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A Quick Primer on 5G
Dani Grant – Jul 16, 2018
The basics: There is an increasing need for mobile data (the amount of mobile data used in the US is up 4x since 2014 and 40x since 2010) but the existing spectrum doesn’t have enough bandwidth to support a lot [...] Read more
Writing On My Phone
Fred Wilson – Jul 16, 2018
We write on our phones all day long. Texts, emails, searches, etc. But long form writing is a different thing. I’m not sure how much long form writing happens on phones. I’ve been mostly writing my daily posts on my [...] Read more
World After Capital: Limits of Capitalism (Self-Conservation)
Albert Wenger – Jul 16, 2018
NOTE: Today’s excerpt from World After Capital rounds out the section on limits of capitalism. We already saw the issue of missing prices, the problem of power laws and today talks about how the self-conservation of capitalism through the political [...] Read more
Going Over The Top
Fred Wilson – Jul 15, 2018
I have long had an interest in determining when the video offerings available “over the top” will be sufficient so that customers will no longer need to buy video from their cable providers. I was writing about this issue in [...] Read more
Video Of The Week: Roham Gharegozlou At Techcrunch Blockchain Sessions Zug
Fred Wilson – Jul 14, 2018
Roham Gharegozlou is the founder and CEO of the company that made CryptoKitties (which USV is an investor in). In this talk , Roham discusses what CryptoKitties was all about and where they intend to take the business. I would [...] Read more
Principles (Introduction)
Albert Wenger – Jul 13, 2018
While I am working on my book World After Capital, I am also collecting ideas for an important project that I want to tackle afterwards: a compendium of principles. Before you think, oh Albert is going full on Ray Dalio, [...] Read more
Trophy Board Members
Fred Wilson – Jul 12, 2018
I am not reading Bad Blood, the book about Theranos, but many of my friends and colleagues are. One of the many "tells" that Theranos was not a good company was the board chock full of trophy board members. A [...] Read more
The Web 3 Stack
Fred Wilson – Jul 11, 2018
Web 3 is the next generation of the web in which decentralized apps (dApps) operate on top of a shared data layer and users have control of their data and the ability to move between dApps with little to no [...] Read more
Uncertainty Wednesday: Updating (Beta Distribution 2)
Albert Wenger – Jul 11, 2018
Last Uncertainty Wednesday, I introduced the beta distribution to model our prior belief about the probability of Heads in a coin toss. We saw that for the parameters α = β = 1 the beta distribution gives us a uniform [...] Read more