The Sui Generis Startup
Ben Horowitz, the co-founder of Andreesen Horowitz has a guest post on All Things Digital titled “The Case for the Fat Startup." In it he makes a case for raising a lot of money and investing it aggressively. Ben’s argument [...] Read more
Winner Take All and Early Stage Valuations
The range for early stage valuations is probably broader than I have seen it since the first Internet bubble. I am aware of raises at the moment all the way from pre-moneys of below $2 million to $50 million. These [...] Read more
Storms in Scarsdale
This has been a fairly rough winter. We had at least three separate storms that dumped over a foot of snow. And then just as it looked as if spring was around the corner with a couple of absolutely gorgeous [...] Read more
Investor Signaling (Adding to Chris Dixon)
Chris Dixon had a great post yesterday about “the importance of investor signaling in venture pricing” that every entrepreneur should read. Leaving aside the classical economics strawman from the first paragraph (does anybody think that classical economics would apply to [...] Read more
The Future of Browser Plugins (Hint: Let’s Call them Apps)
At Union Square Ventures we have backed a couple of companies that use browser plugins at the core of their services (Adaptive Blue, Zemanta). We have always been concerned about the potentially lower sign-up rates from requiring someone to install [...] Read more
Every Review Should Have A Comment Thread
Looks like I managed to put the entire post into the title, so maybe I should have just tweeted it. But here is a little bit of background. I was talking to a friend of mine last week who has [...] Read more
Oscar Fight(s) Recap: ABC vs Cablevision, Hurt Locker vs Avatar
Yesterday’s Oscars were notable for two different fights: ABC vs. Cablevision and Hurt Locker vs. Avatar. The first of these is a perfect illustration of what I call “fighting over the digital pie.” The reason things got so vicious between [...] Read more
The Internet Transformation (Talk Outline)
Today at noon I am giving a talk to the Japan Business Network in New York – an informal get together organized by my brother-in-law, Charles Danziger. The topic is the fundamental transformation of industries that the Internet will bring [...] Read more
More Thoughts on EBook Pricing
The New York Times had a piece yesterday on ebook pricing, which I have written about before. Interestingly, the piece simply states and doesn’t question that an ebook retailer such as Apple should be entitled to a 30% fee. What [...] Read more
