It’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 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 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 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 Bubble Has Begun With the Most Expensive Stock In America
It’s official, the current Bubble has begun with LinkedIn’s IPO. It was declared the most expensive stock in America even before doubling which means its now clearly way past Bubble territory....
View ArticleFounders: The Bubble Clock is Ticking
The incredible valuation of the LinkedIn IPO can only be interpreted as one signal: the Bubble Clock has started ticking. So long as it continues to run, we will live in a reality distortion where...
View ArticleEvernote Celebrates Birthday by Joining the Billion Dollar Club (Really?)
Evernote has recently celebrated their third birthday. I also recently had my 21st birthday – it feels good to be able to legally grab a drink finally. (Hey, if Evernote can lie about their age, so...
View ArticleSquare: It’s All About the Momentum, Baby!
Reading about Square’s latest $100 million in capital raised at a $1 billion valuation, it’s tempting to write another Bubble Story. While it’s undeniable that it would be hard to do that financing...
View ArticleThe New, New Bubble
The cover story in the current issue of FORTUNE deserves consideration. Normally I would include a link but the magazine appears to still be into selling ink on squashed tree. Steal a copy from your...
View ArticleThe Unsustainability of Hyper Growth VC Startups
Charles Ponzi in 1910 I have 216 subscriptions in my RSS reader as I write this. While I like to read the Google News page at least once a day, I much prefer blogs for any kind of real insights beyond...
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...
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 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 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 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 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 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 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 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 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...
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