AGILEVC My idle thoughts on tech startups

Uncategorized

June 24, 2014

Those of you who know me are probably aware that I’m a rabid soccer (football) fan.  I’ve been a devoted fan of Arsenal for nearly two decades, former MLS season ticket holder (both San Jose Earthquakes when I lived in the SF Bay Area and New England Revolution here in Boston), attended World Cup 2002 […]

May 22, 2014

My first two posts on this mammoth S-1 covered a high-level sizing of Alibaba and a deeper dive into some of Alibaba Group’s governance which in some ways mirrors the Politburo structure.  Today I’m going to analyze monetization across Alibaba’s various businesses.  How exactly is each marketplace and complementary service monetized?  How does that stack up […]

May 15, 2014

We’re launching a series of platform initiatives here at NextView in 2014.  Today we’re pleased to announce the first in a series of Growth Guides. What’s a Growth Guide?  Well our focus here at NextView is helping exceptional seed stage companies get things off to the best possible start. Simply put these Growth Guides are […]

May 9, 2014

One of the first things that caught my eye when I started reading the Alibaba Group S-1 was a section on page 7 of the filing regarding something called the “Alibaba Partnership”.  It quickly struck me that the Alibaba Group’s corporate governance in some ways mirrors China’s Politburo. Some context… like many startups, the founders of […]

May 7, 2014

As I’m sure you’ve heard, Alibaba officially filed to go public yesterday.  I believe this may be the most anticipated tech IPO of all time… some may argue Facebook was a bigger deal, but Alibaba’s offering has been “in process” for a long time and may very well be the largest IPO ever both in […]

Previous Posts Next posts

About Me

  • avatar
  • I'm a former Silicon Valley entrepreneur turned East Coast VC. I co-founded NextView Ventures, a seed-stage VC firm based in Boston, in 2010. Read More »

Coordinates

Subscribe

Recent Posts

Rob Cho Go




 RobGo.org

NextView Twitter Stream

51015
  • Lee Hower
     - 2 days ago
    @epaley in June 223K new jobs, but 432K people dropped out of labor force… participation fell to lowest in nearly 40 yrs
  • Lee Hower
     - 2 days ago
    @epaley doesn't make sense when lower unemp % being driven mostly by ppl dropping out of labor force, not getting new jobs
  • Lee Hower
     - 2 days ago
    @epaley but some have suggested US is moving to a lower equilibrium for full employment, e.g. "normal" unemp % is now lower than historical
  • Lee Hower
     - 2 days ago
    @epaley yes net job creation is obviously good… monthly avg in 2015 slower than 2014, but still a bit over 200k/mo thus far thru 1H
  • Lee Hower
     - 2 days ago
    @shaig most fintech focus on pymts & lending, I'd also try to include speakers that can touch on insurance too (will think on suggestions)

Search