Comments on: Web2.0 investment spiralling upwards http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/ Nic Brisbourne's view from London on venture capital and exploiting change in technology and media Sat, 11 Feb 2012 20:08:00 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: nic http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-77 nic Wed, 27 Sep 2006 15:24:35 +0000 http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-77 Thanks Max. "Huge gains may well accrue to the winner in each category" - agreed - you need to be backing market leaders. Thanks Max. “Huge gains may well accrue to the winner in each category” – agreed – you need to be backing market leaders.

]]> By: nic http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-10359 nic Wed, 27 Sep 2006 15:24:00 +0000 http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-10359 Thanks Max. "Huge gains may well accrue to the winner in each category" - agreed - you need to be backing market leaders. Thanks Max. “Huge gains may well accrue to the winner in each category” – agreed – you need to be backing market leaders.

]]> By: Max Bleyleben http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-76 Max Bleyleben Wed, 27 Sep 2006 12:44:47 +0000 http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-76 I share your concern about the sheer number of similar projects. Not only that, but most of these ventures have only rudimentary revenue models, all of which rely either on eyeballs looking at adverts or browsers wiling to subscribe/pay for a transaction. This means that -- unlike selling software into the enterprise market -- huge gains may well accrue to the winner in each category, but the tail of losers will be very long indeed... Fred Wilson puts it well in his blog note on the Long Tail of Venture Deals: http://avc.blogs.com/a_vc/2006/08/the_long_tail_o.html. Max I share your concern about the sheer number of similar projects. Not only that, but most of these ventures have only rudimentary revenue models, all of which rely either on eyeballs looking at adverts or browsers wiling to subscribe/pay for a transaction. This means that — unlike selling software into the enterprise market — huge gains may well accrue to the winner in each category, but the tail of losers will be very long indeed…

Fred Wilson puts it well in his blog note on the Long Tail of Venture Deals: http://avc.blogs.com/a_vc/2006/08/the_long_tail_o.html.

Max

]]> By: Max Bleyleben http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-10358 Max Bleyleben Wed, 27 Sep 2006 12:44:00 +0000 http://www.theequitykicker.com/2006/09/26/web20-investment-spiralling-upwards/#comment-10358 I share your concern about the sheer number of similar projects. Not only that, but most of these ventures have only rudimentary revenue models, all of which rely either on eyeballs looking at adverts or browsers wiling to subscribe/pay for a transaction. This means that -- unlike selling software into the enterprise market -- huge gains may well accrue to the winner in each category, but the tail of losers will be very long indeed... Fred Wilson puts it well in his blog note on the Long Tail of Venture Deals: http://avc.blogs.com/a_vc/2006/08/the_long_tail_o.html. Max I share your concern about the sheer number of similar projects. Not only that, but most of these ventures have only rudimentary revenue models, all of which rely either on eyeballs looking at adverts or browsers wiling to subscribe/pay for a transaction. This means that — unlike selling software into the enterprise market — huge gains may well accrue to the winner in each category, but the tail of losers will be very long indeed…

Fred Wilson puts it well in his blog note on the Long Tail of Venture Deals: http://avc.blogs.com/a_vc/2006/08/the_long_tail_o.html.

Max

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