Comments on: Max Levchin on Slide's $500 Million Valuation and Other Widgety Issues http://kara.allthingsd.com/20080205/max-levchin-on-slides-500-million-valuation-and-other-widgety-issues/ Mon, 23 Nov 2009 09:34:56 +0000 http://wordpress.org/?v=2.8.4 hourly 1 By: dave mcclure http://kara.allthingsd.com/20080205/max-levchin-on-slides-500-million-valuation-and-other-widgety-issues/#comment-2803 dave mcclure Tue, 05 Feb 2008 21:08:04 +0000 http://kara.allthingsd.com/20080205/max-levchin-on-slides-500-million-valuation-and-other-widgety-issues/#comment-2803 @rod sandcones: huh? wtf r u talking about? Slide is nothing BUT distribution. 150M users, hundreds of millions of widgets, billions of page views... excuse me mr. pipe dream, but just what kind of Wal-Mart distribution are you thinking of? max may have some plenty big shoes to fill on valuation / monetization, but he most certainly has demonstrated distribution on both Facebook, MySpace, and the IntarWeb. i think the bigger challenge is showing they can provide transactional value and/or targeting behavior that indicate large revenue potential. i agree with Kara: max is competitive / aggressive as hell, but he ain't stupid. @rod sandcones: huh? wtf r u talking about?

Slide is nothing BUT distribution. 150M users, hundreds of millions of widgets, billions of page views… excuse me mr. pipe dream, but just what kind of Wal-Mart distribution are you thinking of?

max may have some plenty big shoes to fill on valuation / monetization, but he most certainly has demonstrated distribution on both Facebook, MySpace, and the IntarWeb.

i think the bigger challenge is showing they can provide transactional value and/or targeting behavior that indicate
large revenue potential.

i agree with Kara: max is competitive / aggressive as hell, but he ain’t stupid.

]]> By: rod sandcones http://kara.allthingsd.com/20080205/max-levchin-on-slides-500-million-valuation-and-other-widgety-issues/#comment-2801 rod sandcones Tue, 05 Feb 2008 16:40:19 +0000 http://kara.allthingsd.com/20080205/max-levchin-on-slides-500-million-valuation-and-other-widgety-issues/#comment-2801 The problem with most of these pipe dreams is distribution. You might have the greatest product in the world, but without the distribution channels to "get it out there", you have nothing. These insane valuations are becoming more emblematic of the times. Line up a distribution deal with Wal-Mart or someone similar, then I might start believing your hype. Internet Distribution is not a real solution, imho. The problem with most of these pipe dreams is distribution. You might have the greatest product in the world, but without the distribution channels to “get it out there”, you have nothing. These insane valuations are becoming more emblematic of the times. Line up a distribution deal with Wal-Mart or someone similar, then I might start believing your hype. Internet Distribution is not a real solution, imho.

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