Category Archives: Business Models

Healthcare Technologies: Trends and Opportunities

On February 28, 2013 I was honored to be a Panelist at an event organized by VC Taskforce on the Trends and Opportunities in Healthcare Technologies. VC Taskforce is a leading organization that seeks to foster greater connectivity and networking … Continue reading

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In Ecommerce – Revenues are Ego, Profit is Intellect

When it comes to ecommerce or retail, Revenues are Ego, Margin is Intellect.  I owe this key insight to my former partner Tom Stemberg, who founded Staples and built it from scratch to a $17B company.  Ecommerce businesses, by and … Continue reading

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Keynote Panel at AlwaysOn Venture Summit Silicon Valley

I recently participated in the opening keynote panel of AlwaysOn’s signature event, Venture Summit Silicon Valley (VSSV).  My highly distinguished fellow panelists included Norm Fogelsong from Institutional Venture Partners and Neil Dempsey from Bay Partners.  It was really quite an … Continue reading

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Sweet and Sour of Investing – Part 2

I was pleased to be a featured speaker on Part 2 of the Voice of  America Radio segment relating to the “sweet and sour of investing.”  You can listen to the entire segment here. You’re a game-changer! You’ve created the … Continue reading

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Flash Memory Disruption

The San Jose Business Journal recently interviewed me regarding the flash memory space.  Storage has become a critical bottleneck in today’s datacenter and the migration to flash memory is a huge tidal shift that represents a multi-billion dollar market opportunity.  … Continue reading

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Observations from the Facebook S1

1. A new standard for user engagement. DAU to MAU ratio of 57% in December 2011, which amazingly is actually higher than the already high 54% in December 2010.  This makes Zynga’s engagement look weak! 845 million MAUs as of … Continue reading

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The Real Facebook Effect

Unless you have been under a rock the past few days, you heard about Facebook’s long anticipated S1 filing.  It’s hard to go anywhere in the Valley without hearing the buzz.  Readers of this blog will recall that I had … Continue reading

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