Three Screen Consumption Patterns
Nielsen released their quarterly three screen report. They include data from the most recent 3 quarters, but I have gone back to the previous 6 quarters to show longer term [...]
Tag Archives: investment thesis
Why paid consumer services are in a golden age
Paid consumer services are exploding on the internet acquiring millions of users profitably for businesses like Zynga, GroupOn and HomeAway.Their success heralds a shift in the way web companies win [...]
Deeper analysis into VC Investment Trends
Yesterday’s post drew a fair amount of questions about the decline in the median investment by VCs over time. I’ve put together some more charts to explain the story in [...]
VC Investment Correlation to the Public Market
Venture investing shouldn’t be correlated to the public market. Private equity securities are by their nature illiquid; startups take between 5-8 years on average to achieve a liquidity event; venture [...]
Convergence devices’ impact on payments
Convergence devices like iPad and tablet will blend the content consumption of a PC user with the simplicity of mobile payment mechanisms and generate enormous new revenue opportunities. Poverty for [...]
How large is the US mobile commerce opportunity?
Mobile commerce is finally poised to achieve the promise so many have imagined for so long. Mary Meeker’s most recent presentation on mobile drew an analogy between the US nascent mobile [...]
Flash support will accelerate Android adoption dramatically
The Android market continues to grow, adding thousands of applications per month. Still a fraction of the iPhone store volume, Android is lacking high visibility games in their store. As [...]
