Angry Birds, Angry, Angry Birds

I first noticed this game - a few times - in subway cars being played by people sitting next to me. They were gripped. I was gripped just watching. It'a good game if you have time to kill. It is simple, it is fun, it is eye catching. The name is a nice one. Angry birds. This dog will hunt.

GroupOn Did The Right Thing

Image via CrunchBase
Image via WikipediaSources: Groupon rejects Google's offer; will stay independent
Groupon Annual Revenues Actually $2 Billion

Secretly I was hoping this would not come to be. Google and GroupOn were not a good match. A great high tech company is not automatically a great high touch company. GroupOn does a lot of stuff offline. In that way GroupOn is not like YouTube at all. YouTube is all tech, all online.

This was not going to be a good buy for Google. And this would have severely limited GroupOn. GroupOn is just now getting started. This company could do really well independently.
Image via CrunchBase
Amazon buying Zappos was similarly a bad idea. Zappos was IPO material. The white venture capitalists who forced Tony into Jeff Bezos' arms acted racist.

The Day I Got Called Sean Parker

So I am at this NY Tech MeetUp after party last month, feeling fresh - I had skipped the presentations, and gone straight to the after party; presentations are work! - working the room, outenergying most, saying hello, and next. And I shake this guy's hand after approaching him, and he says he has seen me at Fred Wilson's blog.

"It is so great to meet you in person finally," he says.

Thank You Jesus

Did Not Meet Fred Wilson, But Met Mazy Dar

Last night I showed up for the AVC MeetUp: 11 W 17th St. Fred Wilson did not show.

Web 2.0 Summit 2010: Fred Wilson, John Doerr
Change The Ratio: Fred Wilson, Rachel Sklar
Bubble, Boom Or Froth?
Binary Investments, The Middle Kingdom, And Super Exits
Event At Hunch: Angel, Super Angel, VC
Event At Hunch: Gender Talk (4)
After Party
Meeting Fred Wilson In Person
Netizen Has Arrived: A Link From AVC
Fred Wilson: A DJ

But I got to meet Mazy Dar. Mazy was part of a team that sold a company for $650 million in 2008 two weeks before Lehman collapsed. That was a close call. He now has a startup that sits at the confluence of mobile, and finance, and enterprise. This startup is going to be shaking things.

Angel Bubbles: No Bubbles

Image via CrunchBase

Naval Ravikant: There is No Angel Bubble. There are Many Angel Bubbles.: The total amount of additional capital flowing through the Silicon Valley early-stage ecosystem, thanks to Super-Angels and newly minted millionaires, is on the order of half-a-billion dollars or so. It’s no more than a middling-sized VC fund. Would the emergence of a new VC fund be considered a bubble? Would the collapse of one signal disaster? ..... Most of the small companies being funded will fail, but the ones that hit will generate fantastic returns. And because of their small size and operating costs, a greater percentage will be able to get “ramen profitable” than was traditionally possible. ..... we’re all going to have to become even more comfortable with failures, re-starts, and the kind of team re-combination that one sees from one Y Combinator Demo Day to the next. ..... Angel investment valuations have been climbing very quickly ..... a small number of high-profile Angel investments, moving small amounts of capital but at very high valuations, can make the entire market look overvalued. ..... Seed is the new Series A .... an incredible renaissance in technology, with smart phones taking computing to local arenas and social networks taking it into the mainstream populace ..... we’re going to see the equity gap narrow between the founders of raw startups and early key team members.

I think this is new, uncharted territory, rather than bubble territory. Bubble would be if we were a year or two from imminent collapse. I don't think we are.

Brazil

Brazil: Rio de Janeiro: Videos (2)
Brazil: Rio de Janeiro: Videos
Brazil: Sao Paulo: Videos (2)
Brazil: Sao Paulo: Videos
Brazil: Sao Paulo: Photos