Category Archives: Posts

The credit cycle.
We are cleeeeearly near the top of a credit cycle. The leveraged buyout of EMC is the all time number one. The cluster of biggest-ever deals are all nowish or else…2000. More on the deal though it’s kind of a

The credit cycle.
We are cleeeeearly near the top of a credit cycle. The leveraged buyout of EMC is the all time number one. The cluster of biggest-ever deals are all nowish or else…2000. More on the deal though it’s kind of a

Superpowers and war.
Some gloomy friends say war with China is inevitable. Thucydides trap, it’s called. Rising power makes incumbent power annoyed, and then a little thing becomes a big thing. That caused WW1 – some interlocking alliances to stabilize the ascendant Germany

Superpowers and war.
Some gloomy friends say war with China is inevitable. Thucydides trap, it’s called. Rising power makes incumbent power annoyed, and then a little thing becomes a big thing. That caused WW1 – some interlocking alliances to stabilize the ascendant Germany

Screencast of your iPhone app
It’s surprisingly easy. All the other nonsense on the web is out of date. Restart your Quicktime Player app and restart your iPhone. Plug your iPhone into your Mac. Choose New Movie Recording from Quicktime Player. (Don’t choose New Screen

Screencast of your iPhone app
It’s surprisingly easy. All the other nonsense on the web is out of date. Restart your Quicktime Player app and restart your iPhone. Plug your iPhone into your Mac. Choose New Movie Recording from Quicktime Player. (Don’t choose New Screen

Startup jobs from friends.
Marley Spoon delivers beautiful recipe boxes making it easy to cook and eat great food. They are hiring an Operations lead. Backed by some of the best VCs in the world, already operating and leading in markets across Europe and

Startup jobs from friends.
Marley Spoon delivers beautiful recipe boxes making it easy to cook and eat great food. They are hiring an Operations lead. Backed by some of the best VCs in the world, already operating and leading in markets across Europe and

Sentiment: the door is closing
Dinner with a European investor had a few scary moments yesterday. “Soundcloud and Spotify are 50-50 to go bankrupt in the next 12 month” “The IPOs are all down.” Eg Rocket is down 60%. “The Tier 2 venture firms are

Sentiment: the door is closing
Dinner with a European investor had a few scary moments yesterday. “Soundcloud and Spotify are 50-50 to go bankrupt in the next 12 month” “The IPOs are all down.” Eg Rocket is down 60%. “The Tier 2 venture firms are

Knotable uses Cards. Uber uses Rides. But everyone is reshaping JOBS into smaller units.
Two interesting posts sent around this week. The basic “kernel” of work is changing. Companies coordinate workers on lots of small, variable tasks. “Uberization”. The piece. A quote: What if the kernel of on-demand work is not short-term associations and spot

Knotable uses Cards. Uber uses Rides. But everyone is reshaping JOBS into smaller units.
Two interesting posts sent around this week. The basic “kernel” of work is changing. Companies coordinate workers on lots of small, variable tasks. “Uberization”. The piece. A quote: What if the kernel of on-demand work is not short-term associations and spot

Re-read me: Gems from @paulg’s “18 Mistakes”
In a sense there’s just one mistake that kills startups: not making something users want. We advise startups to set both low, initially: spend practically nothing, and make your initial goal simply to build a solid prototype. Startup funding is

Re-read me: Gems from @paulg’s “18 Mistakes”
In a sense there’s just one mistake that kills startups: not making something users want. We advise startups to set both low, initially: spend practically nothing, and make your initial goal simply to build a solid prototype. Startup funding is

Bugs in Apple Music
There are three that are insanely bad. One seems fixed. Not sure. When you go from wifi to mobile, even if playing offline songs, it stops playing. So bad in mixed connectivity. Two is insanely bad. Add a song to

Bugs in Apple Music
There are three that are insanely bad. One seems fixed. Not sure. When you go from wifi to mobile, even if playing offline songs, it stops playing. So bad in mixed connectivity. Two is insanely bad. Add a song to

Red Oceans in venture.
In startup land, folks worry about competition. In business strategy world there is a term that refers to this “red oceans” that are bloody with combat. These are usually valuable markets, though perhaps not profitable ones, in the case of

Red Oceans in venture.
In startup land, folks worry about competition. In business strategy world there is a term that refers to this “red oceans” that are bloody with combat. These are usually valuable markets, though perhaps not profitable ones, in the case of

Venture vocabulary: “too early”
Some investors have a theory of the universe, though not all. The theory of the universe often has some main risk vectors. – Is the product compelling? – Are people using it? – Are they paying? – Can there be

Venture vocabulary: “too early”
Some investors have a theory of the universe, though not all. The theory of the universe often has some main risk vectors. – Is the product compelling? – Are people using it? – Are they paying? – Can there be
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