The whole web 2.0 is just so over. Everything labeled 2.0 is stupid and it is a short term mistake because now that you have versions you won’t have long term innovation.
Here is my two cents on the market for 2007:
Digg – They have set off a revolution but the hype is going to peak. Netscape actually has better news and is more relevant. Make money or sell soon.
Facebook – Arrogant Founder, turns down $1.5B offer because he thinks its worth $8B. People are just wanting this to implode. I have one word for you – Friendster.
Myspace – MySpace will offer paid content or new revenue share models. As many people say that Web 2.0 is an after market for Google, media sites and design shops will become an after market for MySpace. We will see a whole new set of companies specializing in “MySpace consulting”.
Office 2.0 – This area will make some incremental headway as the apps get more sophisticated but the trick is going to be offline use.
Technorati Tags: Enterprise 2.0, Enterprise2.0, predictions
As I get back in swing of blogging after a few months off, starting the new year with a predictions entry is a good way to start.
I thought I might do this topically to keep things organized. This is also going to be separate into easier digestible posts. Let’s get started with my outside looking in thoughts on the VC market.
Overall Venture Capital Markets
Deal flow will be steady but not bubble like. Increase and investment will grow at a steady 5-10% amount on average. As many VC’s continue to invest with a herd mentality, look for lots of “green investments” in clean technologies. Software will increase but media will be the darling after the YouTube exit. I believe that trends in social networking like Social Shopping, Social Search and Social Commerce will take it to the next level. Funding and M&A activity will be heavy.
More funds will go international. The amount of deal flow in the US is fine but those looking to make great strides will be going to India and China. This is supported by the NVCA survey (downloads pdf file) courtesy of the VentureBeat site.
The Carlyle Model becomes more popular. There are only so many companies that Google, Yahoo and Microsoft will want to buy. Carlyle Group has made a name for itself as a conglomerate and there will be more of a “Keiretsu revival” where instead of in the 90’s when people invested and then tried to tie them together, companies will form in order to buy established companies that will work well together. Why try and create another Yahoo when you can buy 15 companies that together make an even better one?
The IPO market will be almost back in full swing. The housing market will continue to crap out so people will be looking to put their money in the market again. This means IPOs but it doesn’t mean bubbles. People are smarter these days and companies will have to really be making money and have a real plan otherwise they should hope to be acquired by Google or a Hedge Fund.
Technorati Tags: predictions, venture capital