Europe is showing strength in data/ analytics and security, driven by the booming ecosystem in Israel but is less represented in developer/infrastructure and vertical applications.

Europe 83

Europe Cloud API 83

Austin Startup

MARCH 7, 2018

janryan (@janryan) | Twitter Kerry Rupp Kerry is a Capital Factory Mentor and founding partner of True Wealth Ventures, an early-stage venture capital fund that invests in women-led companies in the sustainable consumer and consumer health verticals.

Technical Cofounder 48

Technical Cofounder Cofounder Fractional CTO CTO 48

techcrunch.com

FEBRUARY 19, 2010

Tech Gadgets Mobile Enterprise GreenTech CrunchBase TechCrunch TV Disrupt SF More TechCrunch TV Beta Invites Crunchies Elevator Pitches Gillmor Gang Podcasts TechCrunch Europe TechCrunch Trends TechCrunch France TechCrunch Japan Whats Hot: Android Apple Facebook Google Microsoft Twitter Yahoo Zynga Subscribe: Think Your Start-up Is Venture Worthy?

Venture Capital 62

Venture Capital Technical Review Sweat Equity Valuation 62

www.businessinsider.com

SEPTEMBER 6, 2012

According to Graham, Google Ventures, a venture-capital firm backed by the tech giant, has systematically been offering to make seed investments in recent Y Combinator graduates, but only on substantially more favorable terms than other investors received. Blackboard Home » Google Ventures. BI Intelligence.

Silicon Valley 54

Silicon Valley Startup Valuation Venture Capital 54