Tag Archives: Bubble 2.0

Bubble 2.0 as Art

Courtesy of my friend Paul Moorhead at Meridio/Autonomy.

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Do VCs Get Nanotech?

Startup media site Xconomy (led by my friend Bob Buderi) has an interesting post based on an interview with nanotech pioneer Tim Swager from MIT. Tim’s observations are that, initially, VCs invested in a nano bubble without having a clue about what … Continue reading

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Playing Monopoly in the Advertising Space

So, let’s see: Microsoft buys aQuantive for $6B (2x price premium suggests some deal competition) Google buys DoubleClick for $3.1B (beats Microsoft) WPP buys 24/7 Media for $649M (Microsoft was also looking at it) Yahoo buys Right Media for $680M … Continue reading

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Widgets, Widgets, Everywhere

Widgets are the new cool. Everyone agrees they are a big phenomenon that’s here to stay. No, widgets are not new. They’ve been around for a very long time in multiple technology implementations. Some prior examples are in Brad Feld’s … Continue reading

Posted in Digital Media, Mobile, MySpace, startups, Web 2.0 | Tagged , , , , , , , , , , , | 12 Comments

Picking & Funding Winners

One can argue that the rules for picking winning startups have evolved over the last ten years. In Bubble 1.0, you could have used a dart against a Broadview market map. Bubble 2.0 is all about consumer online/mobile plays, which … Continue reading

Posted in Automattic, VC, Venture Capital, Web 2.0 | Tagged , , , , , , | 1 Comment

Ouch, that hurts

Jeff Nolan points out in Venture Chronicles that East Coast VCs just don’t get it when it comes to Web 2.0. Harsh words but then he asks “where are the Web 2.0 companies on the East Coast?” Is it case … Continue reading

Posted in Automattic, SaaS, startups, VC, Venture Capital, Web 2.0, WordPress | Tagged , , , , , , , , , , | 3 Comments

Not Web 2.0, Bubble 2.0

Just like in the Bubble 1.0 days, the mainstream press is starting to question some of what’s happening online these days. If I recall correctly, how it proceeds from here is as follows: more questions combined with more interest, exuberance, irrational … Continue reading

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Bubble 2.0: rising valuations

Inflated valuations by themselves are not an indication of a bubble brewing. Still, they make you think twice about what M&A and IPO outcomes are likely to be several years ahead. Pre-money valuations are not the best measure of whether … Continue reading

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