• Why I’m enthusiastic about HTML5

    February 26, 2013

    I find that my best venture investing tends to happen when I structure my thinking around investment themes or theses. One current thesis I hold is that HTML5 will usher in a democratizing force comparable to the advent of web itself. It almost sounds like I’m overstating the obvious when I think about it like […]

  • The Valley of Heart’s Delight

    February 19, 2013

    Spot quiz: What region is formerly known as the Valley of Heart’s Delight ? Here’s a hint: it’s not Blackstone Valley in Massachusetts, nor is it Berlin, East London, and especially not Saclay, France. A swathe of apple orchards and orange groves spanning Santa Clara County in Northern California is what gave Silicon Valley this […]

  • Percent vs. value

    February 12, 2013

    At a conference the other day a fundraising advisor I know approached me about a prospective investment opportunity. The opportunity, a project in the mobile analytics space, fit well within our invest domain of interest. I was intrigued and listened attentively as the intermediary explained the product, the market need, the company’s progress to date, […]

  • State of the [French VC] Union: Bleak

    February 5, 2013

    Last summer I wrote a piece about how France’s Retail VC funds were facing bleak prospects (Retail VCs: Pivot or Perish). With the jury now in from 2012’s fundraising cycle for these vehicles, it unfortunately appears that my August piece proved ominously prescient. By way of refresher, Retail VCs are the venture capital firms whose […]

  • The HTML5 guru speaks: now carrier grade

    February 1, 2013

    CTO of Momac Alex Rutgers crafted a whitepaper years before HTML5 took the mobile world by storm on the technology’s compelling potential. It was thus with great enthusiasm that I learned that Alex found time to produce a sequel to his original paper laying out his vision for HTML5’s future evolution. One interesting conclusion is […]

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