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Reserves
Fred Wilson – Apr 12, 2007
In early stage investing, one of the most critical things is the ability to continue to participate in the follow on rounds to protect your ownership interest. I learned this the hard way fairly early in my career when I [...] Read more
Outside.in
Fred Wilson – Feb 23, 2007
One form of media that hasn't yet been well executed on the Internet is local media. Yes, local search is available, and Google's offering in this area has become very good recently. Local classifieds are also all over the Internet, [...] Read more
AdaptiveBlue
Brad Burnham – Feb 21, 2007
The genius of the web is that it is flat – anything can be a link and anything can be linked to. But this is also one of its greatest limitations. When you come across the word Taurus on the [...] Read more
SIAA Preview Keynote
Fred Wilson – Jan 30, 2007
I gave a keynote at the Information Industry Summit yesterday during the "preview session" which features emerging information businesses.We've been investing in information businesses for years at the various firms I've worked for and I've watched the business change a [...] Read more
What’s next?
Brad Burnham – Jan 24, 2007
The sense of progress in the computer industry is so strong that it feels almost inevitable. That momentum may be most obvious in the increasing capabilities of the underlying technology – faster chips, cheaper storage, and more bandwidth, but there [...] Read more
Why We Don’t Invest In Competitive Businesses
Fred Wilson – Jan 15, 2007
I was trading emails with one of our portfolio company CEOs last week. The subject was a company that was looking for venture capital that offered a service that was similar to one of the services our portfolio company offered. [...] Read more