In this 2015 article, investor Jerry Neumann walks us through Carlota Perez’s framework on technological revolutions. “The wave that we are currently in, the Information and Communications Technology Revolution, started around 1971.” If we’re truly on the back-half of the […]
Productivity software (e.g. Dropbox) and collaboration software (e.g. Slack) have long been separated. This post discusses how the next step in software combines the two, “and why the Slack of Gaming may be Discord but the Discord for Enterprise is […]
He’s jumped on the fractional ownership of collectibles bandwagon via their portfolio company Otis. A couple years ago I bought 1% of a 1985 Ferrari Testarossa on Rally, marking probably the first and last time I beat Fred Wilson to early adoption […]
An entertaining Kickstarter project, but nowhere near its funding goal. “Now you can grow and harvest your own produce from the comfort of your own customized App… A monthly subscription gives you viewing and watering access to your plot. You’ll […]
Ben Thompson begins at the beginning: the rollout of Bank Americard (which would become Visa) in Fresno, CA in 1958. Not mentioned here, but interesting: Visa’s founder Dee Hock launched to 100k customers in 90 days – before the internet […]
Starlink is the network of satellites that Elon Musk’s SpaceX has started launching to provide global internet coverage. Jeffrey Paul, the author of this post, explains why it’s a big deal. I’m inclined to agree with him. One criticism, though: […]
Union Square Ventures is broadening its investing lens to include climate-related businesses. My favorite part: “As part of this effort we are also opening up our internal research – this deck is what we as a team have been using to keep […]
In 2018, Steve Blank asked if the lean startup was dead. It was a commentary on Jeff Katzenberg’s media startup raising almost $2B before launch. Well, fast forward to today, and that startup has a name (Quibi) and a teaser […]
Steven Sinofsky, who used to run the Microsoft’s Windows division, has been a long-time attendee of the humongous consumer electronics trade show. He not only covers the tech trends that are likely to matter most, he also explains the context […]
This post, written by Matthew Bell the former head of strategy for Amazon Studios, offers an interesting way to think about video gaming. “It’s replicating the most lucrative entertainment businesses on earth… and then adding a lot more.” | learn more