LinkedIn Venture Capital Investment Memo from Bessemer Venture Partners -

LinkedIn may be the social app Silicon Valley product people like to grouse about the most, but while many of the complaints are valid, its sizable market cap is testament to the value of its graph. It turns out if you map out the professional graph, not just today but also across long temporal and organizational dimensions, recruiters will pay a l... See more

LinkedIn has a huge content deficit: They are begging people to take their money and create on their platform. Find the arbitrage in the market.

LinkedIn may have been a big reason for this: when GLG was getting started, coming up with a list of people who'd worked in, say, oil refining, or aircraft maintenance, or in billboard ad sales was not easy, and being able to offer people from any of those industries on demand was a competitive moat. Now, $80/month for LinkedIn Premium is enough to... See more