Babe Ruth, Power Laws, and What It All Means

One of the advantages of a fellow like [Warren] Buffett, whom I’ve worked with all these years, is that he automatically thinks in terms of decision trees and the elementary math of permutations and combinations….

Herd Investing and Social Proof

“Big-shot businessmen get into these waves of social proof. Do you remember some years ago when one oil…

Spreads

Finally — and relatedly — you have to capture much of the value you create in order to be great. A scientist or mathematician may create a lot of lasting value with an important discovery. But capturing a meaningful piece of that value is another matter entirely. Sir Isaac Newton, for example, failed to capture…

The Impact of the Grateful Dead

I wasn’t able to make the Grateful Dead’s 50 anniversary concert this past week but as I browsed through my Facebook feed this week, so many friends and colleagues with ages ranging from their early 20s to early 50s made the journey to see one of my favorite bands perform…

The King of Karma: An Interview with Gokul Rajaram

Gokul is a rare gem. Those that know him know that he’s one of the most gifted hybrid product/business minds on the planet. He’s very technical but also has strong customer intuition, understanding human behavior and its intricacies. He also…

Everything is Digital, But Digital isn’t Everything: A Conversation with Y&R CEO David Sable

I’ve learned so much from my friend and Metamorphic advisor David Sable over the years. I met David for the first time 12 years ago when he keynoted the DMA Conference in…

Fatherhood, Trust, and the On-Demand Economy

Being a dad is awesome. It’s the absolute greatest experience I’ve had in life. Sometimes it’s difficult to juggle work, travel, and the kids’ schedules all at once. Being a single dad only makes these things even harder. Being a VC, I’m constantly…

E-sports start-ups: A good game for investors

CNBC Featured Guest Post.

On a plane coming back home from another long business trip, I noticed the passenger sitting next to me had his laptop out with a video game on the screen. But he wasn’t playing, he was watching…

A Unicorn in NYC, Q&A with Adam Singolda

Up until a few months ago, Taboola may have been the best kept secret in NYC tech (Taboola raised over $117 million from Fidelity, Yahoo! Japan, Baidu, Comcast Ventures, Advance Publications and others). Taboola is one of the fastest growing b2b companies in…