When it comes to startups timing really is everything

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Arista's Andy Bechtolsheim at GigaOM RoadMap 2011A few months ago, I was chatting with Andy Bechtolsheim, who is perhaps one of the smartest people in Silicon Valley (as his Sun Microsystems co-founders such as Vinod Khosla would attest). The conversation, which started out very technical in nature, turned into a philosophical discussion, mostly about how much of a role intangibles and timing play in startups. Of course, Andy should know. As an angel investor in startups like Google and co-founder of companies like Sun and Arista Networks, Bechtolsheim has seen that timing is often the key difference between startup success and ignominy.

When it comes to startups, a lot is made of a startup and its founders, the market opportunities, its advisers and the team. Of course, there is chest thumping around investors and the dollars raised. Yes, those are important issues, but let’s not forget about the role of timing. I was reminded of Andy’s comments when…

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