|
Saturday, October 08, 2005
All Your Irrational Exuberance Are Belong To Us
A note on my latest ppt, I've just finally had the time to trawl through some of the discussion surrounding it.
It's distinctly not meant to be a justification for assumptions or projections of unbounded poly/exponential/combinatorial growth. I should have explained this more carefully when I released it.
In fact, it's the opposite; it's meant to be a tool you can use to evaluate whether your portfolio companies or businesses are generating 2.0 economies along all three dimensions (distributed, viral, network) with a fair degree of quantitative rigor.
That is to say, growth assumptions for most 2.0 plays will (should) already have these economies factored in and discounted, in the usual venture/M&A scenarios; you can then evaluate performance on all three dimensions, and have a fairly good idea of how returns are scaling (or not).
Unfortunately, I think a fair number of people got this backwards, and think my ppt essentially an argument for projecting unbounded growth - it's not, trawl the archives, and you'll see I've argued against this many (many) times.
More on this later.
Comments:
Post a Comment
|
|
Recent Tweets
input
due diligence
ventureblog
a vc
techblurbs
tj's weblog
venture chronicles
terranova
the big picture
gigaom
venchar
bill burnham
babak nivi
n-c thoughts
paidcontent
techdirt
slashdot
london gsb
mefi
boingboing
blort
hardwax
betalounge
ing
morgan
chicago fed
dallas fed
ny fed
imf
world bank
nouriel roubini
portfolio
contact
mail.
uhaque (dot) mba2003 (at) london (dot) edu
skype.
umair.haque
atom feed
technorati profile
blog archives
|
|
