I always like to say that the "trend is your friend," and it is pretty clear that one of the most powerful trends in the technology industry is the commoditization of existing markets which are currently served by high-priced, proprietary...Show More Summary
For those of you who read my blog, you know that I am big believer in frictionless sales. (see an earlier post) "Frictionless sales means reducing the pain for customers to adopt and use a service/product and consequently reducingShow More Summary
It has been stated that there is a fine line between genius and insanity but who’s to tell where one ends and the other begins. I can also say that there is a similarly fine line between dilution and delusion but this one is easier to draw. Recently my partners and I were discussing the... The post The fine line between dilution and delusion appeared first on BeyondVC.
Last Uncertainty Wednesday, I introduced the concept of independence. I ended the post by asking whether independence was likely to be a strong or a weak assumption. To answer this let us look at the possible values for elementary events. Show More Summary
I noticed today that Nokia released a free mapping program called Smart2Go which can easily be downloaded over the air to cell phones. In and of itself, I did not find the news terribly interesting as Google Maps is a great app which is also free and there are countless others going after the space. ... The post Nokia’s coopetition with carriers appeared first on BeyondVC.
Yesterday was a big day for Etsy, a company that I have been invested in for eleven years and on the board of for ten of them. The company launched Etsy Studio, an entirely new marketplace dedicated to craft supplies. Craft supplies have always been available on Etsy and still are. But they are a […]
It is not a surprise that Google officially launched Google Apps Premier which is a bundled package of their hosted offerings for word processing, spreadsheets, email, calendaring, and instant messaging. I wrote about this in the fall...Show More Summary
Last year I wrote about the newfound productivity of the prosumer, the consumer who is bringing technologies into the workplace in a DIY (do it yourself) fashion. If IT can’t or won’t get something done, users can simply checkShow More Summary
Matt Marshall (amazing how he does it!) recently broke the news on my fund’s (Dawntreader Ventures) latest investment which is still in stealth mode. Now that the news is out, all I can say is that there is tons of data on the web, most of which is unstructured, and that the company, Peer39, has... The post Algorithmic technology on the web appeared first on BeyondVC.
I am sure you have seen the news all over the web and Techmeme about Microsoft’s purchase of TellMe, which is rumored to be around $800mm. As you can see from this Microsoft press release, the big opportunity is for Microsoft toShow More Summary
The day after Microsoft’s TellMe aquisition, I was at Microsoft’s eighth annual VC Summit. Unfortunately, I missed Steve Ballmer’s opening discussion, which in my opinion, is always one of the most entertaining and informative...Show More Summary
I was in a board meeting last week, and as we reviewed the results one item quickly jumped off the page – the company did a great job signing up a couple of Tier 1 partners but a less than stellar job driving results. This was not surprising as what happens more often than not... The post Why startups need to control their own destiny appeared first on BeyondVC.
As a VC that invests in early stage companies, part of my job is to discover new opportunities and business models. While much of today’s online and social networking growth is being driven by teens and college students, very rarely...Show More Summary
The alarm bells are ringing in the web world (see the Techmeme discussion) – one of the gorillas in the space is flexing its muscle and protecting its turf as MySpace is preventing Photobucket photos and videos from appearing on its...Show More Summary
I mentioned a few weeks ago that I was going to give the first annual Georges Doriot Lecture at MIT. I traveled up to MIT on April 13th and gave this talk. I really enjoyed doing it and I want to thank MIT for doing it.
There is an interesting interview in the WSJ today with Dave Rosenblatt, CEO of Doubleclick. While talking about industry trends, Dave clearly lays out the fact that it is still early days in terms of broadband video advertising. In general, video advertising as a trend is pretty firmly in motion. Show More Summary
OK, I am biased since I am an investor in Sipphone/Gizmo Project but this service from T-Mobile sounds pretty lame. The "breakthrough offering" from this carrier is that you can make calls on your mobile handset and seamlessly switch...Show More Summary
The rumors of a pending Microsoft-Yahoo deal are out in the market again today (see NYPost and Techmeme). Who knows if it will happen but rest assured if it did, Microsoft would be in a pretty good position to take on Google with Yahoo’s...Show More Summary
Congratulations to my friend Gary Vaynerchuk of the Wine Library for his acquisition of Cork’d (see Mashable and the Alarm Clock for coverage). When I had dinner with Gary a few months ago we talked about how the next big opportunity...Show More Summary
The kids space is hot. Techcrunch just reported on rumors that Montgomery and Co or Monty was working with Club Penguin on a sale to Sony for $500 million. Montgomery is the same investment bank responsible for selling Intermix (MySpace)...Show More Summary