Kellblog’s 10 Predictions for 2014
Since it is the season of predictions, I thought I’d offer up a few of my own for 2014, based on my nearly three decades of experience working in enterprise software with databases, BI tools, and enterprise applications. See the bottom for my disclaimer, and off we go. Here are my ten predictions for 2014. Despite various ominous […]
The Unsustainability of Hyper Growth VC Startups
B2C Internet plays are all about fashion trends and I’m not an arbiter of fashion. I can’t tell you whether this is the right time to make millions using sock puppets to sell pet food. I can tell you how to solve a hard problem that has valuable ROI in the Enterprise. I prefer the latter as a way to maximize the value of my career investment portfolio.
The New, New Bubble
The cover story in the current issue of FORTUNE deserves consideration. Normally I would include a link but the magazine appears to still be into selling ink on squashed tree. Steal a copy from your dentist’s office. Mark Zuckerberg is on the cover bursting a bubblegum wad in one of those slomo pics they used […]
Square: It’s All About the Momentum, Baby!
Reading about Square’s latest $100 million in capital raised at a $1 billion valuation, it’s tempting to write another Bubble Story. While it’s undeniable that it would be hard to do that financing in the wake of the recent Sequoia RIP Good Times era, there’s something more interesting to think about here. First, let […]
Evernote Celebrates Birthday by Joining the Billion Dollar Club (Really?)
Evernote has recently celebrated their third birthday. I also recently had my 21st birthday – it feels good to be able to legally grab a drink finally. (Hey, if Evernote can lie about their age, so can I…). Joke apart, I have no idea why a company would pretend to be half as young as […]
Founders: The Bubble Clock is Ticking
The incredible valuation of the LinkedIn IPO can only be interpreted as one signal: the Bubble Clock has started ticking. So long as it continues to run, we will live in a reality distortion where valuations are insanely high, capital is cheap, and smart businesses can leverage that to hyper growth. When it stops, we’re […]
The Bubble Has Begun With the Most Expensive Stock In America
It’s official, the current Bubble has begun with LinkedIn’s IPO. It was declared the most expensive stock in America even before doubling which means its now clearly way past Bubble territory. Exciting stuff! LinkedIn’s PE is 62 times Apple’s, 50 times Google’s, but less than 4 times Salesforce.com’s. Wow, AAPL and GOOG look like Value […]
Back to the Future: Are We in Another Tech Bubble?
I’ve read several blogs and articles over the last few weeks debating the current tech environment and comparing (or arguing why not to compare) today to 1999. I guess it’s not surprise that there’s concern over this topic though, considering the soaring valuations that some of the current crop of social start ups has garnered […]
The Art of Riding the Bubble
People are increasingly asking whether there is a Bubble underway in the tech business. The answer is that by the time you know there is a Bubble it’s probably too late to do anything about it. But if all you’re doing is asking whether there is a Bubble, the Bubble is probably not here, yet. […]
The Narrow Bubble
Many are saying that we are in another tech ‘bubble’ – but is so, despite the extraordinary valuations accruing to a small number of companies, why are so many entrepreneurs having trouble getting funded?
