As many of you know, in the past I’ve done a series of posts deconstructing the S-1s of VC-backed internet startups going public. A few years ago this was sort of a novelty… not that many startups were going public […]

I believe we’re going to look back in 2-5 years and realize that we’ve been in a once a decade boom for internet & software startups. It doesn’t feel much like a boom actually.  The macroeconomy has been stuck in […]

We all woke up to the news that Microsoft is buying Nokia for ~$7B (ok, not the carrier infrastructure biz but the main part of Nokia that anybody cares about).  This isn’t totally out of left field since they’ve had […]

I was having breakfast this morning from someone I know from the LP world.  We were talking about what’s “working” in the broader VC ecosystem and this person expressed their enthusiasm that today there are a range of different models […]

I’ve been doing some thinking about the future of cars and the impact of the internet.  A large part of this is just some idle thoughts, a small part is driven by my love of cars, and a small part […]

When we meet with entrepreneurs and ask about their competitive advantage or special sauce, one of the common responses is first mover advantage.  “We’re the first company to do X in an rapidly growing market” or similar. I’ve always felt […]

It occurred to me that we usually refer to entrepreneurs associated with a startup as being “behind” the company or phenomenon.  As in Mark Zuckerberg, the Harvard drop-out behind Facebook or so-and-so, the folks behind startup X.  Upon further reflection […]

Yesterday was Apple’s shareholder meeting and as many of you know, there’s obviously been healthy debate about what they should do with the ~$137 billion in cash they’re sitting on.  I had read somewhere that Apple’s cash pile was equivalent […]

I’ve been enjoying my iPad Mini for a couple months month now.  I thought seriously about getting a Nexus 7 (in fact gave one to my sister as a gift recently), but because I’m frequently on the go with intermittent […]

I’ve been using Google’s Chrome browser on my iPad Mini for about a month now.  There are several things I prefer over Apple’s Safari, including the bookmark and search history sync with my other Chrome usage (on laptop) and some […]