Steve Blank

SEPTEMBER 14, 2009

Posted on September 14, 2009 by steveblank Over the last 30 years Wall Street’s appetite for technology stocks have changed radically – swinging between unbridled enthusiasm to believing they’re all toxic. Large companies were acquiring technology startups just to get in the game at the same absurd prices.

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Silicon Valley IPO Technical Review Venture Capital 237

VC Cafe

MARCH 1, 2024

In addition, founders thinking about starting a company can be overwhelmed by choice, as there are so many problems to tackle with technology, but it could be comforting to know that investors are interested in those areas in the first place. Robotics – Generalizing automation, thanks to the convergence of AI software and hardware.

Artificial Inteligence 176

Artificial Inteligence Technical Review Software Review Generative AI 176

Version One Ventures

SEPTEMBER 3, 2014

I love being in VC because I get the opportunity to learn about new technologies and industries every day. Each month, we pick an up-and-coming vertical or theme and do a deep dive (with the help of Mattermark … portfolio plug). Continuous learning. I believe that the more we know, the better our decisions are.

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Venture Capital Portfolio Vertical Technical Review 162

Steve Blank

AUGUST 31, 2009

The greatest risk in startups —and hence the greatest cause of failure—is not the technology risk of developing a product but in the risk of developing customers and markets. Venture portfolio companies don’t succeed because they used the Product Development model they succeeded in spite of using it.

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Customer Development Developer Customer Silicon Valley 245

David Teten

DECEMBER 3, 2019

When I met my now-wife, I realized that any technology that can find me a spouse is a killer app. I’d argue that the same type of technologies that have revolutionized dating can revolutionize our industry. . I walk through below how progressive investors are using technology and analytics throughout all of their operations.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

ConversionXL

OCTOBER 25, 2018

Messaging before technology. Tom Tunguz offers a framework that uses a scale from 1 to 10 to assess demand generation portfolios: 1. Eventually, expansion is necessary for every growing business; it also protects companies from the aforementioned risks of an undiversified portfolio. Expand methodically. Sophistication.

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Demand Vertical Campaign Channel 132

Steve Blank

NOVEMBER 16, 2009

It’s an impressive portfolio. Bill and his partner Fred Wilson have invested in ~30 or so companies with 27 still active. They’re putting money into web services/business – most without early revenue. By the time the meeting was over I left wondering whether the Customer Development model would help or hinder their companies.

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Customer Development Web Developer Customer 228

Hunter Walker

OCTOBER 31, 2020

Qualification #1: You know how to do something specific that is valuable and needed often in pursuing a deal or servicing the portfolio. Whatever it is, it helps diligence opportunities, win deals or service the portfolio in ways that make the founders and GPs feel good. Highlighted Homebrew Portfolio Jobs. Synthetic bio.

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North Carolina Hiring Angel Investor Technical Review 104

Steve Blank

FEBRUARY 23, 2009

Both venture firms sought my advice for their portfolio companies. When I told her they not only didn’t want it back, but were trying to see if they could give me more for my next company, she paused for a long while and then said in a very Russian accent, “Only in America are the streets paved with gold.”

Silicon Valley 133

Silicon Valley RSS Venture Capital Customer Development 133

Haystack

DECEMBER 29, 2018

Technology is, like water, flowing and seeping into nearly every sector and eventually into most of the global economy. And as more economies worldwide seek to shift their investment strategies offshore and seek out technology, hubs like Silicon Valley and Shanghai, among others, have reaped the benefits. 3/ Crypto Hibernation.

Technical Review 165

Technical Review Venture Capital Russia China 165

Steve Blank

JULY 2, 2009

As Peter began to speak extemporaneously our mouths slowly fell open as he described the video game market, its size, its demographics, the state of the technology, and the state of games. He took us through a day (and a night) of a hardcore gamer and told us about the new class of CD-ROM based game machines about to hit the market.

Silicon Valley 120

Silicon Valley Technical Review RSS Software Review 120

View from Seed

JUNE 23, 2022

Long-term: Influencers across the world with 10K+ followers and across all major verticals (e.g. For example, Marques Brownlee is one of the most prolific technology reviewers. DC: Short-term: Do-it-yourself (DIY) social media influencers in the United States with 100K+ followers. However, there is so much more influencers could sell.

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DC Cambodia eCommerce Social Media 156

View from Seed

OCTOBER 18, 2017

We believe that the internet is a super-technology, and are most excited about the second-order effects that this super-technology will have on everyday life for everyday people. We have blogged about a few of the verticals so far, including housing , food , entertainment , and others.

Vertical 166

Vertical Seed Stage Viral Portfolio 166

Version One Ventures

FEBRUARY 20, 2020

I’m interested in the development of new tests to measure (new) biomarkers for health – whether we sample from menstrual blood to detect glucose levels ( Qurasense , a Version One portfolio company) or the microbiome to evaluate gut health, as examples. Interest 5: Disrupting the status quo in insurance. dental, vision, etc.).

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Social Network Vertical Cofounder Software Improvement 100

VC Cafe

OCTOBER 22, 2024

For example, our portfolio company HourOne can generate high quality videos of people speaking in a talk show, completely generated with AI. For example, our portfolio company Munch automatically creates short form, vertical clips for social media from any long form video and understands what’ s trending.

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Generative AI Technical Review Vertical Government 78

Version One Ventures

JANUARY 16, 2025

They are also Indias only vertically integrated EV charging company as they not only run the charging network, but develop the charging hardware as well. Founders Jyotiranjan Harichandan and Mohit Yadav are transitioning into roles as Head of Strategic Partnerships and Chief Technology Officer, respectively.

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Fractional CTO Networking India DC 78

Austin Startup

FEBRUARY 21, 2011

The Austin Technology Incubator is hiring for these positions, so make sure to apply now. ATI has served the entrepreneur community for over twenty years and focuses on the IT, Wireless, Clean Energy and Bioscience verticals. Here are two awesome-sounding jobs that will remain posted till Wednesday, so please check them out promptly.

Technical Review 70

Technical Review Intellectual Property Incubator Due Diligence 70

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. – Technology stack. This model certainly makes sense.

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Venture Capital Private Equity Silicon Valley Differentiation 60

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. – Technology stack. This model certainly makes sense.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

Steve Blank

NOVEMBER 4, 2021

Anthony Ulwick and Ted Thayer of Strategyn have a set of unique and valuable insights: Rather than defining markets as existing, adjacent or new markets – or by verticals, technology, demographics, et al. Others define markets around verticals, e.g. the financial services market or the healthcare market. It is stable over time.

Customer 427

Customer Marketing Lean Vertical 427

Mucker Lab

OCTOBER 12, 2016

So when an investment thesis becomes popular, when a new technology becomes available, when a new media consumption platform becomes dominant, if we believe in the trend, we have to “seed” an investment within the first three years and hope to “harvest” 5–10 years later. Vertical integration of different funding risks.

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Harvest Vertical IPO Early Stage 60

David Teten

SEPTEMBER 23, 2017

VCs tout themselves as frontier technology investors, but most are using the same infrastructure tools they have used for the past 20+ years: Excel and recent college grads searching Google. According to Knowledge.VC , under 5% of US VCs have a full-time team member focused on technology. . But we’re doing it slowly.

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Private Equity Venture Capital Equity Technical Review 60

mashable.com

OCTOBER 27, 2010

This post originally appeared on the American Express OPEN Forum , where Mashable regularly contributes articles about leveraging social media and technology in small business. Here, developers and dev shops are organized by vertical so you can find a shop that has expertise in the kind of app you want to build.

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Small Business Technical Review Social Media Software Review 104

Both Sides of the Table

APRIL 23, 2011

He is starting to see this occur in sites that are verticalizing content. An example is Metacafe, a Highland Capital portfolio company. It has become a short form premium destination that is verticalizing content in category channels. They had a great team and interesting technologies. Tell us more about MetaCafe? (37:00-40:30).

Vertical 265

Vertical Curation Boston Burn Rate 265

Version One Ventures

SEPTEMBER 3, 2014

I love being in VC because I get the opportunity to learn about new technologies and industries every day. Each month, we pick an up-and-coming vertical or theme and do a deep dive (with the help of Mattermark – portfolio plug). Continuous learning. I believe that the more we know, the better our decisions are.

Venture Capital 60

Venture Capital Portfolio Vertical Technical Review 60

View from Seed

AUGUST 2, 2017

Some conclude that certain sectors or technologies — like AI, blockchain, VR — will define the next decade. Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. The impact of civilization-shaping technologies unfolds over many decades.

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Seed Stage Portfolio Cofounder B2B 273

Duct Tape Marketing

APRIL 14, 2022

I, I think there is this convert urgents where affiliate marketing was a model that used technology to, to work with partners at scale. If I can build a partner program using software with a thousand different partners, with a thousand different tactics, I, I have inherently a, a diversified portfolio. It's also not something.

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Marketing Affiliate Channel Seattle 99

Cracking the Code

FEBRUARY 12, 2019

Chainalysis is the clear market leader in their vertical and sits at the nexus between crypto exchanges, financial institutions, regulatory bodies, and law enforcement agencies. While there’s been a number of highly publicized examples including their role in helping creditors of Mt.

Web 48

Web Silicon Valley Technical Review Artificial Inteligence 48

David Teten

JANUARY 21, 2021

With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA. The INTRO tool is available to non-portfolio companies as well. 20% initial ownership.

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Equity Revenue Cofounder Colorado 78

Version One Ventures

JULY 21, 2020

Technology changes. At the same time, we realize that our interests have been broad over the years: marketplaces and SaaS continue to be core interest areas, but we are also spending a lot of time in crypto, healthcare and climate, and always pushing ourselves to look at the edge of technological innovation. .

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Founder Vertical Differentiation Portfolio 213

David Teten

AUGUST 19, 2019

Since 2017 we’ve managed $3 million in revenue-based financing, which helps cash-strapped technology companies grow. We’re also regularly following-on for existing portfolio companies.”. 10% of Feenix’s portfolio companies have received VC equity prior to their financing. Bigfoot Capital. ARR of $500K+. Growth support.

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Revenue Technical Review Software Review Equity 60

Version One Ventures

MARCH 25, 2014

At version one, we are big believers in the vertical SaaS opportunity. Small to mid-sized businesses have long been underusing technology. While the legal industry has been slower to keep pace with technological advancements, it’s definitely ripe for disruption – and smaller firms are quicker to adopt new tools than larger ones.

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Vertical Cloud Mobile Partner 153

View from Seed

MARCH 15, 2018

Our philosophy is about backing technology-enabled startups that have the potential to touch millions of end-users, become ingrained in users’ daily lives, or some combination of the two. Many VCs are technology-first driven in their approach, asking the question: “With this new emerging technology, what are the applications?”

Technology 120

Technology Artificial Inteligence Marketing Vertical 120

Cracking the Code

NOVEMBER 13, 2008

A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City. Fifteen CFOs participated - about half of them from Bessemer portfolio SaaS companies (Cornerstone On Demand, Intacct. Rethink vertical segmentation: Healthcare?

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Cracking the Code

DECEMBER 2, 2006

If you would ask me what part of the market is most underserved by technology companies today, Id tell you its small and medium sized business. Today, VARs are the key to the SMB segment and their business model is collapsing, opening new opportunities for them and for technology providers. Portfolio. (3). anecdotes. (13).

Software Review 48

Software Review Technical Review Europe Software 48

Duct Tape Marketing

NOVEMBER 23, 2023

I think now it's more about, I guess having a horizontal relationship with the people in your audience versus a vertical one. So vertical, you're the expert. John (13:18): I'm the same way, only because every room, the technology is different and I always want to make sure that stuff is going to work. I'm like, I'm there.

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Framework Campaign Audience Email 93

Haystack

JANUARY 2, 2020

On top of this, technology is no longer a vertical sector — it is entirely horizontal and spreading outward into global markets and new industries. On the other hand, those portfolios may not catch lower prices in certain vintages or potentially be investing so quickly, the bar for what makes an investment could go down.

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Portfolio Venture Capital Vertical Limited Partner 76