View from Seed
JULY 31, 2014
More interesting, however, is reflecting on what “rhymes” across multiple investments within our portfolio. While all three of our most recent investments built on this foundational idea still remain stealthy, everyone utilizes connected technology to uniquely deliver a service or bundled product. Recent Investment Themes.
David Teten
SEPTEMBER 6, 2015
Her work included heading Nokia’s location-based services business and app portfolio for emerging markets, which she built from a back-of-a-napkin idea to a 100-person organization with over 10 million users. It comes as no surprise as technology today enables companies to prove product-market fit much earlier in their lifecycles.
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Version One Ventures
JULY 19, 2018
With that said, here are some opportunities we see for the next generation of large, venture-scale marketplace businesses: Product marketplaces. With Amazon capturing nearly 50% of US e-commerce market , it may seem that there isn’t much room for a new marketplace focused on products. mobile) and/or new or differentiated supply.
VC Adventure
APRIL 11, 2011
“We’re not AdTech investors,&# I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.&# While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. And for a while that worked pretty well. They are: Scale. Margin Dynamics.
Occam's Razor
MARCH 30, 2017
Primarily because we got our first real everyday access to products and services that used some form of AI to delight us. The current crop of Analytics tools are getting better and better at the known knowns , the process of disintermediation of the humans doing that work is only going to accelerate… And then that work will disappear.
VC Adventure
APRIL 11, 2011
“We’re not AdTech investors,” I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.” While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. ” And for a while that worked pretty well.
Rob Go
JANUARY 21, 2016
These are companies that offer consumers a product or service (or both) that they are paid for (as opposed to consumer audience businesses that are monetized through advertising). The product or service is better than what else is out there. Our consumer portfolio has largely been focused around convenience. More Convenient.
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