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David Lee

David Lee

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Monthly Archives: May 2014

Inflection Point

People ask us all the time if we’re in a “technology bubble.” I’m not sure what that question means so I try to think about it through a different lens. The key question I ask is whether one should be optimistic or pessimistic for the near- and long-term trends in technology. Peter Thiel has some …

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Posted byDavid LeeMay 29, 2014September 30, 2019Posted inUncategorized

My Favorite Quote, Recently

“I never allow myself to have an opinion on anything that I don’t know the other side’s argument better than they do.” -Charlie Munger

Posted byDavid LeeMay 16, 2014September 30, 2019Posted inUncategorized

Shameless and Shameful

I tweet frequently about our portfolio companies’ products. It’s a little shameless and shameful at the same time. I get annoyed when others do it so I don’t know why I still do it. But whatever. The main reason why one would get annoyed is two-fold. First, there’s an obvious financial self interest in doing …

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Posted byDavid LeeMay 5, 2014September 30, 2019Posted inUncategorized

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