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First Mover Fallacy

Agile VC

While our portfolio at NextView is roughly equally weighted to consumer facing and B2B companies, it seems that for consumer companies in particular being first mover confers little benefit and the drawbacks probably outweigh whatever weak advantage might exist.

Cloud 205
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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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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. internet. (6). Portfolio. (3). ► 2007. (10). How the use of internet is transform. Global warming: a plague for humanity? Best Venture and Technology Podcasts for 2007. anecdotes. (13).

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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. internet. (6). Portfolio. (3). ► 2007. (10). How the use of internet is transform. Global warming: a plague for humanity? anecdotes. (13).

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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. internet. (6). Portfolio. (3). ► 2007. (10). How the use of internet is transform. Global warming: a plague for humanity? Global Warning!

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Stock Market Drops. Then It Rallies. What Happens Next for Funding?

Both Sides of the Table

When I first got into the industry it was 2007. I thought about things I never had to as an entrepreneur: check size, ownership percentage, deal stage, portfolio construction and risk. When the market tanked they had the “triage problem&# – which portfolio companies to save, which to kill. Yesterday was a Monday.

Stock 305
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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. internet. (6). Portfolio. (3). ▼ 2007. (10).