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peloton

48 karma · joined November 15, 2010

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peloton··on Startup Investing Trends
The unfortunate reality is that it's not about the firms, it's about whether the individual partner at the firm respects founders' time. For example, I know founders who have had unpleasant experiences with an investor at a16z.
peloton··on Mary Meeker's misinformation has influence
FWIW, I have first party analytics data on a top 50 online site and this was the trend we saw too. Can't remember if there were any meaningful trends in time spent though (meaning, if desktop was losing to mobile on a time spent basis).
peloton··on Party Rounds
There are more recent examples but to make it interesting, I'm going to reference this TC article from last fall which uses these examples: Exec, Socialcam, Pair.

Exec was led by Sam Altman!

http://techcrunch.com/2012/08/27/party-rounds-excellent/

peloton··on Get 50GB of Box free for life
I had the 50GB free account from an Android promo awhile back and I couldn't find a way to use it. It definitely wasn't going to replace Dropbox. Since it was sitting around doing nothing, I recently started doing monthly WebDAV + rsync backups of local files.

I'm still evaluating but it's easy enough for me to run and I'm using the space now.

peloton··on Investors
The problem is that the investors mentioned in the post aren't VCs-- they are angel investors. Putting in $100k on a $10M valuation and then getting diluted down over several rounds of venture means that angels don't get compensated for the risk they are taking, even with big exits. These investors also most likely don't have the bank accounts to keep participating pro rata.

CB Insights says that 50% of seed companies will go away. And the reward that angels are given to take this risk is a 20% discount to the next priced round.

However, one of the benefits of writing smaller checks or running smaller funds is that you're less dependent on monster exits. For investors who are going smaller, valuations and terms do matter a lot more than at typical venture funds (that are very dependent on monster exits).

peloton··on Instagram updates its Terms of Service again based on user feedback
Maybe FB got a bit cocky after the "success" of their recent site governance vote, which included allowing integration of Instagram data with FB data.
peloton··on Why Google should just shut up and buy T-Mobile
Agree. T-mobile fell behind largely in part because they couldn't get the iPhone. I'm not sure Google could have addressed this issue any better than the current T-mobile management team.

Now that you bring it up, I'm really surprised that Google hasn't tried the MVNO route yet.

peloton··on What happens when your pivot goes horribly wrong?
Interesting to see the similarities with this situation and the one bitly faced a few months back: http://techcrunch.com/2012/05/29/bitly-update-user-reaction/

It seems like the response will be quite different, which will make this comparison a lot more interesting.

peloton··on Android Rises to 90% of Smartphone Market in China
Related to this-- Any insight on market share by Android variant?
peloton··on The Retina MacBook Pro 13”
Cool, thx. Marco Arment says there are scrolling issues: "I’ve also found that when the 15” is running one of these scaled modes, it has noticeably worse scrolling performance."

http://www.marco.org/2012/11/06/the-retina-macbook-pro-13

peloton··on The Retina MacBook Pro 13”
Is there a performance and power consumption impact to changing to a different scaled resolution or is it negligible?
peloton··on Why Apple doesn’t care about its competition
I believe that Apple spent more time thinking about how not to compete with themselves (i.e. segment the product and price it just right to cause the least amount of ripples for the rest of the product portfolio) than thinking about the tablet competition. In terms of short term downside risk, there's more money at stake with the former than the latter.
peloton··on Show HN: Summaries of interesting content, written by people
I actually preferred the bookmarklet first approach (vs extension). I'd much rather test a bookmarklet first and then graduate to a browser extension.
peloton··on Ask HN: what is a good spot to work in New York?
Great suggestions throughout this thread. If I had to bucket them, three categories come to mind:

1. A quiet place where you can bang out work (e.g. libraries)

2. Somewhere with more of a scene where you can work and also mix with others in the startup / tech ecosystem (e.g. GA, Ace)

3. Somewhere like #2 but with a little more NYC flavor and less tech (e.g. Kaffe 1668)

peloton··on How Google was "skyhooked" by Apple's new iOS 6 Maps
>>> Apple's surprise decision to launch its own Maps service in iOS 6 caught Google off guard

Google had early warning when they saw Apple acquiring several maps companies over the years:

http://9to5mac.com/2011/10/29/apple-acquired-mind-blowing-3d...

peloton··on Google Search Referrers Disappear In iOS 6
agree, this is something new. here's how google search on desktop acted the last time i checked:

from http://google.com --> redirects to a url that sends "google.com..." referrer with search terms

from https://google.com --> redirects to a url that sends "google.com..." referrer with search term stripped

from https://encrypted.google.com --> sends blank referrer

peloton··on How Instagram Could Have Cut a Better Deal
The point of the article is not to argue valuation. Rather, it's about the negotiation that happens between both sides' bankers to make sure their respective clients are getting the best deal structure.

In my opinion the writer is one of the best at detailing corporate deals and making the complexities of investment banking easily understandable for the general public.

peloton··on Is Mark Zuckerberg in over his hoodie as Facebook CEO?
If you’re not paying for it, you’re not the customer. You’re the product being sold.

This saying applies to management teams/financial markets as well.

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