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Praying to the God of Valuation

Both Sides of the Table

There were startups and a software industry but barely. I started my first company in 1999 and was admittedly swept up in all of this: Magazine covers, fancy conferences, artificial valuations and easy money. Starting in 2009 I began writing checks consistently, year-in and year-out. There was no money train. It was 1991.

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Web Second, Mobile First

Both Sides of the Table

I’ve wanted to write a blog post called “Mobile Second” for a long time to make this point more forcefully. But on the other hand if you have a product with a very high gross margin (software, virtual goods, etc.) Try reading a bunch of reviews, checking 5 different restaurants to try and compare the differences.

Web 334
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I Just Invested in @Burstly, a Mobile Ad Management Company

Both Sides of the Table

As I naturally get asked all the time why we invested in Company A or Company B, I thought I’d just put forth my thesis in writing. I don’t intend either, Burstly has respectable and strong competition. He’s a natural leader, appropriately competitive, very customer focused and a pleasure to work with.

Mobile 282
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A Few Key People Really Can Make a Huge Difference

Both Sides of the Table

He listed all of the product releases that were up coming, the customers that were in the pipeline and where he saw his competition moving. When you account for competition for talent, the difficulty of retention, the cost of living and the difficulty of rising above the noise – there are many advantages of staying put.

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Please go see “Waiting for Superman.” Here’s Why:

Both Sides of the Table

It’s an important film and the most important topic of our generation if we as a country want to remain competitive in a world that has globalized. school system, Michelle Rhee who was profiled in Time Magazine. I poured myself into planning and I won the class-wide competition. Please go see the film.

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