Category Innovation
Internet of Money
“The future is here, but not evenly distributed.” William Gibson Bitcoin and blockchain are somewhat of buzzwords, and have been for the last 5 years. A lot of people hold a little bit of Bitcoin, so everyone has a financial incentive and people get emotional about the evolving structural design of this nascent cryptocurrency. I […]
Growth vs. Retention
This is an important topic, especially when there are broader economic concerns, regardless of the legitimacy of those concerns, that we see companies scaling back costs to only the necessary services needed to operate their businesses. Essentially, growth without retention is not growth. Everyone wants hockey-stick growth which is based on acquiring new users, but you can’t […]
Uber’s ‘God View’
We are all aware of the digital footprint we are creating when we use social media applications such as Facebook, Twitter and Instagram, but less aware of the analog activities such as Citibike and Uber. Companies are collecting massive amounts of our personal data to learn from and to better understand their userbase, but why […]
Funding the Future
One of the most fascinating current phenomena is the effect that the venture capital market has on the economy as a whole. As Bill Gurley noted at a recent Goldman Sachs technology conference, “FOMO” in the private markets is fueling valuations. As companies evaluate the tradeoffs of staying private to protect their business focus or […]
The Alchemy 