Remove Demand Remove eCommerce Remove Internet Remove IPO
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The most important 2021 Predictions in entertainment tech and gaming

VC Cafe

Streaming, gaming, ecommerce increased adoption rapidly, advancing 10 years in the space of a few months. According to the Economist , video game internet traffic, including mobile games, has increased 75% in the U.S. Trillion Hours, 218 Billion Downloads – demand for new apps and games still grows globally, up 7% YoY.

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Should Startups Focus on Profitability or Not?

Both Sides of the Table

I find it amusing when a journalist writes an article about a prominent startup (either privately held or preparing for an IPO) and decries that, “They’re not even profitable!” Internet scale. Many eCommerce companies are in fact, middle men. In many Internet startups 80% of the operating costs will be people.

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How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size

abovethecrowd.com

I find it surprising that a finance professor like Damodaran did not consider the impact of price on demand. The relationship between price and demand is well understood, and while Damodaran may not have the numbers he would need to calculate Uber’s specific price elasticity , let me assure you that it is high. Different Economics.

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The Final Edition

thebarefootvc

These new entrants will also likely provide services that we don’t foresee today, similar to the Amazon example [which expanded from online book selling into AWS, content production and domination of ecommerce].” Along those lines, I have been spending time thinking of the the continued digitization of the financial services sector.

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April 4-Innovation in Private Company Liquidity-Online Merger Markets, Social Media, Secondary Markets, Non-US Markets, Private Equity, and the Disappearing IPO

David Teten

I hope that you can join us Monday night, April 4, midtown NYC, at a panel on “Innovation in Private Company Liquidity-Online Merger Markets, Social Media, Secondary Markets, Non-US Markets, Private Equity, and the Disappearing IPO” The program is sponsored by the HBS Club of New York and the HBS Angels of NY.

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A dumb American’s perspective on investing in Southeast Asia

Hippoland

People in the US can pay for things electronically and can get most services and goods today from the internet – things in the US generally work, so improvements in these areas are all incremental. I think this explains why we tend to see consumer businesses emerge first – tech-savvy internet users are easiest to reach.

Asia 48
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A dumb American’s perspective on investing in Southeast Asia

Hippoland

People in the US can pay for things electronically and can get most services and goods today from the internet – things in the US generally work, so improvements in these areas are all incremental. I think this explains why we tend to see consumer businesses emerge first – tech-savvy internet users are easiest to reach.

Asia 48