abovethecrowd.com

FEBRUARY 27, 2019

In many cases, a deeper focus on a particular category or vertical allows these marketplaces to distinguish themselves from broader marketplaces like eBay. In November of this year, the company announced that it had achieved “substantially” more than $1B in revenue in the third quarter. billion of GSV (gross services revenue) across 2.0

Internet 88

Internet Matching Vertical Hosting 88

Steve Blank

JANUARY 25, 2022

The revenue of products that contain chips is worth tens of t rillions of dollars. In 2001 there were 17 companies making the most advanced chips. In the past there was a huge competitive advantage in being vertically integrated i.e. having your own design tools and fabs. iPhones, PCs, airplanes, cloud computing, etc.),

Taiwan 436

Taiwan IP Artificial Inteligence Intellectual Property 436

This is going to be BIG.

MAY 5, 2023

Last August, I passed the point at which I had spent literally half my entire life working in this asset class, having started at the General Motors pension fund doing institutional investments in venture funds and late-stage directs back in February of 2001. Consider this.

Later Stage 218

Later Stage Venture Capital Term Sheet Limited Partner 218

Steve Blank

SEPTEMBER 14, 2009

Five Quarters of Profitability During the 1980’s and through the mid 1990’s startups going public had to do something that most companies today never heard of – they had to show a track record of increasing revenue and consistent profitability. There was now a public market for companies with no revenue, no profit and big claims.

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

Mucker Lab

DECEMBER 2, 2015

Most brilliant “Internet of Things” ideas are quicksand for capital unless you have the branding, vertical integration and customer lock-in that Apple achieved. Before the iPod debuted in 2001, MP3 players became a billion dollar business led by companies such as Creative Technology. Consumer trends are fickle (see Flip Video).

Vertical 60

Vertical Widget Distribution China 60

Both Sides of the Table

FEBRUARY 12, 2017

billion and revenues likely exceeding $250 million (Wikipedia lists 2015 revenue at $167 million). But I knew I had to look for investments in “software meets X (often known as Vertical Software solutions)” rather than necessarily horizontal enterprise software applications.

Media 210

Media Los Angeles Russia Viral 210

ConversionXL

MARCH 22, 2013

For the first time since 2001, PC sales were lower that they were the previous year. O`Neill monitored conversions, transactions and revenue for three weeks prior to going responsive. Revenue increased by 101.25%. Revenue increased by a whopping 591.42%. Revenue from all devices went up 42.4%. Think Thank Photo.

Mobile 115

Mobile Conversion Design Social Media 115