September 2006 Archives

  • Traction

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    This is my second post on "other things we look for". I hesitated to use the title Traction because its certainly one of the most overused words in the venture capital vernacular. But it is also the "shorthand" peope use...

  • Early Stage Investing

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    I thought I’d lead off my series of posts on “other things we look for” with a discussion of our preference for early stage investing. Most of our investment approach is built on top of our foundation as early stage...

  • When Mark Twain said that, he almost certainly was not thinking about the fate of network operators and mini-computer companies, but it seems more and more likely that 20 years from now Verizon, AT&T;, Sprint, Comcast, Cingular and T-Mobile will...

  • Other Things We Look For

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    Last month Brad wrote a series of posts on the things we look for in our investments. Those posts are archived here. As Brad said in his introduction to those posts: A year ago when we first re-launched our web...