This post originally appeared as my rebuttal to my friend Steve Blank’s opening statement in our debate in The Economist. In reading my friend Steve Blank’s arguments, I found the bubble definition quite compelling: “A tech bubble is the rapid inflation in the valuation of public and private technology companies that exceeds their fundamental value by…
More »This post originally appeared as my opening statement in my debate with my friend Steve Blank in The Economist. We are not in a technology bubble. We have not even taken a major step towards a technology bubble. Predicting such things is a bit like predicting the end of the world; the prediction will eventually…
More »Lately, everybody seems to be talking about a new technology bubble. Many very smart CEOs, VCs, reporters, and analysts can’t seem to stop worrying about the second coming of the dot com bust. Are the prognosticators correct? Will we head mercilessly into another crash? I don’t think so. A Comparison Between Today’s “Bubble” and the…
More »In my career, I have never seen a position in any industry with more varying criteria than General Partner at a venture capital firm. Some firms hire pure investors, some firms hire operators, some Wall Street analysts, some firms hire sales people, some firms hire lawyers, and others hire reporters. Interestingly, many different models have…
More »As former founder and CEO of Loudcloud, one of the original cloud computing companies, I am considered somewhat of a domain expert in all things “cloud.” Combine that with cloud being one of the hottest areas of new development and the most overloaded term in technology (well, maybe “real time” is more overloaded, not sure)…
More »“They smile in a n!*)#% face And for what They got the game f!@#^& up And want my thang f!@#^& up” —Dr. Dre After being an entrepreneur for most of my adult life, I’ve now been a part-time angel investor for 5 years and a full-time venture capitalist for the past 9 months. During that time,…
More »Who do you need to meet? I’m sure that we know them —Ron Conway Almost everybody knows that Ron Conway has invested in a huge percentage of the top technology companies in the world, but entrepreneurs often ask me why Ron would be a good investor for them. When I talk to venture capitalists, they…
More »[This blog post was originally published on Marc's blog on March 20, 2010.] Fred Wilson wrote a counter post to my The Case for the Fat Startup that you can find here. Before countering his counter, I’d like to say that Fred is one of my favorite VCs and has a marvelous track record of success. Further,…
More »[This blog post was originally published on All Things Digital on March 17, 2010.] Much has been written and said about the current economic downturn and the resulting lessons on how to run high-technology companies. Quite famously, Sequoia Capital, the premier venture capital firm in Silicon Valley, held a mandatory all-CEO meeting in fall 2008…
More »[This blog post was originally published at Marc's blog on March 1, 2010.] At our new venture fund, we’ve been spending time looking into new ways that will make the lives of entrepreneurs seeking funding easier. To that end, we’ve linked up with Ted Wang who has been working on an open source legal project…
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