asterisk2a + information + a   4

Pando: Good news! B rounds have doubled in value over five years!
B Round! doubling down on (to a certain point) proven ideas as they move to make themselves solid/viable (building business model & continued growth if not even putting some more gasoline on the fire with a B Round - allocation of resources). thus there is competition thus bidding up in a private market. BUT BUT also reflects the rising cost! Rising cost to grow, the war for talent to scale, and the cost in said hubs/ecosystems where the talent are already working on scaling other companies, where rent is sky high and space rare to expand office, ops, ramp up head count, ... // why, on a side note!, ? because global ZIRP, NIRP, QE, hunt for yield, FOMO, property speculation, alternative asset management and allocation (newly minted paper millionaers) have bid up prices in metropolitan and hot cities by credit bubbles around the world. bc financial markets are global, thus your allocation/diversification is global, not limited where ur home addr is. adding to volatiliy too bc of froth!
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september 2015 by asterisk2a
[PreMoney MIAMI] Upfront Ventures, Mark Suster, "Venture Outlook 2015 - Goldrush or Fool's Gold" - YouTube
(1) Change from Sales Funnel to Funnel of Intent on Mobile and Social Media. Lower Marketing/Early user acquisition cost at scale. And tap to credit cards to with one click through third party Platforms. And also Open Source Software Stacks and buying 'by time' the hardware stack on Google, AWS or Azure is paradigm shift. Results also in noise one has to break through first - raising the bar (by user choice) for everyone. (2) min10 - Value Creation held inside Private Market through growth & late-stage investing instead of IPO with single-class share structure with wobbily business numbers 'help you god that you aren't out 24m later' because of impatient Wall Street. (3) min14 Series D valuations show Private Market highest bidder wins phenomenon. But Valuations are up across the board. And with more Seed/Angel Investors, Seed Valuations are also bid up higher compared to ABC. // &! min29 youtu.be/25TxrhsXFvs - 500 Startups, Dave McClure "4 Years of Moneyball - What Have We Learned"
Silicon  Valley  Seed  Round  A  Round  growth  Venture  Capital  Sales  Funnel  Funnel  of  Intent  mobile  first  mobile  homescreen  mobile  phone  Social  Media  Start-Up  lesson  Start-Up  advice  hunt  for  yield  ZIRP  NIRP  QE  secular  stagnation  productive  investment  Private  Market  Platform  TOS  2000  dot.com  bubble  2008  IPO  Wall  Street  single-class  share  structure  SPV  short-term  thinking  short-term  view  Hedge  Fund  Mutual  Fund  Private  Equity  late-stage  funding  Unicorn  seedround  seedfunding  angelinvestor  angel-list  Angel  Investor  angelinvestors  incomplete  information  complexity  unintended  consequences  Dave  McClure  Mark  Suster  UpFront  Ventures  500  Start-ups  paradigm  shift 
april 2015 by asterisk2a
Gillmor Gang: Money for Nothing - Gillmor Gang | TechCrunch TV
min 42 // A Round is now a "post-traction" investment aka proven product & business model. A Round is an investment to scale it up, put it up a bunch of gears. // Keith Teare from chat.center (tcrn.ch/1IWFQ1X) people now doing pre-seed, seed, seed prime & bridge funding via existing investors; figuring out Product/Market fit, traction, funnel, etc. Now more than ever a hits driven business. // see also tcrn.ch/1c54UpN // Complexity of phenomenon - symptoms, causes and tangents; biases, selection bias, pattern matching, bidding up hot deals in the private market where the highest bidder will get the deal - irrationality of accepting those valuations and the founders Unicorn-status need, hunt for yield, trendy - the future, when doing 'hard things' becomes fashionable (ie Reality TV, TV Series & a shallow Channel 4's How To Be A Young Billionaire) then beware, negative yields for secure investments (bonds and corp debt), perceived 'conservative' value vs private bid up bubble potential.
Seed  Round  A  Round  traction  hunt  for  yield  ZIRP  NIRP  QE  unintended  consequences  Silicon  Valley  asset  bubble  asset  allocation  behavioral  finance  bond  bubble  bubbles  equity  bubble  demographic  bubble  secular  stagnation  complexity  growth  Start-Up  lesson  Start-Up  advice  pattern  matching  selection  bias  confirmation  bias  bias  Unicorn  Wall  Street  Private  Mutual  Fund  Hedge  Fund  Venture  Capital  savings  glut  productive  investment  business  model  Snapchat  WhatsApp  Instagram  Slack  Uber  productivity  output  gap  STEM  Share  Economy  Services  Industry  Niedriglohnsektor  incomplete  information  economic  history  marginal  cost  liquidity  trap  sovereign  debt  crisis  debt  bubble  zombie  banks  zombie  consumer  zombie  corporations  structural  imbalance  global  imbalances  faultlines  Product/Market  Fit  value  creation  1000  True  Fans  Core  Product  Proposition  differentiate  differentiation 
april 2015 by asterisk2a
The Potential Upside To A Technology Bubble | TechCrunch
just look at the graph, seed ang frowth round are impacted only. while a is still up a sizable 80% y/y. makes sense. // // From the article ""I am currently reading Antifragile. The premise of the book is looking at potential gains in times of disorder [R.I.P. Good Times Slide Show (2008) - http://tcrn.ch/ZBZw7u], and it’s a terrific read for those involved in startups and investing. Navigating fundamental shifts in technology and outer market forces are key characteristics of great founders. I look at the funding landscape and see a terrific environment for learning. Bubble or not there are certain things that remain true. Great founders create amazing companies and great founders will always find a way to succeed."" // 1bn valuation and the attribution of Unicorn and 'product CEO' for life of _your_ company, became a status symbol. // first lava stream of money bid-up asia and brick, now flown/flowing out and bidding up the Private Market where highest bidder wins.
Silicon  Valley  Seed  Round  growth  hunt  for  yield  A  Round  GFC  recession  Unicorn  symptom  burn  rate  superficial  status  anxiety  status  symbol  Private  Equity  bubble  bond  bubble  ZIRP  NIRP  QE  distortion  secular  stagnation  liquidity  trap  speculative  bubbles  Super  Rich  1%  asset  allocation  incomplete  information  complexity  herding  bubbles  demographic  bubble  asset  bubble  Structural  Impediments  imbalance  faultlines 
april 2015 by asterisk2a

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