Archive for June, 2009
Amazon’s AWS Strategy Becomes Clearer Every Day
Last fall, I had a unique opportunity to visit Amazon and learn more about their web services (AWS) strategy. From where I sit as a VC, it was obvious they were winning. You could see it in the number of startups that were building on their platform, and you could see it in the number of startups that were adding to their platform. [...]
Read Full Post | Make a Comment ( 17 so far )A Really Interesting Online Education Company in Korea: Megastudy
Today’s New York Times has half page article on a billion dollar (US$) public Korean company named Megastudy. My partner Peter Fenton and I had the luxury of meeting with this company a few years back, and I always had hoped to find the U.S. equivalent. Truth be told, Business Week profiled the company two [...]
Read Full Post | Make a Comment ( 33 so far )Bill Gurley’s Comments on the IPO Market on CNBC
Last Thursday, while attending the Wall Street Journal “D” conference, I was asked by Scott Wapner at CNBC to share my thoughts on the current IPO market. Here is the link to the video. If anyone knows how to embed these CNBC/NBC videos in WordPress.com (the SAAS web version, not the software package), let me know. I [...]
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