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Despite the article being perfectly logical in documenting the execution errors, flawed investment thesis', and challenges of the small biz market... isn't a little early to be putting a toe tag on GRPN and speaking about them in past tense? 

Cracking the code in this space almost certainly involves presence, muscle & capital. Last I checked, they've got a $3B+ market cap, a pretty decent pile of cash, customer relationships (not EVERYONE hates them, do they?) and $2B in top-line revenue. They remain a candidate to crack the code further and possibly continue their own decade of progress. 

1 year, 9 months ago on Groupon may be the ultimate goat right now, but mark my words: We’ll see a Groupon 2.0

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@damiansen "It's still a good business to be angel/seed-investor, looking at this stats." - actually, these stats don't seem to confirm that one way or the other. 

I think a relevant question is: Does this seed round filtering (the 25% dying) change the success rate of the A-round+ class of investments? VC's classically operate on a sort-of 7 of 10 portfolio companies become distressed bail-outs or total failures. Do the seeded 75% improve this model? In other words, is seed investing producing better quality deal flow for real funds? 

Also, I assume for "It's still a good business to be angel/seed-investor" to be answered likely depends on the seed funds continuing their investment participation in the later rounds, keeping their pro-rata. That could get expensive for these little funds, but also could make a huge difference by retaining a meaningful slice of the winners.

2 years ago on Finally, actual data: Series A crunch will kill 1,000 companies, $1B in angel money

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 @nathanielmott Yep, no worries. My clarification wasn't intended for anyone I guess... would have made the same comment if I had you last name. 

2 years, 1 month ago on Google’s John Lagerling: Forget about hardware, we bought Motorola Mobility for the patents

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How silly. They can say "forget about hardware" all they want, but like it or not, they're in the hardware biz... MOT's P&L is all theirs. So, they're either faux indifferent in order to not piss off LG, HTE, et all (and look for the next wave of Nexus devices to be MOT/GOOG home-grown)... or they're truly indifferent, in which case, I totally agree with KenG... look for the fire sale of everything sans patents ASAP.

 

PS - MOT is a fine abbreviation... it was their ticker symbol.

2 years, 1 month ago on Google’s John Lagerling: Forget about hardware, we bought Motorola Mobility for the patents

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