Comments on: Why Investing $100M in Twitter Isn't Crazy

By: Twitter Needs to Become More Open or Die «

Twitter Needs to Become More Open or Die « — Thu, 16 Sep 2010 15:17:43 +0000

[...] amount of pressure building on Twitter to generate revenues, if only because the company has raised over $100 in financing, and its backers no doubt want to see some return on that [...]

By: Twitter Adds an Additional Floor at 795 Folsom « San Francisco Bay Area Commercial Real Estate Blog

Thu, 07 Jan 2010 19:05:53 +0000

[...] Twitter’s recent announcement of a significant revenue generation model as well as a recent $100 Million D round of funding via big name investors JP Morgan, Benchmark Capital and T. Rowe Price to name a [...]

By: 2009: Top Moments in VC / Tech « Shai’s Blog

2009: Top Moments in VC / Tech « Shai’s Blog — Tue, 15 Dec 2009 07:48:46 +0000

[...] http://gigaom.com/2009/09/26/why-investing-100m-in-twitter-isnt-crazy/ [...]

By: Predictions: The Fabulous 5 for 2010 – GigaOM

Predictions: The Fabulous 5 for 2010 – GigaOM — Mon, 07 Dec 2009 20:46:11 +0000

[...] over 50 million subscribers, which in turn allowed the company to raise nearly $155 million to be valued at $1 billion. So where does it go from here? That’s the big question for Twitter in 2010. The management [...]

By: Techno Information » Blog Archive » What Startups Need to Know About the VC Upheaval

Fri, 20 Nov 2009 23:55:06 +0000

[...] See, for companies that are realistic about their prospects, have a clear plan and don’t need too much capital, it won’t be so bad. A revenue model may not even be necessary. [...]

By: How Much is Twitter Worth? Less Than You Think

How Much is Twitter Worth? Less Than You Think — Wed, 11 Nov 2009 04:07:06 +0000

[...] from T. Rowe Price, Insight Venture Partners, Spark Capital and Institutional Venture Partners. valuing the company at a whopping $1.1 billion. NeXt Up Research, the firm founded by veteran financial analyst, Michael Moe, disagrees with that [...]

By: What Startups Need to Know About the VC Upheaval

What Startups Need to Know About the VC Upheaval — Wed, 28 Oct 2009 21:32:07 +0000

[...] See, for companies that are realistic about their prospects, have a clear plan and don’t need too much capital, it won’t be so bad. A revenue model may not even be necessary. [...]

By: What Startups Need to Know About the VC Upheaval

What Startups Need to Know About the VC Upheaval — Wed, 28 Oct 2009 21:32:07 +0000

[...] See, for companies that are realistic about their prospects, have a clear plan and don’t need too much capital, it won’t be so bad. A revenue model may not even be necessary. [...]

By: Twitter’s Evan Williams Tight-Lipped About Rev Model, Notes U.S. Traffic Has Slowed

Wed, 21 Oct 2009 01:00:38 +0000

[...] It’s still unclear how the micromessaging site intends to make money, however. “It’s not like we’re spending our days looking in the couch cushions for our revenue model,” said Williams. “You wouldn’t raise that much money unless you have something plausible.” This was a clear reference to the company receiving $100 million funding last month that valued it at a whopping $1 billion. [...]

By: VC Investment Climbs 14% to $6.1B in Q3 2009

VC Investment Climbs 14% to $6.1B in Q3 2009 — Tue, 13 Oct 2009 11:01:58 +0000

[...] a quarter that saw Twitter receive $100 million and Tesla Motors pull in $82.5 million in funding, a total of 680 deals worth $6.056 billion [...]

By: Does Twitter Work As a Music Discovery Engine, Too?

Does Twitter Work As a Music Discovery Engine, Too? — Mon, 05 Oct 2009 15:46:13 +0000

[...] Paul Bonanos | Sunday, October 4, 2009 | 9:00 AM PT | 5 comments Twitter is a remarkably flexible application -– an efficient news service, a way to keep up with friends, [...]

By: Jeremy Campbell

Jeremy Campbell — Mon, 28 Sep 2009 21:43:12 +0000

If I was a big shot investor I would be all over this deal as well because Twitter clearly has created a path towards being a serious media player. They get approximately $55 million dollars/month in free PR and marketing so that alone is priceless because they will never have to spend a penny on advertising.

We all know that Twitter as a website is successful, we just don’t know yet if Twitter as a business will work. Looking forward to the future of the Twitter story.

By: bob

bob — Mon, 28 Sep 2009 20:01:58 +0000

Isn’t the eyeball numbers what caused the first bubble. With all the crap that large corporations bought based on eyeballs I would think that large companies will be a little smarter this time around. no company wants repeat Time Warner mistake

By: Roman Geyzer

Roman Geyzer — Mon, 28 Sep 2009 14:54:35 +0000

Twitter is doing the smart thing: generating a dedicated following with significant eyeballs and incredible media attention supporting it.

I believe monetizing Twitter will be relatively simple. I suspect they will take a two-tier approach:
a) Free service for personal use
b) Commercial service with a fee structure that is likely to be very palatable and additional features. If you’re tweeting for a profit, you’ll need to use the Commercial version.

At a large scale, they will do for corporate marketing what Google did for targeted ads.

By: BadGimp

BadGimp — Mon, 28 Sep 2009 08:47:36 +0000

“It’s just a micro-blogging system and a communications platform.”

Yep, that’s it allright. AOL bought ICQ. What became of that $280,000,000 cash purchase? Nuttin Honey.

IMO there WILL be many winners as a result of what the brilliant people at Twitter have created. The rub maybe that the real winners may not be the Twitter folks. I’m cool with that.

But I suspect they will demonstrate the same kind of vision they did when they decided not to focus on monetization earlier than coventional wisdom dictated. They will witness new opportunities as they become available, or they may even create them. But when that happens I think they will take advantage with a success rate that will surprise many.

It will be interesting.

Pass the popcorn..

By: Anand

Anand — Mon, 28 Sep 2009 06:54:19 +0000

“But are Twitter’s new investors really crazy? Not at all.”

Kevin, you will be eating your words next year same time..It’s not prophecy, it’s common sense… ;-)