Posted in Board Of Intellectual Capital, Economy, Intellectual capital, Investments, Market research, Strategy, Venture Capital on March 23, 2008| Leave a Comment »
Here is a very scary and (I am afraid) very accurate analysis from the Wall St. Journal.
“It is a very logical progression. Peloton, Carlyle, Focus — hedge funds and other non-deposit-taking financial institutions (NDFIs) are now being hit by the credit crunch, which had so far been mainly confined to mortgage lenders and the banks.”
Posted in Uncategorized on March 18, 2008| Leave a Comment »
Posted in Uncategorized on March 15, 2008| Leave a Comment »
Recently, I have been seeing substantial evidence that we are entering an inflationary period and that official estimates of inflation are grossly understated. For example, just look at a selection of today’s news articles: Inflation Alert http://online.wsj.com/article/SB120511152715823437.html?mod=opinion_main_commentaries Surging Costs of Groceries Hit Home http://www.boston.com/business/personalfinance/articles/2008/03/09/surging_costs_of_groceries_hit_home/ Gas Prices Near Records, Following Oil http://biz.yahoo.com/ap/080310/oil_prices.html?.v=38 As of today, oil approaches $108/barrel and one Euro buys $1.54. Feels like inflation to me.
Posted in Uncategorized on March 14, 2008| Leave a Comment »
The ever more intriguing Android platform from Google are getting ready for launch. The recent session at Etech by Dan Morril from Google.
Set to go on sale in the second half of this year, the Android will work at the platform level: an open development model, free and open to carriers, manufacturers and enthusiasts, with no permission required to develop apps. One brightspot for the developer community is the Android Developer Challenge, for which Google is providing $10 million in grants as seed money for developers working on promising applications.
Posted in Business models, Investments, Market research, Strategy, Technology, Venture Capital, Web 2.0 on March 9, 2008| Leave a Comment »
“The huge psychological gap between “almost zero” and “zero” is why micropayments failed. It’s why Google doesn’t show up on your credit card. It’s why modern Web companies don’t charge their users anything. And it’s why Yahoo gives away disk drive space. The question of infinite storage was not if but when. The winners made their stuff free first.”
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