Back to the Future: Are We in Another Tech Bubble?
I’ve read several blogs and articles over the last few weeks debating the current tech environment and comparing (or arguing why not to compare) today to 1999. I guess it’s not surprise that there’s...
View ArticleBack to the Future: Are We in Another Tech Bubble?
I’ve read several blogs and articles over the last few weeks debating the current tech environment and comparing (or arguing why not to compare) today to 1999. I guess it’s not surprise that there’s...
View ArticleThe Art of Riding the Bubble
People are increasingly asking whether there is a Bubble underway in the tech business. The answer is that by the time you know there is a Bubble it’s probably too late to do anything about it. But...
View ArticleThe Narrow Bubble
There’s been a great deal of reaction recently to the New York Times story on the new ‘bubble’ – and given the discussions of $4, $5 and $6+ billion valuations for companies like Twitter, Zynga and...
View ArticleIt’s about to get a little crazy out there . . .
Ok, here’s the thing. The “is this another bubble?” conversation has been going on for a while, and everyone was able to agree that there hasn’t been a bust imminent so far. It might have been dragged...
View ArticleAppearance on the Twenty Minute VC: Financing Thoughts, The Private Equity...
Famed venture capital podcaster and now venture capitalist at StrideVC, Harry Stebbings, released a new episode of the Twenty Minute VC podcast with me as his guest. (iTunes version here.) Harry’s...
View ArticleCryptocurrency’s duality
Disruptive innovations all have at least one characteristic in common. They percolate through an economy seeking a best use scenario because it’s the market, and not the inventor, that makes a...
View ArticleHow To Get Your Startup a Halo
How would you like your startup to win deals not only when you win a customer evaluation, but when you tie — and even sometimes when you lose? That sounds great. But is it even possible? Amazing, yes...
View ArticleKellblog’s 2017 Predictions
New Year’s means three things in my world: (1) time to thank our customers and team at Host Analytics for another great year, (2) time to finish up all the 2017 planning items and approvals that we...
View ArticleCan the Media Please Stop Referring to Company Size by Valuation?
The following tweet is the umpteenth time I’ve seen the media size a company by valuation, not revenue, in the past few years: Call me old school, but I was taught to size companies by revenue, not...
View ArticleUnicorrection
Elasmotherium, from when Unicorns were real We’ve had a correction in Unicorn financing that has trickled throughout venture capital. A lot of people lost jobs, opportunity and wealth. You could say...
View ArticleIntroducing a New SaaS Metric: The Hype Factor
I said in yesterday’s post, entitled Too Much Money Makes You Stupid, that while I don’t have much of a beef with Domo, that I did want to observe in today’s fund-to-excess environment that any idea —...
View ArticleToo Much Money Makes You Stupid — Let’s Make an Alec Baldwin Viral Video
There are two sayings I like when it comes to the unicorn bubble: “Too much money makes you stupid” “Any idea’s a good one when you’ve got $100M burning a hole in your pocket.” Startups are supposed to...
View ArticleKellblog Predictions for 2016
It’s time for another set of predictions, but before diving into my list for 2016, let’s review and assess the predictions I made for 2015. Kellblog’s 2015 Predictions Review The good times will...
View ArticleUnicorn Tears, Beyond Ultimate, and the Silicon Valley Hype Mentality
Back in the day we working on a press release and I was a CMO. Me: “Somebody, get Randy (the PR director) in here.” Me: “Randy, what is this press release calling our new offering the ultimate in...
View ArticleThe Content Bubble and the Greater Fool
Not long ago a vendor asked a friend of mine to speak at a conference. Analysts speak at conferences all the time so the request was not unusual except in the conditions attached. There would be no...
View ArticleThe Curse of the Megaround
With what everyone seems reluctant to call a bubble in late-stage, private financing in full swing, I thought I’d do a quick post to drill into a concept I presented in my 2015 predictions post,...
View ArticleThe Great Reckoning: Thoughts on the Deflation of Technology Bubble 2.0
This post shares a collection of thoughts on what I’ve variously heard referred to as “the tightening,” “the unwinding,” “the unraveling,” or “the great reckoning” — the already-in-process but largely...
View ArticleBack to the Future: Are We in Another Tech Bubble?
I’ve read several blogs and articles over the last few weeks debating the current tech environment and comparing (or arguing why not to compare) today to 1999. I guess it’s not surprise that there’s...
View ArticleKellblog’s 10 Predictions for 2014
Since it is the season of predictions, I thought I’d offer up a few of my own for 2014, based on my nearly three decades of experience working in enterprise software with databases, BI tools, and...
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