Writing
Choose
Welcome Andrew Parker
Brad Burnham – Aug 17, 2006
A few weeks ago we mentioned that we were looking for the right person to replace Charlie, who had left us to take a product management position at Oddcast. Prior to this post, we had informally reached out to a [...] Read more
Scalability
Brad Burnham – Aug 11, 2006
One of the common concerns about IT enabled services generally and web services specifically is that they do not have the potential to scale. When the focus of venture capital was on IT infrastructure, this criticism was often voiced as [...] Read more
Defensibility
Brad Burnham – Aug 10, 2006
Historically the defensibility of information technology companies has been based on intellectual property - usually patents, sometimes copyrights. From the late 70s until the late 90s many venture backed start ups contributed key components to the information technology infrastructure we [...] Read more
Information Technology Leverage
Brad Burnham – Aug 9, 2006
Not all IT enabled services businesses get the same value from their IT investment. We look for companies that have substantial technology leverage. When we make this point in conversation with an entrepreneur, it is usually enough to say "think [...] Read more
Potential to change the structure of markets
Brad Burnham – Aug 8, 2006
We invest in IT enabled services that have the potential to change the structure of markets. We see many plans that claim to incrementally improve the efficiency of an existing company or market. Some of these have pretty compelling economics, [...] Read more
Our Focus
Brad Burnham – Aug 6, 2006
A year ago when we first re-launched our web site as a blog, we did so because we felt that the environment was too volatile for a fixed investment thesis. Instead we suggested that our thesis evolves in a dialogue [...] Read more
Through the Looking Glass into the Net Neutrality Debate
Brad Burnham – Jul 11, 2006
There is this wonderful Alice in Wonderland quality to the current Net Neutrality debate. Listening to the rhetoric, one s to feel that up is, in fact, down and down is up. The innovative high growth applications companies like Amazon, [...] Read more
Sessions
Brad Burnham – Jun 29, 2006
It took a little longer than we would have liked but the transcript of our June 15th Sessions event is now up on the Sessions Wiki. Scroll down to the bottom of the page to find it. Or if you'd [...] Read more
Union Square Sessions 2 – Public Policy and Innovation
Brad Burnham – Jun 16, 2006
Yesterday we hosted a group of academics, policy professionals, venture capitalists and entrepreneurs for a conversation about public policy and its impact on innovation. We are very grateful to everyone who took a day out of their busy schedules to [...] Read more