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Brandon Lipman

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20
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2015-04-20
most recent
2015-04-20
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1
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  1. “That's a very good question. One company I would say Mattermark. I'm a big fan of them because the data that they're gathering I think is extremely interesting around venture capital. And I think that the other companies I'm extremely excited about are ones that are I think that that's the one biggest one, but I think if you focus around companies that are creating long-term missions and not looking at just small niche products, I think those are the ones that are going to succeed for long term because they have a larger scale for growth”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “I can't say on that. I think that it's interesting. It could be a potential indicator that it's quite quick. But I think the relationship was there previously, which allowed that to happen. So I'm not sure if that's a sign for a bubble, but it's an interesting thing to look at. And if that train continues, that would be definitely something that could be assigned for a bubble.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “My first experience with Mericat was a really interesting experience, that magical moment when you're able to see someone was pretty much instantaneous. I think Periscope, they have an advantage in regards to growth with being able to piggyback off of Twitter and using having such a strong relationship with them and now actually being acquired by them. But I think that they both can win. But at this point, Periscope does have a significant advantage. I think Meerkat, if they find a niche or really clarify if it be using Facebook or another site like that, similar to what they do with Twitter, I think there's a definite possibility for them both to win.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “I think based on the data when I see the late stage funding is increasing, at least in this last quarter, I would want more data around that.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “Private companies are working. And then when you look at the recent IPO this week of Etsy, there are 10-year-old company. And Slack is a two-year-old company, and Slack is valued at $2.8 billion valuation, where Etsy is $3.5 billion valuation in a 10-year has been around for 10 years. That's a gigantic difference when you look at the amount of valuation. And Etsy just went public. And I'm not sure if that's necessarily a sign for a bubble, but there's definitely a deviation between some of the private funding versus the public funding.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “I think that I don't necessarily think it suggests a bubble. I think it suggests a shift in the way that companies are run. And I think that's not necessarily a bad thing. I think the last time I looked when I was online here, Uber raised $4.9 billion out of $41 billion valuation. Editor Lyft, that's in total. Lyft has raised $862.5 million at $2 billion valuation. Two comparable companies, but their valuations are completely different. And when you think about that, does that show that Uber is necessarily growing faster than Lyft? Well, capitalize, yes, but does that mean that their offerings are completely different? Not necessarily. And I think that shows to a shift in the way that”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “I see consumer tech as an area where, I mean, from a surplus level, I see there being a potential fluctuation or a difficulty because a lot of these consumer tech startups are starting... Or making assumptions too early and potentially not having the product market fit that they think they have. And we could see some of that to dwindle out if a tech bubble would exist.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “I think financial, the financial tech industry and the banking industry were starting to see some disruption there. And I think that's going to definitely continue as time goes on. I think with technology evolves, when they exist, they penetrate the entire economy. And I think that if the banking industry would have this difficulty similar to it did in the 2000 bubble that it could potentially be an interesting space where small entrepreneurs can make a big impact. I think SaaS companies, I see them progressing through a bubble. I think that companies that are the large companies that get enough funding, they'll continue to need the same amount of software that they need now. And I think that's going to continue to grow because they've built on an agile platform that Can withstand those long-term fluctuations.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “I think it's not about the round size. I think it's more about how quickly you're burning through the money. Because if you raise a small round and you have a burn rate that is not in line with the amount of round you raised, that might be a sign that you're not being as efficient with the capital you were given.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  10. “So, Scott and Roland, he's obviously much smarter than I am. But the way I look at it is I do see Burin as a possible indicator of how capital efficient a company is being. If a company is spending a wild amount of money and they're in A rounds and they've only raised a certain amount, that does tell you they're going to have to raise more money quickly. And they might not be being as efficient with the amount of money that they have raised.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  11. “Definitely more long term and he's still relatively in the beginning aspects of building up 500 startups. So I think that as we move on, I think the focus is definitely on not only the unicorns that are the billion dollar plus, but also the ones that can have stable growth will also be important to look at, but also the ones that can, you know, the unicorn gross, it's difficult to predict as we're finding.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  12. “Well, I think that the quality of investments, I think that there's two things I find interesting, is many venture capitalists, putting a lot of emphasis on valuations as founders, money founders, look to find the best valuations versus finding the venture capitalist or investors that can bring the most value. And I think that investors are starting to recognize that. And that's why they might be also scaling back on the number of deals they're making so they can make sure they're adding enough value to the companies that are in their portfolios. And if a company does succeed that they're able to continue to fund that growth and take advantage of the wins, I was listening to a chat with David McClure yesterday. He was a Stanford lecturer. It was extremely interesting to hear of how his view of venture capital is”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  13. “I think that that's stable. I think there's, you know, when I look at B rounds as well, they're increasing. By 49%, but I think that it's overall those two seem to be slightly more stable than the Series A and C. And I think that's because the value in the product market fit that VCs are often looking for and often later rounds are becoming or not going to change over time. Whereas in a series A and seed, the qualifications for what a company needs to have can fluctuate. So seed company, they might be pre-revenue.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  14. “It's going to be more difficult to raise a C round than it was a year ago, which I think is not necessarily a bad thing because it's actually might stabilize some of the drop-offs in the number of C companies that can come through and actually raise an A rounds when that time comes.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  15. “Think there's two things that were interesting when I looked at this. I think it's the amount of seed rounds are decreasing, but the amount of seed funding in the rounds themselves is increasing. So I think it's not necessarily, if you look at both of those, it's just a shift where we're seeing less volume, but bigger rounds. There's many ways this can be looked at. It can be looked at from a situation where companies need to raise more money to be able to get further within their business at that stage. And companies are becoming more capital intensive or their burn rates are increasing as the needs to hire new people is increasing more rapidly for the sea ground and then to raise an A rounds it almost seems slightly more difficult and I think now we're looking at the seed rounds.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  16. “12 or 13 years old at that time, but as I look back now, I look at the news articles, I read some of the pieces from some of the Harvard professors that have done case studies on it, and those are the types of things that we can use to understand the past events and how that happens. Because then we can use those same exact learnings and be able to identify those in the future. I think that if we do that and we remember that the past is significant, we can actually benefit and it won't be a problem, but it is definitely the founder's responsibility to learn from those things.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  17. “I think that it's our responsibility established not supposed to look back at history the same way that historians should look back at history to understand the future and understand how we got to where we are. I was not particularly of Asia think about the 2000 bubble.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  18. “That's actually what got me, you know, it got me thinking about the bubble because in his interview, I think it was Jason Calican At the launch festival, it was extremely interesting to see that different perspective. A lot of people are looking at it through a negative lens, but there are lots of benefits to a potential bubble. And I think that in the long-term perspective, if we look from 2000 to now, I think that the 2000 bubble or the dot-com bubble has given us so much learnings that VCs as well as entrepreneurs are taking on in the age we're at now. And I think that's going to continue with if this is a bubble, which does seem like there's potential aspects of a bubble will be able to learn from the lessons from what we're in now.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  19. “Turn to Ash, that will enter back into the ground and reproduce into the makings of basically the fertilizer for future growth and future trees and wildlife. Yes, there's damage and there's animals being displaced, but overall the net effects are positive as there's growth for later stages. I look at the tech industry in the same way as big companies such as larger companies that are just starting or in companies that might not be as strong but look strong right now those types of companies might not pan out but later as they grow and as the industry develops we'll be able to see that the larger companies they will withstand those flames and they can grow stronger From them, and new companies and new industries will be able to develop out of those predecessors.”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source

  20. “Definitely, so I grew up in Florida, and in Florida there's the Everglades, which is somewhat of a protected forest area. And I learned there that there's forest fires that happen. It's very common in Florida. And the way they look at it is forest fires are necessary for growth in that area, as trees would be burnt down and underbrush would be”

    2015-04-20 · The Twenty Minute VC · 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman · IDENTIFIED FROM THE TRANSCRIPT · source