Duncan DavidsonThe Cambrian Explosion Has EndedTech booms emerge like the Cambrian Explosion of life 500 million years ago — a period of rapidly filling every ecosystem niche with…Sep 21, 2016Sep 21, 2016
Duncan DavidsonClean Up the Capped Convert CrapCapped Converts: Easy Going In, Hard Coming OutJun 2, 2015Jun 2, 2015
Duncan DavidsonBitcoin: It’s All About the Chain, About the ChainBitcoin is pivoting from the currency to the blockchain. Will this be a tehnology ever in search of a market?Jan 31, 2015Jan 31, 2015
Duncan DavidsonBurn Rate & The VC Rule of 15FRC’s holiday video was all about burn rate. Are top VC’s following an outdated rule of thumb chasing a handful of hot deals?Jan 14, 2015Jan 14, 2015
Duncan DavidsoninStartup DownThe Era of Angels is ClosingAngels are going institutional. It feels as if the Elves are leaving Middle Earth.Jan 13, 20151Jan 13, 20151
Duncan DavidsonPost-Seed PostscriptMost times when people talk about conferences, they say the “networking” was the best part. Damning with faint praise, or just low…Dec 9, 2014Dec 9, 2014
Duncan DavidsonThe Post Seed ConferenceMy fund Bullpen Capital, along with Venture51 and Vator, are sponsoring the first Post Seed conference in SF this week. We have brought…Dec 1, 2014Dec 1, 2014
Duncan DavidsonLearning From The BubbleLawrence Coburn had ridden the dot-com bubble up – and down. His new company, DoubleDutch, is scaling fast and was planning to raise a big…Sep 8, 2014Sep 8, 2014
Duncan DavidsonTrouble on the Information SuperhighwayWhat Australia’s NBN is Up AgainstJun 27, 2014Jun 27, 2014