AI
Katie Prescott’s biography of Mike Lynch is a compelling read with particular relevance in today’s AI boom. My review explores the danger of sustaining an aura of success, the difference between loyalty and truth, and the questions I wish the book had pressed harder.
Bubbles
Today famed venture capital podcaster and now venture capitalist at StrideVC, Harry Stebbings, released a new episode of the Twenty Minute VC podcast with me as his guest. (iTunes version here.) Harry's interview was broad-ranging, covering a number of topics including: * Financing lessons I've learned
AR
How would you like our company to win deals even when you tie or lose the product evaluation? Halo effects do precisely that. This post discusses what halo effects are and how to use them to your advantage.
BI
New Year’s means three things in my world: (1) time to thank our customers and team at Host Analytics for another great year, (2) time to finish up all the 2017 planning items and approvals that we need to get done before the sales kickoff (including the one most
Bubbles
The following tweet is the umpteenth time I've seen the media size a company by valuation, not revenue, in the past few years: Call me old school, but I was taught to size companies by revenue, not market capitalization (aka, valuation). Calling Palantir a $20B company suggests they
BI
I said in yesterday's post, entitled Too Much Money Makes You Stupid, that while I don't have much of a beef with Domo, that I did want to observe in today's fund-to-excess environment that any idea -- including making a series of Alec
BI
There are two sayings I like when it comes to the unicorn bubble: * "Too much money makes you stupid" * "Any idea's a good one when you've got $100M burning a hole in your pocket." Startups are supposed to be focused. Startups are
Bubbles
As the new year approaches, it's time for another set of predictions, but before diving into my list for 2016, let's review and assess the predictions I made for 2015. Kellblog's 2015 Predictions Review 1. The good times will continue to roll in Silicon
Bubbles
This post shares a collection of thoughts on what I've variously heard referred to as "the tightening," "the unwinding," "the unraveling," or "the great reckoning" -- the already-in-process but largely still-coming deflation of technology-oriented stock valuations, particularly
Bubbles
With what everyone seems reluctant to call a bubble in late-stage, private financing in full swing, I thought I'd do a quick post to drill into a concept I presented in my 2015 predictions post, something I call the curse of the megaround. We will do that
BI
Since it is the season of predictions, I thought I'd offer up a few of my own for 2014, based on my nearly three decades of experience working in enterprise software with databases, BI tools, and enterprise applications. See the bottom for my disclaimer, and off we go.