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Thinking About Thinking

A blog that is one part technology, one part venture capital, and three parts other stuff.
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What's Worse: Hyperinflation or Deep Recession?

Nov 24, 2009
I thought this was a poignant observation by Fareed Zakaria in his book, The Post-American World: “Hyperinflation is the worst economic malady that can befall a nation.  It wipes out the value of money, savings, assets, and thus work.  It is worse...

The Single Playbook Executive – What Venture-Backed Executives Can Learn From NFL Coaches

Nov 22, 2009
There used to be a single playbook in the NFL built around a simple philosophy – running and defense wins championships.  The entire operating approach of teams was centered on this singular belief.  The prototypical example of this was the 1986...

Succeeding With A Potential Single Point Of Failure

Nov 21, 2009
I’ve had the opportunity to invest in two companies that I’d describe as having a “potential single point of failure”.  I chose to invest in one – Verid.  And decided, unfortunately, to pass on another – Mint.  Verid was ultimately sold to EMC/RSA less...

The Case For Gold & The Case Against Gold

Nov 19, 2009
I’ve been looking unsuccessfully for an article that succinctly lays out both sides of the debate on whether gold is a good asset to own.  So, I’m here to ask for your assistance in pulling together an article that outlines the key points on both sides...

A Simulation Game: Cutting Your Losses

Nov 16, 2009
One of my partners led an impromptu game in our team meeting today which illustrates the emotional tension of cutting your losses.  For any investor or operator who takes risk with capital, the concept of cutting your losses comes into play at some...


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