• No disrespect to VR, but I think HTML5 games will become trendy again

    February 12, 2016

    Almost exactly three years ago I attempted to expose my thinking on why I was enthusiastic about HTML5, at least from an investor’s perspective. Three years is of course an eternity in tech, and HTML5 has certainly progressed substantially in some ways I expected, while in other ways demonstrated my zeal in overestimating the immediacy […]

  • Lower interest rates weaken your currency, right ?

    February 11, 2016

    It appears that Mr. Currency Market turned conventional wisdom on its head in reaction to the Bank of Japan’s announcement on Jan.29th to adopt negative interest rates. And here I was taught that reducing central bank interest rates should weaken the currency…  

  • The lifecycle of a Fintech startup

    February 5, 2016

    I couldn’t resist re-publishing this Financial Times characterization of the Lifecycle of a Fintech Startup (If you pitch my Fintech partner, be prepared to respond to a question about which phase you’re in !):

  • Words I never expected to hear from a founder

    February 2, 2016

    The Founder/CEO of a tech startup I’ve been following for a while caught me off guard the other day. This is not a company in which I’ve invested, mainly because its activity falls outside our fund’s investment sweet spot. Yet it’s a compelling venture for VC backing given its robust and defensible technology that offers […]

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