BLOG STARTUPS, VENTURE AND THE TECH BUSINESS

Posts Tagged ‘Startups’

May 31 2011
by Scott Johnson

Way Too Early – On Market Timing

Market timing is a necessary (but not sufficient) condition for venture success.  Obvious, right?  The problem is that timing is obvious only in retrospect.  Predicting how markets will evolve is an art, and probably is the single most important job of a venture firm.  Boiled down to its essence, our role is to help companies […]

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May 12 2011
by John Backus

E-Commerce 2.0: The Birth of Companies Worth $50B in Market Value

A new wave of e-commerce is upon us, but most people do not yet understand it. No, I am not talking about fashion flash sales here (though Gilt, Moda Operandi and Zulily are building very valuable businesses here.) And no, I am not talking about the wave of discount group buying that Groupon, LivingSocial and […]

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May 2 2011
by Scott Johnson

Waste = Opportunity

Waste is something I abhor.  Waste of time, waste of resource, I love funding businesses that help others be more efficient and stop waste.   Time wasters are fertile ground for new business ideas.  If anyone is wasting your time, think about how that happened and create a solution for it. Resource wasters are also […]

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April 27 2011
by Scott Johnson

Color, Valuations, and the Winner’s Curse

My friend Kevin Lewis is a professor at Duke Business school and he sends out a feed of interesting abstracts describing recent research that I sift through every  day or so.  Today I found this one: The Bidder’s Curse Ulrike Malmendier & Young Han Lee, American Economic Review, April 2011, Pages 749-787 Abstract: We employ […]

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February 9 2011
by Thanasis Delistathis

Watch out for those “Groundhog Days”

“Groundhog Day” is a metaphor for lack of change an innovation. Companies need to watch out for market changes that may render their services obsolete or invalidate their current strategy.

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February 8 2011
by Scott Johnson

Groupon Super Bowl Ads – Brilliant?

There is a ton of buzz around the Groupon Super Bowl advertisements, and it is all “negative publicity.”  Let’s stipulate for now that the ads were insensitive.  Even further, let’s stipulate that they lost some subscribers as a result.  Short term, this is not good.  Long term?  I think all this attention is a big […]

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February 8 2011
by Scott Johnson

Is The UnGoogle Economy Viable?

Is there enough market to sustain a startup that competes directly with Google?  This is an increasingly frequent topic, as we find ourselves asking entrepreneurs and our CEOs “what if Google decided to do this?”   Back in the mid nineties, we used to ask this same question about Microsoft, as the graveyard of companies […]

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January 18 2011
by Scott Johnson

Mobile Monetization 2.0

Mobile monetization 2.0 is going to happen in 2011.  Marketing budgets against mobile are showing up in the hundreds of millions, some new monetization schemes (CPL and CPD) are paying good eCPMs, 4G is coming, and this is all really great news for entrepreneurs and mobile app publishers as everyone everywhere taps into mobile apps. […]

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December 3 2010
by Scott Johnson

“Do Not Track” – Some Predictions to Guide Investment

Congress has proposed an opt-out capability for user tracking.  Much has been written about Do Not Track, and I won’t rehash all of that.  I will simply say I think it is a good idea, and in general expecting that any industry will effectively police itself is naive. What has not been widely discussed is: […]

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November 17 2010
by Scott Johnson

Expanding “Opt In” to include “Claw Back.”

My partner Thanasis wrote a thoughtful piece about the trade-offs between privacy and convenience.  Since I am a table pounding “opt-in” zealot, I felt compelled to weigh in.  Opt-in is why Pontiflex is taking share so rapidly from legacy “email list brokers”.  Opt-out is the reason Facebook got kicked in the gut when they launched Beacon, and how […]

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