Both Sides of the Table

MAY 23, 2012

There are obvious reasons the industry has had less-than-desirable returns, including: massive over-funding of the sector, huge increases in inexperienced venture capitalists that took a decade to peter out, and the massive correction in the value of the public stock markets that closed many exit opportunities for half a decade.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Growthink Blog

JULY 23, 2012

Well, for starters they a) pursue global Markets b) place company culture above all else and c) They embrace the Black Swan within and without. They Pursue Global Markets. Try these statistics on for size, from 1999 to today Asia’s share of the world’s Initial Public Offerings grew from 12% to 66%. How do you market to them? •

Africa 76

Africa Brazil India China 76

This is going to be BIG.

NOVEMBER 7, 2011

Companies that find product/market fit deserve to grow--and if there are enough of those, there will be enough capital to follow them. Public market holdings aren't dominated by internet companies with questionable business models the way they were in the late 90's. stock market." Facebook is doing billions in revenues.

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

Both Sides of the Table

FEBRUARY 17, 2010

They were going to bring the Internet to your mobile phones ushering in the era of “m-commerce.&# Gag. But like lemmings, every company in the market rushed to proclaim they were launching WAP versions of their products. Absolute Power Corrupts, Absolutely. These phones were so over hyped. It came to me. To an extent.

Flash 326

Flash Mobile Application Development Cloud 326

Both Sides of the Table

SEPTEMBER 10, 2010

The premise is that with the rise of Facebook on the Internet & Apple “Apps&# on mobile, the Internet is becoming more closed. web storage, elastic computing) from how you consume the Internet as a user (the front end – HTML). The Internet existed long before the World Wide Web and web browsers were created.

Web 300

Web HTML AJAX China 300

online.wsj.com

JULY 11, 2012

The Wall Street Journal is phasing out support of the Internet Explorer 6 (IE6) browser. Internet Explorer. Loading… Markets. that did so in 1999 and 2000, according to an analysis for The Wall Street Journal by Jay R. China Lifts Spending as Growth Ebbs. Welcome, Logout. Customer Center. My Journal.

Silicon Valley 42

Silicon Valley Founder Software Review Technical Review 42

The Equity Kicker

NOVEMBER 11, 2014

Singles Day has just started in China. It’s also the largest online shopping day in China and the news this morning is that Alibaba racked up $1bn of sales in the first 17mins 58s, and $2bn in the first hour. That compares with Amazon’s market cap of $141bn and Google’s of $375bn. Ecommerce'

Sales 149

Sales China eCommerce IPO 149

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. Among Microsoft’s 20 worldwide R&D centers, there are only three “strategic centers”: in India, China, and Israel.

Venture Capital 100

Venture Capital New Zealand Startup 100

Start Up Blog

JUNE 6, 2019

Everything you read below is through the lens of enabling free enterprise and ensuring we have a free and competitive market place. One where we can keep in check a very small number of giant invasive species which threaten to destroy the free market ecosystem. Internet 1.0. And the new internet firms?

Government 79

Government Algorithm Artificial Inteligence Social Media 79

Both Sides of the Table

AUGUST 30, 2010

My original thinking from Oct ’09 was, while I didn’t (and still don’t) have a crystal ball I worried that: consumers were over-stretched with debt (and make up 77% of the economy), unemployment would continue to rise, which in turn would drive the stock market south and cut the rate of M&A activity and VC investment even further.

Entrepreneur 298

Entrepreneur Technical Review Balance Sheet Government 298

Agile VC

MAY 7, 2014

I believe this may be the most anticipated tech IPO of all time… some may argue Facebook was a bigger deal, but Alibaba’s offering has been “in process” for a long time and may very well be the largest IPO ever both in terms of size of offering and initial market cap of the company. Just How Big Is Alibaba?

China 187

China B2B Flash IPO 187

Start Up Blog

DECEMBER 29, 2019

What happened: Google leaves China + Uber launches in App Store. Why it mattered: Google leaving China was the start of a New Cold War. China pushed hard to create clones of Western online services and even made better ones – see WeChat. To date, its market capitalisation has now increased fourfold since the IPO.

Technical Review 105

Technical Review China IPO Vesting 105

Scalable Startup

MAY 16, 2015

They begin on the eastern edge of the city near the Ferry Building and spread westward along Market Street. Currently located in the historic Southern Pacific building at One Market Street, Salesforce has plans to occupy a twenty-seven-floor tower at 350 Mission across from the new Transbay Terminal in 2015.

San Francisco 20

San Francisco Silicon Valley California Oakland 20

Both Sides of the Table

SEPTEMBER 17, 2017

In more than a decade of writing about the Internet and tech-enabled businesses I’ve learned that mobs don’t do nuance well. Decentralized Internet — This is perhaps the most unsexy part of cryptocurrency but the one that most purists I follow on this topic are most excited about. It’s Hobbesian economics 101.

Government 280

Government Distribution Stock United States 280