-
Changing With the Market: Netflix
I read this headline from CBS (“Netflix Socks Subscribers With 59% Price Hike“) and I thought it was good inspiration to think about adopting to a changing market. Netflix is a fascinating success story; a company that continues to defy the laws of business physics, or at least manages to bend them in their favor.…
-
Singles vs. Homeruns
As a rule, venture capital money likes really big ideas. Due to the high-risk nature of the asset class, in order to attract VC money there should be some possibility that a company can grow into a billion-dollar business one day. It’s true that venture capitalists have started swimming a little further up stream into…
-
Creative Destruction
I’m reading The Master Switch by Tim Wu, which was recommended to me by Jerry Neumann (side note: Jerry recently produced an awesomely useful VC bot which tracks announced investments as they show up on vc sites). If you’re interested in the technology industry, you should definitely read it. It addresses some interesting themes that are essentially…
-
Taste Graph > Social Graph
There’s a lot of interest right now from advertisers, investors and entrepreneurs in social media marketing and advertising. Using a person’s social graph to optimize where, when and how brands deliver their message is the hottest of topics. There seems to be a general thesis on the topic that says something like this: Social Media…
-
Entrepreneurship in Boston
The entrepreneurship scene in Boston is thriving, and it’s a great week to be here. I attended a few events this week that have helped me learn, as an outsider, what a vibrant start-up scene Boston really has. It’s exciting to be here to watch it all go down and I’m looking forward to seeing…
-
A Summer At Softbank Capital
I’m pretty thrilled about a change to my normal summer this year. Starting this Monday, I’ll be spending the next eight weeks between New York City and Boston working with Softbank Capital. I’ll be spending most of my time working with Nikhil Kalghatgi and @Joevc identifying investment opportunities that fit the fund’s thesis. I’ll also have an opportunity…
-
Music: Old Models In A New Economy
I was inspired by Peter Kafka’s piece on the music business in Allthings D yesterday. Peter points out a few bright and shiny spots in an overall dismal picture for the industry as it continues to trade analog dollars for digital pennies: U.S. music sales, by unit, are up 1.6% for the year-to date Warner…