Web/Tech

When It Comes to Television Content, Affiliate Fees Make the World Go ‘Round

Posted on April 28, 2010. Filed under: Internet, online video, Uncategorized, video, Web/Tech | Tags: , , , , |

“The clock on the wall’s moving slower My heart it sinks to the ground And the storm that I thought would blow over Clouds the light of the love that I found” – Fool in the Rain, Led Zeppelin More often than not, we here in Silicon Valley are prone to idealism. We see a [...]

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Android or iPhone? Wrong Question

Posted on January 5, 2010. Filed under: iphone, Mobile, Uncategorized, Venture Capital, Web/Tech | Tags: , , , , , |

[Follow Me on Twitter] In a recent New York Times article, Kathryn Huberty, a Morgan Stanley analyst was quoted suggesting that Apple’s iPhone is the key catalyst for an important new technology trend. “Applications make the smartphone trend a revolutionary trend – one we haven’t seen in consumer technology for many years.” This argument rings [...]

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Google Redefines Disruption: The “Less Than Free” Business Model

Posted on October 29, 2009. Filed under: Internet, Uncategorized, Venture Capital, Web/Tech | Tags: , , , , , , , , |

[Follow Me on Twitter] I like to think of myself as an aficionado of business disruption. After all, as a venture capitalist it is imperative to understand ways in which a smaller private company can gain the upper hand on a large incumbent. One of the most successful ways to do this is to change [...]

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Want To Know More About the Future of Internet TV?: Let’s Look to Korea

Posted on September 29, 2009. Filed under: Internet, online video, Uncategorized, video, Web/Tech | Tags: , , , , |

[Follow Me on Twitter] We are clearly at a very important point in time when it comes to Internet video, especially video that is served to your television, but over the Internet (also known as “over-the-top” Internet video). Christmas of 2009 and Christmas of 2010 will mark the point in time that Internet menus began [...]

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What Is Really Happening to the Venture Capital Industry?

Posted on August 24, 2009. Filed under: Internet, Uncategorized, Venture Capital, Web/Tech | Tags: , , , , , |

[Follow Me on Twitter] Many are speculating that the year two thousand and nine represents a fundamental turning point for the venture capital industry. Some are arguing that the industry is in dire straits after years of poor performance. Others have argued that the math simply does not work for the industry’s current size. Another theory suggests that permanent challenges with the IPO [...]

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Bill Gurley on the “Free” Business Model

Posted on July 15, 2009. Filed under: advertising, Internet, online video, Uncategorized, Venture Capital, video, Web/Tech | Tags: |

I have been intrigued by the back and forth between Chris Anderson, Malcolm Gladwell, and Mark Cuban on the topic of “Free” as a strategy and business model. For those that haven’t read the articles and posts, I highly reccomend them all. Here they are in a list: 1) Back in February of 2008, Chris [...]

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Perfect Online Video Advertising Model: Choose Your Advertiser

Posted on February 27, 2009. Filed under: advertising, Internet, online video, Uncategorized, Venture Capital, video, Web/Tech | Tags: , , , |

Many companies and visionaries have pontificated about the future of video ads and different techniques for monetizing online videos.  A big part of this is driven by the fact that while YouTube is a huge user success, its a less proven monetization success.  On a recent trip to NYC, an idea came up which I can’t get [...]

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Just Say No to a VC Bailout: A Green Government Venture Fund Is a Flawed Idea

Posted on February 18, 2009. Filed under: Green, Internet, Web/Tech | Tags: , , , , , , , |

[Note: Update to this post, posted 2/22/09] A few weeks back, a friend mentioned an idea he had heard suggesting that the government consider entering the VC (venture capital) business as part of the overall stimulus plan.  Specifically, the argument was made for the government to provide excess venture capital funding to the green sector.  [...]

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Google Stock Option Re-pricing: Get Over It

Posted on February 1, 2009. Filed under: Internet, Uncategorized, Web/Tech | Tags: , , , |

Prominent finance publications like the WSJ and the Motley Fool along with several bloggers have recently taken shots at Google with respect to their decision to re-price a boat-load of employee stock options.  Just to review the details, in their last earnings call google management stated that they would offer all employees with options that have strike prices above the [...]

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Benchmark Capital: Open For Business

Posted on December 1, 2008. Filed under: Internet, Uncategorized, Web/Tech | Tags: , , , , |

“People see you having fun Just a-lying in the sun Tell them that you like it this way”      – BTO, Takin’ Care of Business The seemingly chronic state of our economy, combined with the thundering sound of dire financial news has left many in a state of shock.  This unprecedented moment in time [...]

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    About

    …focusing on the evolution and economics of high technology business and strategy. By day, I am a venture capitalist at Benchmark Capital.

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