A historical collection of our writing.
Fred WilsonI saw some chatter on Twitter this past week about Netflix and Disney in the wake of Disney’s announcement of Disney+: I’m long $dis myself and no $nflx at the moment. That said will never not pay $nflx at current pricing https://t.co/aInOGQQFXZ — Lindzon+ (@howardlindzon) April 12, 2019 Disney’s […] Read more (opens AVC in a new tab)
Fred WilsonAnd now a word from your sponsor: Coinbase is a USV portfolio company, I am on the board, and I am deeply invested in this business. Coinbase’s regulated custody subsidiary is an important part of their overall business and I am also on the board of it. This Unconfirmed Podcast with Sam McIngvale […] Read more (opens AVC in a new tab)
Fred WilsonOur portfolio company Blockstack tweeted out this today: After rounds of private comments, we’ve publicly filed for a $50M token offering with the SEC. Upon qualification, our network and the Stacks tokens will be available to retail investors, including the US. https://t.co/OuPVbA4eJt — Muneeb Ali […] Read more (opens AVC in a new tab)
Fred WilsonOur portfolio company Dronebase is announcing some big news today. They are going to be offering thermal imaging missions in partnership with FLIR , the leading provider of thermal sensors. And FLIR has made a strategic investment in Dronebase. What is thermal imaging? Thermal imagery, which is […] Read more (opens AVC in a new tab)
Fred WilsonI finally got around to reading the Political Advertising Report from Tech For Campaigns . My conclusion is we are going to see our phones light up with political messages over the next year and a half. Here is why: Only Trump spent a percentage of total spend on digital that is close to what […] Read more (opens AVC in a new tab)
Fred WilsonOver the last decade, the costs of scaling a company in the bay area, NYC, and many other startup regions in the US has escalated sharply. We have encouraged our portfolio companies that are located in these high cost regions to build out secondary locations where they can hire high quality […] Read more (opens AVC in a new tab)
