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The "software company" bubble

August 21, 2011

It's amazing what you can see when you refuse to open your eyes -- or need to talk your book. Take, for example, Marc Andreessen's article in the WSJ titled "Why Software is Eating the World." I became skeptical when this line appeared in the introduction: And, perhaps most telling, you can't have a bubble […]

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Value vs Valuation

July 18, 2011

I love this video from Derek Sivers, founder of CD Baby: Attend a startup conference and you'll find that people there seem to believe that the mark of a successful company is the amount of money it's raised, not the amount of money it makes. Naturally, by this metric, Color is the greatest company in […]

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The regulation bubble

November 10, 2009

Breaking down Senator Dodd's financial reform bill.

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Because no one knows commodities like we do

September 22, 2009

Why did a post up titled "How To Play Natural Gas With Small Cap Stocks" pop up in Silicon Alley Insider's RSS feed? A little investigating (elementary, my dear Watson) shows that it's actually from The Money Game - another blog under the Business Insider umbrella. The blogs themselves and current RSS feeds show no […]

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The Web 2.0 bubble

May 17, 2009

Techcrunch disagrees with me, saying that "real time streams" are the future, and here to stay. Maybe this is the latest bout of irrational exuberance that lets us break out of the Web 2.0 paradigm and start thinking intelligently about Web 3.0? It was a similar hubris about the power of static/read-only web sites and […]

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