asterisk2a + information + silicon   13

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!
Silicon  Valley  Seed  Round  Party  Round  SPV  Venture  Capital  Private  Market  FOMO  hunt  for  yield  B  Round  A  Round  growth  Private  Equity  Hedge  Fund  Angel  Investor  Micro  VC  2015  cost  of  living  credit  bubble  cost  of  entry  aspirational  leverage  margin  trading  asset  bubble  asset  allocation  distortion  ZIRP  NIRP  QE  BOE  BOJ  Abenomics  PBOC  Fed  unintended  consequences  burn  rate  runway  ECB  Mutual  Fund  unknown  unkown  inflation  targeting  Fed  mandate  inflation  expectation  secular  stagnation  deflationary  deflation  economic  growth  speculative  bubbles  speculative  speculation  reflate  reflation  monetary  policy  unconventional  monetary  policy  financial  financial  repression  western  world  Developing  BRIC  emerging  complexity  incomplete  information 
september 2015 by asterisk2a
Pando: 1500!
[P]aying for our journalism directly [...] less dependent on pageviews[.] Weve long understood that there were two types of article on Pando: The ones you absolutely couldnt find anywhere else, and the ones you possibly could. It’s the first kind that, for good or ill, have built Pando’s reputation. These are the articles in which, to quote John Gruber, we “Pando the hell out of a story.” Uber, Secret, the Techtopus -- regular readers know the hall of fame. Likewise our long-form profiles of inspiring entrepreneurs, PandoMonthly event series, and curve-ball regulars like The War Nerd and Brad Jonas’ brilliant illustrations. [...] By contrast, although we always try to avoid publishing linkbait and pure opinion, some of the posts which on the previous model might have been great for search traffic or guilty clicks have fallen off a cliff under the new model. Further proof that the high-traffic snackable content that’s good for advertisers isn’t necessarily valued by readers.
Pando.com  PandoDaily  Sarah  Lacy  business  model  paywalls  paywall  journalismus  investigative  journalism  journalism  niche  pageviews  The  Content  Wars  value  creation  TechCrunch  Re/Code  The  Verge  Silicon  Valley  disposable  income  discretionary  spending  convenience  consumer  product  mass  market  product  management  Product/Market  Fit  freemium  Clickbait  Linkbait  linkbaiting  copywriting  click  bait  The  Information  noise  noise  pollution  Signal  vs.  attention  span  productivity  zombie  consumer  quality  long-form 
july 2015 by asterisk2a
Google and blogs: “Shit.” – Marco.org
Landscaped changed dramatically ~2009/10 forward for blogs/content creators. >> blogs have to be now niche, focused, regular content w engagement (due to algos/ranking), ... // "If you want traffic, Google’s arc makes clear to publishers, you’re going to have to pay for it." Include Facebook. Include Twitter (Promoted Tweets). Include Snapchat (Discover, Linkedin (Pulse). >> All gained sized, thus noise, people gaming the system, ... thus owner changes rules and system for his/her advantage and gain (profit maximization). // // even content curators (by hand) can be 1/2 noise. And the summaries are just shorter bouts of noise to scan through (medium.com, Mahalo) - its like joining the dark force. // Things come and go in waves/trends; thus the next wave/trend could be self-published long-form niche content partially free (The Information, ebooks, Pando) which are remarkable (Seth Godin) // snacking is SO western lifestyle, even for information/news - is lowering productivity/focus
Google  Search  Newsfeed  Twitter  content  discovery  content  distribution  Blogging  blogosphere  blog  blogs  techmeme  HuffPo  Huffington  Post  Social  Media  Tumblr  filter  bubble  email  BuzzFeed  SEO  SEM  Google  News  YouTube  Signal  vs.  Noise  pollution  Linkbait  linkbaiting  Clickbait  click  bait  distraction  mobile  homescreen  mobile  first  mobile  phone  user  behaviour  friction  frictionless  tl;dr  Blogger  Platform  TOS  Wordpress  long-tail  1000  True  Fans  AdSense  DoubleClick  Snapchat  linkedin  engine  content  curation  differentiate  differentiation  Seth  Godin  24-hour  cycle  addiction  Listicle  Appification  snacking  western  lifestyle  book  Information  Diet  productivity  publishing  2.0  publishing  RSS  bookmark  Silicon  Valley  exploitation  sociology  psychology  FOMO  YOLO  life  lesson  life  hacker 
may 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
[PreMoney MIAMI] 500 Startups, Dave McClure "4 Years of Moneyball - What Have We Learned" - YouTube
Angel Investors/Seed and maybe even A Round is about jumping on and doubling down on companies that do well, others don't know about. It's information arbitrage. Wall Street Services Cottage Industry aka Economic Forecaster and Stock Pickers make their money with supposed information arbitrage. But it's just a cottage industry. ... Where Seed/Angel Investors do hustle, network, keep things private, sharing of non-public information with their best buddy and co-investor. // min 34 talks about Silicon Valley Ecosystem. (1) Optimism and Believe. German culture about fear of failure does not support it well in public. (2) supporting structures (3) capital at every stage.
500  Start-ups  Dave  McClure  Seed  Round  Venture  Capital  information  arbitrage  Private  Market  incomplete  information  Silicon  Valley  Angel  Investor  angel-list  Hustle  Networking  Berlin  Start-Up  Scene  culture  society  Germany  failure  Leistungsdruck  ecosystem  London  Scene  Europe  Start-Up  Scene 
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
What Etsy’s stellar debut doesn’t say about the IPO market | PandoDaily
markets so distorted [...] demand has grown strong enough investors are willing 2 overlook fact that most of tech companies IPOing still losing money. Last year 2/3 of tech companies that raised $100 million or more in IPOs went public with losses. This year, Box, GoDaddy & Etsy all received warm welcomes in public markets while awash in red ink. [bc there is so little alternative 4 actual earning any yield, money managers take on the risk anywy, bc otherwise they would look bad & get fired if they would not deploy the money. its always bad if u have 2 act in order 2 get not fired & not abel 2 say 'I will sit this 1 out.'] [day-one pop values etsy @18x revenue]. &! bit.ly/1HyfxNW [CEO Dickerson] & tcrn.ch/1G0ybi5 >> its abt shareholder value creation going forward >> bloom.bg/1E0H9br >> Founder "maximizing shareholder value is "ridiculous." // Cant marry WallStreet & long-term view, internal values, true 10x better customer value creation fwrd //&! bit.ly/1b08aC3 on.recode.net/1JNUY
Private  Equity  Hedge  Fund  Mutual  Fund  pension  Wall  Street  hunt  for  yield  distortion  QE  ZIRP  NIRP  secular  stagnation  Western  World  IPO  Unicorn  market  Silicon  Valley  incomplete  information  complexity  bubble  bond  bubble  asset  bubble  bubbles  demographic  bubble  speculative  bubbles  burn  rate  shareholder  value  profit  maximisation  crony  capitalism  community 
april 2015 by asterisk2a
NEA Raises North Of $3B For Its New Fund | TechCrunch
I consistently hear that venture groups raising capital are oversubscribed. That directly implies that the firehose of cash fueling the venture capital and technology markets has yet to abate in any meaningful sense, if at all. The music is still playing, and at a furious pace. But with interest rates at zero and NASDAQ 5,000 back in our norm, who can be surprised? Regardless of how the technology industry apportions the risk created by that level of spend, we can feel secure in the fact that the same risk is concentrated in the private sector. This helps to protect the average person from investing in something more ephemeral than a Snapchat ad. So if it all goes to hell, it’s mostly the rich kids who will take it in the gut. Viva la tech.
hunt  for  yield  ZIRP  NIRP  QE  distortion  incomplete  information  unintended  consequences  bond  bubble  equity  bubble  Private  growth  round  Mutual  Fund  Hedge  Fund  Silicon  Valley  burn  rate  economic  history  savings  glut  productive  investment  Super  Rich  1%  Wall  Street  liquidity  trap  complexity  recovery  GFC  speculative  bubbles  asset  bubble  secular  stagnation  borderless  flat  world  globalisation  globalization  Software  Is  Eating  The  output  gap  Western  productivity  STEM  Robotics  automation  algorithm  AI  artificial  intelligence  marginal  cost  3D  printing  augmented  intelligence  Share  Economy  Services  Industry  service  monetary  policy  austerity  IMF  OECD  debt  bubble  sovereign  debt  crisis  Gini  coefficient  inequality  Career  Politicians  Makers 
april 2015 by asterisk2a
Would you rather be a real millionaire or a paper billionaire? The psychology of unicorns and the toll on Q1 returns | PandoDaily
And yet total cash going to venture backed companies was a whopping $17.7 billion– up over the $12.6 billion raised in the same period last year. But here’s the thing: Only $11.3 billion of that came from venture firms, throwing into question whether we should even still keep using the adjective “venture-backed” to describe the category. The disparity shows just how much more money is coming from non-VCs like hedge funds, private equity, mutual funds, and sovereign wealth funds, who have watched the private valuation growth of Facebook and the rest of the deca-corns and are desperately trying to get a stake in private companies before they IPO. [...] Things have gotten strange for VCs — and in turn, entrepreneurs — and the climate doesn’t seem to be improving
Private  Equity  Hedge  Fund  Mutual  Fund  growth  round  Venture  Capital  Silicon  Valley  Unicorn  hunt  for  yield  Sovereign  Wealth  Fund  distortion  ZIRP  NIRP  QE  bubble  bond  bubble  debt  bubble  zombie  corporations  zombie  banks  Super  Cycle  savings  glut  liquidity  trap  productive  investment  speculative  bubbles  Wall  Street  incomplete  information  market  confirmation  bias  pattern  matching  pattern  recognition  selection  bias  bias  behavioral  finance 
april 2015 by asterisk2a
Josh Kopelman drops some knowledge on all you “private IPO-loving” unicorns | PandoDaily
[some type of investors use past experiences and results (FB) for putting money into growth rounds, into unicorns late past D. Very Different than LinkedIn - which had a base and profitability at IPO and continued to grow naturally with product going forward. Or Google.] Tomasz Tunguz entitled “The Runaway Train Of Late Stage Fundraising” in which the Redpoint Ventures partner tracks what he calls the frenetic state of the private market. Among the data points used by Tunguz to make that point “that the current investment levels aren’t yet justified by the exit environment,” is one tidbit tweeted out by Kopelman: 231 companies raised more than $40 million in growth rounds in 2014, by comparison, 240 venture capital-backed IT companies have gone public in the last 10 years. [...] by taking tons of venture money and avoiding an IPO, startups (mostly who proudly tout their unicorn status and $1 billion plus valuations) are avoiding sucking out loud.
Unicorn  growth  round  Venture  Capital  hunt  for  yield  SPV  distortion  Wall  Street  QE  ZIRP  NIRP  complexity  unintended  consequences  incomplete  information  Silicon  Valley  IPO  equity  bubble  bond  bubble  savings  glut  productive  investment  private  market  disequilibrium 
april 2015 by asterisk2a
A Look Back At Yahoo’s Flickr Acquisition For Lessons Today | TechCrunch
[The Future is uncertain & Vague"] .... Flickr decided in January 2005 to take the Yahoo offer — reportedly for $35 million. There were too many compelling reasons to take the offer during what was still an uncertain time. Because it was early in the growth of tech startups after the dot-com crash, Flickr missed some of the up-tick in the market, as others sold for more when the market took off: Myspace sold to News Corp. for $580 million in July 2005 and later YouTube, which Google acquired in October 2006 for $1.65 billion in stock. “We definitely made the wrong decision in retrospect. We would’ve made 10 times [what we did]. But it’s not like I regret it,” Butterfield says. How can something be a mistake and also be completely correct? The sale left potentially 10 times more on the table. But Butterfield doesn’t regret it because he believes they made the right decision knowing what they did at the time. And he and other team members have all gone on to do well at other ventures.
Flickr  Yahoo!  M&A  Start-Up  lesson  Start-Up  advice  incomplete  information  complexity  unknown  unknowns  acquisitions  acquisition  Silicon  Valley 
august 2014 by asterisk2a
DLD NYC 14 - Winners/Losers in a Digital Age (Scott Galloway) - YouTube
Apple knows that competition is catching up faster and faster in terms of design and functionality etc etc. They hired 2 fashion people already (burberry and from LVHM). And to differentiate the brand further (price/status symbol - above middle class) and to keep selling it's Apple Products ... including wearables (Watch & Headphone) they hired those key people or b(r)ought them into the mothership. They could have long ago bought personal cloud storage companies and other stuff to add to its portfolio bla bla bla.... but that 'Software', you can't display - show off - walking around downtown manhatten. Wearables, phones, tablets - you can. ... Apple focuses on their core competencies - software like iTunes is only 2nd class, that is why it still doesn't stream. >> “They want Jimmy and they want Dre,” said the source. “He’s got fashion and culture completely locked up.” ( http://techcrunch.com/2014/05/22/apples-beats-deal-is-happening-and-its-a-dre-acquihire/ ) + !!! v=NP0P2BT0vTc !!!
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may 2014 by asterisk2a

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