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Growth is getting hard from intensive competition, consolidation, and saturation

Andrew Chen

One of the best essays written last year was Elad Gil’s End of Cycle? – referencing our most recent 2007-2017 run on mobile and web software, and the implications for investing, startups, and entrepreneurs. We’ll look at a couple trends in this essay, including the following: Mobile platform consolidation.

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The Podcast Ecosystem in 2019 – a16z’s 68 page analysis (Guest essay by Li Jin)

Andrew Chen

I’m looking for startups that can change the game there. After this analysis, I’m looking for really differentiated verticals of audio. As new tech platforms hit scale, we on the consumer team have been closely watching the future of media and the technology driving it — in all forms. Thanks, Andrew.

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9 Startups to Help You Build Your Virtual Economy

Sachin Rekhi

So are you thinking about adding a virtual economy to your app or website? The great news is there are a variety of startups out there waiting to help you! Let's take a look at the players in this space: Offerpal Media , founded in June 2007, is the most well known managed offer provider, supporting 2.5

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The Podcast Ecosystem in 2019 – a16z’s 68 page analysis

Andrew Chen

I’m looking for startups that can change the game there. After this analysis, I’m looking for really differentiated verticals of audio. As new tech platforms hit scale, we on the consumer team have been closely watching the future of media and the technology driving it — in all forms. Thanks, Andrew.

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The Rise & Fall Of Enterprise Software | Bill Janeway, Warburg Pincus | BoS Europe 2018

Business of Software Conference

There are few people as qualified to talk about the landscape of software investment as Bill Janeway. On joining Venture Capital firm Warburg Pincus in 1988 he built their IT Investment practice, which focussed heavily on Enterprise Software. The Rise And Fall Of Enterprise Software”. Video, Slides, & Transcript below.