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acrowdedspace.com

A Crowded Space — Option Value and False Hopes

http://acrowdedspace.com/post/114709896217/option-value-and-false-hopes

Model:a:3:{s:1:"c";s:5:"Theme";s:1:"a";a:16:{s:5:"title";s:6:"Optica";s:5:"theme";s:78613:". See, that’s what the app is perfect for. Wahhhh, I don’t wanna. My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. Option Value and False Hopes. Ever had this response to a pitch meeting? Ldquo;Really exciting stuff, would love to work with you, please come back and see me when you’re formally fundraising.”. For the individual, be aware why people are responding to you the w...

acrowdedspace.com

A Crowded Space, Marketplaces are Eating Firms (Unedited)

http://acrowdedspace.com/post/103470906012/marketplaces-are-eating-firms-unedited

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. Marketplaces are Eating Firms (Unedited). The following post is the complete, unedited version of a guest column that was recently featured on Techcrunch. If software is eating the world. Then marketplaces are one of the agents of destruction. Marketplaces are eating every type of firm on the planet. Let’s look at where the feasting is happening. Is trying to eat up consulting firms like McKinsey. And they&rsquo...

acrowdedspace.com

A Crowded Space, 5-Star Feedback Systems are Broken

http://acrowdedspace.com/post/28387491917/5-star-feedback-systems-are-broken

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. 5-Star Feedback Systems are Broken. In the early days of 2004 at oDesk, we had no feedback system. I answered hundreds of phone calls from customers. I would always ask for their feedback on what we could do better. Almost all of them told me their great idea - “You should launch a feedback system! So, we got it. We desperately needed a feedback system. We had Mary Lou Song. This is what we ended up with:. I’m...

acrowdedspace.com

A Crowded Space, A Critical, but Ignored Metric for Marketplaces

http://acrowdedspace.com/post/47647912203/a-critical-but-ignored-metric-for-marketplaces

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. A Critical, but Ignored Metric for Marketplaces. That metric is the. Number of full timers. What sounds better to the press and investors? 100,000 experts or 100 full-time experts. I’ll take the 100 full-timers, but I think most others would go for the big numbers. Take a look at successful marketplaces:. EBay has power sellers. Etsy has the 10k club. For sellers that have sold over 10k items. When I was in consulti...

acrowdedspace.com

A Crowded Space, Why I'm Short $CRCM

http://acrowdedspace.com/post/92861578762/why-im-short-crcm

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. Why I’m Short $CRCM. How’s this for a checkout page:. This is terrible and distracting design, but it’s worse than just that. My biggest issue with Care.com is one of. Why not just focus on making it easy for me to connect, hire, and pay highly qualified and reliable caregivers. If they added value after the match, they would not be so focused on trying to make me pay to talk with people. Carecom is incentivized to ...

acrowdedspace.com

A Crowded Space, Crowdfunding is Doomed...

http://acrowdedspace.com/post/59414059068/crowdfunding-is-doomed

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. Crowdfunding is Doomed…. Hellip; as an asset class. Note: for this article I am referring to equity crowd-funding exclusively. Not Kickstarter-type pre-orders). Crowd-funding has a lot of potential at a high level. It promises. Increased efficiency in the marketplace as worthy startups may be able to raise money. Faster and simpler than through traditional channels. Let’s discuss the quality challenge. High quality ...

acrowdedspace.com

A Crowded Space

http://acrowdedspace.com/page/2

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. People in the startup ecosystem have been heralding the “unbundling of Craigslist” graphic for years now. This is the original from Andrew Parker. There are two factors that matter most when looking at whether a horizontal or vertical marketplace makes the most sense: the size of the transaction and the frequency of the purchase. The upper right is a square with few use cases. (Maybe this is a flawed framework?

acrowdedspace.com

A Crowded Space, Other People's Money

http://acrowdedspace.com/post/97684645652/other-peoples-money

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. Other People’s Money. This is the most memorable 2x2 I’ve ever come across. It’s fundamental to understanding government behavior, consumer behavior, and business behavior. From Free to Choose by Milton Friedman. When you’re selling to a consumer (or a very small business), your individual customers are spending their own money. Low prices are absolutely essential. They will shop around and ensure that...

acrowdedspace.com

A Crowded Space, Vertical or Horizontal

http://acrowdedspace.com/post/116567620957/vertical-or-horizontal

My name is Josh Breinlinger. I'm a VC at Jackson Square Ventures. And was early at oDesk. People in the startup ecosystem have been heralding the “unbundling of Craigslist” graphic for years now. This is the original from Andrew Parker. There are two factors that matter most when looking at whether a horizontal or vertical marketplace makes the most sense: the size of the transaction and the frequency of the purchase. The upper right is a square with few use cases. (Maybe this is a flawed framework?