Mobile
Transforming Uber’s Mobile Experience With APIs AI and ML
Hacking Mobile Deistribution And Deployment via SMS
The Three Push Notification Taxes
Big Phones, Big Real Estate, New image Construction
If Android Is A Feight Train, iOS Is High-Speed Rail
New Mobile Commerce Leverage
Getting Fireballed, And Some Clarifications
iOS First. Android Much, Much Later
Mobile Apps And Call Avoidance
For Yo, All It Takes Is A Little Push
Early-Stage Startups And Suites Of Mobile Apps
Facebook And Snapchat: One Way To Fight A Distrubted Mobile Threat
Attacking Mobile Distribution With Cross-App Promotions
Foursquare Swarm And The Risky Business Of Cross-Pollination Across Mobile Platforms
The Precise Location Of The Downturn In Mobile
Homescreens And Lockscreens: Cover, Aviate, And Facebook Home
Tap Your Phone, Get Stuff (Including Funding)
Mobile Meetup, April 15th In NYC
Looking In The Rearview Mirror For Mobile App Inspiration
How Secret May Uncover A New Secret To Mobile Growth
An iPhone Loyalist’s First Few Weeks With Andoid
Mobile Investment Panel @ InContext2014
Brief Thoughts On Trends In Mobile App Investing
Secret’s Mobile App Design Hides In Plain Sight
Enterprise Mobility: Devices, Secureity, Deisgn And Distribution
Revisiting Mobile Indetity, TouchID, And Beyond
Mobile Is The Great Leveler
A Passive Yet Potentially Aggressive Mobile App Strategy
For Holiday Shopping, Mobile Apps Bring Out My Inner Grinch
The Shifting Ways In Which We’ll Interact With Mobile Apps
On Mobile, The Location arrow May Finally Be Pointed In The Right Direction
Old 2012 Post On Location-Based App
QuizUp’s Mobile Play May Be Anything But A Trivial Pursuit
How Mobile Alters Traditional Network Effects In Marketplaces
App Indexing, Predictive Services, And Unlocking Mobile Distribution
FAA Ruling Unlocks 14.46 Billion Minutes Of Mobile Device Time Per Year
Fancy Hands Enhances Mobile Search In Novel Ways
Notes From Mobile Discussion With Benedict Evans And Ben Bajarin
Rethinking The Seductiveness Of Mobile-First
The Precise Art Of Mobile Push Notifications
The Future Of Mobile Taps And On-Demand Services
Mobile Apps, Card Interfaces, And Our Opposable Thumbls
For Mobile Developers, iOS7 + iPhone5s/c Is Greather Than The Sum Of Its Parts
The Scale Competitiveness, And Indsutrial Strategies In Mobile Computing
Open-Sourcing My investment Theses Re: Mobile Computing
Investing More Time And Energy Into Writing On Mobile Computing
Beyond The App Layer: A Personal Focus On Mobile Computing
FrontBack For iPhone Is A Fun App
Required Reading Regarding Mobile
A Story About Threading The Needle On Mobile
A Quick Dissection Of FrontBack’s Rise
The Cliff Caused By Mobile App Requirements
Cliff Notes For Recent VC Blog On Mobile
Bubba.VC, Much Needed Insight Into Mobile Operations
Two Lessons For App Makers From Dots For iPhone
Iterations: Snoopify, The Greatest Mobile Photobombing App Of All Time
Hosting @ManuKumar In The Studio, Chatting Mobile Cameras And Imaging
A Mobile Knowledge Gap Facing Many Investors
Mobile Information Diet
Mobile App Greatness And Great Distribution
Early-Stage Mobile App Investment Litmus Test
The Mobile Harmonization Of Social Data
Mobile First? Not So Fast
The Fragmented Mobile Information Race
Mobile Messaging Wars
The Bottom Line On iOS vs. Android

Investing/Fundraising
Investment Lessons From Howard Lindzon
Investing In Mobile 2016
The Cost Of Lengthy Fundraising Procesesses
The Tension Between Governance And Deal Flow
Post Seed Fireside Chats 2015
The Full Ratchet Interview: The Path Ao Series A
The Post Seed Conference, The Sequel
The Super Pro-Rata Signal
An Evolving Relationship Between MicroVCs and LPs
A New Kind Of Drought In Silicon Valley
Seed Founders, Beware The Syndicate Shenanigans
Wrapping Up Another Summer of StrictlyVC Posts
When Someone Asks Me About Series A, Now I’ll Just Share This Post
The Bang Bang Round, Inspired By Louis C.K.
What’s In a Name? On The Cap Table, It’s Everything or Nothing
Live Event: So, You Want To Raise Your Series A?
Being Creative When The Series A Doesn’t Arrive
We Are In An Access Market
The Bill Chill In Seed
So You Want To Raise A Series A
Dissecting A Great Post On Seed Stage
Basic Oaths For Investors, And For Founders, Too
Recap: StrictlyVC’s Inside Series (May 13)
Video: If Seed Is The New Series A, How Helpful Are Angels?
StrictlyVC Insider Series (May 13 in SF)
Existential Risk In The Seed Stage
The Rigidity Of Investment Slide Decks
Investing Pre-YC
Which Funds Catch American Unicorns Early?
Kicking Off The StrictlyVC Insider Series
Running A Fundraising Process
Nine Challenges Facing The MicroVC Model
The Story Behind My Investment In eShares
Post-Seed Conference Wrap-Up (And Videos)
Unpacking Four Seed Investments Via AngelList Syndicates
Seeking Your Help To Crowdsource
Early-Stage Invesing And Upstream Communications
The Color Of [Easy] Money
Early-Stage Math And Upstream Expectations
The Post Seed Conference (Dec 2 In SF)
Reflecting On Cendana’s LP/GP Summit
From Seed To Market, A Peek Into Fall 2014
Fall 2014 Funraising Field Notes
The Inefficient Frontier
Another angle On The Shifting Pro-Rata Debate
New VC Interviews @ StrictlyVC
Notes From The 2014 Pre-Money Conference
The Turf Signaling Between Investors And Founders
Venture Capital Does Not Scale (Sort Of)
Contingent Investment Commitments And The Quest For Lead Investors
Some Obersations Regarding Big VC, One Year Into Investing
Response To Dave Lerner’s Post On Venture Capital
Why Large VC Should Try To Avoid Seed Deals
Sobering Realities About Crowdfunding Startups
Some Questions I’ve Received About My Fund
The Harsh Realities Surrounding Mobile App Investing
Random Notes From The Early-Stage Investing Field (Fall 2013)
Underwriting Risk, Inspred By Ayrton Senna
Annotating @NrMehta’s Post On Value-Add Tactics For Investors
Timehop to April 2012: Seven Forces Disrupting Venture Capital
The Fred Wilsonification Of Venture Investing
Decoding PG’s Latest Startup Investing Trends Essay
The Series A Crunch Is No Match For Man’s Best Friend
Venture Capital’s Magnum Vintage
Iterations: How Tech Hedge Funds And Investment Banks Make Sense Of Apple’s Share Buybacks
Another Perspective On The Anti-Investor Mantra @ Y Combinator
Putting The Art Back In Venture Capital
Three Reasons Venture Capital May Be Roasting Coffee Beans
Let’s Properly Define The Term Venture Capital
True Angel Investors Are Beomcing Extinct
A Rare Opportunity To Explore Venture Capital
The Poison Pill In Startup Fundraising: Optimizing For Valuation
Targeting VCs For Seed Money Is Generally A Waste Of Time
Unbundling Venture Capital
Iterations: The Seed Stage Dandelion Effect
Fundraising Hack: Determining An Investor’ Taste
Valley Funraising Primer, The 2012 Fall Edition
The Colorado School Of Mines And Venture Capital
The Seed Stage Dandelion Effect
India’s Most Powerful Venture Capitalists
A Rationale For Path’s Series A Investment
Map Of Silicon Valley’s Early Stage Tech Investors
Map Of Boston’s Early Stage Tech Investors
Challenges And Opportunities For Seed Funds (2016 Version)
Navigating The Gap Between Seed And Series A (2016 Version)
Investment Criteria, Focus, And Process For Haystack Fund 3

Big Tech Companies

Facebook
Facebook Meets The License Raj Of India
On Mobile, Facebook Has Moves Like Jagger
For Facebook, An Orthogonal, Astigmatic Move Into Virtual Reality
The Whatsapp Effect
The WhatsApp Story Challenges Some Of The Valley’s Conventional Wisdom
Facebook’s Diamond Engagement Ring
Unpacking Facebook’s Mobile Strategy: Paper, All The Mobile News That’s Fit To Print
Some Thoughts On Facebook’s Ads, Stock Price, And Instagram
Clarifying My Tweet, Plus Five Things I Want From Facebook
A Youthful Rebellion Against The Permamance Of Facebook’s Walled Garden
Brief Thoughts On The Rollout Of Facebook Home
From My Archives: The Facebook iPhone (Sept 2011)
The Signifigance Of The Instagram Acquisition
The Facebook iPhone
facePhone 5
Facebook Cleanse 101
Facebook And Hollywood – A Thought for Sunday
The Facebook Mafia (Map)

Twitter
Blocking On Twitter
How I Use Twitter Lists
Beginning New Conversations On Twitter
An Important Twitter List
An Open Letter To Twitter HQ
A Theory On The Rise Of Tweetsorms
Twitter And The Language Of Wall Street
Concerened About Twitter, Concerened About Design
Language And Leverage On Twitter
Thoughts On Jenna Wortham’s Article About Twitter (Dated Jan 24, 2014)
The Twitter Mafia Poised To Be Silicon Valley’s Next Great Network
From Fail Whale To Uncaged Bird, Twitter’s IPO Drumbeat Will Get Louder
Twitter Needs To Reexamine Its DM-Strategy
Collecting Personal Feedback Anonymously Via Twitter
Twitter And Loneliness
Anticipating Changes To My Twitter Experience
As Twitter Matures, Expect Expanded Tweets
A Tiny Trick For Tuning Twitter
The Twitter Endgame
Twitter’s Golden Egg: Location
Sharing Links On Twitter
Twitter And The Authentic Web
MoMA’s Description of The Twittering Machine
The Twitter Endgame
Thoughts On Twitter’s Valuation
Twitter’s Dicey Relationship With Q&A
Twitter’s Pivot 2011: From Front-End To Back-End
The Bogus Accounts Problem @ Twitter
The Ability To Retweet: A Right, Or A Privilege
Why I’d Like To See @Twitter On The Silver Screen
Twitter App Developers: Here’s A Small Money-Making Idea
One day, I’d Like To See The Move The Twittering Machine.
The Signal-to-Noise Ratio On Twitter

Uber
Stopping At The Drive-Thru To An Uber IPO
Uber’s Wedge Into Google’s Moonshot
Weekly Curated Email Newsletter About Uber
We’re Finally Learning More About Uber’s Platform Strategy
The UberEATS Test Arrives in San Francisco
Brief Announcement: No Book On Uber
Table Of Contents For The Uber Effect
The Uber Effect – Preface And Table Of Contents
Briefly Taking Stock Of The Uber Shakeup
Hey, I’m Writing A Book About Uber
The Summer Of Uber: Aggressive Expansion
Unpacking The $17B Uber Financing
UberRUSH Raises Three Critical Questions For The Future Of Mobile On-Demand Services
Old 2012 Post On Uber’s Surge Pricing
Seven Resaons I’m Fascinated By Uber’s Latest Financing
The Long-Term Power Of The Uber Brand
Uber’s New Year’s Eve Surcharges Demonstrate The Harsh Reality Of Dynamic Pricing

Apple
On The Eve Of Apple’s Next Generation iPhones
My Six Takeaways From Apple’s Watch Keynote
Keepsakes, Nostalgia, and Apple
Apple, Marketing And Black Culture
The Bottom Of The Org Chart
Brief Reactions To AVC Review Of iOS
Perspective On An iPad Marketing In Flux
The Unbundling Potential Of Apple’s Passbook
The Harsh Realities Of iOS App Distribution
Moving From AT&T To Verizon With iPhone 5
Only Two Reasons For Iphone Users To Stay With AT&T
The Long Road To Prismatic For iPhone
The Hidden iPhone Battery Issue
Why iOS5 Affects Battery Performance
The Siri Effect That’s Impossible To Measure
The iOS App Store: Needles In Haystacks
Prediction: Apple Will Acquire Instagram
How NOT To Drop Calls On AT&T’s iPhone
Today, We Know About 20& Of The iPad’s Uses
Non-Techie iPad Test Drive

Google
Now You Can Google Your Groceries
Silicon Valley Slowly Awakens To Android
Unpacking Google’s Acquisition Of Nest
A Brief Android Rant
A Thought About Google Glasses And Human Senses
An Idea For GMail
Google’s Six-Font War
Google Aks The Wrong Question With Social
A Zagat-style Review Of Google

Amazon
Quick Takeaways From NYT Story on Amazon Culture
That Was Easy: Amazon Dash Button In An On-Demand World
Unpacking The Amazon-Twitch Acquisition
From Amazon Prime To Amazon Pronto, The Future Of Physical Delivery
Iterations: The Future Of Amazon: Ambitious, Diverse, And Expansive

Snapchat
Hypnotic Effects Of Snapchat Stories
Prediction: Snapchat Will Be Acquired in 2014
How Snapchat Became The Breakout Consumer Product Of 2013
Ephermerality Aside, Snapchat Sends Its First Permanent Message
Snapchat’s Success Challenges Many Silicon Valey Assumptions
Musing About Snapchat, Including Business Models
If Snapchat Is The Next Big Thing…

Microsoft
Unpacking Microsoft’s Acquisition Of Minecraft (Mojang)
Microsoft Office, Now On iOS, Highlights A Powerful Lesson For Incumbents

Pinterest
Pinterest Is Likely Undervalued
The RAtionale For Investing In Pinterest
The Rise Of Pinterest And The Shift From Search Discovery
Is Pinterest Competitive With Tumblr?
GoPro
GoPro Captures My Attention

Quora
Searching For Answers As Quora Enrolls In YCombinator
Concerned About Quora
Open-Sourcing Venture Capital, On Quora
Q: Why Will Quora Be A Multi-Billion Dollar Company? A: The Quest For Long-Tail Search
A Critical Juncture At Quora
Rethinking The Quora iPhone App
Quora Outside The Valley
Quora’s Biggest Challenges
The Thin Wedge Of Quora
Quick Thoughts On Quora’s iPhone App
Quora And The 19-9-90 Rule
Frequently Asked Questions About Quora
The Significance Of Quora’s LiveNode Framework
Deconstructing The Quora Newsfeed
The Thick Edge Of Quora
Primary Sources And Content Verticals On Quora
The Quora Primer
Crowd Science And Quora
The Mobile Quora Experience
Trending Threads On quora By Rakofi
A Longer Response To @vwadhwa Post On Quora
The Quora Button: Coming To A Website Near You
The Perfect Storm That Led T Quora Becoming A Trending Topic

Nike
In Digital Health, Does Nike Have A Path To Victory After Fuelband?
Will Nike 2.0 Look Lke Apple Or Google?

Medium
Why A Medium Investment Has Super-Sized Potential

Dropbox
The Improbable, Captivating Pivot From Orchestra To Mailbox
As Dropbox Transofmrs From Utility To Platform, The Bulls And Bears Emerge

Airbnb
The Crazy Story Behind Airbnb’s Formation

AngelList
Some Thoughts On The Big AngelList Deal
AngelList’s Product Strategy: Text Of My Discussion With Naval Ravikant

Foursquare
The Right Way To Value Foursquare
Mapping Our Forsquare’s Final Check-In

On-Demand
Missing This Week’s On-Demand Conference In NYC
The Chilly Freeze For On-Demand Startups
The On-Demand Conference Expands to New York City
Aftershocks From The On-Demand Fault Lines
Videos From The On-Demand Conference
Contest: On-Demand Startups, But For Enterprise/SMB
On-Demand Conference: Line-Up, Agenda, And Few Tickets Remain
A New Conference: The On-Demand Economy (May 19 In SF)
The On-Demand Stack
Alpha Summit: On-Demand Economy Discussion
On-Demand As Tablestakes For Mainstream Consumer Experiences
Note From On-Demand Services Panel @ Rutberg
Comment Re: On-Demand Economy Workforce
Mobile On-Demand Services (Slide Deck)

Bitcoin
The Bitcoin Crunch
Bitcoin 2.0: Bitcion’s Back, Back Again
A Brief Survery Of The Block Chain And Business Processes
New Series: Blogging On The Business Within The Bitcoin Blockchain
Quote & Video: Fred Wilson Thesis On Bitcoin
Iterations: How Five Real Economists Think About Bitcoin’s Future
The Theatricality And Deception Of Bitcoin

Marketplaces
Classifying Marketplaces Startups Via SVB Mashup In NYC
Marketplace Chat With Sosh, UrbanSitter, Rover, And Postmates
Oh, The Marketplaces You’ll Go!