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Wednesday, January 26, 2011
Don't let the dumb money lead
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When I don't invest in a company it's because (a) I didn't like the company, (b) I didn't know enough about the company'...
4 comments:
Wednesday, January 19, 2011
The bubble this time
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What is a bubble anyway? A positive feedback loop where the governor is on a time-delay. It's not necessarily a money thing. It's ju...
5 comments:
Wednesday, January 12, 2011
Getting Gold When Buying Iron
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"The theory of Induction is the despair of philosophy--and yet all our activities are based upon it." -- Alfred North Whitehead, S...
Wednesday, December 15, 2010
OpenRTB and Architectural Innovation
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I sent out a good number of emails on Sunday asking for opinions on OpenRTB . People were mainly dismissive, partly because of the secreti...
9 comments:
Wednesday, December 8, 2010
Old Style vs. New Style VC
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Wrote a comment over on David Lerner's blog on his " Are Super-Angels Extinct " post. He said What I am saying is that some ...
6 comments:
Saturday, December 4, 2010
Coinvestor Graph Code
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I've had a bunch of people asking for the data behind the coinvestor network map and a few asking for the code. It's actually prett...
Thursday, December 2, 2010
Co-evolution and other housekeeping
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A couple of weeks ago I wrote something for AdExchanger's ' Predictions for 2011 ' series. It needed to be brief, and I wanted t...
2 comments:
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