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How Lemming VCs Cause Venture Recessions

Mucker Lab

Combined with the usual summer slowdown, some are already raising the spectre of 2001 or 2008. Vertical integration of different funding risks. I also believe that the ebb and flow of the venture investment cycle has been exacerbated by the recent vertical integration of early, growth, and even late stage venture funds.

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The Twenty Year Itch: My Last VC Investment Out of Brooklyn Bridge Ventures

This is going to be BIG.

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.

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Learning From The OG iPod

Mucker Lab

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).

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Looking for Funds in All the Right Places

Austin Startup

Valuations in startups increased dramatically during the Dot Com boom and then both valuations and the availability of investment capital nationally collapsed in 2001 with the Dot Com bust and 9/11. But the timing of the launch of these new funds almost assured their failure regardless of their investing acumen.

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Can You Trust Any vc's Under 40?

Steve Blank

My experience of 2001-2004 is very remote from what you are describing. The mantra was as follows: “no one is coming to save us, we are going to make it on our own&#.

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BUZZ Doesn’t Equal BUY: Three Factors To Look For When Seeking Stocks With Long-Term Value

YoungUpstarts

Masterful execution makes up one of the triangle’s two vertical sides. (I He has been a regular panelist on television’s Forbes on FOX since the show’s inception in 2001. Such companies do three things exceptionally well, forming a structure what I call the triangle of lasting success. I call this the “hard edge.”).

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Interview with eFounders

Cracking the Code

I began my career at McKinsey and when the Internet bubble burst in 2001, I made a shift towards online software (ASP at the time). From then on, I remained convinced that SaaS was a much more efficient model, for both ISVs and customers — although many people remained skeptical on the viability of the model for a long time.

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