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Mobile VC investing snapshot. Yahoo mobile M&A binge continues.


So I was wrong (once)
 
Hi there,

A couple of months ago, I'd made a claim that sales could be done completely virtually and thus, it was "the end of steak dinners". I'd sold a few million in subscriptions using a trusty phone and web conference solution (I'm an introverted chem engineer/finance nerd and not a natural "sales guy").

So when I went out to San Francisco for PreMoney, I decided to test this hypothesis by meeting a lot of people.

And what I learned was --- I was wrong.  

Meeting face-to-face was pretty tremendous. I shared notes on my San Francisco trip with our team a few weeks ago and figured I'd share it more publicly. I've removed references to individual customers but otherwise, salty language and whatnot remains.

You'll also learn what % of VCs I met with were a-holes.
 
Have a great night,
Anand
@asanwal

P.S. I need to give a shoutout to our friends at Homebrew who let me work out of their sweet offices while on the left coast. Thanks Satya, Hunter and Kristen.

The Yahoo mobile M&A binge marches on

Yahoo's acquisition of mobile analytics firm Flurry for over $200M is the second largest so far in the Marissa Mayer era (and not the typical acqui-hire). We analyzed Yahoo M&A trends.
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Facebook debuts Save. Are read-it-later apps in trouble?

This week, Facebook debuted a new feature to save new stories on its platform. With Facebook now in the market, see how competing services like Pocket and Instapaper have trended in the App Store.
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CB Insider Posts

The following research is only available to paid subscribers with CB Insider access:

 

How much is Alibaba ramping up its investment and M&A activity?

As the Chinese eCommerce and tech titan readies for a U.S. IPO, we analyzed Alibaba's investments and acquisitions to see what the firm has done and the key areas where the firm is focused. See the data.
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Which investors drove nearly $2B into Massachusetts healthcare companies last year?
$8.1B has been invested across 800 Mass. healthcare deals since 2009. See our guide on the most active investors, most well-funded private companies and investment trends in Massachusetts' life science space.
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Uber, Lyft take more funding than all other mobile startups combined in Q2 2014
Q2 2014 was one for the record books, as Uber and Lyft led a $2.59B quarter for VC-backed Mobile & Telecom startups. See a detailed breakdown of VC financing to the mobile space.
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Mobile app momentum update

Here's a cross-section of this week's list of mobile apps with momentum. Check out the CB Insights Mobile Alerts Newsletter for criteria and the rest of the apps.

Significant Rank Improvement
App Name & Publisher Latest Rank Avg. Rating
Cinamatic (Photo & Video)
Hipstamatic, LLC
5 3.94
SoundCloud: music & audio - discover and stream songs, artists, podcasts and news (Music)
SoundCloud Ltd.
62 2.92
PlayKids | Videos and Educational Games for Kids and Toddlers! (Education)
Movile Internet Movel S.A.
216 4.05
Connect - Social Map & Address Book (Social Networking)
Connect Software Corp
238 4.38
Swarm by Foursquare (Social Networking)
Foursquare Labs, Inc.
309 1.67

Insights on venture capital

Interesting articles by venture capitalists or about investing and M&A.

Intention and the choices we make everyday. Spark Capital's Bijan Sabet on why he's drawn to places where technology enables intention, creativity and choice

Opportunities in real estate tech. SoftBank Capital's Josh Guttman on why he's bullish on real estate tech.

Sunny whether. Homebrew's Hunter Walk on two types of forecasting models for running your startup.

Being fooled into thinking you're successful. Upfront's Mark Suster on the lessons of "shelfware" and how to avoid it.

Keep your head in frothy times. NextView's Rob Go on a few things to keep in mind in a frothy tech ecosystem.

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