Wow, first off I have to say that live blogging is not easy. I only committed to the morning sessions, thank god, and after that I was spent. As I re-read what I posted I'm pretty happy with the results. I liked the format of trying to capture the highlights of the "pitch" and then in the last paragraph adding my own opinion, for what it's worth.
I saw a couple of presentations in the afternoon that stood out for me (before giving up and hitting the bar). The first was Yieldex. Yieldex is a software platform for publishers that helps schedule online ads for placement in publisher properties.
At Lijit we are just starting to get comfortable in the Ad space, but I have to say that based on my limited experience in this space I get it. If anything, they are bit early – but not much. Check them out.
The other company that comes to mind is SocialThing! I have to admit that for the last year, I simply didn't get this deal. Don't get me wrong, I love the founder; he is outgoing and really sells the deal. But, I didn't GET IT. While, their customer is not ME, I got it today.
SocialThing! Aggregates lifestream information (think twitter) into a display from all your social networks. I immediately thought of it as twitter on steroids. It was undeniably cool.. Ok, I was ALMOST there. Then they showed the iPhone integration they are going to debut at SXSW next week. SOLD. Ok, it's still not "my" world – but it was really cool to see the scrolling list of life 'stuff' on the iPhone.
To me the no-brainer investment – ahhh, for the VC with unlimited means and a telco bias was Zayo Group. Made me wish I had a spare $100M to invest. The safe New Media investment was Filtrbox.. It may not be a billion dollar company but it's going to be a solid success. SocialThing! Could be huge, or zero (I personally like these kinds of companies) but I can just barely trust my instincts with this one.
All in all, it was fun for me. I love this stuff. In my limited experience all high velocity companies are point-in-time stories. Check back in 6 months and things change. Congrats to all the presenters today.