BeyondVC

OCTOBER 13, 2004

I was speaking with a friend of mine today who mentioned that his term sheet for his Series A round fell through. Things looked great for the last 6 weeks and then the deal process went into a stall regarding intellectual property rights. To make a long story short, one of the co-founders of the company built the company’s software in his spare time.

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BeyondVC

OCTOBER 27, 2004

The numbers are coming out, and it is clear we are moving to a low growth environment for corporate IT spending in terms of dollars spent. Companies spent too much in the 90s and are being cautious about how they spend their hard-earned cash. Total cash and savings for companies in the S&P 500 have doubled since 1999 and is equal to half a trillion dollars which means companies have added almost 300 billion dollars to their balance sheet in the last 5 years.

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BeyondVC

OCTOBER 20, 2004

Here is an interesting article from Business Week about why Microsoft is not so scary anymore. While I do not necessarily buy the argument that a company with billions of dollars of cash on its balance sheet is not scary, the article does raise some interesting questions about Microsoft’s growth, particularly on the enterprise side. A quote from Merrill Lynch software analyst, Jason Maynard, sums it up: “Microsoft still has the critical mass and the franchise of Windows and Office, b

Architecture 60

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BeyondVC

OCTOBER 6, 2004

Unfortunately I could not make it to the west coast for the Vortex or Web 2.0 conferences. However, I have been following Vortex via Jeff Nolan and Web 2.0 through a variety of bloggers. As I read through Jeff Nolan’s notes on the enterprise and thoughts from the gorillas in the market, Cisco, Microsoft, Oracle, HP, etc., it is clear that they are all pointed in the same direction, and the vendors are aggressively pushing towards a service-oriented world where you have management software

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Speaker: Nick Noreña, Innovation Coach and Advisor, Kromatic

Every startup and innovation project exists within an ecosystem that either helps or hurts that project. As innovation managers, we need to keep a pulse of that ecosystem and make sure we're helping those innovation projects we're managing every step of the way. In this webinar, Nick Noreña will walk through an Innovation Ecosystem Model that he and his team at Kromatic have developed to help investors, heads of product, teachers, and executives understand how they can best support innovation in

Startup

BeyondVC

OCTOBER 1, 2004

There has been lots of discussion about the web as the new platform so none of what I am saying is new. However, I recently came across Adam Bosworth’s take on this which is quite interesting given his experience at Microsoft, BEA, and now Google. The platform of this decade isn’t going to be around controlling hardware resources and rich UI.

Web 60

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BeyondVC

OCTOBER 27, 2004

Fred Wilson and John Battelle have some interesting posts on the future of television and advertising. Fred and John both seem to believe that the concept of paid search will eventually work its way into television advertising. I suggest reading their posts if you have an interest in this space and learning how it will change as PVRs, VOD, and HDTV further penetrate the market.

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