2011 Google Pricing Writing 
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 1, 2011
That’s how it felt then and a bit how it feels in May 2011. Would Google have become today’s juggernaut without Yahoo! What if Google had paid attention to Dodgeball – would there be no FourSquare today? &#. I started by writing 3-4 times / week. If you were reading the headlines from only 2.5
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Both Sides of the Table
JANUARY 14, 2014
In fact 61% of all mobile searches where a customer contacts a business it is via a phone call (source: Google). I’m sure you’ve heard the meme that “email is dead” – if fact if you Google it you’ll find a long list of articles that will mislead you. Google knows it. There are 2.9
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
SEPTEMBER 15, 2010
In the latter cases many companies (Flickr, Delicious, Blogger, Writely in 05-08 and lately Invite Media, Aardvark, Dodgeball, etc.) If 2011 & 2012 look like 2010 then the current crop of angel investments will look great. This is cheaper for them than waiting for big competitors and buying companies at big prices.
Both Sides of the Table
SEPTEMBER 14, 2010
In the latter case many companies (Flickr, Delicious, Blogger, Writely, etc.) If 2011 & 2012 look like 2010 then the current crop of angel investors will look great. My thesis on why this is happening is that large tech companies didn’t invest enough in R&D between 2008-2010 (Google even went through layoffs!!!)
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