Venture Capital
-
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.
-
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.
-
Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
-
Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
-
Google Accused of Antitrust Violations, What Now for Google?, The Danger of Unicorns
Google set up Android to avoid anti-trust; what they didn’t plan for was an extra monopoly, which means they’re very likely guilty. Plus, why I’m officially scared of unicorns
-
WeWork Now Worth $16 Billion, Google Joins Open Compute Project
My attempt last summer to justify WeWork’s $10 billion valuation is looking pretty good, but I’m not sure I can pull off the trick for $16 billion. Plus, the brilliant strategy of Facebook’s Open Compute Project
-
Zenefits and Regulation
Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.
-
Ellen Chisa: Crowdfunding and the Internet, An Overview of Crowdfunding Platforms, Creating a Sustainable Crowdfunding Platform
Ben is on vacation so today’s Daily Update guest writer is Ellen Chisa. Ellen is a former product manager at Kickstarter and is writing an overview of crowdfunding.
-
Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World
Ben is on vacation, so Semil Shah wrote a guest post about startups in a world dominated by FANGAM: Facebook, Amazon, Netflix, Google, Apple, and Microsoft.
-
SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance
SpaceX accomplished something truly momentous yesterday, and the company is a reminder that unicorns remain great investments. Plus, more on why I’m bullish on Disney
-
The Anti-Uber Alliance, WeChat Blocks Uber, Tiger Capital Invests in Uber
Didi Kuaidi, Ola, GrabTaxi, and Lyft are teaming up against Uber. Most are focused on Lyft, but they’re the least interesting part of this deal. Meanwhile, why is anyone surprised that Tencent would compete “unfairly”, plus, Tiger Capital hedges its bets.
-
Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling
Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.