Seqouia Capital "Secret meeting" slideshow

[LightHouse]

From a thread on fchat:

Interesting site this is hosted on but apprentley this is the slides from a metting about the economy inside seqouia capital.

The Sequoia “RIP: Good Times†presentation: Here it is » VentureBeat

note: if you finish the slide, it suggest related uploaded slides from similar catagories, few about seeking out VC, very interesting stuff on there.

 

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[MJ DeMarco]

Re: Seqouia Cap "Secret meeting" slideshow

Some great slides there .... a few that stuck out ...

1) Manage what you can control.
2) MEWS became the piggy bank for Americans (Mortgage Equity Withdrawal). We all know the ATM is now closed and consumer demand will suffer.
3) Survival Slide (Reiterates a post I made about opportunities -- people move into survival mode where the mindset is more focused)
4) Choices: What decisions will you make VS What decisions do you wish you made?

Interesting stuff.

 

[andviv]

Re: Seqouia Cap "Secret meeting" slideshow

shoot, it is not loading on my computer... will see it later, when I get home. Thanks a lot for sharing.

 

[LightHouse]

Re: Seqouia Cap "Secret meeting" slideshow

shoot, it is not loading on my computer... will see it later, when I get home. Thanks a lot for sharing.

andviv, try this link that will go directley to the slides,

Sequoia Capital on startups and the economic downturn

 

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[Runum]

Re: Seqouia Cap "Secret meeting" slideshow

Slide 32

radio advertising -8%
TV advertising -2%
internet advertising +8%

What exactly does that mean? It's not the change from year to year.

I can see their slopes are down and TV/radio have the steepest negative slope. I'm just not sure what the present level of +8% for the internet advertising means. 8% of gross revenue?

 

[LightHouse]

Re: Seqouia Cap "Secret meeting" slideshow

Slide 32

radio advertising -8%
TV advertising -2%
internet advertising +8%

What exactly does that mean? It's not the change from year to year.

I can see their slopes are down and TV/radio have the steepest negative slope. I'm just not sure what the present level of +8% for the internet advertising means. 8% of gross revenue?

It appears to be the year/year change in advertsing revenues. Radio and tv revenues are going down as internet advertising, banner/ppc seem to be steadily rising. As does the cost of SEM for the merchants.


EDIT: can one of you edit the title to change Cap to Capital for their entire name, im so used to abbreviating things