Writing

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Mark Zuckerberg as Bill Gates

Listening to Mark Zuckerberg yesterday at W2Summit was fascinating. First, I have seen Mark’s performance on stage go from awkward and tentative three years ago to assured and compelling now. Second, it couldn’t be clearer that Mark is singularly in [...]  Read more

IPOs 2.0

Super detailed post by Bill Gurley about IPOs followed by a riff from Fred with more good reasons why could and should see more IPOs from Internet companies. So I am piling on with an IPO post as well, but [...]  Read more

Photo Sharing 3.0

There is a whole resurgence of photo sharing and it is all based on creating a natively mobile experience (as opposed to adding mobile as an after thought). This is interesting two reasons. First, photo sharing is of course one [...]  Read more

Modeling (in Excel)

I am going to spend the better part of today building some models in Excel. Much as I love Google Docs, for any serious model I still go back to Excel without regrets. It is fast and versatile and I [...]  Read more

Looking for Daily/Frequent Sources

My routine online reading has narrowed somewhat precipitously to Tumblr, Techmeme, Hacker News and HuffPo. Would love to find out what folks are reading daily or at least frequently (minimum once a week) online across categories: tech, politics, culture, art, [...]  Read more

Asking For It

I am often surprised by how many people know what they want and yet fail to ask for it at the crucial moment (or for that matter altogether). This occurs in many different contexts. Sales people who can’t close because [...]  Read more