Venture Bytes #10 – E-Commerce is all Grown Up and Moving On

Venture Bytes #10 – E-Commerce is all Grown Up and Moving On

on June 10, 2015

This week’s lead article, E-Commerce is all Grown Up and Moving On, is our take on the evolution of the e-commerce. E-commerce obstacles are falling and the second wave of digital natives is getting their hands on credit cards, debit cards, online purchasing power. The rise of everything as a service, or delivered, is helping. E-commerce has moved into social, picture, video and streaming. E-commerce has essentially grown up and moved on from being just cheaper stuff, generic stuff offered to folks who would just rather buy online.

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Venture Bytes #9 – Net Neutrality – The Debate Rages On

on May 20, 2015

This week’s lead article, Net Neutrality – The Debate Rages On, is our take on the net neutrality issue. The FCC proposed new rules for broadband access and politicians are up in arms on both sides of the divide. There is an election super cycle coming. The lawyers are getting ready for long battles, some fought in the spotlight. The vitality and innovation that we should and need to nurture and celebrate could vanish, and will decline, if the “economics” of net neutrality takes precedence over the “larger good” of net neutrality. We support the FCC’s new proposal and expect the courts to approve it.

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Venture Bytes #8 – A Shared Future, A Global Economy of Haves & Servants

on May 5, 2015

This week’s article, A Shared Future, A Global Economy of Haves & Servants, is a commentary on the rise of the sharing economy. The current macroeconomic environment coupled with the popularity of new disruptive technology companies have caused this movement towards sharing rides, homes and more.

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Venture Bytes #7 – Bubbling Up – High Valuations, Late Stage Rounds, and Everything in Between

on April 13, 2015

This week’s lead article, Bubbling Up – High Valuations, Late Stage Rounds, and Everything in Between, is a cautionary note on current valuations. It seems like all the usual suspects, and a phalanx more, have weighed in on the bubble controversy. We have been cautioning about unreasonable valuations in subtle but rising tones for about nine months now. And while we still see great companies at reasonable valuations, the number of valuations in nosebleed territory continue to rise.

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Venture Bytes #6 – Time to Cross the Stream?

on March 25, 2015

This week’s lead article Time to Cross the Stream? is on cord cutting and whether or not we have reached the tipping point in over the top (OTT) content delivery. Pundits and news reports say yes with increasing volume and certainty. Recent announcements from Apple, Dish, Sony and others notwithstanding, we believe cord cutting is still a marginal phenomenon. Report of the death of cable and satellite companies is greatly exaggerated.

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风险字节 #5 – A/B 测试–优化

2015年3月11日

本周的主要文章, a/b 测试-优化, 讨论了一个/b 测试的重要性, 作为一种方法, 以有效地维护和增长一个公司的用户群在竞争日益激烈的市场。目前, 我们看到最大和最先进的组织通过收集和分析其用户增长的关键数据, 为活跃用户带来巨大的回报。

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风险字节 #4-数字钱包: 结束的开始或开始?

2015年2月25日

本周的主角文章, 数字钱包: 结束的开始还是开始?是一个看数字钱包的空间后, 苹果的到来的薪酬。我们相信, 因素的组合-部分结构, 部分用户体验-将推动下一个和更大的周期在数字钱包的采用。苹果的付出将是一个关键的推动因素, 它将既不是单独的, 也不是必要的赢家。

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风险字节 #3-倍数的多个方向

2015年2月11日

本周的主要文章, 多角度的倍数, 是对上市公司的倍数和私人公司的主导名称估值的评论。私人公司的估值和科学一样多, 有时和化学一样多炼金术。在以下几个可靠和破旧的准则中, 上市公司和最近的市盈率。这就是为什么我们花了这么多时间来提炼, 跟踪和分析我们使用的倍数。奇怪的是, 我们观察到上市公司的倍数与私人公司的主导名称估值之间存在一种奇怪的滞后和过度的模式。这似乎是再次发生的一个小子集的高飞行私人名称。

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风险字节 #2-"服饰"

2015年1月28日

本周的主要文章着眼于可穿戴的类别, 提前了苹果在这个类别中的高度预期的词条。苹果首席执行官蒂姆?库克昨日宣布, 他计划在今年中旬推出 iWatch。这将是一个游戏改变, 正如广泛预期, 还是另一个配件?它最终会抓住群众的想象力, 迎来 "服饰" 2.0 的时代, 还是只限于一个利基市场, 因为迄今为止大多数设备都做了什么?这些都是发射前的关键问题。

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风险字节 #1 –广告支持: 未来还是幻想?

2015年1月15日

本周的文章, 广告支持: 未来还是幻想?, 是关于新兴科技公司投注广告的数量, 特别是移动广告作为主要收入来源的评论。在今天的经济中, 我们明白为什么一个公司的服务可能需要是免费的, 但对公司所服务的客户的长期价值却不太确定。

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