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Articles tagged with: Internet

Business, Entrepreneurship, Leadership, Startups, Strategy, Venture Capital »

[16 Aug 2009 | 3 Comments | 12,878 views]
How to be a Good Member of a Board of Advisors

There are plenty of good pieces on the Internet about how to build a good board of advisors.  Go ahead, Google them.  There is one super post about why you shouldn’t bother to build an advisory board by the smart guys at 37Signals.  Essentially, they’re saying that too many supposedly critical things are myths that keep you from building the company and products.  But what if someone has approached you to be an advisor to his company?  There aren’t very many pieces about how to be a good advisor.  So how do you …

Business, Features, Investing, Latticework, Randomness, Strategy, Venture Capital »

[1 Oct 2008 | 12 Comments | 9,454 views]
The Pareto Principle for Careers

My good friend Dan and I were talking shop about our recent business challenges. He works for Omniture (OMTR), the leading Web analytics software company, and is one of the top sales guys there. As an aside, we were both at the University Venture Fund when I sourced our Omniture deal and we had the privilege to co-invest with Hummer Winblad Venture Partners and Scale Venture Partners in one of Utah’s shining technology successes. Every quarter, my friend handily beats his quotas and makes good money doing so. Life ought …

Entrepreneurship, Features, Investing, Startups, Technology, Venture Capital »

[8 Aug 2008 | One Comment | 4,634 views]
Irrational Exuberance 2.0

Facebook insiders have been selling their stock. Top level insiders such as directors from venture funds invested in Facebook, key executives and even Mark Zuckerberg himself have been quietly trying to unload some shares in private sales. These private transactions are not uncommon as startup entrepreneurs and their backers are often in search of some liquidity. What makes these particular transactions interesting are the implied values being negotiated.
When Microsoft (MSFT) bought a small stake in the wildly popular social network, the price paid implied an overall value of $15 billion. …

Innovation, Startups, Strategy, Technology, Venture Capital, Video »

[15 May 2008 | 2 Comments | 1,486 views]
Google Commoditizing Networks

A few days ago, I wrote about the commoditization of social networks or rather the social networking feature sets that currently make Myspace and Facebook so unique and neat. Pioneers in social networking like Friendster and Myspace introduced a new data and software architecture that, at the same time clumsily and elegantly, met Internet users’ desire to interact and share content with each other. Finding old friends, connecting with new friends, sharing music and videos, playing collaborative games, and expressing oneself to virtual audiences of thousands all were groundbreaking features …

Investing, Linkfest »

[11 May 2008 | 2 Comments | 3,415 views]
Investing Linkfest 5/11/08

The market takes a breather after several weeks of blistering recovery from last winter’s doldrums. Commodities all around saw amazing advances. Crude oil rose 8.3% last week and has more than doubled over the last year. I remember taking my first car, a Honda (HMC) Civic, out for the first time and pumping gas for about $1.18 per gallon. This was also in the notoriously gas-expensive San Francisco Bay Area. Base commodities and gold continue to follow oil’s lead in going the opposite direction of the U.S. dollar. Will the …

Entrepreneurship, Strategy, Technology, Venture Capital »

[11 May 2008 | 2 Comments | 1,728 views]

Chris Anderson, a writer at Wired Magazine and author of the influential The Long Tail: Why the Future of Business is Selling Less of More, makes some good points about the insanity of Facebook’s $15 billion valuation, the inadequacy of current approaches to social networking, and the implications of an over-reliance on advertising as a business model. His arguments are useful because entrepreneurs can use them to make concrete business or strategic decisions. He doesn’t use namby pamby qualifications to hedge his bets and predictions. I do …

Investing, Linkfest, Technology »

[27 Apr 2008 | 2 Comments | 1,454 views]
Investing Linkfest 4/27/08

A couple weeks ago, I wrote about my pessimism regarding the technology sector. The market had seemed to interpret the surprisingly good results reported by Big Blue (IBM), Google (GOOG), and even Yahoo! (YHOO) as reasons for unleashing optimism and a bargain hunting shopping spree for stocks of publicly traded technology companies. Maybe the recessionary environment and the woes faced by banks and the American consumer would not negatively impact corporate budgets for technology. My skepticism rests on the ability of secondary technology companies to weather the economic slowdown. In …

Innovation, Investing, Startups, Technology, Trading »

[23 Apr 2008 | No Comment | 669 views]

I wrote about my short thesis on Netflix (NFLX) just about ten days ago. The company just the other day reported growing earnings but disappointed with a weak outlook. The stock fell a whopping 24% as investors ran for the exits. The market responded negatively to the increase R&D costs for developing streaming technology that would allow the company to deliver long-form digital video content over the Internet. These recent expenses have slowed down profit growth and promise to weigh on foreseeable future earnings.
My short thesis …

Innovation, Technology »

[19 Apr 2008 | One Comment | 5,744 views]
Rethinking Information Flow

Here is a list of things I want to see changed on the Web:

Social Networking
RSS feeds

It helps to think conceptually of the commonalities in these items. Primarily, I’m concerned about how we manage information flow. In the future, sociologists will look at our nascent digital culture as a clumsy initial attempt to acquire and manage useful information and relationships. Our current clumsiness is resulting in information overload. Our feeble attempts at keeping up with information flow is leading to new symptoms of “digital addiction” for which we have few remedies …

Business, Entrepreneurship, Hedge Funds, Innovation, Investing, Startups, Strategy, Technology, Venture Capital »

[17 Apr 2008 | No Comment | 771 views]

Prompted by the rumblings of activist hedge funds Harbinger Capital and Firebrand Partners last month, I wrote about the New York Times (NYT) and its evolving technology assets. I found the Times to be surprisingly forward-thinking in its investments in the online world. As a strategic investor, it has made some fairly impressive investments in innovative startups that could solve the riddle of monetizing online news and content. Its investments include bets on blog advertising networks, news aggregation websites, blogging platforms, video sharing sites, job search engines, …