Archive for the ‘Internet’ Category

1. Marc Andreessen – „If we’re in a bubble, it’s the weirdest bubble I’ve ever seen, where everybody hates everything.” De aici

2. Paul Kedrosky, VC/Antreprenor – “It serves the interest of the investors who can come up with whatever valuation they want when there are no revenues. Once there is no revenue, there is no science, and it all just becomes finger in the wind valuations.” De aici

3. Chris Dixon – „The argument that sometimes startups get better valuations without revenue is somewhat true. As Josh Koppelman said “There’s nothing like numbers to screw up a good story.” This is driven by the psychology of venture investors who are sometimes able to justify a higher price to “buy the dream” than the same price to “buy the numbers.” This doesn’t mean the investors think they will invest and then get some greater fool to invest in the company again. For instance, at the seed stage, intelligent investors are quite aware that they are buying the dream but will need to have numbers to raise a Series A.” De aici

4. Dmitry Shapiro CEO of Anybeat – „I think it is also important to look at human resource factors when thinking of this. Some of you on this thread are responsible for convincing very young people to pursue entrepreneurship, arguably WAY before they are ready. They are taught some basic skills, given a little grooming to make them attractive to follow on investors, and sent to try to run through a wall. The tiny few that succeed are placed on a pedestal and hailed as gods, while the rest are left to fend for themselves. It is getting harder and harder to find engineers that want to join a company, as all are being sold that they should be the ones that are founding the companies, creating a dangerous dynamic.” De aici – de citit toata discutia

Bonus: Tech Bubble? Why It’s Different This Time

Yet Amazon’s profits continue to underwhelm, with an operating margin of just 1.5%, or $192 million. To put that in context, that is about the operating profit Apple earned per day last quarter.

Altfel Amazon a batut estimarile Wall Street pentru rezultatele pe Q1, atingand vanzari de 13.2 miliarde USD, in crestere cu 34% fata de perioada similara a anului trecut, astfel incat, cel mai probabil, 2012 va fi primul an cu vanzari de peste 50 miliarde USD. Pretul actiunilor a crescut cu 15% dupa anuntarea rezultatelor.

Din WSJ