Both Sides of the Table
SEPTEMBER 10, 2021
I’m over-paying for every check I write into the VC ecosystem and valuations are being pushed up to absurd levels and many of these valuations and companies won’t hold in the long term. The market today would barely be recognizable by a time traveler from 2011. Are we in a bubble?” By definition?—?I’m dot-com bonanza.
Both Sides of the Table
JUNE 5, 2011
2 preamble issues having read the comments on TC today: 1: I know that the prices of startup companies is much great in Silicon Valley than in smaller towns / less tech focused areas in the US and the US prices higher than many foreign markets. You can be pissed off, but I don’t set prices. That’s stupid.
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Both Sides of the Table
JUNE 1, 2011
That’s how it felt then and a bit how it feels in May 2011. I started by writing 3-4 times / week. I didn’t have any grand ambitions other than to write, share ideas and try to build awareness of who I am through my thoughts. And 18 months later, in May 2011, I have crossed 422,000 views. I did that?
Both Sides of the Table
JUNE 22, 2011
I will write more about this in the next 2 weeks. But that doesn’t mean that people are paying rational prices as investors based on intrinsic value. Rational people can disagree and some may argue that today’s prices are rational and under-pinned by economic drivers. I believe that. That’s fine.
Both Sides of the Table
DECEMBER 27, 2011
I find it amusing when a journalist writes an article about a prominent startup (either privately held or preparing for an IPO) and decries that, “They’re not even profitable!” Fast early growth in a market is often eroded when competition gets fierce and prices are forced down due to competition.
Both Sides of the Table
FEBRUARY 27, 2011
This is a blog post I really didn’t want to write. I didn’t want to write it because I have mixed feelings about AngelList. I didn’t want to write it because the bloggosphere doesn’t always do nuance well. So why I am writing it then? 2011 is one big cocktail party all over again.
Both Sides of the Table
JANUARY 14, 2014
The three largest webmail services had over 1 billion global users at the end of 2011. Only naive people believe that but for inexperienced entrepreneurs you can be fooled into the narrative by the press who sometimes write stories without the actual data. There are 2.9 billion email accounts. This figure is predicted to reach 3.8
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