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This is what consumer fatigue looks like

May 11, 2013
When the iPhone 5 and the iPad Mini came out, people joked that you would be able to own a comprehensive gradient of screen sizes between phone and tablet. Well, if you consider both Android and iOS, that turns out to be the case now: Click for full res. PSD file with layers provided here.   If you've walked into a Best Buy (people still do that, right?) recently or tried to browse online for a new phone or tablet, you've probably been...
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8 Things Your VC Won't Tell You

Feb 18, 2013
Venture capitalists, especially those investing at the early stage, could be described as "relationship capitalists". You'll often hear how investors approach their commitments like a marriage, and that they think long and hard about with whom they want to go to bed. Avoid picturing that second part. But the VC mystique can be inexplicable at times. Why do they send such curt emails? What the #%$! do they mean by "traction"? Are they even paying...
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Perspective

Feb 04, 2013
From a WSJ article about Sycamore Networks: Sycamore went public in 1999. Its shares more than quadrupled on their first trading day, valuing the company at $14 billion. At the time, it had booked a total of $11 million in revenue and no profits. Last week, shareholders voted to dissolve Sycamore at a market value of $66M. One of our Fund V companes has booked over $11M in revenue without a profit. Imagine if we could take it public at $14B. We own 17% of the company -...
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Cord cutting our way back to 1980

Eric D. Wiesen Jan 29, 2013
I had a funny conversation with our analyst Kane Hsieh last week. One of Kane’s favorite games, popularized since he arrived at RRE last fall, is called “Make People Feel Old” (Kane graduated from college in 2012). As part of a wide-ranging conversation about first audio and then video content consumption, Kane dropped on me that he had never actually owned a player of physical media. Which, after I did the Cheetohs Cheetah face-shake, kind of makes sense – if...
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Is it tacky to say Publishing 2.0?

Eric D. Wiesen Jan 28, 2013
About a month ago I finished an awesome science-fiction novel called WOOL. Not necessarily newsworthy (although if you enjoy sci-fi, particularly of the post-apocalyptic flavor, I strongly encourage you to read it), except WOOL was an example of a rapidly growing genre: self-published fiction. The notion of democratized production of content isn’t even remotely new. In fact it’s so old that even the trend's moniker,  “Web 2.0,” is...
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