Startups, Technology Companies & Giambattista Vico

I had one of those “delightful” newspaper moments today.  I was going through my Sunday morning ritual, page-by-page through the Sunday New York Times, when I happened upon an interesting editorial in the Week in Review.
The article itself was interesting, but likely one I would have ignored in the online version.  (It’s still one of [...]

J-Curve & The Hype Cycle: Potential Exits

Will Hsu had a very interesting post on his blog, Hitchiker’s Guide to 650.  (Yes, it’s a pretty cool blog title)
Will overlayed the now infamous Hype Cycle and a hypothetical startup valuation J-Curveover each other, like this:

(Minor nits – the J-Curve here likely shouldn’t start at zero, but at some higher amount.  The founding team [...]

LinkedIn and the Three Bears

Alright, alright.  I know I’m not supposed to be posting about LinkedIn on my personal blog.  But sometimes, the news is really big, and worth sharing with friends & family who read this blog.
So, before you read it in tomorrow’s newspapers, you might want to catch the blog post by Dan Nye, our CEO, on [...]

Here Comes Another Bubble: YouTube Video (The Richter Scales)

Hits a little too close to home… especially on the housing prices in the Bay Area.

So clever I watched it twice. Plus, I feel like being a fan boy because when they say “hire an engineer”, I’m pretty sure I know that engineer!

The Best Blog Posts on Venture Capital

Sorry, but I couldn’t help providing these pointers.
I’ve been thinking for a while about writing some posts explaining venture capital. While I have a lot of friends who are serial entrepreneurs and venture capitalists, one of the my realizations in the brief time I spent in the industry was how poorly understood it is [...]

Top Ten VC Lies

Too good to pass up… from Paul Kedrosky’s blog tonight.
The Top 10 VC Lies…
10. We’re all on the same side here.
9. A lower Series A valuation is good for you too.
8. We’re not funding XXXX companies anymore.
7. I liked it. Really. But we just don’t have the bandwidth right now.
6. We don’t do deals [...]

Sonofusion: Could the Key to Fusion Lie in Bubbles?

This week’s Science Times in the Tuesday, Feb 27, 2007 edition of the New York Times was just phenomenal. So many things worth writing about!
I’m just going to write one tonight, but I had to give a shout out to their cover story, and one of the coolest technologies I had the chance to [...]

Cisco buys Reactivity for $135 Million

Super quick post this morning, but I’ll flesh this out later today.

However, I had to say a big Congratulations to the entire Reactivity team, and in particular, the close friends of mine who are founders. John Lilly, Brian Roddy, Bryan Rollins & Mike Hanson, a very special congratulations. Mike & Brian, I think [...]

Isilon & IronPort: A Tale of Two Startups

Two of the startups that I had a chance to work with when I was in venture capital had big news lately, and I thought I’d write up a quick post of congratulations.
Isilon Systems (Ticker: ISLN) went public on December 15th, just sneaking in before the new year. They raised $108 million in their [...]

VC Lifestyle Myths (in Retrospect)

A great post this week from Susan Wu at Charles River Ventures on the myths surrounding the legendary lifestyle of Silicon Valley venture capitalists:
Susan Wu: VC Lifestyle Myths
I was reading along, waiting for something to resonate, when I saw this screenshot:

Ah yes, it is all coming back to me now. The VC Lifestyle.
Now, [...]

Riya tries again as Like.com

I read a lot of news today about Riya trying to reinvent itself as Like.com today. Of all the coverage, Don Dodge’s summary resonated with me the most.
Riya tries again as Like.com
I think Don uses Riya to summarize of the key takeaways I had from my own experience in venture capital:
The lesson for entrepreneurs [...]

Remember the $1M Homepage? MMMZR takes Ponzi to Web 2.0

Seeing this type of site just makes you so angry that people could make money this way.
MMMZR homepage
The founder blog is here.
I guess I’m just kicking myself for not doing it first. The Ponzi scheme is a historically proven model for allocating money and gaining traction. Like the $1 Million homepage, I [...]

eBay Reputation, Shipping Prices & Ending Times

A big thank you to one of the great product managers at eBay, Rebecca Nathenson, for forwarding me this German study on eBay economics. (I would link to her blog, but she is hiding it from me…)
The Effect of Reputation on Selling Prices in Auctions (PDF)
by Oliver Gürtler & Christian Grund
As I mentioned in [...]

Sequoia backs PopSugar for $5M

I’m finding the trend of venture backing for blog networks really fascinating.  Looks like Sequoia has jumped in with $5M for PopSugar out of San Francisco.

Techcrunch has some coverage here.
I’m guessing that the venture backing is a bet that this is a disruptive way to build a new media outfit with a fundamentally lower cost [...]

Are Web 2.0 Social Networking Sites Exponential?

Jason Steinhorn sent me a link to this fairly interesting blog post on the growth dynamics of social networking sites.
The mathematics of Web 2.0: Why don’t ALL social networking sites experience phenomenal growth?
The article looks at two interesting questions:

Do social networking sites show N^2 growth (ala Metcalfe’s Law), or do they show 2^N growth (exponential)
Why [...]