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Praying to the God of Valuation

Both Sides of the Table

2001–2007: THE BUILDING YEARS The dot com bubble had burst. SEEING THINGS FROM THE VC SIDE OF THE TABLE While I was a VC in 2007 & 2008 those were dead years because the market again evaporated due the the Global Financial Crisis (GFC). Until we weren’t. Nobody cared about our valuations any more.

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Brian Grazer and Ron Howard’s Imagine Impact entertainment “accelerator” inks deal with Netflix

TechCrunch LA

Netflix is the most innovative content creation and distribution company of the last decade, leading the way in streaming since 2007 and changing the original content game with House of Cards in 2013,” said Brian Grazer, Ron Howard and Tyler Mitchell, co-founders of Impact, in a joint statement.

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As Populist as it May Feel, 98% of VCs Aren’t Dumb

Both Sides of the Table

In 2013 it is expected to be around $35 billion. Compare the state of play in 2013 versus 15 years ago. 2013 = $25 billion of which Apples stage is more than $8 billion at > 90% gross margin. And hard for me to imagine the Fred Wilson and Albert Wenger weren’t instrumental mentors to David. hours / day.