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Paul Graham's Letter to YC Companies

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Re: Paul Graham's Letter to YC Companies

#201
post #22

Note incidentally that I'm talking about the performance of the IPO, not the performance of Facebook itself. I think Facebook as a company is in a strong position. The problem is simply that Mr. Market ( http://en.wikipedia.org/wiki/The_Intelligent_Investor ) doesn't think so at the moment.

Don't you think that has more to do with the fact that they asked for 25x sales than some sort of fundamental end to the financing market for technology?

Re: Paul Graham's Letter to YC Companies

#204
Late to this thread, but I posted this on May 31:

Facebook: Did they just pop the bubble and screw twitter?

http://abnerg.tumblr.com/post/24119345098/facebook-did-they-...

Two outstanding questions: 1. Can we be done with the advertizing business models please? 2. How much did the Facebook IPO really shift the private equity market?

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