Comments on: The Big VC Thaw – Why The Market is Moving Again (part 2 of 3)

By: madair2004

madair2004 — Fri, 20 Nov 2009 00:41:13 +0000

Great post, Mark. Let's keep moving toward the zenith…my SAT word.

By: madair2004

madair2004 — Fri, 20 Nov 2009 00:39:56 +0000

Great post, Mark. Let's keep moving toward the zenith, my SAT word…

By: msuster

msuster — Thu, 08 Oct 2009 05:07:03 +0000

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

msuster — Thu, 08 Oct 2009 05:00:12 +0000

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: The Big VC Thaw – Why The Market is Moving Again (part 2 of 3) | CloudAve

The Big VC Thaw – Why The Market is Moving Again (part 2 of 3) | CloudAve — Wed, 07 Oct 2009 07:32:40 +0000

[...] get out there and start raising your capital!(Cross-posted @ Both Sides of the Table)Posted Under : Entrepreneurship Tags startups twitter vc funding venture capital technology [...]

By: 2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3) « The SiliconANGLE

Fri, 02 Oct 2009 22:34:44 +0000

[...] between September 2008 – April 2009. In the second post I argued that as of September 2009 the pace of VC investments has increased rapidly (at least for software / Internet investments – the only sector on which I’m competent to [...]

By: Anand

Anand — Fri, 02 Oct 2009 17:29:22 +0000

Mark,

Great post. As support of your points above re: the iPhone & Twitter inspired companies and associated venture funding flowing to them, we took a quantitative look into this and the numbers were impressive.

Over $100M has been invested in iPhone startups by VCs and $23+ million has gone to Twitter-predicated startups.

http://www.chubbybrain.com/blog/2009/06/the-iph...

Note: These are numbers for the first half of 2009. With Twitter's recent funding and continued iPhone momentum, we're seeing even more recent fundings for startups predicated on these channels/services/platforms. We'll do an update on these figures to reflect these new investments at some point.

Thanks for the great read.

Regards,
Anand

By: John Dugan

John Dugan — Fri, 02 Oct 2009 07:18:03 +0000

Twitter is over three years old… when do you start focusing on monetization? Last I checked, Twitter was in the for-profit business. They are burning through a massive amount of cash and have yet to generate any significant revenues… how are they NOT unproven?

I get that Twitter is sexy, I dig Twitter – but they have no gas in the tank.

Re: Channel Partners & Boxing yourself in – too bad they named it TweetDeck… dang.

By: 2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3)

2010 VC Funding Outlook for Startups – Prepare for Winter (Part 3/3) — Fri, 02 Oct 2009 07:02:34 +0000

By: msuster

msuster — Fri, 02 Oct 2009 06:42:50 +0000

I don't think Twitter is completely unproven. I think they just haven't focused on monetization yet. But I get it that Twitter isn't guaranteed to be successful. I think in-stream businesses will continue to be large no matter who wins the space and starting with the right channel partner doesn't hurt as long as you don't box yourself in.