Results 11 - 20 of about 74:

Fred Wilson / AVC:
Fred Wilson is sick and tired of operating plans focused just on growth instead of reaching sustainable profitability   —  Profits vs Growth  —  One of the things I've always struggled with as an investor in high growth tech companies is the tension between getting profitable vs growing more quickly.
Jun 26, 2015, 12:35 PMIn context
Fred Wilson / AVC:
Predictions for 2015 on IPOs, Xiaomi, messaging, wearables, Bitcoin, cybersecurity, and more   —  What Is Going To Happen  —  Yesterday I wrote a post summing up what happened in 2014.  In it I promised a post on what is going to happen.  What I did not specify was how far forward I am going to look.
Jan 1, 2015, 2:50 PMIn context
Fred Wilson / AVC:
A look at some of the major technology trends from 2014   —  What Just Happened?  —  I'm not much for the rear view mirror.  I like to look forward, not back.  I guess that's why I'm in the line of work I'm in.  —  But I'm going to force myself to look back at 2014 and explain what just happened.
Jan 1, 2015, 2:10 PMIn context
Fred Wilson / AVC:
Interfering with a competitor's fundraising, as Uber did, while not new, is unethical and ineffective   —  Messing With A Competitor's Fundraising  —  I saw a post that described how Uber tried to mess with Lyft's fundraising.  This is not a new tactic.  I have seen it used for as long as I have been in the VC business.
Nov 11, 2014, 9:00 AMIn context
Fred Wilson / AVC:
Carriers not charging for data on select apps could lead to an exclusive, cable TV-like mobile internet   —  The Scourge Of Zero Rating  —  It seems like every week I read another article about a mobile carrier offering some incredible deal to eat the mobile data costs you rack up using certain apps.
Aug 3, 2014, 4:25 PMIn context
Fred Wilson / AVC:
Unified login and deep linking within top “app constellations” mean the rich get richer in mobile   —  App Constellations  —  I touched on the concept of App Constellations in my post on Friday about Swarm.  I've been thinking about this concept for the past week …
May 18, 2014, 4:55 PMIn context
Fred Wilson / AVC:
Square and Box face a combination of high valuations, equally high burn rates, and a disappearing IPO market   —  The Valuation Trap  —  There is a long article on Square and Box in TechCrunch this weekend.  I am not sold on the arguments the author makes about the commodity nature of both products.
May 4, 2014, 11:30 AMIn context
Fred Wilson / AVC:
With acquisitions like Oculus and Nest, big tech companies race to find the next platform after mobile   —  The Search For The Next Platform  —  I found this part of Mark Zuckerberg's post on the Oculus acquisition most revealing: … Facebook was a bit slow to get aboard the mobile train.
Mar 26, 2014, 1:00 PMIn context
Fred Wilson / AVC:
Are we in a bubble? Valuations of high growth tech companies will remain high as long as interest rates stay low   —  The Bubble Question  —  Everywhere I go, everywhere I speak, I get asked this question.  Are we in a bubble?  —  I've been getting asked that question for at least four years now.
Mar 15, 2014, 5:15 AMIn context
Fred Wilson / AVC:
Fred Wilson to Senator Manchin: “Benefits of Bitcoin will be as important, impactful, and beneficial as that of the Internet”   —  A Letter To Senator Manchin  —  Senator Joe Manchin wrote a public letter to financial regulators asking them to “take appropriate action to limit …
Feb 27, 2014, 7:25 AMIn context

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