Sunday, November 21, 2010
Brazil: The Largeness Of A Country
Some countries are huge geographically but minuscule in population: Canada, Russia, Australia. Brazil is not one of those. Its large presence on the map is matched by the people who populate that map.
Bubble, Boom Or Froth?
Image by placenamehere via FlickrFred Wilson has been calling it a bubble. John Doerr says it's a boom. And that's just two guys, although high flying, legendary types. I think what we are seeing is a froth. Let me explain.
A bubble is something waiting to burst. As soon as people wake up, they hunker down, and then where are you? The whole thing collapses like a ponzi scheme. There are some bubble aspects to what is going on. Do you think all startups that are getting funded will grow the money for their investors? That has never happened. Even a seasoned VC like Fred assumes one third of his investments will go down. But are too many flaky companies getting funded? The question is are more than the usual number of empty shell startups getting funded?
A bubble is something waiting to burst. As soon as people wake up, they hunker down, and then where are you? The whole thing collapses like a ponzi scheme. There are some bubble aspects to what is going on. Do you think all startups that are getting funded will grow the money for their investors? That has never happened. Even a seasoned VC like Fred assumes one third of his investments will go down. But are too many flaky companies getting funded? The question is are more than the usual number of empty shell startups getting funded?
Saturday, November 20, 2010
If Apothepo Is Innocent, Why Is He Hiding?
I am on Larry Ellison's side. Thanks for the drama, Larry. It's been fun watching.
Larry Ellison Cracks Me Up
Putting My Money On Larry Ellison
Larry Is Not Done Yet
The Leo Apotheker Is Human Drama
HP Keeps Making News
Larry Ellison Cracks Me Up
Putting My Money On Larry Ellison
Larry Is Not Done Yet
The Leo Apotheker Is Human Drama
HP Keeps Making News
Friday, November 19, 2010
Chatfe Happy Hour With Paul Orlando
Earlier in the evening I was at the Chatfe Happy Hour for two hours: West 3rd Commons at 1 West 3rd Street. There used to be an Indian restaurant/bar at that place.
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