Yesterday I posted charts showing that from a top down market size perspective there is a big opportunity in ecommerce. Today I’m quoting a VentureBeat article which takes the bottom up approach, looking at the characteristics of companies that have recently enjoyed a lot of success, characteristics I believe the next generation of successful [...]
We all know that ecommerce penetration has been growing fast. This first chart shows how fast – US penetration was up 54% to 6.0% from 2007-12. Put another way that’s a CAGR in online sales of around 15%. That level of growth is projected to continue going forward.
The growth won’t [...]
The graphic above and associated research published back in 2012 by the BBC blows apart the old idea that online users split 1% writers, 9% commenters and 90% readers (hat tip to Alan Patrick for the pointer). It turns out that it was the difficulty of engaging that was [...]
The chart above shows clearly how ecommerce penetration continues to grow and grow in the US. It’s the same story over here in the UK, where ecommerce penetration reached 20% over Christmas (including click and collect).
The varying penetration by category points to where the opportunity for startup lies these days – i.e. food, [...]
Regular readers will know that I’m interested in robots. I think they will transform many elements of business and society over the next twenty years so I was very interested to read about Jeff Bezos announcement that Amazon has been experimenting with drone delivery and hopes to put the service live as early [...]
Advanced robotics offers what is perhaps the most exciting near term investment opportunity that I learnt about at Singularity University last week. Let me illustrate with an example. It is now possible to measure someone for a very high quality custom bike frame, and then have robots cut the steel tubes and then weld [...]
Kissmetrics have just issued a Mega Guide to eCommerce with the following chart.
As a UK based investor we are keen on areas where we have an advantage over other startup ecosystems, and this chart shows that we punch way above our weight in ecommerce. On a per capita basis the 2013 projections work [...]
I’ve long been a fan of contrarian investment strategies. Having the same strategy as everyone else makes it hard to differentiate and generate outsize returns. I’m also a fan of focused investment strategies – they allow you to build expertise resulting in better investment decisions and better deal flows as entrepreneurs seek out your [...]
Jeff Richards of US VC fund GSV Capital has a good post up today: Content, Community and Commerce: Why Verticals Win. His investment thesis is that vertical platforms combining content, community and commerce will make great investments over the next period, and he cites existing portfolio companies including Houzz as good examples.
The strategy of [...]
I thought this list of simple ways of identifying suspect transactions was interesting (from SiftScience):
Fraudsters have stacks on stacks of cards. If the customer has multiple credit cards on file from different banks, their order is 7x more likely fraudulent. fraudsters dislike capital letters. if a customer wrote their billing name in all [...]