asterisk2a + exit   7

Fear Trumps Greed in Silicon Valley as Some Venture Firms Hedge - Bloomberg Business
[... high ops cost associated w SF/Palo Alto ... fancy office (and expensive (rarefied) developers from Google or Facebook) in SF as a sign of success while burning +2m per year at least with no cash flow in sight ... and with all consumer products being free and hoping to finance themselves in the future with advertising ... ] Some VCs are urging their companies to build a rainy day fund to ensure their survival. [...] It’s a constant battle deciding whether to invest in a potentially lucrative deal, said Philadelphia financier Rudy Karsan: “Greed versus fear.” [ Softbank Capital just last week came out publicly with a shift in strategy, to invest now ONLY in proven winners, at slightly premium to get in (and with preferred liquidation preferences in writing), &focus resources on those portfolio companies ... than to compete in a crowded, distorted, muggy, in transparent, very speculative (with lots of ifs and luck and bet on CEO to execute well) A-, B- (and C-Round) market. ]
Silicon  Valley  burn  rate  runway  cash  flow  cash-is-king  hunt  for  yield  distortion  ZIRP  NIRP  QE  growth  round  SPV  war  for  talent  Private  Market  Private  Equity  Hedge  Fund  Mutual  Fund  bubble  USA  Fed  Taper  asset  bubble  asset  allocation  Angel  Investor  Seed  business  model  advertising  VC  Venture  Capital  Greed  FOMO  bubble  speculative  bubbles  speculative  speculation  SoftBank  Capital  IPO  NASDAQ  A  Unicorn  Decacorn  termsheet  liquidation  preferences  exit  strategy  M&A  acquisition  acquihire  acqui-hire  business  cycle  business  plan  business  investment  business  confidence  consumer  confidence  leverage  debtoverhang  irrational  exuberance 
july 2015 by asterisk2a
Is Spotify doomed because of Apple Music? No — Spotify’s been doomed from the start | PandoDaily
Spotify is really the only legitimate competitor left. But its fate, like that of every streaming music service, is also subject to forces outside of its control — forces that are guided by the three-headed hydra of Warner, Universal, and Sony. [...] Although Apple Music and Spotify’s paid tier offer perks that free subscriptions do not — namely, full mobile access and no ads between songs — the majority of users will not pay for something they can basically get for free, even if they miss out on a handful of features. The percentage of Spotify users who pay for the service bears this out, having held steady for years at only 25%. And this trend shows no sign of abating — according to the most recent figures, paid users as a percentage of the whole crept up a hair but still sits at only 26.7%. [rather spend limited disposable income (and time) on weed and other offline experiences (leisure activities) with friends. -VS- The time of u and ur buddy(s) listening 2 new vinyl release]
Apple  Music  iTunes  Spotify  Soundcloud  subscription  model  business  model  Music  Industry  360-music-contract  Indie  Music  self-publishing  The  Content  Wars  attention  span  user  behaviour  snacking  Pandora  Deezer  Radio  8tracks  Tidal  YouTube  marginal  cost  economics  of  abundance  abundance  friction  frictionless  convenience  Netflix  disposable  income  offline  experience  shared  experience  Millennials  generationy  aspirational  product  Apple  status  anxiety  status  symbol  socioeconomic  status  social  status  commodity  business  commoditization  commodities  Media  mass  market  consumerist  consumer  product  antitrust  freemium  Venture  Capital  value  creation  Core  Proposition  Proposition  intangible  value  added  value  Start-Up  lesson  Start-Up  advice  Silicon  Valley  corporate  strategy  exit  strategy  business  strategy 
june 2015 by asterisk2a
BBC News - ECB unveils massive QE boost for eurozone
The European Central Bank (ECB) says it will inject at least €1.1 trillion into the ailing eurozone economy. The ECB will buy bonds worth €60bn per month until the end of September 2016 and possibly longer, in what is known as quantitative easing (QE). The ECB has also said eurozone interest rates are being held at the record low of 0.05%, where they have been since September 2014. ECB president Mario Draghi said the programme would begin in March. The eurozone is flagging and the ECB is seeking ways to stimulate spending. Mr Draghi said the programme would be conducted "until we see a sustained adjustment in the path of inflation", which the ECB has pledged to maintain at close to 2%. + bit.ly/1GCvd40 &! bit.ly/1Ci5DgR &! bit.ly/1unR0lf &! bit.ly/1JnpsDm
ECB  QE  unconventional  monetary  policy  monetary  policy  deflation  deflationary  recovery  Europe  debt  monetization  debt  monetisation  GFC  deleveraging  Structural  Impediments  imbalance  debtoverhang  balance  sheet  recession  liquidity  trap  sovereign  debt  crisis  Grexit  consumer  debt  private  debt  Super  Cycle  debt  bubble  household  debt  debt  restructuring  haircut  public  debt  zombie  banks  monetary  transmission  mechanism  fiat  currency  fiat  money  monetary  stimulus  monetary  theory  monetary  system  Japan  economic  history  global  economy  2015  faultlines  PIGS  output  gap  productivity  Euro  currency  war  NIRP  ZIRP  hunt  for  yield  unintended  consequences  exit  strategy  MarioDraghi  Wall  Street 
january 2015 by asterisk2a
Sure Stripe has more cash, but does it have a path to exit? | PandoDaily
The problem with raising capital at nosebleed valuations is that the number of scenarios under which a positive outcome is possible becomes greatly diminished. By raising at $3.5 billion, Stripe, [... and Investors ...] — are betting that the company can exit at or above $7 billion. That’s a steep price and largely eliminates acquisition as an option. The list of potential acquirers is likely limited to Facebook, Google, Apple, eBay, Amazon, and Alibaba in the tech sector. On the financial side, there are the large banks and credit card companies. But it’s hard to see anyone ponying up $7 billion to acquire Stripe, which has yet to prove that it has a sustainable business or attractive margins. [...] Not every round requires a doubling valuation, and in this case, it may turn out that everyone involved would be better if more modesty was applied. [...] [ Merger of Square & Stripe as worst case scenario? ] [ & IPOs to forget - Box, Groupon, Zynga, HortonWorks ... ]
Venture  Capital  Stripe  Apple  Pay  PayPal  Google  Wallet  Bitcoin  Amazon  Alibaba  Rakuten  Silicon  Valley  growth  round  exitstrategy  exit  strategy  IPO  M&A  business  model  margin  AliPay  Braintree  mobile  first  mobile  homescreen  Platform  network  effect  economies  of  scale  scaling  scale  Venmo  valuation  ycombinator  Unicorn  Square  Wall  Street  mobile  payments  online  payments  creditcard  Visa  Mastercard  payments  micropayments  Start-Up  lesson  Start-Up  advice 
december 2014 by asterisk2a
A Fireside Chat Jason Calacanis - YouTube
>> be short, sharp, compelling, have at least a mock-up if not better a MVP, or even better a product w traction. DONT ASK INVESTORS WHAT THE HAVE LEAST, TIME. ... and no dissing of unicorns (billion dollar exist, business),
Jason  Calacanis  Start-Up  lesson  Start-Up  advice  focused  focus  execution  communication  Unicorn  MVP  Minimal  Viable  Product  Hustle  billion  dollar  exit  Venture  Capital  VC  angelinvestors  angelinvestor  seedround  seedfunding  traction 
june 2014 by asterisk2a
Yahoo’s Sales Head Brody Takes His First Tumblr by “Living the Dream” | Re/code
It is all very adorkable, although now I assume he will be getting with the selling of the ads on said site now that he gets how it is used. >> ie paid content, partnerships, ads, banner ads, ... the most stupid, quick buck.
yahoo!  Yahoo  Tumblr  business  model  businessmodel  businessplan  business  plan  advertisement  advertising  banner  ads  Adsense  ads  entrepreneurship  entrepreneur  Start-Up  exitstrategy  exit  strategy  freemium 
march 2014 by asterisk2a
Don’t Expect Facebook’s WhatsApp to Make Any Real Money for Years | Re/code
“By being a part of Facebook, it makes it so that [WhatsApp] can focus for the next five years or so purely on connecting more people,” Zuckerberg said. Were Facebook not to have acquired WhatsApp, he continued, the pressure would have increased on WhatsApp CEO Jan Koum to eventually “focus more on revenue models” and monetization over the near term, rather than on the company’s continued growth. [...] “I think by itself, WhatsApp is worth more than $19 billion. It’s hard to make that case today because they have so little revenue, but look at the messaging apps already out there,” Zuckerberg said, pointing to existing competitors like KakaoTalk, WeChat and Line, which are already monetizing (in some cases, quite successfully). [...] 70 percent of those returning to the app on a daily basis. Those levels of engagement are unheard of in Internet circles, and it’s why Zuckerberg and company were so taken by the fast-growing mobile app.
Facebook  WhatsApp  exitstrategy  exit  strategy  monetization  virtual  goods  virtualgoods  freemium  Start-Up  entrepeneurship  entrepreneurial  Social  Network  socialnetwork  Platform  KakaoTalk  WeChat  Line  Viber  Skype  Rakuten  ICQ  Messaging  Platform  Communication  Platform  Twitter  Instagram  Silicon  Valley  engagement  interaction  returning  user  KPI  message  app  message  application 
february 2014 by asterisk2a

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