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Snapchat 101 for VCs and Old Folks

Both Sides of the Table

Thus begins Snapchat and why you don’t get it. Snapchat will be used for both like the Internet (and TV) are. I just need to break you of the idea that Snapchat is for one thing – it is not. But since Snapchat uses the frequency above your hearing range it’s nearly impossible to “get” without help.

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Why Venture Capital is So Much More Compelling Now

Both Sides of the Table

It’s not hard to find people willing to write the narrative that “venture capital is not an asset class” or “venture capital has performed terribly.” I hope to publish that deck and a full write up in the next 10 days in partnership with Dan Primack at Fortune (if my write up doesn’t suck, I guess ;-)).

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This is the Dumbest Op Ed I’ve Read in a While

Both Sides of the Table

I know it may feel this way since I’m writing this tongue in cheek. I’d sooner people have my mobile phone number than my email address because as a society we know the social norm that just calling or texting somebody you don’t know isn’t acceptable. It’s why the only rude or unexpected mobile phone calls I get are from telemarketers.

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The Changing Structure of the VC Industry

Both Sides of the Table

Always-on connectivity of mobile (164m US smartphone users). But it still takes VC to scale a business (thus large capital into industry winners like Uber, Airbnb, SnapChat, etc). Just 3 years ago there was talk of institutional investors “not being able to write small enough checks.” Where are we today? Why is this?

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Why Has LA Suddenly Gotten So Much Attention from VCs and Entrepreneurs?

Both Sides of the Table

billion 2013 figure) have been massive financings at Honest Company ($70mm), JustFab ($85mm), ZipRecruiter ($63mm) and lord only knows how much SnapChat has actually accumulated. And of course we have great public companies that have spanned content & communications like J2 Global whose market cap as of this writing is a cool $2.5

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What I Would Look for When Choosing a VC – Knowing What I Know Now?

Both Sides of the Table

So I thought I’d write about out with what I would look for in a VC knowing what I know now and why. Think of web vs. mobile. I’ve sat on ad tech boards with board members who clearly knew little about impressions, fill rates, CTRs, RTB, eCPMs or the difficulties & opportunities of embedded mobile SDKs vs. HTML5.

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Understanding the Underbelly of Online Marketing & Why You’ll Lose if You Don’t

Both Sides of the Table

While many tech startups do this intuitively (say, SnapChat thinking it would be much better if our photos out partying disappeared) it still happens. You might write a piece now and then that catches fire but there is nothing repeatable that would be useful for a business. Simply write a great book? What about mobile?

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