I’ve reviewed Fitbit’s S-1 filing from last week. It’s quite clear that Fitbit has been a remarkable success story over its 8+ year lifespan. As momentum has been building around connected devices and the company sits on the precipice of an IPO, founders of any type of company can learn a lot from Fitbit. Here are a few of the core themes I’ve gleaned from their S-1:
As published on VentureBeat.
The RSA show this past week in SF was quite a gathering. Having attended RSA every year for the past ten, I’d say this was the biggest and busiest show yet. This is not surprising given all the activity lately in the cyber-security and cyber-crime areas. Based on the many meetings I had during the show with cyber security company founders and executives, here are a few of the top themes I keep hearing about:
In a previous post, I discussed a series of trends driving investment interest in cybersecurity. A few of these trends – crowdsourcing and consumerization – coupled with ever-increasing risk and complexity in the cyber world have coalesced to form one of the fastest growing areas in security – threat intelligence.
Lots has been written about the abundant capital available to high growth, venture-backed companies and the ramifications on round sizes and valuations. Bill Gurley has adeptly pointed out the rise of a risk bubble, Tomasz Tunguz has reminded us that there are far fewer IPOs than there are large private