On Demand Services and (Mis)Understanding Vertical Integration
While thinking about my talk at the On Demand Conference today in New York, I stumbled upon a tweet which quotes a Bloomberg piece on Baidu’s Robin Lee (the CEO): This of course sounds a lot like the on demand [...] Read more
Basic Income and On Demand Services
It is Basic Income Week and I am speaking at the On Demand Conference in New York. That is a fortunate co-incidence as On Demand companies ought to be strong supporters of Basic Income. First, with Basic Income, the distinction [...] Read more
Alternative Credentialing Needed
I happened to be listening to some back to school coverage on TV this morning and of course the Common Core standard was brought up along with the question of college readiness. As we have been homeschooling now for two [...] Read more
The Ashley Madison Hack: A Glimpse of the Post Privacy Future
After some initial uncertainty it appears that the data released yesterday is in fact from the Ashley Madison hack that had been announced a little while back. The data contains not just email addresses but a lot of other information [...] Read more
The Blockstack Summit
About 8 months ago Joel Monegro, who is one of the analysts here at USV, wrote a great post titled “The Blockchain Application Stack.” The post lays out how the bitcoin blockchain can be combined with overlay networks and decentralized [...] Read more
Networks, Firms and Markets
There has been a renewed interest in the impact that digital technology is having on the boundaries of the firm. In particular there is a sense that networks operating on top of platforms are competing effectively with traditional firms. Examples [...] Read more
Values for a World of Knowledge
I have been thinking about the value implications of embracing knowledge. Maybe I am being overly reductionist here but there are three values that seem to me to be intimately connected with the knowledge loop of learning, creating and sharing. [...] Read more
On Digital Healthcare
A four-part series on the state of digital healthcare. Read more
Solar
The progress with solar technology has been impressive and is well summarized in the following chart which shows the dramatic decline in the price per watt Whenever someone shows a chart like this there will quickly be people who decry [...] Read more
