1/ Reading obscure dot-com "history" is a useful way to inform your model on future cycles. Just read https://www.amazon.com/Internet-Bubble-Anthony-B-Perkins/dp/0066640016 …. It's a contested narrative, but it has some gems:
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2/ The Emulex Hoax, the OG fake news story. Person shorts Emulex during the mania. Then spreads fake news stating that the CEO quit. Feels like this should happen in crypto soon. https://en.wikipedia.org/wiki/Emulex_hoax …
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3/ Ron Conway is pictured as shutting down his angel fund during the depths of the crash.
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4/
@vkhosla had an 18 month period where he delivered KPCB $12 billion of value. (Presumably paper money, to some degree).1 reply 1 retweet 5 likesShow this thread -
5/ Intel only raised $5.5M in private capital.
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6/ The book predicts that AOL will remain a behemoth, while Amazon's future is unclear. What are similar predictions we're making today that are likely to be as wrong?
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7/ KPCB and Sequoia were very focused on staffing exec teams very early on the company's life. (As opposed to today, where this seems to happen later on.)
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8/ In case my friend replies, I am not giving away ETH.
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