Venture Capital
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Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.
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Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.
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Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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Daily Update: Valuation Versus Risk Bubbles, Apple Watch Reviews Drop
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It’s Not 1999
The question of whether or not we are in a tech bubble has been raised regularly for years now; 2012, particularly Facebook’s acquisition of an app1 called Instagram for a ridiculous2 $1 billion, was a particular high point. The fact that Instagram is now valued at $35 billion suggests the 2012 doomsayers were just a […]
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Daily Update: Apple Watch’s Bad Messaging; On Meerkat, Periscope, and Bad Journalism
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Tidal and the Future of Music
Predicting success and failure is about understanding who has leverage. In the case of music, the winners will be the labels, not the artist. But perhaps there is hope for tomorrow
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Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance
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Daily Update: FiftyThree and the App Store, Three Notes on China