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fredwilson
searching Neon…
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1.
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by
fredwilson
8y ago
So much? All of it
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by
fredwilson
9y ago
yes, without all of downsides of traditional DRM solutions
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fredwilson
9y ago
that is not accurate. we did not invest in Uber because we passed on the opportunity in the Srs B. my comments about Uber have nothing to do with that decision, which sure looks foolish in hindsight. my comments are more about what i think
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by
fredwilson
9y ago
Yup
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by
fredwilson
10y ago
Yes
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by
fredwilson
10y ago
Thanks for laying all of this out. I guess we will have to do more of this to get this crew here to understand what I'm trying to explain
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by
fredwilson
10y ago
This is not a pro VC argument. You may want to believe that. But that's not what I'm trying to say
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by
fredwilson
10y ago
I wrote this from the heart. You can ascribe whatever agenda you want to believe. But I wrote this for founders and it is based on thirty plus years of working with founders. I don't want to see them get screwed and notes screw them ov
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by
fredwilson
10y ago
we (USV) are the VCs who invested in DDG. we are very patient. and are happy to wait and see where this goes. this was a very small investment for us so there is no pressure on them from us.
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by
fredwilson
10y ago
it asks a question. or several. so i can learn. it was not designed to say anything. it was designed to stimulate conversation so i can learn and others can learn alongside of me.
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by
fredwilson
10y ago
i pimp everything, so i guess that means everything is a dud. i am an equal opportunity pimper. i plan on pimping again tomorrow on AVC
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by
fredwilson
11y ago
i accept your criticism even though i don't agree with it. but i can assure you that i have not hosted any obama dinners :)
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by
fredwilson
11y ago
yup. that is all i wanted to say. i agree with the president.
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by
fredwilson
11y ago
I agree and we are betting on that with the investments we've made in the past four or five years since we stopped making broad horizontal investments But I feel that even more dramatic upside is available in the less developed world
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by
fredwilson
11y ago
my blog is my public diary. i write it for myself for the most part. if people choose to read it, that's their choice.
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by
fredwilson
11y ago
Benchmark has been on a tear in VC not seen since KP did it in the mid/late 90s. they are absolutely the best in the business right now
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by
fredwilson
12y ago
that is a great question. there are two sides to this argument. one side says if they block you, you should block them. the other side says blocking trade backfires and that open markets create more opportunity even if you can't sell i
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by
fredwilson
12y ago
correct
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by
fredwilson
12y ago
yes, absolutely. when you do something every day for 25 years, you get good at. i could not do it one bit when i started out. it's a learned skill not something you are born with
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by
fredwilson
12y ago
ha! that's great. i don't think i'm going to do that though.
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by
fredwilson
12y ago
because the greater fool theory doesn't really work. and often you turn out to be the greater fool. better to focus on building something of lasting value. then when you exit doesn't matter very much
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by
fredwilson
12y ago
you left out the transactions part which is in the same sentence as the ads part. i would imagine, if this fable were true, that dentistry.com would make maybe 20-30% of its revenue from ads and 70-80% from transactions. that's about t
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by
fredwilson
12y ago
they aren't always the same and its important to recognize when they aren't and be honest and open about it
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by
fredwilson
12y ago
it's a fable. it's meant to explain how we think about the world. it's not meant to be reality.
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by
fredwilson
12y ago
Good criticism. I saw an opportunity to make a point I've been wanting to make and jumped on it
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by
fredwilson
13y ago
through senate staffers i know, i made sure Senator Manchin sees my post and also my partner's post http://www.usv.com/posts/when-did-america-become-to-afraid-t...
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by
fredwilson
13y ago
Yeah. I could have tried harder to come up with less frivolous ideas but I wrote this in about five minutes and I just went with the first ideas that were mobile bandwidth reliant I could come up with
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by
fredwilson
13y ago
I am "the author" and I do understand that but the point of my post was to simplify the issue for the vast majority of folks who don't get the net neutrality issue
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by
fredwilson
13y ago
neither me, my wife, or USV has an investment in Hackpad. i always try to disclose such things and mostly do that. when i fail to, my comment community lets me know so i can fix it
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by
fredwilson
13y ago
yes we do think it will be different but only time will tell if we are right about that
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