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Mobile Innovation: We Need to Get Past the App Store Duopoly
Albert Wenger – Dec 17, 2014
The shift to mobile computing is fully underway. Over time everyone in the world will have a smartphone and data speeds will go up (and hopefully prices for data plans will come down). So the race is on to find [...] Read more
Bitcoin: Clarifying the Foundational Innovation of the Blockchain
Albert Wenger – Dec 15, 2014
There is a confusion about Bitcoin that trips up a lots of people when they first learn about it: the blockchain is organizationally decentralized but logically centralized! What does this mean? Here is a 2 x 2 matrix that should [...] Read more
Revenue Multiples And Growth
Fred Wilson – Dec 11, 2014
When you say "the stock is trading at 20x revenues" people rightly shake their head and say "that is nuts." I got a lot of tweets like that in reaction to my comments about the Uber valuation in the LeWeb [...] Read more
Lending Club IPO
Albert Wenger – Dec 11, 2014
Today our portfolio company Lending Club went public. Congratulations to the team And here is founder Renaud Laplanche on the business Read more
Revenue Multiples And Growth
Fred Wilson – Dec 10, 2014
When you say “the stock is trading at 20x revenues” people rightly shake their head and say “that is nuts.” I got a lot of tweets like that in reaction to my comments about the Uber valuation in the LeWeb [...] Read more
The Torture Report is Out, Now What?
Albert Wenger – Dec 10, 2014
I have only written about torture once before here on Continuations as part of my mini review of Zero Dark Thirty. I am glad that after long delays we at least now have a summary of the Senate’s Torture Report. [...] Read more
The Shared Data Layer of The Blockchain Application Stack
Joel Monegro – Dec 8, 2014
Imagine a global database (or a set of global databases) that every application plugs into. That’s the general idea behind the Shared Data Layer. As the name suggests, it’s a data storage layer that is decentralized and open to everyone. Read more
Development Is Cheap. Production Is Not.
Fred Wilson – Dec 4, 2014
This is a line from a blog post written by my brother in law Jerry Solomon. He is talking about film production, specifically short form videos. But the point is true of all projects, from designing a building, a home, [...] Read more
The New York Verdict and What I Plan to Do
Albert Wenger – Dec 4, 2014
I did not write directly about the death of Michael Brown although what happened in Ferguson was on my mind and I referred to it indirectly. I was not planning to write about the death of Eric Garner but then [...] Read more