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Arguing From First Principles

David Swensen, the guy who manages Yale University's $19 billion endowment was asked the other night by Charlie Rose if there was anything he learned in school that informed his investment strategy today. David replied that he learned to argue [...]  Read more

AMEE

As anybody who has looked into dieting or just improving their nutrition knows, there is a lot of conflicting advice on the impact of fats and carbohydrates on your body. But no matter what you ultimately conclude, you are now [...]  Read more

Boxee

One of the big "aha moments" for me in the past couple years came when I hooked up a Mac Mini to a large display in our family room in the spring of 2007. Slowly but surely, our family started [...]  Read more

Return Path

Reputation is critical to most businesses, but on the Internet reputation takes on an even more important role. When you do business with a person or a company that you cannot see and you don't know, you really need some [...]  Read more

Power to the People

We encourage our portfolio companies to make sure they take time out from the operational demands of their business to think about the bigger strategic picture. We do the same for USV and a couple of weeks ago took a day [...]  Read more