Saturday, March 10, 2012

Sexy IPOs versus SaaS-y IPOs

Below is a link to my post in Techcrunch about the increasing trend of sub-$100M revenue IPOs of SaaS/Enterprise companies.  


Thank you Techcrunch for running this article!

Monday, March 5, 2012

"Signs" of a Bubble in Silicon Valley?

Zynga Billboard in South San Francisco
Is there a technology bubble?   That is the question everyone is asking in Silicon Valley.   Those who believe that there is a bubble point to the billboard advertisements along Highway 101 to support their case.  Their argument is that the last time we saw billboard advertisements from technology companies was during The Bubble in 1999.

Well, they are right about one thing: the tech billboards are back!  And, even more noteworthy is that many of these billboards are not even promoting products or services.  Rather, they are there to recruit new employees! 

At 8.3% unemployment, is there anywhere else in the United States that has a glut of billboard advertisements to recruit employees?  Below are a few of the many recruiting billboards in Silicon Valley.