howard lindzon
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2 days ago
in Do You Ever Do Any Real Work? on A VC
social leverage baby...was just kidding abiut you being lazy. stop giving all the free tips over here
1 reply
1 week ago
in A Slightly Different Perspective on A VC
great post, it's a shame it has to be written so that the people with no experience in the business writing rants can be shut up.
Money is always flowing. today a new phenomenon is at hand, but it wont stay that way forever.
Money is always flowing. today a new phenomenon is at hand, but it wont stay that way forever.
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aarondelcohen
Howard, Andy, and Bijan:
Fred's anaylsis is without question more nuanced and more global in its perspective. Adeo's set up slides are not very good and do not make a compelling argument for his suggestions here. I argued that here: http://bit.ly/wzg7
But I do think Adeo has some interesting points about the structure of the industry, changing mgmt incentives, and standardizing the way we all do business. If you look at Paul Graham's essays (as all of you do and Fred edits them) there are real inefficiencies to the market. The time horizons are long. The management fees are significant, and the results have been poor for a half-dozen years. Fred I think you're right that fewer funds means fewer investment dollars but that's probably a good thing because there is so much me-too investing. Do we need 30 Social networks and 50 widget companies?
I suspect all of you believe that it remains early in the digital revolution and that there will be other googles and ebays. Twitter may be on its way. If this is the case shouldn't we have a healthy dialogue about how to reinvigorate or reimagine the venture asset class? Aren't Betaworks and Ycombinator experiments in this reimagination and don't we need more?
Fred's anaylsis is without question more nuanced and more global in its perspective. Adeo's set up slides are not very good and do not make a compelling argument for his suggestions here. I argued that here: http://bit.ly/wzg7
But I do think Adeo has some interesting points about the structure of the industry, changing mgmt incentives, and standardizing the way we all do business. If you look at Paul Graham's essays (as all of you do and Fred edits them) there are real inefficiencies to the market. The time horizons are long. The management fees are significant, and the results have been poor for a half-dozen years. Fred I think you're right that fewer funds means fewer investment dollars but that's probably a good thing because there is so much me-too investing. Do we need 30 Social networks and 50 widget companies?
I suspect all of you believe that it remains early in the digital revolution and that there will be other googles and ebays. Twitter may be on its way. If this is the case shouldn't we have a healthy dialogue about how to reinvigorate or reimagine the venture asset class? Aren't Betaworks and Ycombinator experiments in this reimagination and don't we need more?
1 month ago
in Talking Stocks on A VC
Nick - you totally get it. thanks
1 reply
Tom Hughes
It also helped me figure out "why twitter?" which I'd been struggling with (he sheepishly admits).
1 month ago
in Talking Stocks on A VC
we cretaed a list of recommended tweeters that make a habit of doing that. check them out on the site
1 reply
vishalsood
thanks ... I did not notice that earlier .. looks good :)
1 month ago
in StockTwits: Yes, it’s really called that on Mathew's comments
fair and concise like your hairline. Thanks so much Matthew. Love to truly give you a full walkthrough. It is seriously not for just traders.
Loving the 'fevered brain'
Loving the 'fevered brain'
1 reply
mathewi
Thanks, Howard -- for the hairline comment, if nothing else :-) And of course I meant "fevered" in the best possible way.
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