
Category: Strategy
Posted Date:
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The Intersection of Business and Technology
I have a new topic that I would like to explore around the management of business and technology, or more specifically what happens when engineers meet business people. This has become an…
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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 right time…
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Banker, Heal Thyself?
A lot of my childhood friends became lawyers. I am one of the few MBAs among them, and as a result I often end up getting their ‘business’ questions. From these questions, I…
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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 to paper…
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How Riot Games Became a Telco
Telecom networks are changing in some important ways. A few weeks ago, I wrote a somewhat fanciful piece about the ways in which telecom networks are being unbundled by the growing convergence…
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The Sci-Fi Vision of Telecom Operators
I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The global SMS…
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A Tale of Finance and Sales
This post is co-authored by Jonathan Goldberg of D/D Advisory and James Blom of Data Factory Labs. In our previous post (and this one) we discussed the need for a growing company to enhance…
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Finance as Customer Service
This post is co-authored with James Blom of Data Factory Labs and Jonathan Goldberg of D2D Advisory. In our last post we outlined the changing landscape for finance teams and the pressures that is putting…
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Finance is more than Accounting
This post is co-authored with James Blom of Data Factory Labs. Late last year Jim Stewart at True Ventures posted a piece entitled “10 Signs You May Need Finance Help” that provided…
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How IoT is going to ruin your career
I have noticed this strange phenomenon – in the past nine months the CEOs of what I consider three of the more promising IoT companies I know have been ousted by their boards.…