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Toward Our 3D Future

If the past couple of years have been about one theme for me investment-wise, they have been about exploring the bridge between bits and atoms with a series of bets aimed to make a path between the digital world and the physical one we populate. And no, I am not talking about ordering a pizza from my smartphone or getting a maid on-demand to come clean my house within an hour. I’m talking about turning the bits on your screen into something you can touch or turning the room in which you are reading these words in into a digital model that you can inhabit. I am referring to the worlds of 3D printing and virtual reality. Read More

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In Defense of MBAs

Dan Primack at Fortune re-started a discussion around whether MBAs make good entrepreneurial founders, based on Chamath’s remarks at an HBS event. While I’ve commented on this on a Quora answer in the past, I’ll weigh in again… Read More

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Building Smarter Software: Proactively Deliver Insights

Three years ago I spent a lot of time looking at SaaS business intelligence companies. I loved what I saw in the demos: easy data connections, slick looking graphs, powerful drill down tools and custom dashboards made the tools look like no-brainers. And then I began my diligence calls. All of these bells and whistles were useful for data analysts I learned, but mostly worthless for regular users. Customers didn’t want to become data analysts, they wanted the software to do the work of the data analyst. Read More

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