January 2011
44 posts
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Ron Conway | jacquesmattheij.com →
Ron Conway talks about behind the scenes facts at Google, Facebook, Twitter. Must read.
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Should You Really Be A Startup Entrepreneur? →
As usual, insightful post by Mark Suster on entrepreneur vs VC as a life decision.
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Congressional Budget Office - Budget and Economic... →
Summary (pdf) and full doc (pdf).
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Start Fund: Yuri Milner, SV Angel Offer EVERY New... →
Buying lottery tickets in bulk increases the probability of winning, doesn’t it?
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Paulson Letter to Investors 2010 →
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Social Commerce Race Is On
Find the difference …
svpply
fancy
wanelo
pinterest
lemon fund (I’m involved in this one)
Product bookmarking, that I would consider the ‘thin edge of the wedge’ to get into social commerce is getting very crowded very quickly.
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Google APIs & Developer Products - January 2011 →
Uber-geekness warning
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The European startup ecosystem arrived – but Paul... →
Optimism on European VC, things are moving!
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Mom and Pop, At Web Scale - Anil Dash →
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As Steve Case, founder of AOL, once told me while standing at the bar in the...
– Andrew Ross Sorkin: A Hefty Price for Entry to Davos - NYTimes.com
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Leaderboard: Europe’s Biggest Tech Exits |... →
List of large VC-backed companies exits via @robinklein
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Arthur Benjamin does “Mathemagic” | Video on TED.com
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E-Payment Space Heats Up
Two big announcements today: Apple will include NFC chips in new iPhone 5 and iPod 5 and Facebook Credits are now mandatory for all games and facebook apps.
Apple’s announcement is huge: the iTunes payment platform can really become an alternative payment network, especially if iTunes will accept direct bank wire transfers to user accounts, cutting out credit card fees. In addition, Apple...
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What’s it Like Being a VC? | Both Sides of the... →
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Trulia - Rent vs. Buy Index (Q1 2011) →
Awesome interactive graphics via @msuster
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threewords.me sale →
Really?!
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Google to Launch Groupon Competitor [EXCLUSIVE] →
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Why Europe’s periphery should restructure their... →
Recap by Felix Salmon on what everybody is saying regarding European government debt restructuring.
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Notes On Augmented Reality
Done some research on the Augmented Reality (AR) space this morning.
Three leading AR browser / platform providers:
Layar
Junaio
Wikitude
Next Android release will probably include an AR browser by Google.
I would guess that Google Earth KML will develop into the de facto standard for AR layers, although the three providers above are pushing their own mostly proprietary architectures.
...
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Top 10 Mistakes in Behavior Change
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Groupon I.P.O. Said to Value Company at $15... →
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Object Tagging Mania
Internet of objects meets tagging and social/local commerce. Enabling technology: cell cameras, location-aware mobile phones.
Google Goggles
Svpply
Fancy by Thingd
Stipple
FoodSpotting
Very interesting trend.
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New York to displace Silicon Valley — TNL.net →
Interesting analysis of the New York vs Silicon Valley debate.
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10 Business Models That Rocked 2010
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Facebook 2010 Financials: $1.6B Revenue and $500M...
Based on these figures from Reuters on the the first 9 months of 2010, it seems like Facebook has a nice 30% profit margin and probably a 50%+ EBITDA margin.
Valuation of $50 billion still prices in a lot of growth, but is less crazy than I thought.
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This Is What The World Is Going To Look Like In... →
Slides from HSBC by country on demographic trends and their impact on the economy.
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Ghost towns of China: Satellite images show cities... →
More shots of China real estate madness.
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Facebook has raised $500 million from Goldman Sachs and a Russian investor in a...
– Goldman Invests in Facebook at $50 Billion Valuation - NYTimes.com
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market cap apple google microsoft exxon -... →
Market cap of Apple, Microsoft, Google and Exxon Mobile since 2005.
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The euro region will have another debt crisis by this spring, when Spain and...
– Euro Falls Most in Two Weeks Versus Dollar Amid Funding Concern - Bloomberg
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Niall Ferguson lecture on declining empires.