Both Sides of the Table

AUGUST 27, 2012

By now you probably know that David Sacks , co-founder of PayPal and founder of both Geni & Yammer made some observations on Facebook that Silicon Valley “as we know it” was coming to an end. We once thought Microsoft was a monopoly on the Internet due to IE. Enter social media and its importance as a traffic source.

Technical Review 299

Technical Review Venture Capital Yammer Google 299

Both Sides of the Table

JULY 29, 2010

People buy companies for 3 primary reasons: 1) they want the management team / talent 2) they want the technology or 3) they want the market traction (revenue, customer base, profits, etc). We told the horror story of the company that originally owned the URL groupon.com and lost it due to not having a trademark. &# A: Yes.

Venture Capital 282

Venture Capital Capital Startup Pricing 282

Both Sides of the Table

DECEMBER 9, 2010

For decades the “layering&# of technology has allowed us to develop IT systems and networks in a specialized way that let’s best-of-breed technology solutions to emerge at each layer of the stack and to allow people with different skill sets to specialize in key areas without having to have competence in every technology arena.

Startup 343

Startup Technical Review S3 Services 343

Both Sides of the Table

DECEMBER 22, 2011

The new entrant keeps margins low but suddenly has a lot of profits due to large volumes of business. LinkedIn – Lots of people talk about LinkedIn as a social network. Of course I could go on and on including businesses like AirBnB, DropBox, Box.net, Yammer and so on. How does the incumbent respond? All deflationary.

Startup 386

Startup Pricing Marketing Product 386