What type of market are you operating in?
When we look at investment opportunities, we need to consider the type of market that the potential investment is in. How much room is there for a market leader or leaders? Is it winner-takes-it-all or winner-takes-almost-all? Is there room for multiple potential winners? Winner takes all These markets are driven by network effects and only […]
Why Google became so successful – reviewing Steven Levy’s “In The Plex”
I just finished reading “In The Plex”, Steven Levy‘s book on Google, and can highly recommend it to anybody who wants to better understand Google’s success. While many things are not completely new if you have followed the company for a while, the systematic recount of Google’s history and the decisions they have taken along […]
What kind of company can you build outside of the Valley?
I often get asked by investors and entrepreneurs alike how building a startup outside of Silicon Valley is possible and I always answer that it depends on what kind of company you are trying to build. So if you are trying to create the next Facebook, Google, YouTube, Twitter, or Foursquare and your company requires […]