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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Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
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The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital
Examining The End of the Beginning through the lens of Carlota Perez’s Technological Revolutions and Financial Capital, and what that means for venture capital.
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Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket
While 2015 Unicorns did not meet expectations, that doesn’t mean 2015 was a bubble. Indeed, the most surprising reality is how well established big tech companies did.
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SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress
SoftBank is rescuing WeWork in a very strange transaction, then re-visiting what I have written about WeWork. Plus, Zuckerberg’s appearance in Congress confirmed why Libra is the wrong approach for the company.
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Ghost 3.0, An Interview with Ghost CEO John O’Nolan
There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
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Neither, and New: Lessons from Uber and Vision Fund
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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WeWork Delays IPO, Datadog Prices IPO, SoftBank and Going Big
WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.
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App Store Search, WeWork to Shelve IPO?, The Vision Fund Wobbles
The New York Times has a compelling expose of how Apple dominates App Store search. Then, WeWork may not IPO, although its CEO will be fine; the bigger question, though is about SoftBank’s Vision Fund.
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What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.