VC Cafe

MARCH 1, 2024

Smart Contracts – Powering the internet-native financial system, smart contract networks could generate fees of $450bn in 2030. Digital Wallets – Digital wallets could grow select vertical software platforms’ revenues to $27-$50bn in 2030. Verticalized Video Understanding – machine interpreted video.

Artificial Inteligence 176

Artificial Inteligence Technical Review Software Review Generative AI 176

View from Seed

AUGUST 30, 2017

While internet disruption has transformed most facets of everyday living, one of the last to really be redesigned has been the home. It’s interesting to note that Home Depot is a $180B retailer that has not seen significant threat from internet disruption. Source: Google Finance).

Denmark 244

Denmark Vertical eCommerce Internet 244

Both Sides of the Table

APRIL 23, 2011

In the late 90’s he saw the internet boom and helped start IronPlanet.com, a construction equipment marketplace that is nearing an IPO. Yes an online video startup in ‘99 that helped large media companies encode and distribute their videos through portals. The in invest in IT (Software + Internet + Healthcare). 6:00 – 7:30).

Vertical 265

Vertical Curation Boston Burn Rate 265

Genuine VC

AUGUST 3, 2012

For us, the investment is certainly fresh and newest in our portfolio, but it also feels familiar. CEO Anne Raimondi and my partner Rob were colleagues together at eBay in the early 2000’s before she went on the lead product and/or marketing at many household internet names like Zazzle, InsiderPages, and SurveyMonkey.

Seed Stage 199

Seed Stage Cofounder Portfolio Curation 199

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. The boom in Internet startups would last 4½ years until it came crashing down to earth in March 2000. What Do VC’s Do?

Silicon Valley 223

Silicon Valley IPO Technical Review Venture Capital 223

Version One Ventures

JANUARY 27, 2014

Back in 2010, Mary Meeker and Morgan Stanley predicted that within the next five years, “more users will connect to the Internet over mobile devices than desktop PCs.” Distribution strategies are different. Marc Andreesen famously said that “ software is eating the world.” Now it looks like mobile is eating the web.

Mobile 161

Mobile Web SEO Distribution 161

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. Other VCs use Contently * or Social Native * to create relevant content.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78