Interesting New Tech Blog for your Radar Screen

Interesting New Tech Blog for your Radar Screen

Over the holiday I became aware of a new tech blog that aims to have deep insights into the next generation of technology, which they call The Hypernet. Why should you care? Well, it is established by some of the industries more successful investors – Mike Maples and Roger McNamee. My favorite post was this [...]

Spend 2012 on the Right Side of the Haimish Line

Spend 2012 on the Right Side of the Haimish Line

Occasionally on this blog I break away from industry commentary and write more broadly. The first day of 2012 seems the perfect day to do so. One of the most important articles I read during the entire year was David Brook’s op-ed article on “The Haimish Line.” In it Brooks talks about his recent trip to [...]

Should Startups Focus on Profitability or Not?

Should Startups Focus on Profitability or Not?

There are certain topics that even some of the best journalists can’t fully grok. One of them is profitability. I find it amusing when a journalist writes an article about a prominent startup (either privately held or preparing for an IPO) and decries that, “They’re not even profitable!” I mention journalists here because they perpetuate [...]

Getting to Know Maker Studios

Getting to Know Maker Studios

A year ago I invested, along with Dana Settle at Greycroft Partners, in a startup company called Maker Studios. What excited me was that they had an immensely talented team that understood how to produce & distribute low-cost videos, initially via YouTube. It was founded by Danny Zappin, Lisa Donovan & Ben Donovan (along with several creative [...]

The Amazing Power of Deflationary Economics for Startups

The Amazing Power of Deflationary Economics for Startups

I’m often asked by people what investment areas interest me. It’s true that I have a functional focus on three areas: Performance-based marketing, digital television and mobile computing. I try to invest in things that I know and that I believe I might have better knowledge and relationships than the masses of VCs. I have [...]

The End of the Web? Don’t Bet on It. Here’s Why

The End of the Web? Don’t Bet on It. Here’s Why

Fred Wilson recently posted a great video on his blog with the CEO of Forrester Research, George Colony. The money slide is the graphic below. The chart shows three scarce resources and their improvements over time. The top line is available storage (S), the middle line represents processing power (following Moore’s law) or (P) and the [...]

Let Me Introduce Myself

Let Me Introduce Myself

I am a big believer in VC pitches that the bio slide should come up front. Actually, I think the advice in this post applies to any sales meeting also. The short answer is that by knowing the key members of the management team the VC firm can quickly identify strengths on your time and [...]