A new Internet bubble?
Twitter $3.7bn; Groupon $6bn; Facebook $50bn. What are they really worth.
These kinds of valuations, fuelled by second markets, give us flashbacks to the first Internet bubble ten years ago and are producing a mix of reactions from euphoria to cynicism over the return these fast growth Internet businesses can provide. But is this bubble different?
Steve Blank recently commented on factors behind the bubble and reasons why things might be different this time around.
Startups can now access billions of potential customers through multiple devices that provide unprecedented speed to market and scalability. While big IPOs might be on the horizon, the exit strategy for many startups is acquisition by large scale, fast growth companies such as Google, Facebook or Zynga.
These startups (which are attractive for angel investors) are growing wide user bases before determining revenue models to ensure they can deliver on investment – a key difference in this bubble. Attracting users involves creating buzz around the company and fast branding, particularly through social media.
by Christopher Kennett.
Image: Salvatore Vuono / FreeDigitalPhotos.net
2 comentarios sobre A new Internet bubble?
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En los últimos meses estamos recibiendo una avalancha de noticias que pronostican una burbuja 2.0. No obstante debido al contexto económico actual es bastante difícil vivir situaciones de euforia y compra irracional como se vivió en el 2000.Hay que recordar que estamos justo saliendo de una crisis y el nivel de inversión es escaso.
la problemática actual son las valoraciones desorbitadas en las expectativas de empresas que aún no han validado su modelo de negocio o no han consolidado aún objetivos claros.
Ahora por ahora es un buen momento para lanzarse al mundo de las TIC y estabilizar el sector sin miedo a ninguna burbuja. En cuanto a las valoraciones, son casos puntuales los que están recibiendo cantidades grandes de inversión, no debe asustarnos.
Dicho esto, a ¡emprender!
I agree with David’s comments in general, but it’s worth considering the possibilities and consequences of a bubble forming at the top end of the industry. It’s not a case of being scared of a bubble, rather being aware of it, learning from past experiences and ensuring things are different this time around.