Comments on: The Big VC Thaw – Why The Market is Moving Again (part 2 of 3) http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/ Entrepreneur turned VC Mon, 14 Nov 2011 23:37:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: madair2004 http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-11594 madair2004 Fri, 20 Nov 2009 06:41:13 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-11594 Great post, Mark. Let's keep moving toward the zenith...my SAT word. Great post, Mark. Let's keep moving toward the zenith…my SAT word.

]]> By: madair2004 http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-1381 madair2004 Fri, 20 Nov 2009 06:41:13 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-1381 Great post, Mark. Let's keep moving toward the zenith...my SAT word. Great post, Mark. Let's keep moving toward the zenith…my SAT word.

]]> By: Guest http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-11595 Guest Fri, 20 Nov 2009 06:39:56 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-11595 Great post, Mark. Let's keep moving toward the zenith, my SAT word... Great post, Mark. Let's keep moving toward the zenith, my SAT word…

]]> By: Guest http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-1382 Guest Fri, 20 Nov 2009 06:39:56 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-1382 Great post, Mark. Let's keep moving toward the zenith, my SAT word... Great post, Mark. Let's keep moving toward the zenith, my SAT word…

]]> By: madair2004 http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-1380 madair2004 Fri, 20 Nov 2009 00:41:13 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-1380 Great post, Mark. Let's keep moving toward the zenith...my SAT word. Great post, Mark. Let's keep moving toward the zenith…my SAT word.

]]> By: madair2004 http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-1379 madair2004 Fri, 20 Nov 2009 00:39:56 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-1379 Great post, Mark. Let's keep moving toward the zenith, my SAT word... Great post, Mark. Let's keep moving toward the zenith, my SAT word…

]]> By: John Dugan http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-11604 John Dugan Thu, 08 Oct 2009 13:54:57 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-11604 I rather see a business get money from customers, not investors. If Twitter can monetize tomorrow then perhaps they should... And instead of optimizing for growth, perhaps they should optimize for customer retention: <a href="http://bit.ly/Bfgbj" rel="nofollow">http://bit.ly/Bfgbj</a> ...wait, can you even call their users customers?<br><br>I am utterly hesitant to buy into the euphoria around Twitter. I rather see a business get money from customers, not investors. If Twitter can monetize tomorrow then perhaps they should… And instead of optimizing for growth, perhaps they should optimize for customer retention: http://bit.ly/Bfgbj …wait, can you even call their users customers?

I am utterly hesitant to buy into the euphoria around Twitter.

]]> By: msuster http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-11597 msuster Thu, 08 Oct 2009 10:07:03 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-11597 Thanks, Anand. Very useful data points. I suspect Twitter investments will accelerate but look forward to checking out updated figures on ChubbyBrain when they're published. Thanks, Anand. Very useful data points. I suspect Twitter investments will accelerate but look forward to checking out updated figures on ChubbyBrain when they're published.

]]> By: msuster http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-11603 msuster Thu, 08 Oct 2009 10:00:12 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-11603 re: "no gas in the tank" ... they just raised $100+ million so gas in the tank isn't a problem. Twitter could monetize tomorrow if they chose to. Their optimizing for growth right now. The choice is, do you take short-term revenue that MIGHT impede growth or scale as quickly as possible and turn on revenue when you're a huge company. They are focusing on the latter. re: “no gas in the tank” … they just raised $100+ million so gas in the tank isn't a problem. Twitter could monetize tomorrow if they chose to. Their optimizing for growth right now. The choice is, do you take short-term revenue that MIGHT impede growth or scale as quickly as possible and turn on revenue when you're a huge company. They are focusing on the latter.

]]> By: msuster http://www.bothsidesofthetable.com/2009/10/01/the-big-vc-thaw-why-the-market-is-moving-again-part-2-of-3/comment-page-1/#comment-1378 msuster Thu, 08 Oct 2009 05:07:03 +0000 http://www.bothsidesofthetable.com/?p=1011#comment-1378 Thanks, Anand. Very useful data points. I suspect Twitter investments will accelerate but look forward to checking out updated figures on ChubbyBrain when they're published. Thanks, Anand. Very useful data points. I suspect Twitter investments will accelerate but look forward to checking out updated figures on ChubbyBrain when they're published.

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