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What the Past Can Tell Us About the Future of Social Networking

Both Sides of the Table

I recently spoke at Caltech at the Caltech / MIT Enterprise Forum on “the future of social networking,&# the 30-minute video is here and the PowerPoint presentation is here on DocStoc ). What are the big trends that will drive the next phase of social networks? And so it goes with social networking. The Past (1985-2002).

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Social Networking (the Shorter Version) Past, Present, Future

Both Sides of the Table

Social Networks: Past, Present & Future. I recently spoke at Caltech at the Caltech / MIT Enterprise Forum on “the future of social networking,&# the 30-minute video is here and the PowerPoint presentation is here on DocStoc ). What are the big trends that will drive the next phase of social networks?

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Paul Graham and The World Out There

This is going to be BIG.

YCombinator had a great run from 2007 through early 2009 investing at a time when there weren''t nearly as many seed funds and accelerators as there are now. A couple of years ago, I went to a networking event sponsored by a top tier VC firm. YC''s best investing days may be behind it. They picked up Airbnb, Heroku and Dropbox.

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The Changing Structure of the VC Industry

Both Sides of the Table

15 years ago we were at the peak of Internet hype with the launch of many over-capitalized businesses with a market size & opportunity was limited. 2007 was the watershed year. Opportunity funds typically have better economics for the LPs who invest in them. We are in a bubble (with so many private $1bn+ valuations).

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When Should You Allow Exclusivity in Deals?

Both Sides of the Table

Before weighing in on the subject I would point out one thing that should be obvious to many of you – the iPhone was originally launched in 2007 in an exclusive partnership with AT&T and this was vital to both Apple and AT&T and was a hard negotiation throughout 2005 and 2006.

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This Week in VC with Om Malik & Paul Jozefak

Both Sides of the Table

I made the point (not widely publicized) that OS4 is currently “breaking&# many applications that use ad networks that are not Apples (most notably AdMob, owned by Google). Online social game network; make their own games (FarmVille, Mafia Wars, FrontierVille) in addition to allowing third-party developers to access network.

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Some Reflections on VC Investment Decisions

Both Sides of the Table

I started in 2007 with a thesis that my primary investment decision would be about the team (70%) and only afterward about the market opportunity (30%). Of course these are great places to network with other investors, meet great entrepreneurs and keep your connections strong with senior execs at larger companies like Yahoo!,

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