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Gresham’s Law, Cash-bleeding Unicorns and Incumbent’s Dilemma
SaaS today: Is that the Froth or Cream of Tech?
AI and Poker, here we are…
Mean reversion everywhere: Venture Capital Returns mean revert with fund size
Is investor optimism running high again like in 2000?
Ridesharing’s saturating usage problem!
Why does Facebook want regulation?
Trillion Dollar Baby!
What drives Pinterest’s growth over next 3-5 years?
When the price is free and VC money is flowing freely, apparently Network Effects are not a good enough moat!