Feld Thoughts
JUNE 22, 2012
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.
Gust
JUNE 19, 2012
And in January I saw that digital music overtook physical media for the first time in 2011, something I expected since 1998. I bought the Diamond Rio mp3 player in 1998. One of my earliest excursions into market research was working for a research firm doing a 1979 forecast on ATMs. Often this is part of a good forecast.
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Startup Lessons Learned
FEBRUARY 7, 2013
Telecom O2 learning to move at the speed of the internet 500 Startups and their accelerated feedback loops on what works, and what doesn't work in early-stage investing. There's even a classic Wizard of Oz minimum viable product that dates back to 1998! (Social entrepreneurs take note!)
Seeing Both Sides
JULY 21, 2014
In 1998, Yom Kippur fell on September 30th. It was the last day of the third quarter of the year and we hard more deals we needed to close to finish the quarter strong and report numbers to Wall Street that justified our high-flying profile as a recently public Internet commerce software company.
Seeing Both Sides
AUGUST 3, 2012
Many people know Akamai as the purveyor of the Internet’s backbone. Incorporated in 1998 in Cambridge, Massachusetts, the company’s network of over 100,000 globally distributed servers provides an infrastructure layer that accelerates the distribution and delivery of content, media and applications. Akamai: The Present.
VC Cafe
OCTOBER 18, 2011
He worked his way up the corporate ladder; in 1998 he became VP of the Digital TV platform strategy, which did not pan out, and in 1999 he found an opportunity in Microsoft Internet (MSN) international. Moshe says that the Israeli economy is in good shape and has momentum, yet has a cloudy forecast ahead of it.
David Teten
NOVEMBER 15, 2013
Simon Lack reports in The Hedge Fund Mirage that from 1998 to 2010, hedge fund managers earned $379 billion in fees, while their investors earned only $70 billion in investing gains. This option-based valuation methodology can also be used to explain the early 2000 internet/telecom bubble in the public markets.
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