» Readings: Wind, Tools, Complexity, and Ship-Tracking
06/11/09 19:15 from Paul Kedrosky's Infectious Greed
Denmark a global leader in wind power ( FP ) Companies lining up for IPOs ( E&Y ) Live Ships Map - AIS - Vessel Traffic and Positions ( MarineTraffic ) Prezi - The zooming presentation editor ( Prezi ) 18 truths: The long fail of complexit..
» Friday follies
06/11/09 15:00 from Cleantech Investing
Some random links and observations on a Friday: Apparently not every reader picked up on the fact that my last post was tongue-in-cheek. Guess you had to be there. Fortunately, Scott was in fact there ... David Gold wrote recen..
» Valuation and Option Pool
06/11/09 11:31 from A VC : Venture Capital and Technology
One of the more contentious things in the negotiation between an entrepreneur and a VC over a financing, particularly an early stage financing, is the inclusion of an option pool in the pre-money valuation. As my friend Mark Pincus likes t..
» Why is the Boston Marathon More Volatile Than the NYC Marathon?
05/11/09 23:26 from Paul Kedrosky's Infectious Greed
As readers know, I’m fascinated by volatility and our response to it. In capital markets a little volatility is important, and a lot is dangerous – it can result in things flying apart, with unpleasant financial consequences. In sports it ..
» Welcome Reid Hoffman to the VC Side of the Table
05/11/09 22:40 from VentureBlog
First came the announcement earlier in the year that Marc Andreessen was joining the ranks of "capital" -- a welcomed defection from "labor." And now my friend Reid Hoffman has jumped into the fray as well, joining Greylock Partners in the..
» Great Meetup Last Night
05/11/09 12:21 from A VC : Venture Capital and Technology
About a hundred readers of this blog gathered last night in the cafeteria of Washington Irving High School just off of Union Square in Manhattan to meet each other and celebrate the generosity of this community in the recent Donors Choose ..
» QOTD: Lawyered Up
05/11/09 02:42 from Paul Kedrosky's Infectious Greed
For a substantial portion of the American business and professional class, a book entitled "Life Without Lawyers" must surely conjure some of the same feelings evoked in faithful readers of the Harlequin romances, a sort of vicarious fanta..
» More Ws in the L Column?
05/11/09 00:22 from Paul Kedrosky's Infectious Greed
Looks another W Hotel may be going into the L(oss) column. Joining the San Diego W, which defaulted on its loans this summer , may soon be the Manhattan Union Square W. Debt backed by the W New York Union Square hotel in Manhattan, named b..
» Conventional wisdom and cleantech venture capital
04/11/09 22:02 from Cleantech Investing
I had the pleasure of speaking as part of a panel this morning at the Mid-Atlantic Capital Alliance's conference in Philadelphia. Here's a taste of what I told them: 1. Cleantech only happens in Silicon Valley and MIT. If..
» Readings
04/11/09 22:01 from Paul Kedrosky's Infectious Greed
Chaotic evolution defines the market economy ( FT ) Bloomberg.com may charge up to $1,000 a year for some web content ( PaidContent ) Spotlight on eastern European currencies and gold ( Mish )
» Front-Running in Domain Bids
04/11/09 20:20 from Paul Kedrosky's Infectious Greed
I wonder why Wall Street didn’t think of this first? Front-running taken to the domain name market: Recently, SnapNames discovered that an employee had set up an account on the SnapNames system under a false name and, under this name, bid ..
» Best of the startup blogs
04/11/09 16:31 from Nivi
We read the startup blogs so you don't have to. Jason Cohen explains how to hire employee #1 (practical, tested advice). Fred Wilson explains how to make an email intro without making yourself look bad (this is how I do it). Bill Gurley ex..
» The Ether and the Scrum
04/11/09 06:49 from Feld Thoughts
Every day I get emails from entrepreneurs that make me think. In this case, it’s from a friend who is on the fundraising trail. He started off the email with “I felt compelled to share this with you as someone who would appreci..
» The “real” America
04/11/09 03:34 from VC Adventure
I’ve generally avoided political issues on this blog, but this isn’t something I can keep my mouth shut on. Yesterday Meb Keflezighi became the first American to win the New York City Marathon in 27 years. Born in Eritrea on the east coast..
» What Makes Boston's Start-Up Scene Special?
04/11/09 02:16 from Seeing Both Sides
(follow me on Twitter at www.twitter.com/bussgang ) A few weeks ago, Fred Wilson posted a presentation he delivered on What Makes the NYC Start-Up Scene Special . I was inspired to deliver a similar presentation today to a group of Harvard..
» Lean startups aren’t Cheap Startups
03/11/09 16:03 from Nivi
This post is by Steve Blank , a serial entrepreneur with eight startups under his belt, including t wo large craters (Rocket Science and Ardent), one dot.com bubble home run (E.piphany), and several base hits. Steve is also the creator of ..
» The Double Opt-In Introduction
03/11/09 11:55 from A VC : Venture Capital and Technology
I'm sure everyone out there gets email intros. Someone who knows you sends you and someone you don't know an email suggesting you meet. I send emails like that a lot. I might send a half a dozen or more every day. I get even more emails li..
» Market P/Es: Seven Canadas for One ChiNext
03/11/09 08:15 from Paul Kedrosky's Infectious Greed
In a quick look around the world at market price/earnings multiples after the launch of the ChiNext wild-wild west exchange in China, the league tables have really changed. The impossible has happened, with the outrageously expensive Shang..
» Pretending You Are Luggage
03/11/09 07:04 from Feld Thoughts
At dinner tonight we started telling miserable airplane travel stories. Everyone has a least one (or 7,321) so it’s fun to hear some of the really abysmal ones, especially the night before I head to the airport to catch an early morn..
» Customer development: By-the-book
02/11/09 16:00 from Nivi
Ash Maurya 's blog documents his journey through customer development . This is a by-the- book application of customer development. I am following this blog very closely; it's thoughtful and well written. Some highlights: Is AdWords the ri..
» Oblong – An Example of Investing In The Future
02/11/09 13:31 from Feld Thoughts
We’ve been investors in Oblong since 2007 and I’ve talked about them regularly on this blog including a post titled I’ve Seen The Future from my first meeting with them. I’ve known two of the founders – John Underkoffler and Kevin Pa..
» Thematic vs Thesis Driven Investing
02/11/09 11:36 from A VC : Venture Capital and Technology
As the venture business has grown and matured, many firms have developed specific areas of focus. Our firm, Union Square Ventures , for example only invests in web services. I believe this is a good thing for both the investors in venture ..
» U.S. is a Net Oil Exporter, Sort Of
01/11/09 20:15 from Paul Kedrosky's Infectious Greed
Interesting chart from the EIA/DOE showing that the U.S. is a net exporter of oil, at least of the distillate product kind. It is a funky reflection of the kinds of distortions in world oil markets with wholesale distillate prices staying ..
» Gold as a Dollar Thing
01/11/09 19:17 from Paul Kedrosky's Infectious Greed
Gold in three currencies this past year: the Euro, Canadian dollar, and U.S. dollar.
» Weekend Reading
01/11/09 18:53 from Paul Kedrosky's Infectious Greed
A few links from my weekly weekend reading column: There is no “new normal”: This time isn’t different ( Forbes ) Why world's post offices are ailing ( The Globe and Mail ) Changing distillate export patterns ( EIA ) BP chief Tony Hayward ..
» The Donors Choose Threepeat Is Complete
01/11/09 15:23 from A VC : Venture Capital and Technology
We did it, for the third year in a row, this blog has won the tech blog category of the donors choose blogger challenge . Most importantly, we raised a total of $37,504 for teachers' projects in public schools. That number includes a $19,6..
» Maniacal Crazy People
01/11/09 00:14 from Feld Thoughts
Three of my VC friends ( Santo Politi , Mark Suster , and Kate Mitchell ) were on Fox Business’ Capitalist Ad”Ventures” series. The underlying theme of this segment was the characteristics of entrepreneur that VCs look for. Fox doesn..
» Interview with Jim Grant
31/10/09 21:53 from Paul Kedrosky's Infectious Greed
Lengthy video interview with one of my favorite cantankerous contrarians, Jim Grant of Grant’s Interest Rate Observer.
» Creativity and Compression
31/10/09 07:50 from Paul Kedrosky's Infectious Greed
I spend a lot of time writing, and I'm constantly amazed -- even after decades of this stuff -- how much better things get when you say less. Take out words, and dull prose sits up. Take out sentences, and prose kicks up its heels. And tak..
» The White House Doesn't Represent America ('s Surname First Letters)
31/10/09 07:25 from Paul Kedrosky's Infectious Greed
In idly scanning the data dump today of visitors to the White House, I got to thinking: How representative of America are these people? You know, are they just more ... whoever/whatever it is that people think are the kind of people who ge..
» How long should your “trial” period run?
30/10/09 21:43 from VC Adventure
I’ve had this running debate with a handful of friends – I’d love to throw it out there for comment. The questions at hand are 1) whether companies should offer a “free trial” period for their software/web service; 2) if they do, how long ..
» No Credit Cards For You!
30/10/09 20:29 from Paul Kedrosky's Infectious Greed
The latest Mintel data on credit card direct mail offers to consumers showing Q3 of this year against the preceding few years. The drop is ... precipitous, from 2.1-billion a quarter in 2006 to 391-million in the most recent quarter.
» Friday folderol
30/10/09 19:37 from Cleantech Investing
Some random items, including some administrative housekeeping: 1. If you haven't seen it, it's worth reading DOE Secretary Chu's op-ed on weatherization and all of the governmental support being thrown toward that part of ener..
» Home Networking Is A Crappy Phrase
30/10/09 16:02 from Feld Thoughts
We spend a lot of time talking about “computers in the home” as part of our Digital Life theme . Over the past year, I’ve heard the phrase “ Home Networking ” with increasing frequency. It made the rounds a while back (anyone r..
» Entrepreneurs Unplugged – Steve Halstedt and Nir Barkat
30/10/09 15:21 from Feld Thoughts
There are two CU Silicon Flatirons Entrepreneurs Unplugged events next week – one on Monday November 2nd at CU Boulder in Atlas Room 100 and one on Wednesday November 4th at the Denver Art Museum. The 11/2 Entrepreneurs Unplugged is with S..
» Our first online workshop: How to pitch investors
30/10/09 14:00 from Nivi
We're teaching our first ever online workshop on How to pitch investors on eduFire — a platform for live video teaching online. I've taken classes on eduFire and it works really well. What you'll accomplish You could be building the next G..
» Slow Capital
30/10/09 08:59 from A VC : Venture Capital and Technology
Last friday my partner Brad attended a company offsite for our portfolio company Meetup.com . On monday of this week during our regular weekly meeting, he gave our firm (all five of us) a report on the day which he said was excellent. One ..
» Oblong on Bloomberg Innovators
29/10/09 21:40 from Feld Thoughts
Bloomberg TV is running a show called Bloomberg Innovators . One of our portfolio companies – Oblong – is the focus of the first episode that airs this Friday (10/30) on Bloomberg TV at 9pm and 11pm ET . As a special bonus, Jas..
» It's Alive, It's ALIVE, It's ALLLIIIIVVVE!
29/10/09 18:55 from Paul Kedrosky's Infectious Greed
Turns out coursing a few gigavolts of financial stimulus current through even an economy the size of the U.S. will still get Frankenstein off the slab, however briefly.
» Spiritual Guidance
29/10/09 16:39 from Who Has Time For This?
» Notes from Startup School 2009
29/10/09 16:00 from Nivi
Mark Bao has posted his notes from this year's Startup School . Here are my favorite parts (everything below is cut-and-pasted directly from his notes — read the full collection ) : Mark Pincus , CEO, Zynga: My Startup Experience what real..
» Snow Day In Eldorado Springs
29/10/09 15:52 from Feld Thoughts
In case you were wondering what the Boulder Snowstorm resulted in (so far – it’s still coming down) at my house in Eldorado Springs, here you go! So there is no ambiguity, my dog Kenai loves it. And – no surprise, so does Brooks!
» Readings: Energy, Lego, Pig Farmers, etc.
29/10/09 10:13 from Paul Kedrosky's Infectious Greed
Can renewable energy save the world? Not without better batteries( voxeu ) Breakthrough Inventions and Migrating Clusters of Innovation ( NBER ) Happy Anniversary Wall Street ( Keen ) Lego’s business comes to boom ( CNBC ) Foodservic..
» Back to the VC Future? Small as the New Big
29/10/09 01:52 from Paul Kedrosky's Infectious Greed
The future of the venture capital industry? With ten-year returns tumbling toward negative numbers, lots of people rightly wonder where the venture business goes from here. My argument has been that its future needs to look a like its deca..
» Great returns from cleantech
28/10/09 19:11 from Cleantech Investing
Did you see the Q2 venture returns report from Cambridge Associates and the NVCA (note: pdf) ? If so, you were probably as intrigued by the chart on page 7 as I was. On that page is a chart of "US Venture Capital Dollar-Weighted Inte..
» Regulation Didn’t Break Banks; Police Don’t Cause Crime
28/10/09 18:06 from Paul Kedrosky's Infectious Greed
Good comment from John Kay in the FT: Their activities underwritten by implicit and explicit government guarantee, it is increasingly business as usual for conglomerate banks. The politicians they lobby sound increasingly like their mouthp..
» The problem with VC motivation
28/10/09 15:27 from Nivi
Thanks to Atlas Venture for supporting Venture Hacks this month. This post is by Fred Destin , one of Atlas' general partners. If you like it, check out Fred's blog and tweets @ fdestin . And if you want an intro to Atlas, send me an email..
» Add Another Zero
28/10/09 14:10 from Feld Thoughts
Talking about scale and growth is hard. Many people talk in percentages in pre-determined time periods (e.g. let’s grow revenue 100% next year). I find this to be relatively useless. Instead, I like to challenge people to..
» Swinging For The Fences
28/10/09 10:21 from A VC : Venture Capital and Technology
There has been a lot of talk about young entrepreneurs creating all the great companies; Gates, Jobs, Yang/Filo, Bezos, Dell, Brin/Page, Zuckerberg, etc, etc. I agree that visionary young people are worth backing and we do a lot of that at..
» Time To Sign Up For Defrag
28/10/09 01:58 from Feld Thoughts
The Defrag Conference in Denver is just around the corner – November 11 and 12 to be exact. Eric Norlin has put together a remarkable agenda for this one including an incredible closing panel titled Cluetrain at 10 staring JP Rangasw..
» A Diary of the Great Depression
27/10/09 22:36 from Paul Kedrosky's Infectious Greed
The excerpts from the Jim Ledbetter-edited Diary of the Great Depression continue to be riveting: October 14, 1931 . Last night’s paper reports the closing of eight banks in West Virginia and Philadelphia. Also that the 14 banks in Atlanti..
» Bill Gross: One of Our U.S. GDPs Has Gone Missing
27/10/09 21:19 from Paul Kedrosky's Infectious Greed
Some good stuff from Pimco’s Bill Gross in his latest monthly missive. A sample: [The last fifty years] produced a persistent increase in asset prices vs. nominal GDP that led to an average overall 50-year appreciation advantage of 1.3% an..
» The Googlization of IT
27/10/09 19:55 from BeyondVC
Today I took a sales team from a portfolio company to meet with a couple of senior IT executives at a major retail company. Towards the end of the meeting, it started to become quite clear to me the effect that Google and the web ha..
» Readings: Galleon Wind-down, Solar, Biotech, etc.
27/10/09 18:06 from Paul Kedrosky's Infectious Greed
Bleeding Biotech (which argues for more money for biotech, an idea I disagree with) ( American ) Professional Money Management and Peak Oil ( Gregor ) The market is 25% overvalued; 15% correction coming ( Grantham ) We must overturn the st..
» Wonder Where I Am?
27/10/09 17:45 from Feld Thoughts
One of the challenges of living your life out in the open is signaling where you are going to be. I’ve struggled with this on and off, tried a bunch of different web services, and have never been happy with any of them. I’m goi..
» Soros on University Marxists, & Transforming Economics
27/10/09 17:40 from Paul Kedrosky's Infectious Greed
Here is George Soros in the FT on his new economics institute on how it represents a threat to the economics establishment. Give him credit for chutzpah. CF Do you think university faculties will accept the sort of outside influence? GS Th..
» Khosla on Failure: Take More Risk
27/10/09 17:37 from Paul Kedrosky's Infectious Greed
Vinod Khosla has his critics, including me now and then, but give him credit for often and unapologetically making risky, early-stage investments with a very high chance of failure. Khosla has been dabbling in [clean tech] deals since he s..
» QOTD: “Other” is the Problem
27/10/09 17:23 from Paul Kedrosky's Infectious Greed
Great comment from Mark Marinella of State Street on the important of risk limits in obvious places when investing in fixed income. He argues it all comes down to “other”: The most important category with the tightest risk limits is “other..
» Attack of the Zombie Bikini Babes
27/10/09 17:20 from Who Has Time For This?
Okay, so zombies, bikinis and bombs aren't new to the App Store, but together in one app?? This morning's release of Attack of the Zombie Bikini Babes from Outer Space (with original soundtrack!) makes me proud to be a shareholder in Smort ..
» 9 examples of minimum viable products
27/10/09 16:00 from Nivi
“Entrepreneurship in a lean startup is really a series of MVP’s” – Eric Ries “We kept to minimum feature spec. I think that is always very important. It is hard to determine what to do until you launch.” – Immad Akh..
» A Couple Foursquare Anecdotes
27/10/09 14:30 from A VC : Venture Capital and Technology
I was having breakfast at Pastis with a friend today. The "mayor" of that restaurant, Mark Ghuneim , walks in and goes to the bar to order his morning coffee to go. I said to my friend, "watch this, he's going to pull out his phone and the..
» Road to Recovery: Yo, We’re Good
27/10/09 04:02 from Paul Kedrosky's Infectious Greed
[via Dshort ]
» Why Blog?
27/10/09 02:57 from Will Price
I am reading Warren Bennis' seminal work on leadership, On Becoming a Leader . The book profiles scores of business leaders and seeks to identify common abstractions that help reveal "truths" about leadership. Early in the book, I came acro..
» Iceland Loses McDonald’s: New Rule?
27/10/09 01:30 from Paul Kedrosky's Infectious Greed
It used to be a favorite of pop globalists everywhere to say that two countries with McDonald’s had never gone to war. Sadly, that no-war Big Mac rule has been broken various times in the last decade. I’d like to propose a new McDonald’s r..
» Readings: Asset Bubbles, Banks, etc.
26/10/09 20:07 from Paul Kedrosky's Infectious Greed
Central Banks Hitting Asset Bubbles Show No Faith in Greenspan model ( Bloomberg ) American bank failures: An uncelebrated century ( The Economist ) Adjustment and the dollar ( Krugman ) Eighty years after Wall Street crashed, what did we ..
» Everyone’s Holidaying in Ghana This Year
26/10/09 19:04 from Paul Kedrosky's Infectious Greed
With the U.S. dollar is in full decline against all of its major trading partners, I thought it would be fun/interesting to see the currencies against which the U.S. dollar hasn’t declined this year. There is a total of nine (!) currencies..
» Glue: From Browser Plugin To Web Service
26/10/09 19:00 from A VC : Venture Capital and Technology
I've thought a lot about whether you can build a business via a browser plugin. I wrote a post a while back on that exact topic . I have seen web services successfully use browser plugins to increase the engagement with users. Delicious di..
» The U.S. Dollar, Then and Now
26/10/09 18:38 from Paul Kedrosky's Infectious Greed
A graph of the U.S. dollar against currencies of some of the U.S.’s largest trading partners since 1971. The bifurcation is the interesting thing. [via Pacific ]
» “Real wealth creation will take founding, seniority, or staggeringly large exits.”
26/10/09 15:34 from Nivi
We wrote a lot of comments on other people's blogs this week. Then we shared them on Twitter. I think you'll like them. Here's the top 4: How do you raise money if you're a very early stage companies with no product, traction, or track rec..
» “ARPA-E! ARPA-E!”
26/10/09 13:44 from Cleantech Investing
Okay, so maybe I jokingly tried to start an "ARPA-E" chant at Obama's MIT speech on Friday, simply because I thought it might be the only crowd ever wonky enough to get it. But acronymical joking aside, it's a potentially valuable DOE prog..
» Super-oarsmen vs. Lying Historians
25/10/09 21:09 from Paul Kedrosky's Infectious Greed
A story about a study (reported in the New Scientist in 2007) purporting to show that modern fit athletes can't match the performance of ancient oarsmen was the subject of an email discussion over the past few days. Here is the gist: In 42..
» Canadian Flu Fears Go Parabolic?
25/10/09 20:20 from Paul Kedrosky's Infectious Greed
This likely has to do with the anomalousness of the current flu season and the poverty of prior data, not with what’s actually happening on the viral ground. Nevertheless, Google Flu Trends has Canadian flu tracking going parabolic:
» Rethinking World Income Distribution: Not So Bad?
25/10/09 19:48 from Paul Kedrosky's Infectious Greed
Some controversial and potentially important findings in a new paper on a global income distribution changes over the last 40 years: Parametric Estimations of the World Distribution of Income Maxim Pinkovskiy, Xavier Sala-i-Martin We use a..
» Weekend Reading: iPhone, Oil, Rails, WaMu, etc.
25/10/09 19:36 from Paul Kedrosky's Infectious Greed
A few links from my weekly Weekend Reading column: The iPhone app industry ( BusinessWeek ) The rise and fall of oil production ( Telegraph ) Speed-Riding the Rails ( Bond Buyer ) Missing data problems in the world of oil ( EIA ) Reckless ..
» NOAA Winter Outlook: Wet(-ish) West
25/10/09 07:03 from Paul Kedrosky's Infectious Greed
Here, in graphical form, is NOAA’s latest El Nino precipitation outlook for the U.S.: Wetter than usual for California, but dry in northern Oregon and Washington.
» Thank you, Eric!
25/10/09 02:58 from Cleantech Investing
...for my nomination for Funniest Post and Link of the Year . "When Thanksgiving day arrives, and I fill my plate... I want to be able to thank the Lord for his gift of barium titanate..." Enjoy, all!
» Roubini: No Commodities, Oil, or Gold For Me
24/10/09 23:43 from Paul Kedrosky's Infectious Greed
With commodities, gold and oil having becoming the de facto investment choice for many investors, it’s good to have someone noisily taking the other side. Here is my amigo Nouriel Roubini on gold: I don’t believe in gold. Gold can go up fo..
» Readings: 17th C. Derivatives, Bankers, Rural Life, etc.
24/10/09 20:10 from Paul Kedrosky's Infectious Greed
Why Do Bankers Make So Much Money? ( Bookstaber ) Michael Green: New Lucasian Chair at Oxford ( Guardian ) Tax Records Open in Norway ( NYT ) Rural Amenities: Current Trends ( USDA ) The smartest boys in the alley, early derivatives on the..
» Digital Strangelove
24/10/09 16:33 from A VC : Venture Capital and Technology
David Gillespie sent me a note today about this presentation he posted about a week ago . It's really great and I think everyone should take ten minutes out of their day and spin through it. Digital Strangelove (or How I Learned To Stop Wo..
» State Of The Blogosphere Interview
24/10/09 15:14 from A VC : Venture Capital and Technology
Technorati released its annual State Of The Blogosphere report this past week. In it was a short interview they did with me about VCs and entrepreneurs who blog. I like the way it came out so I figured I'd reblog it here. ---------- Fred W..
» Matt Drudge vs. the Dollar
24/10/09 09:28 from Paul Kedrosky's Infectious Greed
In case you hadn't noticed, Matt Drudge has become fascinated with the U.S. dollar. Admittedly, he's not the only one, what with the dollar swan-diving in the last few weeks, but it feels like Drudge has ramped up his number of stories of ..
» Art Editor Maps Drive Around World, Then Drives It
24/10/09 03:19 from Paul Kedrosky's Infectious Greed
This is a lovely thing, something that crosses both the art and physical worlds: Former AP art editor Nicolas Rapp created a map of how you might (mostly) drive around the world, and now he is leaving to take a year to try to do it. Note th..
» Obama at MIT
24/10/09 03:14 from Cleantech Investing
Had the honor of being invited to Obama's speech at MIT today. Thanks to the Clean Economy Network and the Renewable Energy Business Network , we were able to bring 50 local green businesspeople to the event (thanks, CEN!). You..
» Friday Frivolity: Label the TSA Picture
24/10/09 02:36 from Paul Kedrosky's Infectious Greed
This photo is too good not to mess with a little, so let's have some Friday frivolity by competing to come up with the best label. Winner gets huzzahs, etc, and the contest closes tomorrow mid-day. Be sure to vote up on labels you like best..
» Why the story matters
24/10/09 02:16 from Cleantech Investing
Just stumbled upon this article in Wired with the blaring headline that EEStor is worth $1.5B! The writer starts with Zenn Motor's market cap of $169M today, points out they own 10.7% of EEStor, and that Zenn isn't going to be selling thei..
» Persistence Running, Bourgeoisie Survivalists, and Toes & Things
23/10/09 19:18 from Paul Kedrosky's Infectious Greed
What is the current preoccupation with barefoot running? Is this some sort of burbling bourgeoisie survivalist movement? Inquiring minds want to know why so many people are talking about wimpish current runners , persistence hunting , Vibr..
» Readings
23/10/09 18:06 from Paul Kedrosky's Infectious Greed
Amazon breaks its dot-com record price, a decade later ( Bloomberg ) U.S. Risks Japan-Like ‘Lost Decade’ on Stimulus Exit, Koo Says ( Bloomberg ) Why Canada's Housing Bubble Will Burst ( Tyee ) Calpers Bets $1 Billion Bush Aide Can Exploit..
» It’s Not My Company
23/10/09 14:43 from Feld Thoughts
VCs say a lot of stupid things. I’m guilty of it plenty and whenever someone calls me on it I try to acknowledge and change. One that I try really hard not to do is say “my company” when referring to companies I’ve invested in ..
» Donors Choose: The HP Match
23/10/09 10:37 from A VC : Venture Capital and Technology
Image via CrunchBase I am excited to announce that we've got a match to play around with in the Donors Choose Bloggers Challenge . It is from HP and it works like this: HP has committed to contribute a total of $200,000 pro-rata to all of ..
» Arbitrage in Baseball: Did Moneyball Not Work, or Work Too Well?
22/10/09 20:55 from Paul Kedrosky's Infectious Greed
Did Moneyball work – the idea that you could exploit inefficiencies in baseball long-timers’ approach to buying and selling players? And, to the extent it did, has its advantage been blunted by publicity? In other words, perhaps the Moneyb..
» Ask a Ninja on Net Neutrality
22/10/09 20:03 from Feld Thoughts
On the heals of the FCC doing what everyone expected them to do today with regard to Net Neutrality , I thought I’d remind you of the awesome Ask a Ninja on Net Neutrality from 2006.
» Robert Allen on Why the Industrial Revolution Was in Britain
22/10/09 18:43 from Paul Kedrosky's Infectious Greed
Great Oxford talk from one of my favorite economic historians, Robert Allen, on why the Industrial Revolution was in Britain: [via Yada-Yada ]
» TwitterCrunch? Company Value vs. Story Frequency on TechCrunch
22/10/09 18:41 from Paul Kedrosky's Infectious Greed
Some think that the popular TechCrunch site is dominated by stories about Twitter . Is that true, however? While the site is unabashedly about early-stage and emerging companies in technology, so stories about Twitter are to be expected, I..
» Readings: $20, Globalization, Industrial Revolution, China, Groups, etc.
22/10/09 18:20 from Paul Kedrosky's Infectious Greed
Stephen Roach on China’s puzzling economic data ( CFR ) The $20 Theory of the Universe ( Esquire ) The Stock Market Has Never Been This (Intermediate-Term) Overbought ( Hussman ) Why was the Industrial Revolution in Britain? ( Tawney Lectu..
» Hiding on a Vermont Hillside From H1N1
22/10/09 17:41 from Paul Kedrosky's Infectious Greed
Good talk from John Barry at MIT about H1N1 influenza:
» Some Useful Articles on Net Neutrality
22/10/09 17:16 from Feld Thoughts
Yesterday I mentioned my strong support of Net Neutrality . As part of this, I signed on to a letter from a bunch of VC’s and entrepreneurs to Julies Genachowski, the chairman of the FCC. Fred Wilson reprinted the letter (he al..
» Okay, so it’s broken. Now what?
22/10/09 13:16 from Cleantech Investing
I've been having a lot of conversations with cleantech investors lately, and it's clear there's an emerging "consensus" (as much as you can ever get true alignment in such an industry) that the traditional venture capital model applied to ..
» Net Neutrality
22/10/09 12:00 from A VC : Venture Capital and Technology
The FCC votes today on adopting Net Neutrality rules. This is an important debate and you can be sure that the telcos and their lobbyist's have been throwing all the money and influence they can at this issue. One of the arguments from the..
» Munchau on Minsky: Things are Worser
22/10/09 02:24 from Paul Kedrosky's Infectious Greed
Good column from Wolfgang Munchau in the FT glossing Hyman Minsky to argue that we've made an unstable system less stable: Our present situation can give rise to two scenarios - or some combination of the two. The first is that central bank..
» Hand Sanitizers Uber Alles: Doubling in 12 Months
22/10/09 00:56 from Paul Kedrosky's Infectious Greed
In case you were ever doubtful that H1N1 flu fears wouldn't cause sanitizer sales to spiker higher -- something I"ve written about here a number of times -- here is some data making the point fairly convincingly. According to Panjiva , hand..