Remove 1999 Remove Demand Remove Internet Remove Valuation
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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. Or the ASP rollup?

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Category Collapse

Feld Thoughts

Unlike the endless stream of predictions that are about to come out, it’s an analysis of the spread between the public market and private company valuations. If you lived through the Internet-bubble between 1999 and 2002 you know this cycle well. Fred Wilson’s post Thinking Ahead To 2019 is worth reading.

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

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Is There a Valuation Bubble for Social Media Companies (and if so, is it Bursting)?

Pascal's View

Welcome to the latest passionate debate over the ‘valuation bubble or not?’ 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. question in venture capital. It is intentional.

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Zilliant Raises $13M Series….G?

Austin Startup

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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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.

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On the Road to Recap:

abovethecrowd.com

One key to this population growth has been the remarkable ease of the Unicorn fundraising process: Pick a new valuation well above your last one, put together a presentation deck, solicit offers, and watch the hundreds of million of dollars flow into your bank account. The same thing happened to many Internet stocks.

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