2010
- The “thin edge of the wedge” strategy
- The interoperability of social networks
- Timing your startup
- Instrumenting the offline world
- You need to use social services to understand them
- Online privacy: what’s at stake
- Some thoughts on incumbents
- The segmentation of the venture industry
- If you aren’t getting rejected on a daily basis, your goals aren’t ambitious enough
- Web services should be both federated and extensible
- Converts versus equity deals
- Good bizdev cannibalizes itself
- The bowling pin strategy
- Graphs
- It’s not that seed investors are smarter – it’s that entrepreneurs are
- Competition is overrated
- Builders and extractors
- Pivoting
- Designing products for single and multiplayer modes
- Inside versus outside financings: the nightclub effect
- Steve Jobs single-handedly restructured the mobile industry
- There are three New York Cities
- While Google fights on the edges, Amazon is attacking their core
- Facebook is about to try to dominate display ads the way Google dominates text ads
- Facebook, Zynga, and buyer-supplier hold up
- Old VC firms: get ready to be disrupted
- The tradeoff between open and closed
- Twitter and third-party Twitter developers
- Underhyping your startup
- Size markets using narratives, not numbers
- Capitalism just like Adam Smith pictured it
- Stickiness is bad for business
- Developing new startup ideas
- The importance of investor signaling in venture pricing
- News is a lousy business for Google too
- It’s not East Coast vs West Coast, it’s about making more places like the Valley
- A massive misallocation of online advertising dollars
- Don’t be creative about the wrong things
- Every time an engineer joins Google, a startup dies
- Selling to enterprises
- The NYC tech scene is exploding
- Institutional failure
- Being friendly has become a competitive advantage in VC
- Should Apple be more open?
- Incumbents
- How to disrupt Wall Street
- Techies and normals
- Collective knowledge systems
- Security through diversity
- Shutting down
- The next big thing will start out looking like a toy