categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
consumer
Moritz’s New Deal: PopSugar
To scale expontentially the level of trash in Cyberspace, Michael Moritz is funding a company called PopSugar, supposedly a celebrity gossip site targeted towards young, hip women. Huge Alexa ratings show excellent uptake, as the company describes itself as “Insanely Addictive”. No kidding! 1.5 Million unique visitors. It’s interesting to me that while Bill Gates
Media Troubles
I wrote Media Shuffles earlier this week. Here’s TechCrunch reporting on CNet’s troubles, because of the rise of Blogs. Clearly, blogs have disrupted a lot of things in the old media world. Google’s newly acquired power in video sharing will, likely, also prove problematic for the incumbants. I am hearing from myriad sources that the
Investment Thesis: Don Hutchison (Part 4 – Final)
SM: Describe your ideal entrepreneur. DH: Smart, hungry, focused, yet open minded, capable of creative and analytical inspiration and coachable in those areas where they can use help. To use a phrase mentioned earlier, I like working with people who take the game very seriously and are driven to win, but who manage not to
Investment Thesis: Don Hutchison (Part 3)
SM: Describe, in some detail, the last deal you funded, and your rationale behind funding it. DH: I’ve made three recent investments; one new and two follow-on. The new is www.revision3.com, formed by Jay Adelson and Kevin Rose. This was exactly the type of new media play I was seeking–something hugely ambitious with existing traction
Investment Thesis: Don Hutchison (Part 2)
SM: What are your key investments and the rationale behind making those investments. This will help entrepreneurs understand how you process deals. DH: In truth, ‘it all depends on the deal’ is a legitimate answer here. That said, there are a few key considerations I run through in most deals. First, do I think the
Investment Thesis: Don Hutchison (Part 1)
As I have been having the conversations for this series, I keep asking VCs a question: which Angels do you respect? I have got many answers. One name that has kept on coming is that of Don Hutchison. So, here, I present to you, Don’s thoughts on his early-stage investment philosophy. SM: Please describe your
Investment Thesis: Warren Weiss (Part 1)
Warren Weiss of Foundation Capital is our next interviewee in the series. The DNA of Foundation as a firm is “Sales”. Most of the partners come from a deep enterprise sales background, and hence, they’re very focused on trying to figure out whether or not whatever you are trying to market, can be sold, and
Saying YES to $1.65 Billion
YouTube said YES to Google. No surprises there. Sequoia strikes again. Mike Moritz plays a perfect game. Again. Moritz leveraged Google with Yahoo, and now he has leveraged YouTube with Google. This time, faster. All the nuances were thought through. Just in case the SEC raises concerns, notice, Moritz is not on the YouTube Board.
