Category Archives: Posts

The perils of secondary market shares

More recently, social games maker Zynga Inc. ZNGA -2.66% was valued at around $14 billion in private-market transactions before it went public last December at around a $9 billion valuation. It now has a market capitalization of about $6 billion. via

The perils of secondary market shares

More recently, social games maker Zynga Inc. ZNGA -2.66% was valued at around $14 billion in private-market transactions before it went public last December at around a $9 billion valuation. It now has a market capitalization of about $6 billion. via

My review of Peter Thiel’s CS183: Startup – Class 1 Notes Essay

Summary: Technology is progress that will change the world. Mere copying is boring. Startups are the right entity type to make technology and motivate people: small companies. And the essence of a startup is an insight that others don’t have.

My review of Peter Thiel’s CS183: Startup – Class 1 Notes Essay

Summary: Technology is progress that will change the world. Mere copying is boring. Startups are the right entity type to make technology and motivate people: small companies. And the essence of a startup is an insight that others don’t have.

“The next big thing will start out looking like a toy”

Chris Dixon on how Twitter snuck up on people. He was making a broader point though. And I think it’s true comparing these two interesting gadget companies: Theoretical, ambitious, useful, *hard*: BugLabs — still a bit esoteric these days Fun,

“The next big thing will start out looking like a toy”

Chris Dixon on how Twitter snuck up on people. He was making a broader point though. And I think it’s true comparing these two interesting gadget companies: Theoretical, ambitious, useful, *hard*: BugLabs — still a bit esoteric these days Fun,

Don’t don’t learn to code

Coding Horror: Please Don't Learn to Code. Perhaps right in the nuances but wrong in the spirit. People need to be familiar with the basic mechanics and even finer points of the stuff that makes the world go round. They

Don’t don’t learn to code

Coding Horror: Please Don't Learn to Code. Perhaps right in the nuances but wrong in the spirit. People need to be familiar with the basic mechanics and even finer points of the stuff that makes the world go round. They

Idea: VC Portfolio Game

Someone should make… A game site that lets you “be a VC” and either do or don’t do deals that get announced on the deal wires. You get some fake $, and deals pop up ever day/week fed by Crunchbase,

Idea: VC Portfolio Game

Someone should make… A game site that lets you “be a VC” and either do or don’t do deals that get announced on the deal wires. You get some fake $, and deals pop up ever day/week fed by Crunchbase,

Check out Julibox, subscription cocktails

Julibox – A curated collection of world class cocktail recipes and all of the premium spirits and ingredients you’ll need to make them. Delivered by post to your doorstep. In one swanky box..

Check out Julibox, subscription cocktails

Julibox – A curated collection of world class cocktail recipes and all of the premium spirits and ingredients you’ll need to make them. Delivered by post to your doorstep. In one swanky box..

Bootstrapping vs Monstering

USV: Bootstrap A16Z: Fat Manning or Monstering The Ben Horowitz post on why to go big: http://blog.pmarca.com/2010/03/20/the-revenge-of-the-fat-guy/ And the recurring Fred Wilson theme on be small, cheap, don’t raise money: http://www.avc.com/a_vc/2012/05/bootstrapping.html

Bootstrapping vs Monstering

USV: Bootstrap A16Z: Fat Manning or Monstering The Ben Horowitz post on why to go big: http://blog.pmarca.com/2010/03/20/the-revenge-of-the-fat-guy/ And the recurring Fred Wilson theme on be small, cheap, don’t raise money: http://www.avc.com/a_vc/2012/05/bootstrapping.html

Summary of the Facebook bear case

1. This is the peak of Facebook’s powers. They are IPOing so “late” that we are no 5x or 10x room to run (like Google’s $85 IPO now >$600). 2. Mobile First is happening. Facebook ruled the web. It won’t

Summary of the Facebook bear case

1. This is the peak of Facebook’s powers. They are IPOing so “late” that we are no 5x or 10x room to run (like Google’s $85 IPO now >$600). 2. Mobile First is happening. Facebook ruled the web. It won’t

Who is nearby?

Every app needs this feature. It’s not an app. It is better as a feature of local apps – like maps or lbs. Make it!

Who is nearby?

Every app needs this feature. It’s not an app. It is better as a feature of local apps – like maps or lbs. Make it!