Agile VC

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First Mover Fallacy

Agile VC

Google (search… lots of predecessors). Google didn’t have to convince people that Internet search was needed… they just had to make it work better (via PageRank and subsequent innovations) and monetize it better (by copying GoTo/Overture with paid search advertising). Dropbox (cloud storage).

Cloud 205
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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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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! property over the years, but certainly frequented not just search but also News, Yahoo! Author howerl.

IP 100
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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

The market size for online advertising, e-commerce, and web premium services are 1/10th to 1/3rd the size they are today. It’ll be nearly two years before the concept of “Web 2.0″ ″ is popularized by Tim O’Reilly (the first Web 2.0 My partner @ LeeHower looks back: [link] 5 days ago Search.

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The Unbundled Mobile Software Stack

Agile VC

There are several things I prefer over Apple’s Safari, including the bookmark and search history sync with my other Chrome usage (on laptop) and some small UI touches. Microsoft famously had to open it’s desktop OS to allow other web browsers to complete against IE.

Mobile 124
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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. My partner @ LeeHower looks back: [link] 5 days ago Search.

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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

Agile VC

At present, ubiquitous computing does present challenges as monetization is harder than on the desktop web. Let’s dissect: Advertiser Spend – Mobile ad spend is growing, but is still currently a fraction of traditional web ad spend (display, search, video) or other mediums like TV. But why is it harder?

Mobile 160