Marc Andreessen’s brilliant explanation of @claychristensen‘s disruptive innovation theory in 15 tweets: pic.twitter.com/3ic1teQbRW — Vala Afshar (@ValaAfshar) June 24, 2015 Introduction You can imagine my surprise when I was browsing my Twitter feed one night last month and came across one of Marc Andreessen’s tweetstorms. This time he was tweeting about Clayton Christensen’s Theory of […]
Technology
Industry Study: Nanotechnology
Note 1: This is an update of an article that I wrote on a whim in December 2006, while I was on a break from business school at NYU Stern. It was published without update at Tekedia in July, 2011. The announcement by IBM about its new 7nm chip prompted me to dig it up […]
Notes On Early Stage Technology Investing; Art, Science, or Both?
Often when I have asked other people this question I get a response that leaves me feeling dissatisfied. It seems most investors are compelled to take one side over the other, and, at least as far as the admittedly small sample of investors I have asked this question are concerned, insufficient thought is given to […]
Revisiting What I Know About Switching Costs & Startups
Switching costs are another aspect of a startup’s business model that I pay attention to. Together with Network Effect, Intangibles, Cost Advantages, and Efficient Scale they form the source of economic moats. ((Any errors in appropriately citing my sources are entirely mine. Let me know what you object to, and how I might fix the […]
Question Everything; My Remarks At FOCUS100 2014
Background: I gave these remarks at Digital Undivided’s FOCUS100 2014 Conference which was held between October 3rd and October 4th in New York City. A number of investors were invited to explain to the audience how they ought to pitch venture capitalists in order to win funding. Digital Undivided is a social enterprise that develops programs […]
Revisiting What I Know About Network Effects & Startups
‘One IPO that is probably worth the hype.’ – Chris Beauchamp on the # with @kerushton in the Telegraph. http://t.co/l8FqFRYwzJ — IG (@IGcom) September 1, 2014 The recently announced IPO of Alibaba got me thinking last week about network effects ((Any errors in appropriately citing my sources are entirely mine. Let me know what […]