Remove incumbents Remove networking Remove opportunity
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The Opening

A VC: Musings of a VC in NYC

We’ve known that once the wave breaks on the shore, there will be enormous opportunities unleashed. What we have been looking for is the consumer opportunity to emerge. I’ve always thought the opening would be at the intersection of gaming, online communities, and social networks. Like the web. Like mobile.

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Why Hulu is the OPEC of Online Video

Both Sides of the Table

I have always loved watching videos there but always believed that any company controlled by a consortia of interests would be doomed in the long run – especially by established, large incumbents with an interest in protecting the past more than innovating the future. In the current structure I cannot see how Hulu becomes this company.

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Why Entrepreneurs & VCs Should Focus on Basecamp, Not the Summit

Both Sides of the Table

Market Opportunity. We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. By definition the market is already large and therefore crowded or it’s nascent and the opportunity is not totally clear. But what about markets? Think about Twitter.

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Both Things Can Be True: Bias and Bad Fundraising Advice

This is going to be BIG.

The reality is that fundraising looks more like this: Show me a big opportunity, a great plan, a team whose career has led up to this moment through their experience and homework and show something outstanding that they pulled off that separates them from the pack—a “rabbit out of a hat”, if you will—and I’ll show you a funded team.

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Opportunity Amid Volatility

Haystack

Now that everyone knows the stakes of a Facebook-like outcome, there’s more money looking to fund and fuel web-scale network-effect businesses. They’ll have to back up the truck for their best companies, take acquisitions off the table, and go right after the incumbents head-on. Money has been coming into the U.S.

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Revolution co-founder talks Living Social, ZipCar, Steve Case & GroupOn Super Bowl Ads

Both Sides of the Table

We look at huge markets where there are large incumbents that might not be incented to innovate or react to what they perceive as an insurgent. It allows him the opportunity to do what he does best, finding and motivating entrepreneurs then thinking through market strategy. It had the audience, the people, the network, everything!

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After Investing $100 Million Into New VC Firms, Here’s What I Look For: Traditional But Better, or Different & Excellent.

Hunter Walk

Of course Screendoor has an eye towards new VCs with identities, backgrounds and networks which are ADDITIVE to the venture ecosystem to better serve founders, so while the structure of the playbook is duplicative, the people running the playbook aren’t – and that’s the key.