And Then There Were Five
Back in February, we posted here that we were looking to hire an analyst. We asked anyone who was interested in the position to leave a comment. We received 164 comments and then worked through all of them to find [...] Read more
The Weird Economics of Information
Several months ago I ventured into the spooky economics of information with a post that suggested that data had an increasing marginal utility. A number of folks like Albert, who know a whole lot more about economics than I do, [...] Read more
Pinch Media – Investing on a New Platform
New platforms create new opportunities. One would think that established vendors with big balance sheets, big investments in R&D, and established brands would quickly move onto a meaningful new platform, using their market power to prevent new entrants from creating [...] Read more
Losing Jason
Jason Knight stepped down from his role as the CEO of Wesabe yesterday in order to devote his full attention to a medical situation in his family. Chairman and co-founder Marc Hedlund, who previously served as the company’s chief product [...] Read more
Outside.in Steps It Up
Most companies grow in steps. They operate at one level for a while, make good progress, then take a step up, and start operating at a new level.In the past month, our portfolio company has stepped it up on a [...] Read more
Wesabe Steps Out
Over a year ago when we first started thinking about personal financial management tools on the web, I had this OMG moment when I realized that a web based personal financial management service was going to be way more disruptive [...] Read more