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The Coming Brick Wall in Venture Capital & Why This is Good for US Innovation

Both Sides of the Table

Or the Cliff Note’s version: Open Source & Cloud Computing (led by Amazon) drove down tech startup costs by 90%. With more competition in early-stage many VCs are investing smaller amounts at earlier stages. The series started here if you want to read from the start.

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Explaining FNAC: Feature, Not a Company

Both Sides of the Table

We spoke about my interest in cloud computing, digital media and mobile. If I’m in GroupMe’s shoes (and I’ve never met the founders) I think I’d be a seller at the price reportedly paid by Skype. Yes, the competition going forward will be strong. It’s about 10 minutes long.

Companies 295
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Cloud Leaders Shrug at IBM’s $34B Red Hat Deal

Xconomy

IBM’s planned $34 billion deal to acquire open-source software maker Red Hat is a hefty price to pay to give its cloud computing business a shot in the arm. In some ways, the biggest software acquisition of all time could be a yawner.

IBM 100
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Understanding Changes in the Software & Venture Capital Industries

Both Sides of the Table

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.&#. I find this strange. And maddening.

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socalTECH

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It’s Morning in Venture Capital

Both Sides of the Table

Cloud computing and the open source movements have brought down the costs of starting a company by more than 90%. Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. They compete on features, price and execution.

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More Drama on the Cloud Price Wars Front

Tech Zulu Event

Perhaps it should come as no surprise that the cloud price wars have flared up once again. After taking a brief hiatus amidst nervous tensions, competition between cloud computing vendors has reached a fever pitch in the past month. The massive price cut is only part of the story, however.

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