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It’s Morning in Venture Capital

Both Sides of the Table

In 1998 there were around 850 VC funds and by 2000 there were 2,300. By 2000 the total LP commitments had mushroomed to more than $100 billion. So of course returns from 2000-2010 were subpar on average for the industry. In 1998 it was 150 million, 1999 250 million and by 2000 it had crossed 350 million.

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Understanding How The Innovator’s Dilemma Affects You

Both Sides of the Table

Many people bandy about the definitions of “disruptive technology&# or “the innovator’s dilemma&# without ever having read the book and almost universally misunderstand the concepts. What is “disruptive&# is that is also dramatically less expensive. It is often LESS performant. Enter Salesforce.com.

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How to Get a VC's Attention at an IRL Event

This is going to be BIG.

A few years ago, I was at Techcrunch Disrupt and this guy taps me on the shoulder as I was chatting in a group. 4) Don’t push for me to say yes or no right then—because I see 2000 things in a year and do 8-10 of them. He simply extended a handshake and said: “Hi, sorry to interrupt. My name is Alan.

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The Coming Zombie Startup Apocalypse

This is going to be BIG.

It took the NASDAQ fifteen years to get back to it''s March 2000 peak--and I think that it''s possible we''re looking ahead at the same kind of period, but one without the huge trough. Innovation continues to disrupt older industries, create opportunities, and create new streams of revenue. They''ll be around 10 years from now.

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Understanding Changes in the Software & Venture Capital Industries

Both Sides of the Table

A 90% disruption in cost spawns innovation – believe me. These two trends had a major impact on the computing industry from 2000-2005 but the effects weren’t yet felt by the VC industry. Open source became a movement – a mentality. Suddenly infrastructure software was nearly free.

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What Happened In 2022

A VC: Musings of a VC in NYC

The carnage has been massive and reminds me of what happened to the web sector in 2000/2001. Like all transitions, this is messy, painful, disruptive, and ugly. Many large centralized entities; lenders, exchanges, crypto funds, etc, blew up when the value of web3 assets declined 70-90% over the course of 2022.

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Has VC Become So Big It Must Be Disrupted?

Tomasz Tunguz

The key question he poses is: has the industry become so large that it needs to be disrupted? 2018 and 2019 exceeded the heady days of 2000 in terms of dollars deployed. Nathan Heller published an article called Is Venture Capital Worth the Risk? in the New Yorker. It’s a well-researched critique of the venture industry.