Web 2.0 Gridlock

Posted on by

Yikes.

There is no IPO market. None. Zero.

There is a tougher VC market as investors are driving tougher deals if any deals are getting done at all.

There is no credit market. Try getting receivables financing this summer.

There are very few acquisitions being done as:

  • Microsoft figures out its next move;
  • Yahoo figures out its next move;
  • AOL figures out its next move and digests its latest acquisitions;
  • MySpace and NewsCorp figure out its next move and digest the Dow Jones acquisition;
  • Facebook figures out how to justify a $15 billion valuation that makes mergers of private companies into it very difficult indeed. Who will take that paper and valuation?
  • And Google just stand still and gets a disproportionate share of search and ad dollars and market share. To the victor go the spoils but are we seeing a ONE COMPANY town being developed?

Color me nervous. Does any one else feel the same out there?

0 thoughts on “Web 2.0 Gridlock”

  2. Ted – have you read “Once You’re Lucky, Twice Your Good” (about the Web 2.0 companies) by Sarah Lacy? If so, I would be curious to hear your review. If not – I highly recommend it!

  3. I work for a small private technology firm in the area of which AOL is a client.

    Not too longer ago IPO and acquasitions were a big deal. Not we just have to make the business the best it can be.