Brian Kirkby: Anatomy of a dotCom bubble

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A brief comparison of the original dotCom bubble of the 90s with the current investing climate.

Published in: Technology, Business
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  • timelines
  • In 1999, wine.com sold for $2.9 million, 1999 drugs.com sold for $830,000 (bought by venture frogs!), diamond.com sold in 2007 for $7,500,000, color.com sold in 2011 for $350,000
  • Norris communication corp founded in 1988, changed name to e.Digital Corporation in 1999, stock shot up. Valinux systems (lnux) went public in 1999 and traded over $300/share. A year later it was trading at ~$9/share. Last year pandora went public and has since lost about ½ billion dollars in value.
  • Zuckerberg has taken to taking candidates on walks through the woods.
  • “But how do we know when irrational exuberance has unduly escalated asset values?” Greenspan 12/96
  • Raising venture money does not validate your business model
  • Brian Kirkby: Anatomy of a dotCom bubble

    1. 1. anatomy of a dotcom bubble<br />those who never learn from history…<br />
    2. 2. dotcom bubble 1.0<br />1995<br />2000<br />
    3. 3. what’s in a name?<br />
    4. 4. ipo mania<br />
    5. 5. top ten ipos 1998<br />
    6. 6. top ten ipos 2007<br />
    7. 7. top ten ipos 2011<br />
    8. 8. money to burn<br />“zuckerberg said money wasn’t an object…”<br />
    9. 9. irrational exuberance<br />
    10. 10. irrational exuberance<br />
    11. 11. survivors!<br />
    12. 12. thrivers!<br />
    13. 13. bubble or pessimism?<br />Bubble Burst 2.0<br />Bubble 2.0 Coming Soon<br />Is the Web 2.0 Bubble Set to Burst<br />Bubble 2.0?<br />Bubble Bubble Bubble<br />
    14. 14. defense against the dark bubbles<br />What does it take to make it through a bubble?<br />
    15. 15. business model<br />raising venture money does not validate your business model<br />
    16. 16. focus on your product<br />What value do you bring?<br />
    17. 17. listen to your customers<br />Make sure they will be able to use your product.<br />
    18. 18. you’re small, be nimble<br />when you find out what your customers want, change to fit that.<br />
    19. 19. build a values based culture<br />Culture fits<br />No second market employees<br />Shared goals<br />
    20. 20. bubble schmubble<br />

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