eSports: Tech or Media?
At D2D, we approach most analysis from the point of view of technology companies. We are Bay-Area based, and interact regularly with tech companies, VCs, and the attendant tech ecosystem. […]
Category Archives: The Valley
eSports Investing as Tuition
Last week, we took a look at some of the winners of Activision’s OWL franchise program. At the end, we made a conclusion about how the Korean franchisee had a […]
Shhh – don’t tell anyone, but the Bubble is over
We will be blunt. The Bubble is over. The days of easy money are over. We are not trying to be alarmist, nor are we predicting some gloom and doom […]
D2D Report Preview
This week we are publishing D2D Issue #22, reporting back from our trip to China. Drop us a line or send us an e-mail if you would like to be […]
eSports for Venture Capitalists
One of the surprising off-shoots of our recent blog posts on eSports has been the large number of venture investors who reached out to get a copy of the full report (drop […]
Divining the Sheep Entrails of the Tech Bubble
The Ancient Romans used a variety of divination methods to predict the future. My favorite was the way in which they would slaughter a Ram right before a major battle […]
My basic theory on tech investing
Investing in technology is about product cycles. This holds for both outside investors as well as company decision makers weighing product investments. If a company has the right product at the […]
The Unicorn Ledge – Don’t Jump
That’s it. I am calling the top of the Bubble. I have been talking about the downturn for a while, but I have always been carefully vague about its timing. But I […]
The Bubble This Time
I have gone dark for a while, for reasons I may get into later, but there has been a lot happening in the market, so I wanted to put pen […]
Why Uber Should Not Go Public (Yet)
Last week, Venture investor Fred Wilson gave an onstage interview at the Upfront conference which made headlines. He argued that Uber should go public. One of my favorite VC bloggers […]
