Based on recent CB Insights Trends’ data, we’ve seen some interesting search and profile view trends within the location-based services industry. FourSquare (investors include Union Square Ventures, Andreessen Horowitz, O’Reilly Alphatech Ventures, SV Angel and numerous individual angel investors) has been seeing decreased interest from CB Insights’ users (VCs, angel investors, corporate development, investment bankers) and during the same period, Gowalla (investors include Greylocak, Alsop-Louie Partners, and Lowercase Capital along with numerous angel investors), has largely stayed flat.
Most interesting, however, is that while these two early entrants into the location-based space are seeing declining or stagnating interest from our users, location-based services firms SCVNGR (investors include: DreamIt Ventures, Google Ventures and Highland Capital Partners) and shopkick (investors include: Greylock, Kleiner Perkins, Reid Hoffman and SV Angel. Greylock and SV Angel are also investors in Gowalla and Foursquare) have been trending up significantly as the graph below shows.
It’s clear the delta between Foursquare and the other players in just two months September 2010 vs. November 2010 has significantly decreased. Short-term news-driven blip or a sign of a shift? We’ll continue to track this over time to see how these four players trend vs. one another.
About CB Insights Trends
CB Insights Trends aims to provide our customers with meaningful aggregated trend data about the industries, companies, investors and more that are most popular on CB Insights. Trends is currently free for paid customers, and select trends such as this one are shared publicly via Research Briefs. Sign up for CB Insights to get access to our extensive venture capital database and to receive CB Insights Trends.