If Tumblr is worth $1.1 Billion, is Pinterest worth $19 Billion
My friend Adam Rifkin, who runs the awesome PandaWhale (where I get a ton of my news), recently wrote about the Tumblr acquisition for AllThingsD. It’s a smart and well-reasoned essay, which is well worth reading. His basic argument is that Tumble is valuable because it is a massive interest graph: “Tumblr is one of [...]
Start-Up Success in SaaS? You Have to Bend the Odds In Your Favor. Some Thoughts on How to Do It.
Mark Suster put together a presentation (and a blog post) a few weeks ago that has really stuck with me me. I never, perhaps intentionally, looked at the odds of achieving a solid exit in a start-up. Actually it’s just this one slide that has really stayed with me … It turns out the odds of [...]
Web Second, Mobile First
Fred Wilson wrote two posts in 2010 that were very influential with the startup community. The titles were: Mobile First, Web Second Mobile First, Web Second (continued) If you’re in the minority that never read them – you should. I know that they really impacted an entire cohort of startups because every company that was [...]
