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Advertising Wants to be Measurable – An Investment Thesis

Both Sides of the Table

One of the investment themes I’ve been focused on in the past 3 years has been Performance-Based Marketing. When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. But of course Google eventually became the massive winner in this category.

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Your Product Needs to be 10x Better than the Competition to Win. Here’s Why:

Both Sides of the Table

He was a life-long entrepreneur and the first business he created out of college (actually, he founded it while he was at Caltech) was a company that manufactured high quality audio speakers. So he launched a company with exclusively paid search. They were a juggernaut and Google was a small company. Overture was sold to Yahoo!