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On Going Public: SPACs, Direct Listings, Public Offerings, and Access to Private Markets

Ben's Blog

There are a number of trends concerning IPOs and capital formation to note: First, the raw number of IPOs has declined significantly: From 1980-2000, the US averaged roughly 300 IPOs per year; from 2001-2016, the average fell to 108 per year. 1990-1998 13.3% 1999-2000 51.6% Time Period IPO Pop % Above IFR 1999-2000 51.6%

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Social Networking (the Shorter Version) Past, Present, Future

Both Sides of the Table

The Bridge Between Online Services & The Internet. It preceded the WWW but then become the onramp to the Internet for newbies. When Time Warner & AOL merged it was widely feared that this would be a monopoly that would control the Internet. For a nanosecond Rupert Murdoch seemed like the smartest guy on the Internet.

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New Rules for the New Internet Bubble

Steve Blank

We’re now in the second Internet bubble. Dot.com Bubble ( 1995-2000): “ Anything goes” as public markets clamor for ideas, vague promises of future growth, and IPOs happen absent regard for history or profitability. August 1995 – March 2000: The Dot.Com Bubble. Carpe Diem. The world of building profitable startups ended in 1995.

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How To Predict The Future

Feld Thoughts

We needed improvements in video compression and in TCP/IP – the underlying protocol that essentially runs the Internet. I looked at the future predictions for “modem speed” (as I called it back then, today we’d called it internet connection speed or bandwidth). Gene Kim laughed at my prediction. Napster arrived in June, 1999.

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Serial CEO Judy Estrin On Startups and Innovation

ReadWriteStart

She was the former CTO of Cisco Systems from 1998-2000, and is on the boards of Disney and Packet Design and was a board member at Sun and FedEx for many years. It was also at the peak of the Internet bubble and she spent a lot of time working with various business units to think more long term and more synergistically.

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What the Past Can Tell Us About the Future of Social Networking

Both Sides of the Table

The Bridge Between Online Services & The Internet: AOL. It was an online community like CompuServe and eventually started offering people dial-up access to the Internet for a monthly fee. AOL was controlled by one company and the Internet was distributed. AOL was closed, the Internet was open. And then came AOL.

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Why Pioneers Have Arrows In Their Backs

Steve Blank

The irony is that in a retrospective paper ten years later (1998), [ 2 ] the authors backed off from their claims. Soon every other VC was using the phrase to justify the reckless “get big fast” strategies of dot-com startups during the Internet Bubble. In 1998 Goto.com , a small startup (later Overture, now part of Yahoo !