May 10, 2015By Glenn Solomon
I’ve reviewed Fitbit’s S-1 filing from last week. It’s quite clear that Fitbit has been a remarkable success story over its 8+ year lifespan. As momentum has been building around connected devices and the company sits on the precipice of an IPO, founders of any type of company can learn a lot from Fitbit. Here are a few of the core themes I’ve gleaned from their S-1:
- Marketshare Leadership – According...
April 26, 2015By Glenn Solomon
As published on VentureBeat.
The RSA show this past week in SF was quite a gathering. Having attended RSA every year for the past ten, I’d say this was the biggest and busiest show yet. This is not surprising given all the activity lately in the cyber-security and cyber-crime areas. Based on the many meetings I had during...
April 21, 2015By Glenn Solomon
In a previous post, I discussed a series of trends driving investment interest in cybersecurity. A few of these trends – crowdsourcing and consumerization – coupled with ever-increasing risk and complexity in the cyber world have coalesced to form one of the fastest growing areas in security – threat intelligence.
Threat intelligence is a...
April 19, 2015By Glenn Solomon
March 19, 2015By GGV Capital
We are excited to announce that we have added three new companies to our existing portfolio of five in the Internet of Things sector.
By 2017 there will be more things connected to the internet than PCs, laptops, and cell phones combined. The new IoT platforms that are emerging will enable the aggregation and analysis of data from a variety of sources and will connect to mobile payments, commerce, and other services in all...
March 19, 2015
By Jenny Lee and Hans Tung
Reprinted from Fortune, March 18, 2015
In the future, you’ll only check Google’s homepage to see the latest doodle.
The smartphone revolutionized personal computing, creating a computer that most of us have within arm’s reach 24 hours a day...