February 2012
7 posts
Let Your Winners Run →
Fred Wilson post on when to sell.
The “Unhyped” New Areas in Internet and Mobile →
Vinod Khosla describes the areas of the Internet and Mobile that investors should be fishing in.
When Will The Post-PC Era Arrive? It Just Did. →
The Seven Most Interesting Startups At 500... →
Halfway to living up to its moniker with over 250 startups, 500 Startups held a series of demo days this week and last, where a group of 33 scrappy startups presented their wares to investors in both New York and San Francisco. As we are wont to do with these things, we visited the 500 Startups offices in Mountain View and interviewed the seven that we thought were the most interesting, from both...
Will Facebook Really Create 1,000 Millionaires? →
Facebook to go public, raise $5B →
Facebook made a much-anticipated status update Wednesday: The Internet social network is going public eight years after its computer-hacking CEO Mark Zuckerberg started the service at Harvard University.
Why Adreessen Horowitz Raised $2.7 Billion →
January 2012
10 posts
Cowen: Google’s Mobile Ad Revenues Could Surge To... →
Hollywood Has Peaked →
Hollywood appears to have peaked. If it were an ordinary industry (film cameras, say, or typewriters), it could look forward to a couple decades of peaceful decline. But this is not an ordinary industry. The people who run it are so mean and so politically connected that they could do a lot of damage to civil liberties and the world economy on the way down. It would therefore be a good thing if...
Schlep Blindness →
There are great startup ideas lying around unexploited right under our noses. One reason we don’t see them is a phenomenon I callschlep blindness. Schlep was originally a Yiddish word but has passed into general use in the US. It means a tedious, unpleasant task.
Technology Sector ETF List →
Buy Apple's Suppliers: Checks Indicate Profits Are... →
Techinvestor.com does not endorse or recommend any company mentioned in this linked article. Do your own research. I do not currently own any stock mentioned in this article.
Is ARM Worth Reaching Out To? →
Winners And Losers Of CES 2012 →
Forecast for 2012: A Cloud-y Kind of Year →
The technology question of 2012 will be, “What cloud should I choose?”
The Disrupters: Institutional Investor's Tech 50 →
http://techcrunch.com/2011/12/31/my-last-death-thre... →
December 2011
4 posts
1 Surprising Tech Trend →
Zynga COO John Schappert On Going Public, And... →
The 4S And Thanksgiving Help Instagram Add Two... →
Instagram co-founder Mike Krieger is on stage right now, talking about innovative mobile design at the Warm Gun conference in San Francisco.
If anybody has some thing to say about mobile design it’s the founders of the popular - startup which has had a great year, adding twelve million users in twelve months according to Krieger, and another two million in November (when we checked in at the...
Zynga Sets Price Range For IPO At $8.50 To $10 Per... →
Social gaming giant Zynga has just filed its updated S-1 with pricing information ahead of its roadshow. The price range, according to the filing, will be between $8.50 and $10 per share.
Offering 100 million shares, the company plans to raise over $1 billion. Zynga plans to list on the Nasdaq under the symbol ‘ZNGA.’ At the high end of the range, Zynga would be valued at around $7 billion.
November 2011
5 posts
14 Years Ago Jeff Bezos Told You How To Take Over... →
Peter Thiel Says He Looks For Platforms Big... →
While plenty of platforms can go viral with consumers, VC idol Peter Thiel said today that he’s impressed by platforms adding legions of small businesses. Speaking at the healthtech conference hosted by electronic medical record platform Practice Fusion, Thiel explained “High paid sales people can get big companies, mass marketing can get consumers, but it’s difficult to get small businesses”. If...
A King of Connections Is Tech’s Go-To Guy →
Excellent article on Reid Hoffman. A must read.
How Entrepreneurs Can Create Their Own Luck →
Groupon IPO Shares Pop 40% On First Trade, Debuts... →
After some timing drama, daily deal site Groupon finally has begun trading on the NASDAQ this morning, in the most hotly anticipated and largest Internet company IPO since Google. The company — which trades under the ticker $GRPN — priced its shares at $20 last night, but began trading at $28, an increase of 40%.
October 2011
7 posts
All Revenue is Not Created Equal: The Keys to the... →
With the IPO market now blown wide-open, and the media completely infatuated with frothy trades in the bubbly late stage private market, it is common to see articles that reference both “valuation” and “revenue” and suggest that there is a correlation between the two. Calculating or qualifying potential valuation using the simplistic and crude tool of a revenue multiple (also known as the...
Another Failed Facebook Auction At SecondMarket →
Dropbox: The Inside Story Of Tech's Hottest... →
About.me CEO On How To Hit A Million Users In 300... →
About.me founder and True Ventures partner Tony Conrad gave a presentation at Web 2.0 Summit today on something called “Echo Chamber Marketing.” Conrad said that his strategy to scale his About.me online identity platform, which has now reached a million members after 300 days, was to figure out “who [his] entourage [was].”
Help When They Need It: Khosla’s “Leverage Points”... →
Statement by Apple’s Board of Directors On The... →
Steve Jobs Has Passed Away →
According to a statement just issued by Apple’s Board of Directors, company co-founder and longtime CEO Steve Jobs has passed away.
September 2011
13 posts
Bezos: "In The Modern Era of Consumer Electronics... →
“In the modern era of consumer electronics devices, if you are just building a device you are unlikely to succeed,” he says “Today it is about the software, the software on the device and the software in the cloud. It is a seamless service—this is Kindle greeting you by name when you pull it out of the box. Some of the companies building tablets didn’t build services, they just built tablets.”
...
Google Launches The Ultimate Jobs Killer →
Facebook’s Mobile Chief: Within 1-2 Years, We’re... →
This afternoon at GigaOm’s Mobilize conference, Facebook Mobile Chief Erick Tseng touched on just how crucial mobile is to them — and more importantly, how crucial it will be.
Just how crucial are we talking about? Within 1-2 years, Tseng sees Facebook becoming as much of a mobile company as it is a desktop/web company.
Free Startup Tools: How Does Your Term Sheet... →
Tumblr Is A Pageview Machine, Now Bigger Than... →
If you are wondering why Tumblr just raised $85 million, all you have to do is look at its pageviews. The super-easy blogging platform saw its pageviews jump from about 2 billion a month to 13 billion since the beginning of the year. It recently passed 10 billion posts, and is adding 40 million more every day. According to Quantcast, which directly measures the site, Tumblr attracts 72 million...
Amazon web services puts snag behind it, sees more... →
The outage in April, which knocked out such sites as Reddit and Foursquare, had raised questions about the future and maturity of cloud computing.
“We are going to see more medium and large companies putting very significant amounts of their IT in the cloud going ahead,” Adam Selipsky, vice president at Amazon Web Services (AWSAWS), told Reuters in Bangalore, India
Glam Media Enters Social Network Buzz with Ning... →
“There is a huge shift happening on the Web right now. Users in the past would go to portals or search. More and more of the content sharing that is happening online is happening on social networks,” says well-known venture capitalist and Ning Chairman Marc Andreessen.
Can cloud computing spur ubiquitous broadband? →
Despite falling solar prices, experts say U.S.... →
Is Netflix doomed? →
Whither Netflix? →
Netflix has been one of the hottest stocks out there, rising from $50/share in Feb 2010 to $300/share in July of 2011. That’s six times your money in 18 months. And now the stock has given back well over half of those gains in two months and that freefall in the past week seems particularly scary.
But as Dan Frommer points out in this excellent post on Splatf, the street may be...
Kevin O’Connor To Entrepreneurs: Don’t Be Afraid... →
When TC’s Erick Schonfeld asked O’Connor what advice he would give to aspiring entrepreneurs, he said that the most successful entrepreneurs are not only those who are willing to break the rules and disrupt stagnant, fragmented industries, but also those willing to “throw a turd in the punch bowl”. O’Connor’s odd but memorable metaphor is a great image for the true disruptive quality that real...
McClure’s Five “Million Dollar Points” For Startup... →
August 2011
2 posts
Future of Cloud Computing... →
Why Software is Eating The World by Marc Andreesen →
A worthwhile read.