Feld Thoughts

DECEMBER 10, 2018

Any student of history knows that there is a linkage between the push to the public markets, demand dynamics of the public markets, and the availability and attractiveness of capital in the private markets. If you lived through the Internet-bubble between 1999 and 2002 you know this cycle well.

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DC Equity Hosting Valuation 112

thebarefootvc

DECEMBER 16, 2011

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. What comes next remains to be seen but these revolutions even empowered individuals not touched directly by the uprisings.

Technical Review 110

Technical Review India Mobile Hockey Stick 110

Transformify

SEPTEMBER 2, 2022

Fintech businesses have been thriving in Brazil in the last 10 years as more and more people have access to internet and cheap smartphones that give them access to mobile payment apps. Russia's GDP grew exponentially between 1999 and 2008, driven mostly by oil exports as well as a surge in oil prices.

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Growthink Blog

NOVEMBER 8, 2010

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%. And an environment that encourages and demands learning and constant improvement of people and processes. Pursue Global Markets. 7 Companies in China have raised more than $1 billion in an IPO this year.

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Both Sides of the Table

NOVEMBER 4, 2010

This is important because the customers they serve (the red line) demand a product that meets their complex requirements. In 1999-2000 they weren’t doing enterprise-wide installations at Merrill Lynch, Dell and Cisco. Think Compaq when Dell first went direct over the phone then Internet. Enter Salesforce.com.

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Feld Thoughts

MARCH 12, 2014

We invested in the company in 1999 during the ascension of the Internet bubble. They understood the different dimensions of the business and were laser focused on drivers of supply and demand in each market they operated. We learned this dynamic in the early 2000’s with our investment in ServiceMagic.

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Seattle Metrics Cofounder Finance 149

abovethecrowd.com

FEBRUARY 27, 2019

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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Internet Matching Vertical Hosting 88

YoungUpstarts

OCTOBER 19, 2011

An old market adage states that the best time to buy something is when no one else wants it, the general thought being that demand comes in cycles. Tom served as CFO for various Visa International entities from 1980 until his retirement in 1999 and was instrumental in expanding the global reach of the Visa system.

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Cleveland Matching Small Business Government 145

Diego Basch

JUNE 2, 2012

In the late nineties, internet IPOs were all the rage. One fine day in June of 1999 I was sitting at my desk, writing code, in the zone. In 1999 it was common practice to print the employee roster every week (including phone extensions) and distribute it to everyone. Clearly there wasn’t enough demand. It was crazy.

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IPO Argentina Stock .Net 62

Pascal's View

AUGUST 21, 2011

Capital Markets Advisory Partners cleaves the demand for pre-public VC-backed equities into two worlds: “Demand Pull (Buzz) and Supply Push (No Buzz) companies. … We have a stock market that works for one kind of buzzy (Demand Pull) stock but is a disaster for the rest of the economy. . It is intentional.

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Valuation Social Media Media IPO 50

BeyondVC

JUNE 8, 2004

I have always been a big believer of the hosted software or ASP (application service provider) model since we made our first investment in LivePerson in January 1999. Recently Kana announced its new “on-demand” model jumping on the hosted software bandwagon. First and foremost, without customers there is no business.

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Austin Startup

JULY 23, 2010

Having been founded in 1999, Zilliant is hard to categorize as a startup anymore. So why would you not think that internet retailers are interested in maximizing pricing as well? This financial commitment from our investors will help us capitalize on increased market demand, and accelerate our market lead.”. Austin Ventures.

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Balance Sheet Private Equity LP IPO 67

Startup Lessons Learned

FEBRUARY 7, 2013

A few of the detailed case studies include: Tech legend Bill Gross building an MVP in 1999 to test demand for online car sales, which grew into CarsDirect.com. 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.

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Seeing Both Sides

AUGUST 3, 2012

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.

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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. App is one step forward, two steps back – In 1999 I launched my first company, BuildOnline, a SaaS-based (back then we were ASP’s) content management platform for large-scale engineering and construction projects.

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Growthink Blog

JULY 23, 2012

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%. And an environment that encourages and demands learning and constant improvement of people and processes. and on the other hand, to corporations of one , the so-called Free Agent Nation.

Africa 76

Africa Brazil India China 76

Hearpreneur

OCTOBER 30, 2015

In January of 1999, I co-founded a marketing agency with a former boss. I was searching the internet for hours hoping to find the perfect gift to commemorate a special date in the life of my fiancé, Steve. For creatives, it is a global stage for creativity where title and experience don’t matter. 3 – I was Fired Twice.

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Entrepreneur Australia Software Review LLC 48

Campus Entrepreneurship

APRIL 18, 2012

I have worked for 3 ‘internet startups’ over the past 14 years (my first.com was in 1999) and the two that relied on ‘free’ models (even with ‘freemium services’) did not survive. The article explores some major players and their actions.

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Reid Hoffman

MAY 16, 2020

How much change will you demand? At the same time, I was beginning to realize that the Internet was fundamentally different from closed, proprietary online services like CompuServe or eWorld. It was the central node of the consumer Internet industry. Is it temporary? Is it ongoing? How much change will you tolerate?

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Silicon Valley Internet Networking Salary 69

Start Up Blog

JUNE 14, 2011

Who would have thought that Apple would be the world biggest music retailer today back in 1999? The market now demands it. Is encoding enough or do we have to de-couple data warehouses and the Internet? Users expect we know exactly what they want – they demand it. Probably the later.

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Social Media Mobile Security Media 69

ReadWriteStart

JUNE 8, 2020

What the visionary, Milton Friedman, predicted about Bitcoin in 1999. Even before Bitcoin became a reality, visionaries like Milton Friedman were predicting the rise of an internet-version of cash, as long ago as 1999. The internet is going to be one of the major forces for reducing the role of government,” he said at the time.

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Iceland Government Internet Bandwidth 140

Start Up Blog

JUNE 14, 2011

Who would have thought that Apple would be the world biggest music retailer today back in 1999? The market now demands it. Is encoding enough or do we have to de-couple data warehouses and the Internet? Users expect we know exactly what they want – they demand it. Probably the later.

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Media Social Media Government Mobile 59

Duct Tape Marketing

OCTOBER 27, 2022

Then they move into demanding a person who demanded excellence of himself and others around him. I mean, there a lot of people that felt absolutely very demanding. Think of it as a mantra in 1998, in a second shareholder letter, or 1999 Yeah. (20:43): They even use remarkably the same words.

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Seattle Silicon Valley Conversion Naming 63

BeyondVC

SEPTEMBER 28, 2005

This is a nice graphical representation of what is happening in this next wave of the Internet. As an add-on to this, I thought I would compare and contrast some differences, all quite obvious, with the first euphoric Internet wave. " Web 1999/2000. Critical Mass. We are clearly not there yet, but this will happen.

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Web API Open Source Business Model 60

Up and Running

SEPTEMBER 15, 2015

million in 1999, Zappos is now worth $1 billion. Ferris eventually sold BrainQuicken and became a best-selling author, in-demand blogger, business consultant, motivator, and popular endorser. From a company worth $1.6 See Also: What Defines Your Company Culture? Focus on flexibility of strategy.

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Small Business Non-Compete Europe Philippines 60

Venture Chronicles

JUNE 26, 2010

Scott McNealy was absolutely correct when he said (in 1999!) It is also somewhat ironic that it wasn’t Twitter or Facebook exposure that brought down Weigel (there were some Tweets but he could have survived those) but rather one of the oldest internet technologies that exist… a listserv.

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Washington Viral Conversion Hiring 32

Both Sides of the Table

JANUARY 16, 2012

There is all sorts of advice on the Internet about how to raise capital. I’ve raised in boom markets and when everybody thought the Internet was a fraud. I raised money as an entrepreneur, like you, in 1999, 2000, 2001, 2003 and 2005 for two different companies. Of course much of it is conflicting.

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Developer Silicon Valley PR Las Vegas 366

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.

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Web HTML AJAX China 300

Growthink Blog

JUNE 19, 2010

Or will the convergence of content, internet, mobile applications, games and social media be the onrushing asteroids that will soon destroy the movie dinosaurs? What is the future of Pay-Per-View/Video-on-Demand (PPV and VOD)? Video-on-demand alone is estimated to grow from a $1.1 How about Internet Video? Annual U.S.

Los Angeles 76

Los Angeles Silicon Valley Technical Review IP 76

YoungUpstarts

SEPTEMBER 10, 2018

Over that time frame, Kris Thorkelson was watching the evolution of the Internet and e-commerce. Because it wasn’t just the Internet and e-commerce that were trending – prescription prices were soaring and people needed an option to manage the bite. Kris Thorkelson: Businesses are like children.

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Canada Entrepreneur Syria Internet 100

abovethecrowd.com

APRIL 20, 2016

The same thing happened to many Internet stocks. In 1999, record valuations coexisted with record IPOs and shareholder liquidity. If 1999 was a wet (read liquid) bubble, 2015 was a particularly dry one. Back in 1999, if a company raised $30mm before an IPO, that was considered a large historic raise.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

online.wsj.com

JULY 11, 2012

The Wall Street Journal is phasing out support of the Internet Explorer 6 (IE6) browser. Internet Explorer. In the 1990s Internet boom, easy money helped founders maintain more control early in a companys evolution, but founder CEOs without voting control often got replaced by a professional manager ahead of an IPO.

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Silicon Valley Founder Software Review Technical Review 42

Both Sides of the Table

FEBRUARY 22, 2011

You may feel as I did in 1999 that the more smart people around the table the more intros you’ll have, the more sage advice you’ll receive and the more impressive you’ll seem to outsiders. I know that a lot of VCs had roadkill in the Internet Video 1.0 The Perils of Many. world and many pared back investments.

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Dilution Cap Table Due Diligence Option Pool 314

Ben's Blog

MAY 24, 2021

Second, by better matching supply and demand, direct listings have generally mitigated the magnitude of IPO Pops, thus engendering better overall price discovery. In fact, if you exclude the Dot Com Bubble of 1999-2000, they have been steady for nearly thirty years. 1999-2000 51.6% Time Period IPO Pop* 1980-1989 6.1%

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SEC Accredited Investor IPO Technical Review 36

Start Up Blog

JUNE 6, 2019

Internet 1.0. It was difficult to conceive how important the internet would be to our lives back in the mid 1990s. After the Dot Com crash of 1999, most yet-to-be-disrupted big firms got back to business. How could anyone ever lie again if we could just check it out on the internet and find out the truth!

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Government Algorithm Artificial Inteligence Social Media 79

Both Sides of the Table

AUGUST 30, 2010

This has been especially true for angels or seed investors as there is a new thesis that less capital is needed to start Internet companies so more money is being spent at this phase of the funding lifecycle. While not 1999 all over again but I am observing first-hand the signs of funding frenzy.

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Entrepreneur Technical Review Balance Sheet Government 298

VC Cafe

DECEMBER 28, 2010

Altor Networks was founded in 2007 by security and networking experts from Israel’s Internet security giant Check Point. Virtualization technology is increasingly in demand as large corporations try to cut back on hardware in their data centers. From 1999 to 2009, Teva’s revenue grew to about $14 billion from $1.3

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Technical Review South Korea Mexico 87