Thoughts on startups by investors that
fund them & entrepreneurs that run them

Blog Archives

Is the Startups Buzz Dimming?

Is the bloom off of the startups rose? Two days ago the New York Times published this story about investors getting pickier.

I think the NYTimes’ headline is slightly off from the story’s content. It’s not that much about a rocky recent past; it’s more about money being too easy in the recent past, and now, as a natural result,

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Disruption vs. Revenue Quandary and the Tech Bubble

Posted by on May 1st, 2012

I remember the first tech bubble well. True story: In 1998, one prominent online vendor – long since dead, by the way – was selling my company’s product for $66 when the distributor price was $76. Also true: In 2000, a would-be acquirer flirted with buying Palo Alto Software for its web traffic, but wanted to leave out our $5

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