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Consumer Internet is Hot


Consumer internet is where the big acquisitions and exits are happening, according to an SDForum VC panel I heard recently.  And Q2 2010 is up significantly from Q1. (See the data detail on the PriceWaterhouseCoopers site.)

 Angels stepped in  to help new startups in the last few years, but the VC’s are starting to come back around.  There is more interest in the B2C than the B2B space right now.

Group buying, which was tried but died about 10 years ago, is now poised for a comeback.  The communications infrastructure, mobile access, and social networking is in place to make it truly successful.

The word of caution, however, is that we are likely to see some hyper-growth in the next year as investors grasp for consumer internet assets to put in their portfolios on the heels of Facebook’s recent successes, but we will likely see some valuation rebalancing for hot consumer internet assets in about 18 months.

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