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If We’re in a Bubble, What Should an Entrepreneur Do?

37 点作者 treblig大约 10 年前

6 条评论

mathattack大约 10 年前
My 2 cents... In 2008 and 2009, when so many of my most talented friends were unemployed for the only time in their career, I observed, &quot;It&#x27;s a once in a lifetime opportunity to start a company. Better to be starting a firm when talent is plentiful and money is scarce than the other way around.&quot;<p>So what to do now that it&#x27;s the other way around? (Independent of calling it a bubble, money is relatively more plentiful than talent than any time in the past 15 years)<p>An entrepreneur should take the money and use it to build talent. What&#x27;s this mean? Be selective about money, get it from investors with as long a time horizon as possible, and make sure that it&#x27;s enough to last a while. Then hire people with great potential who may be overlooked by the market. Use the money to grow them as they grow the company, and create an environment where they might want to stay.<p>If you&#x27;re not that patient, just take the high valuations and use it to buy 1 or 2 superstars whose equity is underwater at Google.
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patio11大约 10 年前
It&#x27;s difficult for many entrepreneurs to hedge, particularly young or first-time entrepreneurs, because a supermajority of their net worth is in their company. If you own a software company and have $10k in your IRA there is <i>no option available</i> which causes that IRA to suddenly be worth an appreciable portion of the value of the software company given some event which severely compromises the worth of the software company.<p>The best option available if you&#x27;re concerned about sector-specific or firm-specific risk is to decrease your exposure to your own company. For example, if your company has already created tangible economic value, you&#x27;d do something like a secondary sale while raising a new equity round, such that part of the round goes into your pocket rather than the company&#x27;s coffers. You&#x27;d then take that money and then do anything other than putting it into a high-growth tech company.<p>This is becoming much more common than it used to be, to my understanding. Historically VCs preferred to have founders be &quot;hungry for an exit&quot; (which was, ahem, so that VCs would have a superior negotiating position), but these days social acceptability of cashouts is increasing as a) the market favors entrepreneurs and b) VCs are starting to cotton onto the fact that early acquisition offers (which murder VC returns) are radically more attractive when you have $600 in your checking account than when you can comfortably contemplate e.g. a wedding, childbirth, or a home purchase (well, OK, maybe not a home purchase in the current real estate market) without suffering crippling amounts of financial anxiety.<p>Given that one has a non-trivial portion of their net worth outside the company, there exist options for hedging, but given that you&#x27;re probably better at selling software than on financial alchemy you should probably stick with what you&#x27;re good at.<p>That said, you might do something like I did, which was e.g. pick a publicly traded company which would get shellacked if your sector got hit and buy deeply out-of-the-money puts on them. (I picked Salesforce and spent ~$500 on an options position which pays out only if they either have Enron-sized accounting issues or SaaS gets punched in the face. It expired valueless. I&#x27;d have re-upped it for another year but didn&#x27;t anticipate my net worth and professional career to both be 90%+ SaaS-weighted for most of this year.)
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codingdave大约 10 年前
Bootstrap. None of this has any impact on you if you bootstrap your company, and run it profitably, with the intent to keep running it profitably.
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JimboOmega大约 10 年前
There&#x27;s a bunch of options.<p>One of the most obvious, as an investor, is to hoard cash now. When the bubble bursts, your dollar will go further; you&#x27;ll get better valuations, companies will be more desperate, etc.<p>As an entrepreneur, time to make hay while the sun is shining; raise cash now.<p>Looking for hedge? Consider SF real estate. A big part of what&#x27;s keeping it sky high is the proliferation of startups in SoMa, making living in the city an attractive option. If those jobs all disappear, I doubt there will be more than enough Tech shuttles to bring all those people back down to the valley - and the depressed labor market <i>should</i> lead to lower wages.<p>I do think there&#x27;s tremendous opportunity in the hiring space for a good startup, but I have no idea what that is. The &quot;Bad Hire&quot; risk is magnified for small companies... so if anything, that&#x27;s something that does better in this phase of the business cycle, when hiring is high.
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hashberry大约 10 年前
I have been worrying about the economy being in a bubble for the past year. It stagnates you. It&#x27;s best not to obsess over it. It&#x27;s only a bubble if a crash occurs, and no one can predict that, only play the guessing game.
nosuchthing大约 10 年前
Why are there bubbles in the first place?<p>Would it not be in the interest to prevent trillions of dollars in losses due to economic bubbles bursting? Or is that part of a finance game where shorting companies becomes very profitable?
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