The news on Friday about Yahoo acquiring del.icio.us is spreading throughout the Blogosphere. Of course, many congratulations go to Joshua, Union Sq. Ventures, Yahoo, and everyone involved. I am sure that many bloggers will have their own interpretations and analysis, […]

I turns out that I’ve been citing Charlene Li’s blog post about the Third Page of Search in a number of conversations recently. She summarizes the concept: “The first page of search is the query page (like www.google.com), the second […]

There have been a few recent developments in “social commerce,” and I believe that we will (hopefully) see a number of new ones in 2006. For me, I view social commerce as one subset of “advertorial content,” where content is […]

The best part of the VC job is opportunity and privilege of meeting with so many entrepreneurs. My favorite days are the ones in which I spent the entirety meeting with a couple of company founders. It’s both exciting and […]

When I saw John Battelle’s post from Saturday about MySpace’s classified site, the thing that immediately popped into my mind was the 90’s boom mantra of a web property’s three pillars: community, content, and commerce. With the latter two in […]

There are a number of great blog resources out there which offer great advice for entrepreneurs giving their initial VC pitch, most notably Allen Morgan’s Ten Commandments for Entrepreneurs. This is a must-read series detailing the context surrounding and strategy […]

In the Bipolarization of Internet Acquisitions, I put together a chart below counting the number of acquisitions in various price ranges by the top players in the category this year. It showed a lumping of acquisitions in both the under […]

We’ve been meeting with (and investing in) a number of online and mobile consumer-facing services startups recently. A lot of our due diligence questions when exploring these potential investments surrounds customer usage – after all, you can’t have a successful […]

In the context of recent discussions of Yahoo’s biz dev folks stating that the company is directly competing with VCs for deals, Paul Kedrosky says of Google, “It’s just that rather than buying some of the equity of early-stage, pre-revenue […]

This past summer I posted a piece entitled, After the Garden: Mobile Carriers Opening to Off-Deck Content, in which I wrote, “In the last few months, many have begun to predict that the U.S. industry will eventually emulate Europe’s model […]