A historical collection of our writing.
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 including internal corporate documents. As for the email […] Read more (opens Continuations in a new tab)
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 protocols to create a new application ecosystem. A lot of work […] Read more (opens Continuations in a new tab)
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 include AirBnB as competing with hotels without […] Read more (opens Continuations in a new tab)
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. Put differently I don’t see how a society based on […] Read more (opens Continuations in a new tab)
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 subsidies for solar. The answer of course is that at this point […] Read more (opens Continuations in a new tab)
Fred had a great post yesterday about why investors in private companies experience more anxiety than those in public ones (can’t sell) together with some spot on recommendations for entrepreneurs on how to deal with anxious investors. I have been an occasionally anxious investor myself. Based on […] Read more (opens Continuations in a new tab)
