Both Sides of the Table

JUNE 28, 2011

These two trends had a major impact on the computing industry from 2000-2005 but the effects weren’t yet felt by the VC industry. The Emergence of “Open Cloud&# Infrastructure. The biggest change in the software industry beyond open-source was “open cloud.&#. Not Google. This is mind boggling.

Venture Capital 334

Venture Capital Software Capital Startup 334

Both Sides of the Table

MAY 23, 2012

Cloud computing and the open source movements have brought down the costs of starting a company by more than 90%. LP contributions to VC firms shrunk from 2000 and by 2005-2008 had stabilized to around $30 billion per year. According to Google data 30% of all restaurant searches now come via mobile devices.

Venture Capital 347

Venture Capital Capital Technical Review Startup 347

Both Sides of the Table

MAY 22, 2010

Dig deeper and you see that they do: project management (like 37 Signals), share and store files online (like DropBox and Box.net), create and edit documents online (like Google Docs & Zoho), Wikis (like SocialText) and Discussions (like Yammer). I first noticed it while filming an episode of This Week in Cloud Computing.

Screening 266

Screening Screencast Web Yammer 266

Both Sides of the Table

DECEMBER 9, 2010

When I started my second company in 2005 we decided to do everything differently. To this day I’m astounded that IBM, Google, Sun, Microsoft and others didn’t offer this service and Amazon did. In case you don’t know Applied Semantics it’s Google AdSense. Work it did. Processing.

Startup 343

Startup Technical Review S3 Services 343