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Web Second, Mobile First

Both Sides of the Table

The titles were: Mobile First, Web Second. Mobile First, Web Second (continued). I know that they really impacted an entire cohort of startups because every company that was coming to pitch me businesses was (is) saying, “I’m a ‘mobile first’ company.” The power of a keyboard.

Web 334
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Why Did I Invest in the Company Pose?

Both Sides of the Table

What I’d like to do is tell you the story of how the investment came to be, what my thesis is / was and share some thoughts on macro trends. I always try hard to make this blog a place where you can learn lessons rather than an advertisement for portfolio companies. I’m also on record as saying I invest in lines & not dots.

Invest 303
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How will you ride the next wave?

Berkonomics

The principal drivers of this re-imagination are the hyper-growth of the mobile Internet, consumer-controlled commerce, the rise of big data, and “globality.” And now we have made the largest cycle of all – the move to mobile Internet computing. Mobile commerce is up 552% in one year (measuring cyber-Mondays).

Mobile 156
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About this Blog

SoCal CTO

skip to main | skip to sidebar SoCal CTO Saturday, February 17, 2007 About this Blog Ive been thinking about doing a blog with my thoughts on technology and whats happening in the Los Angeles area technology scene for a while, but it was Ben Kuos recent start of a blog that inspired me to actually go ahead and do it. Thanks Ben.

Blogging 150
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Why Online / Offline Mobile Integration is Going to be a Huge Business

Both Sides of the Table

When I first got into VC I decided I better have some investment themes. My background was 8 years of telecoms & mobile and 8 years of cloud computing & SaaS – so these two themes were a given. Two big themes have emerged in my head in the past 3 years: offline / online integration and mobile computing.

Mobile 329
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Why Venture Capital is So Much More Compelling Now

Both Sides of the Table

I wrote about this in a blog post last year titled “ It’s Morning in VC ” but I never made the full deck available until now. The opportunity set is much bigger than ever (50x more users, 10x time online, mobile, social, credit-card enabled, global) … when things work they work faster and at an unprecedented scale.

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What Angel Investing & Florida Condos Have in Common

Both Sides of the Table

They have marked-up paper gains propped up by an over excited venture capital market that has validated their investments. Logic tells me the following: It is hard to make money angel investing. Too many angel deals just means more to watch and invest in for the ones that do succeed (if the VCs can get in at reasonable prices).

Invest 299