“Understanding Social Platforms,” now summarized in a presentation deck
Two months ago, we published our second eBook, Understanding Social Platforms. In it, we discuss the dynamics of each social platform type: messaging, private networks, public networks, enterprise networks, and communities. We also cover important topics for social platform businesses like metrics, exits, valuations, and our outlook for future opportunities in social. Today, we are […]
Announcing our second eBook: Understanding Social Platforms
If you have been following our blog or firm, you know how much we love network effects. Our investment thesis is centered around network effects, and our portfolio is full of network effects startups ranging from marketplaces to social platforms, SaaS and applications of AI and machine learning. It has been a little over a […]
Is social dead?
At Version One, we’ve centered our investment thesis around companies that leverage network effects. We have talked at great lengths about them in marketplaces and in artificial intelligence and machine learning startups. Social platforms can have incredibly strong network effects, but we’ve been relatively quiet on the subject. And, we’re not alone. It seems like a long […]
Our (refocused) investment thesis
Over the years, we have invested in almost every category out there: from ad tech and content, to gaming, hardware, marketplaces, e-commerce, and SaaS. We’re constantly revisiting the types of businesses we should be investing in and refining our investment thesis driven by three key questions: Which markets/business types do we understand the best? Where can […]
The rise of the vertical reputation graph
When’s the last time you sent out or requested a CV? Chances are it was quite awhile ago. In today’s reputation economy, we evaluate one another based on what people have done and how we’re connected. What you’ve built is becoming more important than where you’ve worked and the school you attended. If you’re a […]