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People are spending more time on mobile vs desktop: And more of their mobile time using apps, not the web: This is a worrisome trend for the web. Mobile is the future. What wins mobile, wins the Internet. Right now, apps are winning and the web is losing. Moreover, there are signs that it will only get worse. Ask any web company and they will tell you that they value app users more than web users.

There is a saying in the startup world that “you can mine for gold or you can sell pickaxes.” This is of course an allusion to the California Gold Rush where some of the most successful business people such as Levi Strauss and Samuel Brannan didn’t mine for gold themselves but instead sold supplies to miners – wheelbarrows, tents, jeans, pickaxes etc. Mining for gold was the more glamorous path bu

It is widely believed that Facebook presents a significant competitive threat to Google. Google itself seems to believe this – Larry Page recently said that all employees would have their bonuses tied to the success of Google’s social strategy. Why does Facebook present a threat to Google?  A few reasons: - The utility of Google’s core product – web search – depends on the web remaining fragmented

Every time an engineer joins Google, a startup dies VC returns over the last decade have been poor. The cause is widely agreed to be an excess of venture capital dollars to worthy startups. Observers seem to universally assume that the solution is for the VC industry to downsize. For example, Fred Wilson says about VC: You cannot invest $25bn per year and generate the kinds of returns investors se