Archive | February, 2008

The "free" business model

Chris Anderson does a nice job of summarizing the rise of the "free" business model starting with the Razor/razor blade to the world of the web where he argues that all services eventually get priced at their marginal cost. And as Chris rightly describes, that price is quickly going to zero in a world of […]

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Top tech M&A advisors for 2007

I just got the 451 Group’s summary on the top M&A bankers for 2007.  As with 2006, Goldman Sachs was #1 on the list.  Take a look: Top five overall advisers, 2007                          Adviser Deal value Deal volume 2006 ranking Goldman Sachs $79bn 43 1 Credit […]

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What a Microsoft Yahoo deal would mean for startups (continued)

What a great move by Microsoft! This has been floating around for awhile and the last time I wrote about it was in May of 2007. Anyway, I thought I bought at the bottom for Yahoo months ago in which case it fell another 25% from there. When I saw the news this morning I […]

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Need homework help – try

I got an email from George Cigale, CEO of, yesterday to check out the New York Times article on his company’s service (full disclosure-my fund is an investor in and my partner Dan is on the board).  The article, "On Demand, On Time and for a Fee, an Army of Tutors Appears," highlights […]

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Social networking and ads-who's paying attention?

First of all, Google announced some amazing numbers growing its revenue over 50% and its earnings around 17%.  That being said, investors in Google have high expectations and the stock fell in after hours trading.  One note that many in the blogosphere seemed to pick up on is the higher cost of traffic acquisition from […]

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