Agile VC

MAY 13, 2013

Atari (home video game consoles). Netflix (video streaming). If you think back to the monster consumer software and internet companies that’ve been built in the last 2-3 decades, it’s actually far more likely they were fast and/or particularly innovative followers rather than first movers. First Movers. Amazon (e-commerce).

Cloud 205

Cloud B2B Software Review Technical Review 205

Agile VC

SEPTEMBER 27, 2011

A lot of people talked about the rise of UGC and how it might displace a large amount of professionally produced video content (TV shows and movies). And YouTube, how-to websites, and others have offered both an audience and monetization outlet for small scale video producers. Content was no longer king. Filed under Uncategorized.

Silicon Valley 100

Silicon Valley Seed Stage Syndicate Syndication 100

Agile VC

FEBRUARY 28, 2013

But it makes less sense to me… consumers love Netflix because they can get it on all kinds of hardware devices (TVs from many makers, game consoles, tablets, etc) and content owners deal with Netflix because they don’t want iTunes to dominate digital video as it has digital music.

Hungary 168

Hungary Dividend Vertical Preferred Stock 168

Agile VC

JUNE 24, 2013

And longer term streaming video, games, and other media will become a bigger part of the auto platform both near term for traditional “passengers” and longer-term with autonomous cars.

Internet 153

Internet Caching Aggregator Audio 153

Agile VC

AUGUST 1, 2012

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. And will these challenges be persistent or temporal? Today ad spend on mobile is significantly behind the consumer usage patterns.

Mobile 160

Mobile Advertising Bandwidth Web 160

Agile VC

SEPTEMBER 19, 2011

I have to say that I’m not a fan of the brand “Qwikster” for the DVD-by-mail service, though I think it’s good that group will expand into other media types like video games (a la Gamefly).

Silicon Valley 100

Silicon Valley Private Equity Seed Stage Syndicate 100

Agile VC

AUGUST 9, 2012

Harrah’s, MGM, etc) or traditional video game companies in the even online gambling in some form becomes legal. It still retains both a huge user base and strong internal DNA and technology to optimize online games, which IMO puts it in a stronger position than either physical gambling companies (e.g.

Stock 160

Stock LBO .Net Valuation 160