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Our favorite blog posts of 2021

Version One Ventures

Looking back at V1’s first IPO, an unusual investment at the time: Coinbase. 3/ Visions of Web 3.0. A new kind of web is being built around the idea of an “ownership economy” that lets participants get equity upside. . Read the post: Visions of Web 3. And more reading on Web 3.0/crypto: 2/ Climate and energy.

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Q4 2020 Portfolio Review

Version One Ventures

This will be Version One’s first prospective IPO! For instance, their latest is a magic wand which lets you change web copy without asking a developer. . Let’s ride this momentum into 2021! . Announcements. Coinbase submitted their draft registration statement on Form S-1 with the Securities and Exchange Commission.

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Early-stage Regional Venture Funds–part 2 of 3 of Bigger in Bend

Steve Blank

The cloud , open-source development tools and web 2.0 They failed due to: the dearth of deals in the region that have IPO potential and. We believe that regional funds need to walk a delicate balance…but it doesn’t take huge IPOs to return multiples of capital on a small fund. The inevitable failures then damaged returns.

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Putting Twitter’s IPO in Perspective

Agile VC

Twitter’s IPO has garnered a ton of attention in the tech and popular press. So their revenue figures, pre IPO financing and ownership, and other info is all widely available. Growth IPOs Are Back. Instagram hadn’t built a true business (e.g. Value of Media vs E-Commerce vs Premium Services.

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2021: The Version One year in review

Version One Ventures

We had our first IPO ( Coinbase ), quickly followed by a second one ( Cazoo ). One-third of those investments was in crypto, one-third in enterprise SaaS, with the last third divided almost equally across marketplaces, climate, and healthcare. . And we’re excited that we will be investing aggressively against all four!

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The most important 2021 Predictions in entertainment tech and gaming

VC Cafe

Video + shopping is also highlighted in Global Web Index 2021 consumer trends report : “ The explosive growth of TikTok, the rise of influencers, and the need for brands to distinguish themselves online. Three trends that will converge in the world of “livestreaming commerce”.

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Some IPO speculation

Startup Lessons Learned

Lessons Learned by Eric Ries Thursday, July 15, 2010 Some IPO speculation Inspired by Steve Blank’s post today about the “lost decade&# of IPO’s , I’d like to make some predictions. The fact that IPO’s are disappearing makes intuitive sense to me. Let me be clear: Steve is the historian.

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