Company Examples SMTP Writing 
Both Sides of the Table
APRIL 13, 2011
Huge thank you to Steve De Long for the write up. A deep dive into the Foundry Group investment philosophy including an interesting discussion of their investing Themes. “… our lens is: Internet Software Companies anywhere in the U.S. Was about a billion dollars on the IPO” and “was one of the first web analytics companies.
Both Sides of the Table
SEPTEMBER 17, 2017
In more than a decade of writing about the Internet and tech-enabled businesses I’ve learned that mobs don’t do nuance well. When you achieve economies-of-scale advantages it doesn’t benefit you to help newer companies draft off of your infrastructure to rise and compete against you. It’s Hobbesian economics 101.
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