BLOG STARTUPS, VENTURE AND THE TECH BUSINESS

Posts Tagged ‘Venture Capital’

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 20 2011
by Todd Hixon

The More Things Stay The Same

… the more they will soon change.  This inversion of the famous saying applies very well to venture capital.  The VC business has long, strong cycles.  Everything goes in one direction for a few years, and the momentum seems inevitable, until it sharply reverses. 2011 is a time of extremes in VC.  The industry has […]

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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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March 11 2011
by Todd Hixon

The Shape of VC Today

From its post-WW II beginnings to the mid ‘90s, small-to-medium size venture funds ($100m-$400m in today’s dollars) dominated U.S. venture capital. They launched much of the tech industry. Angel money was limited, and later stage funds were few. So VC was a bit like a prosperous gentleman: thicker in the middle, thinner at the top. […]

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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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February 3 2011
by Todd Hixon

When To Say Yes

2011 promises to be a good year for exits:  economy healthier, stock market up, IPO window open, big tech companies with strong earnings and cash piles. Expectations for sorely-needed big exits are rising.  I hope that happens.  But let’s stay sober. I’m struck by how often venture boards overplay their hands in M&A negotiations.  I’ve seen […]

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February 1 2011
by John Backus

Startup America: Where’s the Beef?

At age 84, Wendy’s pitchwoman Clara Peller introduced Americans to the phrase, “Where’s the beef?” As I read the much-hyped announcement from the Obama Administration about Startup America, I felt as if I was channeling Clara Peller. Where’s the beef, I ask? I love entrepreneurs. At New Atlantic Ventures we see entrepreneurs every day who […]

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January 28 2011
by Scott Johnson

Mobile Clicks Are Garbage!

Most mobile advertisement banner clicks are accidental.  The Harris group published a study yesterday saying this.  Surprised?  I’m not!  Has anyone actually clicked a mobile banner on purpose?  Really?  I can’t imagine doing so – the experience is so bad.  I think Shakespeare might have been thinking of mobile banner ads when he quipped “It is […]

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