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VC investment vs Gartner hype cycle

Here is total VC investment over time: And here’s the Gartner hype cycle: One reading of this is that the advent of the internet was the technology trigger, the dot-com crash was the trough of disillusionment, and 2004-present is the slope of enlightenment (with a mini-crash in 2008 due to the […]

How We Got To Now

I really enjoyed Steven Johnson’s How We Got To Now. I read a lot of history and science books, but this book stood out because 1) the anecdotes were entertaining and relevant, and 2) it got the process of innovation right. I’ll just pick one story here that I liked. Frederic Tudor was […]


Mihaly Csikszentmihalyi in 1996 on the concept of Flow: [Flow] is being completely involved in an activity for its own sake. The ego falls away. Time flies. Every action, movement, and thought follows inevitably from the previous one, like playing jazz. Your whole being is involved, and you’re using […]

The thin edge of the wedge for virtual reality

Pius Uzamere argues that virtual reality will succeed first in business applications instead of gaming: The most interesting virtual reality software startups this year won’t really be “virtual reality” companies at all; they’ll be startups making amazing tools that just happen to use VR to bring them to life. This […]

“The Not So Global Internet”

Fred Wilson writes about how frustrating it is when companies break the internet: We are in the caribbean this week celebrating the year end holiday with friends and family. Yesterday we installed a VPN client so that the Gotham Gal could do some online shopping on a website […]

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Two eras of the internet: pull and push

The evolution of the internet is an extremely complex topic. Sometimes it is helpful to find broad patterns that make it easier to understand. One simplifying pattern comes from the two types of actions internet users take: pull and push. Pull Push dominant platform Search Social dominant platform company Google Facebook growth era […]

“The dawn of trustworthy computing”

Nick Szabo: On the Internet, instead of securely and reliably handing over cash and getting our goods or services, or at least a ticket, we have to fill out forms and make ourselves vulnerable to identity theft in order to participate in e-commerce, and it often is very […]

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Top 10 websites

Top 10 websites in the US according to Quantcast: A few observations: 1) As Josh Kopelman points out, 4 of the top 10 sites (YouTube, Facebook, Twitter, Buzzfeed) didn’t exist 10 years ago. 2) On Twitter, people seemed surprised to see MSN and Microsoft on the list. I assume they […]

“This business is like bird spotting”

One of my favorite quotes about startups/VC, from legendary VC Mike Moritz of Sequoia: I rarely think about big themes. This business is like bird spotting. I don’t try to pick out the flock. Each one is different and I try to find an interestingly complected bird in a flock rather […]