VC’s accelerate investments in “internet of things” except sometime in Q4, wake up and realize it’s no different than “consumer electronics” – and that we still need to innovate around the manufacturing infrastructure, distribution economics, and consumer liability of the consumer goods business to really make this a venture fundable category.
VC’s start investing in technology-enabled “offline” businesses (distribution, services etc) – most of whom would never have gotten venture money 3 years ago.
Native advertising goes “RTB” and thus becomes an oxymoron (hold on, its already an oxymoron)
Apple finally decides to spend its cash hoard on buying internet companies instead of just on building cool campuses (RIP Cupertino Village and Fantasia? ).
Yahoo stock drops back to where it was BM (before Marissa) because no matter how much prettier and usable the site is, still no one clicks on banner ads.
Google finally fixes the problem with mobile (discovery, search, distribution, tracking, monetization, a/b testing) and races ahead while Apple waxes nostalgically for 2010.
50% of accelerators go out of business because most of their companies go out of business.
Top tier VC quietly creeps back into consumer internet (social, e-commerce) but continue to give lip service to enterprise software as to keep the rest of the venture capitalist herd guessing.
Huge funding gap appears for seed stage companies as seed stage VC firms look for series A traction and accelerators look for seed stage traction. For better for worse, only entrepreneurs ready to bootstrap their companies for 12-24 month are able to start new ventures. But . . .
Handful of top tier VC’s firm and brave seed stage firms creep back into true seed stage investing because you cannot build a legacy (or generate outsized returns) by competing with hedge funds for Twitter series F stock. While . . .
The bottom 50% of “early stage” venture capital firms realize how crappy their portfolio of “early stage” investments are and decides to save their fund by investing in cross over deals (read Uber/Palantir). Because . . .
IPO markets goes gangbusters for the first 6 month until a huge slow down in the second half . . . which causes a lot of VC’s to default on their leases to their brand new Maserati(s).