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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. Every startup I knew in 2005 (when I started my second company) was using this. Open source became a movement – a mentality.

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Why “The Culture of Failure” is Imperative to Startup Communities

Both Sides of the Table

I lived in London from 1997-2005 and for 6 of those years ran my startup based out of London. 46:00 Do you believe that most of the disruption over the last few years has some from Elon Musk and Sebastian Thrun? I remember this lesson well. At this time I can tell you that the Brits definitely didn’t have a culture of failure.

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It’s Morning in Venture Capital

Both Sides of the Table

LP contributions to VC firms shrunk from 2000 and by 2005-2008 had stabilized to around $30 billion per year. The ability to interact, transact and disrupt is an order of magnitude greater at broadband speeds than at 56k dial-up modem speeds. THAT is disruption. Money flowing into our industry has also massively downsized.

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Technology Trends: 10 Areas of Innovation to Watch for 2012

This is going to be BIG.

What areas need to be disrupted? It feels a lot like NYC as a whole did back in 2005--a handful of relatively disconnected folks, a few marquee companies and a whole lot of pent up interest in doing something impactful in the local community. What areas are going to change? Android Backlash.

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Angel Investing 4 – Why You Need Deep Pockets to Win Big

Both Sides of the Table

As I’ve highlighted I believe we’re in a unique period similar to 2005-08 where the biggest tech firms of Silicon Valley (and some media companies) are scooping up small software companies as “talent acquisitions&# versus accretive revenue / profit generators. Total disruption on the funding market?

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Announcing a Deal I’ve Wanted to Talk About for a Year

Both Sides of the Table

I first met Ethan in 2005. He had an idea for a startup that would help consumers better book service jobs and would take on Service Magic, which he believed had a business model that could be disrupted. I was preparing to move back to the US from London after 11 years abroad. The company was called Red Beacon.

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On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

An obvious example is Google who may have gotten less market attention if there would have been 8 well-financed competitors during the 2001-2005 timeframe. I see opportunities for disruption all around me and am meeting amazingly talented entrepreneurs. Those with strong business models suddenly stand out when the tide goes out.