Founders Fund
Network effects are powerful. User engagement metrics are impressive.
Social networking is just beginning. This could be huge.
Mark has the technical vision. Team is young but brilliant.
MySpace is vulnerable. Different approach to social graph.
Monetization path unclear. Privacy concerns could be significant.
Ready to invest $500K. Let's discuss board seat.
Accel Partners
The real identity focus is genius. This solves the authenticity problem that plagues other social networks. User growth trajectory is exceptional. We need to move fast on this.
Impressive growth but unclear how this becomes a business. Ad model unproven for social networks. Competition from Google and others will be fierce.