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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. 

2 months, 2 weeks ago on Groupon may be the ultimate goat right now, but mark my words: We’ll see a Groupon 2.0

@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.

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

 @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. 

6 months, 2 weeks ago on Google’s John Lagerling: Forget about hardware, we bought Motorola Mobility for the patents

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.

6 months, 2 weeks ago on Google’s John Lagerling: Forget about hardware, we bought Motorola Mobility for the patents