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The Changing Structure of the VC Industry

Both Sides of the Table

15 years ago we were at the peak of Internet hype with the launch of many over-capitalized businesses with a market size & opportunity was limited. 50x more Internet users (2.4 2007 was the watershed year. Summary: Cheap, mobile, social, global, always-on, one-click-purchase =. Where are we today? and hasn’t abated.

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Global Multichannel Consumer Behaviour (Research/Purchase) Analysis

Occam's Razor

It is a repository of global data that has as its primary purpose to quantify the role of digital in the consumer journey from research to purchase. How do consumers access the Internet? #2. How do consumers access the Internet? Just click on the question mark icon to see the detailed definitions.

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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ► 2007. (10). How the use of internet is transform. Global warming: a plague for humanity?

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Cracking The Code: Best Venture and Technology Podcasts for 2007

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Best Venture and Technology Podcasts for 2007. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ► 2007. (10). How the use of internet is transform.

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Cracking The Code: BlablaCar - Travel Revolution

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Labels: Europe Consumer , internet. Note: high CAC ratio means high productiviy (see blog post for definition). internet. (6). ► 2007. (10). How the use of internet is transform.

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On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

I’m no great scholar on bubbles – I have more interesting things to spend my time worrying about than the exact definition , but having been around a few I have at least given them intellectual consideration. The fact that today’s Internet bubble does not represent all companies does not disprove its existence.

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Cracking The Code: Global warming: a plague for humanity?

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Friday, March 30, 2007. Global warming: a plague for humanity? After all, global warming might not be a bad thing for everyone. Note: high CAC ratio means high productiviy (see blog post for definition).