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 […]

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 […]