This excellent memo from NYC’s Notation Capital provides some worthy thoughts about how to capture value from blockchain. The memo was originally written for internal use of their limited partners. | learn more
Voice interfaces have sucked for the past 20 years. I remember how crappy the experience was in the first car I had with the voice feature. Venture capitalist Tomasz Tunguz thinks that legacy of bad experiences is the biggest challenge […]
They thought it would be easy to create a tractor that goes straight then turns around. Well, that was partly true. But, it didn’t replace the driver. The lesson here is that this tech is hard! | learn more
“…had the 50 companies been a VC portfolio, it would have been the second-best-performing fund of all time. Only one fund has ever chosen better, which did most of its investments in the late 1990s and rode the dotcom bubble […]
I remember originally hearing of Watson as a supercomputer. Since then, the company has done a good job rebranding it as an AI machine. But can it help IBM turn around its 21-quarter revenue decline? | learn more
Disney Research has created a bench that includes haptic (touch/feel) feedback and augmented reality via a mirror. This might be the solution to ditching annoying VR headgear. Words don’t do it justice – you should really click this link and […]
This interesting article dissects the drivers of Amazon’s success – past and future. One thought that I like is that by opening up their infrastructure to market competition, they avoid the trap of complacency in many vertically integrated companies. | learn more
This report by KPMG offers loads of aggregate and specific data. Pay special attention to the corporate investments going into this space! | learn more
The report by Bloomberg New Energy Finance is behind a submission form, but even if you don’t go that far you’ll see highlights and predictions. This raised my eyebrow: “We estimate that EVs will account for 54% of new car […]
Joel Monegro, the USV analyst who wrote the excellent Fat Protocols post last year is leaving to start his own fund focused solely on crypto assets: Placeholder Capital. This is a group to watch. | learn more