Tag Archives: bubble
Bubble yes, anywhere near over, no…
There has been quite a bit recently written about the emerging bubble in the venture eco-system. Certainly we are in the early stages of it by looking at valuations. Now that companies like LinkedIn are public and companies like Zynga are ready to go, the “quant” types are able to write up DCF type valuation […]
The Groupon Rorschach Test
Valley People poured over the Groupon IPO filing like the NYT over Palin emails, looking for clues. They saw what they wanted to see. It ranged from “Ponzi Scheme!” and “Swindle!” to the ironically witless “no, it’s like Amazon and other dot-coms.” They meant to justify Groupon because Amazon ran years of losses before become […]
Bubble Trouble
Funny juxtaposition. The media cannot get the story straight. First the WSJ publishes a Serious Editorial that Few Businesses Sprout, With Even Fewer Jobs, especially from a dearth of venture-capital startups. They added a nice chart (below), and made this assertion: Venture-capital firms that typically invest in young companies, as well as angel investors that […]
Tech Valuations Continue to Rise
More indications of a coming tech boom are showing up. Not so long ago, the angel or seed round would value a company at around $1-2M. With the rise of the SuperAngels and the Cambrian Explosion of interest in consumer Internet deals, seed round values have crept up to $3-4M, levels normally seen with traditional […]
The Bubble Builds
I have been reporting how valuations for consumer Internet startups have been rising, with some deals auctioned up to pretty incredible levels, reminiscent of the dot-com bubble. This is an early indicator of a new tech bubble brewing, rivaling the 1978-83 PC Bubble and the 1995-00 dot-com bubble. So far only a handful of companies […]
SuperAngel Smackdown!
This morning I attended a fascinating session in Palo Alto that points to the future of venture capital in Silicon Valley. Provocatively framed as a “smackdown” between traditional VCs and a new class of Super Angels, it instead highlighted the future rebirth of innovation in Silicon Valley. Venture Capital has been in its own Lost […]
