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Praying to the God of Valuation

Both Sides of the Table

The browser and thus the WWW and the first Internet businesses were born circa 1994–95 and there was a golden period where anything seemed possible. 2001–2007: THE BUILDING YEARS The dot com bubble had burst. There was no money train. It was 1991. There were startups and a software industry but barely. We still loved every moment.

Valuation 466
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The Changing Structure of the VC Industry

Both Sides of the Table

15 years ago we were at the peak of Internet hype with the launch of many over-capitalized businesses with a market size & opportunity was limited. 50x more Internet users (2.4 2007 was the watershed year. Summary: Cheap, mobile, social, global, always-on, one-click-purchase =. Where are we today? and hasn’t abated.

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First Mover Fallacy

Agile VC

If you think back to the monster consumer software and internet companies that’ve been built in the last 2-3 decades, it’s actually far more likely they were fast and/or particularly innovative followers rather than first movers.

Cloud 205
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The R/GA Connected Devices Accelerator, Powered by Techstars

Feld Thoughts

R/GA is part of Interpublic Group of Companies, one of four global ad holding companies, and is the most award-winning agency in the digital world today. The Internet has rapidly expanded beyond desktop, server, laptop, and mobile computers and connected itself to many of the different devices in our everyday life. s Superman to 2006?s

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Cracking The Code: Best Venture and Technology Podcasts for 2007

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Best Venture and Technology Podcasts for 2007. internet. (6). ► 2007. (10). How the use of internet is transform. Global warming: a plague for humanity? Global Warning! anecdotes. (13).

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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. internet. (6). ► 2007. (10). How the use of internet is transform. Global warming: a plague for humanity? Best Venture and Technology Podcasts for 2007. Global Warning! anecdotes. (13).

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Cracking The Code: Global warming: a plague for humanity?

Cracking the Code

Thoughts from a Venture Capitalist on Software, Software-as-a-Service (SaaS), Cloud Computing, Internet and more. Friday, March 30, 2007. Global warming: a plague for humanity? After all, global warming might not be a bad thing for everyone. internet. (6). ▼ 2007. (10). Global Warning!