Watch Andrew Yang
Normally I would post a revised excerpt from World After Capital, but last week involved a lot of travel so I didn’t make enough progress. Instead, if you have not seen it already, I recommend watching Andrew Yang’s CNN Town [...] Read more
More S1 Fun
I am continuing my mini series on reading S1s (IPO documents). We are enjoying an IPO bonanza this year, so we might as well use it for some good and learn something. When a company files for an IPO, I [...] Read more
Functionality Vs Content
I saw some chatter on Twitter this past week about Netflix and Disney in the wake of Disney’s announcement of Disney+: I’m long $dis myself and no $nflx at the moment. That said will never not pay $nflx at current [...] Read more
Audio Of The Week: Coinbase Custody
And now a word from your sponsor: Coinbase is a USV portfolio company, I am on the board, and I am deeply invested in this business. Coinbase’s regulated custody subsidiary is an important part of their overall business and I [...] Read more
A Registered Token Offering
Our portfolio company Blockstack tweeted out this today: After rounds of private comments, we’ve publicly filed for a $50M token offering with the SEC. Upon qualification, our network and the Stacks tokens will be available to retail investors, including the [...] Read more
Dronebase Goes Thermal
Our portfolio company Dronebase is announcing some big news today. They are going to be offering thermal imaging missions in partnership with FLIR , the leading provider of thermal sensors. And FLIR has made a strategic investment in Dronebase. What [...] Read more
Uncertainty Wednesday: Are Our Phones Listening To Us?
From time to time, I see people online posting how they simply talked about something only to be presented an ad about that very thing soon thereafter. This quickly leads into speculation that some software on the phone was using [...] Read more
Get Your Message On Mobile
I finally got around to reading the Political Advertising Report from Tech For Campaigns . My conclusion is we are going to see our phones light up with political messages over the next year and a half. Here is why: [...] Read more
Confessions from a Former Fact-Checker
What it’s like to have your profession turn into a hashtag Most people need to wait a lifetime to watch the relevance of their first job fade off into the distance. I only needed to wait a decade. You see, [...] Read more
