A historical collection of our writing.
Listening to Mark Zuckerberg yesterday at W2Summit was fascinating. First, I have seen Mark’s performance on stage go from awkward and tentative three years ago to assured and compelling now. Second, it couldn’t be clearer that Mark is singularly in control of Facebook and aggressively building an […] Read more (opens Continuations in a new tab)
Super detailed post by Bill Gurley about IPOs followed by a riff from Fred with more good reasons why could and should see more IPOs from Internet companies. So I am piling on with an IPO post as well, but one about how (at least some) Internet companies should be doing IPOs. And since yesterday […] Read more (opens Continuations in a new tab)
There is a whole resurgence of photo sharing and it is all based on creating a natively mobile experience (as opposed to adding mobile as an after thought). This is interesting two reasons. First, photo sharing is of course one of the most common activities on Facebook. Second, as I noted in a […] Read more (opens Continuations in a new tab)
The rumor is that Facebook will on Monday unveil a fairly full fledged webmail solution. At the same time Google is working hard on some kind of new social network. Microsoft too is trying to have email, search, social, etc. all under one roof. The rationale here seems to be one of wanting to own […] Read more (opens Continuations in a new tab)
I am going to spend the better part of today building some models in Excel. Much as I love Google Docs, for any serious model I still go back to Excel without regrets. It is fast and versatile and I know it extremely well. I see a fair number of business budgets and financial models […] Read more (opens Continuations in a new tab)
My routine online reading has narrowed somewhat precipitously to Tumblr, Techmeme, Hacker News and HuffPo. Would love to find out what folks are reading daily or at least frequently (minimum once a week) online across categories: tech, politics, culture, art, science.Credit for this question goes […] Read more (opens Continuations in a new tab)
