Areas I’m most likely to invest in during 2010
I have always been fairly thematic in my investment approach. For me, the process starts with identifying big markets that are either 1) emerging (and will therefore be created over the next several years) or 2) undergoing some structural shift that will enable new entrants to grab market share from incumbents. I have seen Companies succeed in [...]
Affirmations for a VC in 2010
For me, the end of a year and beginning of a new one is an opportunity to step back and reaffirm core beliefs. The list of affirmations (really reaffirmations, because I have believed what is written below for some time but never committed the thoughts to writing) are what you might consider guiding, daily operating principles. Because these beliefs may [...]
Gartner Says Cloud Computing Is The Top Technology Trend In 2010
The analyst firm Gartner has predicted that Cloud Computing will be the top most technology area IT should concentrate in the year 2010 (Story via Stephen Shankland of CNET). Last year, Cloud Computing stood at # 3 spot behind Virtualization and BI. Even though it is a good news for cloud computing vendors, I am [...]
