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Ed Sim
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Ed Sim is now following Jazzman
2 hours ago
Simple and accountable-that is the way to get things done
Toggle Commented Oct 1, 2010 on Scaling your management style at BeyondVC
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Steve-you guys did a great job of selling what wasn't ready. i wish we didn't hire you guys so early but lesson learned for us all! anyway glad to hear that you and the team are doing so well
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Luke-what a pleasure working with you. Lots of great stories including the logo at Mach 5 and lunch at Chevys. Enjoy!
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Ed Sim added a favorite at BeyondVC
Apr 1, 2010
agreed on taking too long to validate customer needs
Toggle Commented Mar 30, 2010 on Is it a feature or product? at BeyondVC
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Ed Sim is now following The Typepad Team
Mar 15, 2010
Gartner does not require you to buy subscriptions and consulting. however, it certainly is helpful in letting the analysts get to know you and giving you more time with them
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Scott-love how you are trying to take an art form and put some more metrics around it. it definitely looks spot on and of course like all things, the clarity score depends on how honest you are about yourself. that is why having an outside board member or investor to help you go through this could be quite illuminating
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cohesiveft looks great-would love to meet them
Toggle Commented May 12, 2009 on Hybrid clouds are coming at BeyondVC
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Luke-good points. I know one of the first customers and while Cassatt did a great job working with them I believe what they ran into is a problem of market size-not enough large guys willing to pay big $$$. You are so right-can't ramp sales before you have a repeatable product to sell
Toggle Commented Apr 29, 2009 on Pioneers get arrows in their backs at BeyondVC
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Adam-well said. Yes, ad-based models can work tremendously in the long-term. The concern is that if you are raising capital and you pitch how big you will be 24 months from now and have no other revenue stream in the short term, it is a tough proposition in this marke. In addition, if I look at all of the companies that raised money during the last 3 years that pitched ad revenue as their home run revenue source, an incredibly small percentage of companies actually have enough users and revenue to warrant the ad model
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John Doe-good points and I must say that I have never thrown anyone out the door and nor would I. This was put up for dramatic effect because I do know some VCs who have been rude with entrepreneurs and would end meetings quite quickly. All I can say is that if you have been reading my blog for the last 5 years you would know who I am and what I am about. I would not spend so much time offering "meat and potatoes" advice if that was the kind of person I am. Sometimes you have to be dramatic to get your point across
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Lindsay-it is not pretty out there. The problem with many companies is they hired too many people too fast and drained their cash reserves quite quickly. There are choices management teams need to make - run the company into the ground and let go of everyone or make the company more efficient and keep as many as you can so you can survive and rebuild the business the right way. I can tell you that most management teams will make the decision to survive rather than drive their business off a cliff.
Toggle Commented Feb 20, 2009 on Doing more with less at BeyondVC
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it won the US documentary grand jury prize
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John-I agree and I have looked at a few of those companies. As for disaster recovery it depends on how the service is built from the ground up and what economic and feature/functionality advantage customers may get from a cloud based deployment. In addition, the go-to-market strategy is quite important in terms of leveraging OEM partners. DR is quite a competitive market
Toggle Commented Nov 17, 2008 on Cloud computing for SMBs at BeyondVC
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John-u r right-it will be interesting to see what other services and add-ons that the cloud hosting providers develop. On the one hand it is great to leverage Amazon, but on the other hand startups always have to watch out for some of that functionality getting built into their partner's framework. It will be an interesting arms race over time but my view is that Rightscale will continue to stay ahead of the curve with better tools and functionality such as offering autoscaling and dynamic configuration mgmt which Amazon is not offering. In addition, there may be opportunities in the future to allow customers to auto provision some resources from one cloud to another or have data out on a couple of different services. This is a fast changing environment and will be fun to track
Toggle Commented Nov 17, 2008 on Cloud computing for SMBs at BeyondVC
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Dave-cash is king in this environment. Most companies are trying to manage their cash to give them 18-24 months of float. Yes, there are great buys but you would have to make these buys cash neutral or accretive to your operating model to make sure you don't buy yourself trouble.
Toggle Commented Oct 8, 2008 on Doing more with less at BeyondVC
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John-well said. Entrepreneurs need to protect their references by making sure VCs are serious enough about investing before they make calls. As for back channel references, I couldn't agree more. Here is an earlier post on that topic http://www.beyondvc.com/2005/11/the_importance_.html
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David-those are all great points. You really have to listen and take constructive feedback from the market (not just one customer) and figure out how to incorporate into your product.
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Richie-great points. There is a big difference from using Adsense to having enough traffic and know-how to build your own ad sales team. I do agree with all of them but my points are relevant when you are talking about seeing hundreds of companies that say they will get to $50mm of ad revenue in 4 years. The market cannot sustain everyone of those companies, especially if ad dollars to the web slow down.
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yes, you do sound a little bitter :-) but nice points nonetheless. since plenty of other outlets covered your points, I wasn't going to dive into those details. yes, you are right-when you start with razor thin margins and have to pay an exorbitant amount to acquire customers and compete with well capitalized competitors, and there is no technical innovation that is orders of magnitude better than what's out there, it makes it very hard to win
Toggle Commented Jul 31, 2007 on Learning lessons from Amp'd Mobile at BeyondVC
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David-great point-totally agree with you on your "links" vs "friends"
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Al-great question. I love SAAS and have been investing in the market since 1999 when these companies were called Application Service Providers. OK, the great news was that I was able to do my work and access my corporate email. Even better is the fact that the web-based software has gotten exponentially better since 2 years ago with the use of AJAX and other client side scripting. However it is not a perfect experience and needs to be enhanced. My specific point above is with respect to productivity applications which require tons of clicks and interaction for heavy users (think power Excel users or the pain it would be if you had to create a Powerpoint presentation purely online). For these types of users or applications which are reliant on heavy graphics, I don't see SAAS as a pure replacement but an enhancement. Google's offering will open up a whole new market for less sophisticated users (think consumers and some SMBs) and those who want to easily collaborate, communicate, and share their thoughts. However, this does not mean that I believe Microsoft will be destroyed overnight. Nor does this diminish my excitement about web-based software since the great news is that it is getting better and better. Think about some of the most successful SAAS-based players today which are Salesforce.com (requires significant collaboration and sharing), Citrix Online and WebX (meeting/collab services), and Rightnow and Liveperson (customer service for websites) - they are inherently applications based on sharing and communication. I am sure this will change in the future as we see better platforms for delivering a seamless offline/online experience and as SAAS offerings improve
Toggle Commented Feb 24, 2007 on GOffice - what's the big deal? at BeyondVC
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thanks Knuj. I have known about that and some other appliance but they are not sold for $150.
Toggle Commented Nov 17, 2006 on The state of consumer security at BeyondVC
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