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Rally Software Acquired By CA Technologies for $480 Million

Feld Thoughts

Congrats to my friends at Rally Software on the announcement that they’ve signed a definitive agreement to be acquired by CA Technologies for $480 million. Rally started out life as F4 Technologies. In 2003 – while Agile was known – it was largely limited to ISVs and a few leading IT organizations.

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Why good people leave large tech companies

Steve Blank

They make hardware with a large part of their innovation in embedded software and services. While a significant part of the headcount of this tech company was in manufacturing, the director’s group was made up of experienced software engineers. I was visiting with an ex-student who’s now the CFO of a large public tech company.

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Engage in the New Colorado Digital Service

Feld Thoughts

One of the many great things about the Governor of Colorado is that he’s an entrepreneur, having started multiple successful technology companies, including BlueMountainArts.com (acquired by Excite for $800m) and Provide Commerce (IPO, then acquired by Liberty Media for $500m).

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The Enterprise Strikes Back

BeyondVC

Look at the Dropbox IPO which priced above its initial value and came out white hot at the end of one of the worst weeks in stock market performance. Despite that, it’s also hard to ignore the following facts: Enormous spend and growth for public cloud and app infrastructure, middleware and developer software of $50b (Gartner, Pivotal S-1).

Cloud 60
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The top 10 companies investing billions in the Metaverse

VC Cafe

Is there an early mover advantage for being early on a technology trend? In the first five months of 2022, more than $120 billion have been invested in building out metaverse technology and infrastructure, according to McKinsey. Fortnite generated $5.8 billion revenue in 2021 for Epic Games and was played by 83.3 Also, their $1.6

IP 206
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Putting Twitter’s IPO in Perspective

Agile VC

Twitter’s IPO has garnered a ton of attention in the tech and popular press. So their revenue figures, pre IPO financing and ownership, and other info is all widely available. Growth IPOs Are Back. Instagram hadn’t built a true business (e.g. Value of Media vs E-Commerce vs Premium Services.

IPO 194
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Lessons Learned: The lean startup

Startup Lessons Learned

But by taking advantage of open source, agile software, and iterative development, lean startups can operate with much less waste. I am heavily indebted to earlier theorists, and highly recommend the books Lean Thinking and Lean Software Development. Of course, many startups are capital efficient and generally frugal.

Lean 168