article thumbnail

A Behind-the-Scenes Look at Our Recent Seed-Stage VC Investments

View from Seed

We’ve been remarkably consistent on this dimension as well: five of the recent 13 investments were B2C, five were B2B, and three you could categorize as B2B2C. A few themes which have emerged from our 13 most recent investments: CONSUMER (B2C). The internet continues the disintermediation of content creation.

article thumbnail

Don’t drink your own Kool-Aid (surviving TC50)

Both Sides of the Table

Around this time B2C eCommerce had been dominating the media but the wheels were starting to come off. Everybody thought the real substance was going to come from B2B eCommerce players that would deliver “real value&# by disintermediating supply chains … blah, blah, blah.