Analysis, forecasting, and thoughts on all things venture
The SaaS business has now hit early middle age and the best way to think about it is to compare it to the client server revolution...
The Old Gray Lady is worried about a bubble in tech, and did a nice graphic comparing the valuations of Facebook...
Venture capital returns are going up. That is the clear conclusion from two recent press releases...
I simply love Goldman Sachs. The Facebook deal is a brilliant poke in the eye for just about everybody...
The most basic question anyone should have of us is what kind of deals do we like to do?
Venture has lots of rules of thumb, short summaries of received wisdom passed down. One of the most common is "never do a COO search".
In every technology market, the number one player gets disproportionately rewarded.