Comments on: Historical Sidebar http://ocvcblog.com/2007/05/04/historical-sidebar/% Just a VC in The OC thinking out loud Sun, 05 Feb 2012 06:38:28 +0000 http://wordpress.org/?v=2.2.2 By: OC VC http://ocvcblog.com/2007/05/04/historical-sidebar/%#comment-102 OC VC Tue, 15 May 2007 00:18:02 +0000 http://ocvcblog.com/2007/05/04/historical-sidebar/%#comment-102 The answers to your questions are bit more complicated than simply yes or no answers but you're spot on in terms of identifying a couple of emerging trends in the industry. The answer as to why these trends are emerging (as well as others)is simple. In a word, economics. The answers to your questions are bit more complicated than simply yes or no answers but you’re spot on in terms of identifying a couple of emerging trends in the industry. The answer as to why these trends are emerging (as well as others)is simple. In a word, economics.

]]> By: Chip http://ocvcblog.com/2007/05/04/historical-sidebar/%#comment-104 Chip Wed, 09 May 2007 20:16:12 +0000 http://ocvcblog.com/2007/05/04/historical-sidebar/%#comment-104 Well Mark, I finally dug out from under a mountain of things and had the pleasure to read your latest blogs. As you know I have had more than a casual interface with VC's up and down the cost the last few months. I am wondering if you and your cohorts are picking up on a few trends which I think may be impacting us all for some time to come: (1) Many of the old line VC firms seem to be fully rooted in the "Bet Big" paradigm. Investment decisions are still somewhat based on the potential for a start-up to go IPO. However, given the overwhelming number of firms that survive get gobbled up in an acquisition, the huge return scenario seems all but dead. Is the industry geared to "hit singles" so to stpeak? (2) The influx of foreign money is here... A new source of international capital seems to be coming on very quickly. The new investors require lower return rates and fundamentally move very fast. Is it possible that outsourcing is finally reaching to the last bastions of the old American economy. I'd be curious to get your feedback and the input from some of your VC friends. Keep up the good work and quit whining about row 26... at least you are home more than 2 nights a week now! cb... Well Mark, I finally dug out from under a mountain of things and had the pleasure to read your latest blogs. As you know I have had more than a casual interface with VC’s up and down the cost the last few months. I am wondering if you and your cohorts are picking up on a few trends which I think may be impacting us all for some time to come:

(1) Many of the old line VC firms seem to be fully rooted in the “Bet Big” paradigm. Investment decisions are still somewhat based on the potential for a start-up to go IPO. However, given the overwhelming number of firms that survive get gobbled up in an acquisition, the huge return scenario seems all but dead. Is the industry geared to “hit singles” so to stpeak?

(2) The influx of foreign money is here… A new source of international capital seems to be coming on very quickly. The new investors require lower return rates and fundamentally move very fast. Is it possible that outsourcing is finally reaching to the last bastions of the old American economy.

I’d be curious to get your feedback and the input from some of your VC friends.

Keep up the good work and quit whining about row 26… at least you are home more than 2 nights a week now!

cb…

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