January 2007
SIAA Preview Keynote
I gave a keynote at the Information Industry Summit yesterday during the "preview session" which features emerging information businesses. We've been investing in information businesses for years at the various firms I've worked for and I've watched the business change... [Read More]
January 30, 2007 08:32 AM, By Fred Wilson
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Tags: businessmodels content information
What's next?
The sense of progress in the computer industry is so strong that it feels almost inevitable. That momentum may be most obvious in the increasing capabilities of the underlying technology – faster chips, cheaper storage, and more bandwidth, but there... [Read More]
January 24, 2007 06:40 PM, By Brad Burnham
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Tags: governance progress social software
Why We Don’t Invest In Competitive Businesses
I was trading emails with one of our portfolio company CEOs last week. The subject was a company that was looking for venture capital that offered a service that was similar to one of the services our portfolio company offered.... [Read More]
January 15, 2007 12:02 PM, By Fred Wilson
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Tags: competitveinvestments
Founders and Management
It’s been a while since our last post on this blog. Year end activities got in the way. We were in the midst of a string of posts on what we look for in our investments when we went radio... [Read More]
January 10, 2007 12:46 PM, By Fred Wilson
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Tags: founders management