Remove 1999 Remove Demand Remove Founder Remove Internet
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The Great Coding School Rollup of 2015

Feld Thoughts

When I saw the proposal, I immediately thought of the web consulting rollups of 1999. revenue were the correct valuations since these are generally 5% to 10% net income businesses that are 30% – 40% gross margin and heavily dependent on (a) transitory labor and (b) favorable supply/demand conditions. I’d argue the 0.5x

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Hardware, IoT, and the Long Arc of the Internet

Agile VC

How does physical stuff fit in with NextView’s investment thesis focused on the internet and the broad innovation wave it represents? For starters we take a very, very long term view of internet innovation (more on this below). The internet as we know it is 20ish years old.

Internet 100
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Hardware, IoT, and the Long Arc of the Internet

Agile VC

How does physical stuff fit in with NextView’s investment thesis focused on the internet and the broad innovation wave it represents? For starters we take a very, very long term view of internet innovation (more on this below). The internet as we know it is 20ish years old.

Internet 100
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10+ Trends: Recap of 2011 and What’s Next…

thebarefootvc

In places where international diplomacy had failed, citizens around the world found their individual and collective voices to topple dictatorships and demand better lives for themselves and future generations. Kiva co-founder Jessica Jackley’s latest venture Profounder is one platform that could power these transactions.

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Rover Cuddles Up to $12 Million

Feld Thoughts

We invested in the company in 1999 during the ascension of the Internet bubble. We loved the two founders, Michael Beaudoin and Rodney Rice, but knew very little about marketplace businesses or the home improvement category. We learned this dynamic in the early 2000’s with our investment in ServiceMagic.

Seattle 149
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Money Out of Nowhere: How Internet Marketplaces Unlock Economic Wealth

abovethecrowd.com

Fortunately, the rise of the Internet, and specifically Internet marketplace models, act as accelerants to the productivity benefits of the division of labour AND comparative advantage by reducing information asymmetry and increasing the likelihood of a perfect match with regard to the exchange of goods or services.

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Scaling is Hard, Case Study: Akamai

Seeing Both Sides

Interestingly, the company’s founding vision was not a lean idea, but rather a big idea: to accelerate and manage Internet traffic on a global, highly scalable, highly distributed scale. The company quickly realized that its initial commercial product was in huge demand – they had reached product-market fit nirvana. Founding Akamai.