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Sequoia To Color Labs: Not Since Google Have We Seen This

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Re: Sequoia To Color Labs: Not Since Google Have We Seen This

#2

Post by pchristensen »

I think the knee-jerk cynicism about valuations and raises is blinding a lot of people on HN. Sure, Color's 41M is a lot, and it is YAPSS (Yet another photo sharing service). But Reading the techcrunch article about it, it sounds like one of those "sum is more than the parts" things, like the iPad or Google search results.

The integration of all the sensors and data to automatically determine your connections and maintain it for you with no work could be huge! Don't be fooled by the fact that it started with photos - that's a convenient vector to start with and fuel growth, but there's nothing stopping them from hooking into phone and sms messages to make the implicit social connections more robust.

I'm not bullish on Color, but I'd take Color with $41M over Path, Instagram, or any of a zillion other sites with their raise. They have a huge chicken-and-egg problem, but isn't that what the money is good for?

Re: Sequoia To Color Labs: Not Since Google Have We Seen This

#4

Post by biot »

andrewpbrett wrote: post #3

"Will $25 million help you get five years into one?" Can 9 women produce a baby in one month?

Because, like pregnancy, businesses can't scale with more people?

I'm as skeptical as anyone about this insane valuation, but I don't see your analogy applying here.

Re: Sequoia To Color Labs: Not Since Google Have We Seen This

#5

Post by dstein » 

  working to build out the infrastructure necessary to
  manage photos and videos **from what it hopes** will be
  hundreds of millions of users.
Emphasis mine. I especially like that part.

They've been tricked by their investors that they've already succeeded. That they already have won the market for photosharing apps, yet all they have is a domain name, a crummy unfinished product and a lot of PR. How can they possibly NOT get those millions of users with this kind of marketing hype and capital?

Re: Sequoia To Color Labs: Not Since Google Have We Seen This

#6

Post by ig1 »

pchristensen wrote: post #2

I think the knee-jerk cynicism about valuations and raises is blinding a lot of people on HN. Sure, Color's 41M is a lot, and it is YAPSS (Yet another photo sharing service). But Reading the techcrunch article about it, it sounds like one of those "sum is more than the parts" things, like the iPad or Google search results. The integration of all the sensors and data to automatically determine your connections and mai…

A lot of Facebook's growth was driven by photo sharing.

Re: Sequoia To Color Labs: Not Since Google Have We Seen This

#8

Post by rayboyd »

trickjarrett wrote: post #7

I don't get it. I just don't understand what is so big about this.

Hype. If they say it's big it must be so. $41mm funding announcement and the fanfare with it, they need a lot of early traction fast. And it seems this is how they are going about it.

Re: Sequoia To Color Labs: Not Since Google Have We Seen This

#9

Post by aepstein »

biot wrote: post #4
andrewpbrett wrote: post #3

"Will $25 million help you get five years into one?" Can 9 women produce a baby in one month?

Because, like pregnancy, businesses can't scale with more people? I'm as skeptical as anyone about this insane valuation, but I don't see your analogy applying here.

People-focused businesses can scale with more people, but they're trying to get more people to use an app.

If they keep getting killed in their App Store reviews, no amount of employees or money will speed up adoption.

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