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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Why Uber is Worth $18.2 Billion
Christopher Mims’ piece Uber’s $18.2B Valuation Is a Head Scratcher is getting a lot of play, and deservedly so: it’s a good encapsulation of many people’s objections to Uber’s recent round that valued the company at $18.2 billion. However, I think Mims is wrong. I would argue he: Dramatically underestimates Uber’s potential market Undervalues Uber’s ability…
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Daily Update: Justifying Beats, Amazon Prime Music Streaming, Swipely and Square Follow-up
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Daily Update: GoPro Files for IPO, Angela Ahrendts’ and Apple Retail, Groupon Launching iPad Checkout System
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Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads
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Battle of the Box
The battle between Dropbox and Box show the differences between selling to consumers and selling to enterprise.
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Papering Over App Store Problems
This series of posts is about enabling sustainable businesses on the App Store. In Part 1, I discuss why Paper and other productivity apps may not be doing as well as you might think. Part 2 explores why casual games, in contrast, are a sustainable business, but not a differentiator for platforms (I added a follow-up…