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Chris Dixon:

The computing deployment phase — Technological revolutions happen in two main phases: the installation phase and the deployment phase. Here's a chart (from this excellent book by Carlota Perez via Fred Wilson) showing the four previous technological revolutions and the first part of the current one:

Feb 11, 2013, 12:25 AM– In context

Chris Dixon:

Samsung's predicament — In the past year, Samsung went from being a moderately successful electronics manufacturer to the leading non-iOS mobile device maker. Together, Apple and Samsung earn 98% of the profits in the smartphone market. MG Siegler echoed a common sentiment when he wrote …

Jan 20, 2013, 8:50 PM– In context

Chris Dixon:

The product lens — There has been a lot of discussion lately about the markets for startup financing. Many of the discussions use words like “valuations” “bubble” “crunch” etc. Words like that generally mean the writer is discussing the world through the lens of finance.

Dec 2, 2012, 8:10 PM– In context

Chris Dixon:

a16z — VCs are experts at analyzing industries and identifying new opportunities, which is why it's odd that the VC industry itself has so stubbornly resisted change. — Two years ago I wrote a post where I argued that innovative new VC firms are finally starting to change this:

Nov 19, 2012, 6:35 PM– In context

Chris Dixon:

Facebook's embedded option — The best way to think of Facebook's stock is as the sum of two businesses: the existing display ad businesses, and a probability-weighted option on a new line of business. This is how Wall Street views it. For example, here is a section of a recent Goldman Sachs analyst report on Facebook:

Sep 16, 2012, 11:35 PM– In context

Chris Dixon:

E-commerce startups — Very few successful e-commerce companies were started in the 2000s. Since then, e-commerce startups have enjoyed a revival. Dozens of companies have gotten traction and venture dollars have followed. Phrases like flash sales, social commerce, and subscription commerce have entered the startup lexicon.

Aug 16, 2012, 1:55 AM– In context

Chris Dixon:

Ten million users is the new one million users — Entrepreneurs and investors have been enamored with consumer internet startups for the last few years. But there are signs this is ending. — Some observations: — Thousands of early-stage consumer web/mobile companies were started and funded in last 24 months.

Aug 3, 2012, 2:25 PM– In context

Chris Dixon:

BuzzFeed's strategy — BuzzFeed's CEO, Jonah Peretti, recently sent out an email to employees and investors summarizing the company's strategy and progress. I really liked his email so I asked Jonah if I could blog it and he gave me permission. This isn't just the usual cheerleading email …

Jul 25, 2012, 5:25 AM– In context

Chris Dixon:

Why the integrated approach to mobile devices is winning — Until last week's announcement of the new Surface tablet, Microsoft had taken the same approach to mobile devices that they had with PCs: build the software themselves and let partners build the hardware.

Jun 25, 2012, 9:20 PM– In context

Chris Dixon:

Four types of mobile apps — If you are a founder trying to create a new mobile app or an investor trying decide whether an app has enduring value, it is helpful to separate the ways that people use apps into four categories. — 1. Time wasters: Apps that can be used for short bursts when you are waiting in line, etc.

May 22, 2012, 6:40 AM– In context

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Sponsor Posts

Channel 9:

This Week on Channel 9 — Mark DeFalco and Dan Fernandez discuss the week's top developer news.

Cloud Foundry:

Static.com Adds Hadoop Support for Cloud Foundry — In this guest post, Jake Farrell, CTO for Static.com, explains how the major shift in the hosting industry towards platforms for high developer productivity …

Rackspace Blog:

Love, Magic, & APIs — I will confess, I am old enough to remember my GeoCities page. Don't hate. It was amazing, it was... this transformative moment in which I took real, actual information, and transformed it into something visible and memorable.

Hortonworks » Blog:

Hive 0.11, Stinger and SQL-Compatibility — The release of Hive 0.11 is exciting and represents a big step forward to delivery of Project Stinger and SQL-IN-Hadoop. There is still some work to be done however.

Unison's blog:

“Yammer sucks” — Not to be mean to Yammer, or anything — it's a very good tool for some use cases — but that's what a customer told me recently (and others feel the same way).