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It’s Morning in Venture Capital

Both Sides of the Table

Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1. If you want to understand the details of why this is, I covered it in detail in this post, Understanding Changes in the Software Industry.

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In Silicon Valley, Founders Fight for Control

online.wsj.com

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Bubble Trouble? I Don’t Think So

Ben's Blog

Companies that produce little value today might still receive high valuations due to high growth expectations. As you can see, not all of these multiples are comparable as some of the bubble era multiples were NM—not meaningful—due to negative earnings. The first major change was the move to relational database technology.