The Ledger
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Network Effects Are the Primary Defensible Quality of Internet Businesses
“I think they had a real belief that networks would be the defensible quality of the internet, or the defensible thing about building a business on the internet. Whereas, let's say, In prior businesses like, ah, Microsoft Office or Windows or any other software…”
Writing Publicly Forces Deep Thinking and Drives Self-Learning
“When you're formulating it for a blog post and something that's meant to be consumed, you really need to think deeply and figure out every single angle so that you're, you know, you're communicating something which is coherent and clear and powerful. And I thi…”
Sports Tech Is Tough for VCs Due to IP Lockup
“And a tough one for VCs just because a lot of that industry is locked down by intellectual property and things like that, which actually is something that we had to deal with 50.”
Kuhn's Paradigm Shift Concepts Directly Apply to Venture Investing
“And I think that's actually, you know, I hate to sound too grandiose, I think some of those ideas are actually applicable in investing, where, you know, you bring with you a certain framework for looking at the world and then the, then that framework breaks do…”
USV Evaluates Startup Pitches Using Broad Historical Network Frameworks
“When the term network comes up, we're talking in the most, let's say, Literally talking about networks of all types. I mean, it could be, it could go back to the railroad, railroad network. It could be actual social networks. And that gives you a real sort of …”
Visual Win-Probability Graphs Convey Game Dynamics Better Than Box Scores
“If you look particularly like at the past Super Bowl, which had a lot of wild swings, you get a visual graph of the game Which really tells the story of the game in a way that the score, the box score doesn't. You actually get a really quick visual snapshot of…”