Skip to content
Products
Insights
Venture Capital
Public Equities
Team
Search
Search
Submit
×
Close search
Technology
Doug Clinton
2019 Will Be a Year of Regulation for Big Tech
Whether big tech and little tech like it or not, 2019 will be a year of regulation. Virginia Senator Mark Warner’s 15-point framework is likely to be the basis for starting talks about policy for tech regulation. Based on his early proposal,…
Read more
Technology
Doug Clinton
The Bell Curve of Tech Addiction
Since we started writing about tech addiction as a potential market opportunity, we’re often asked, “What exactly are the opportunities?” We see opportunities across three broad categories: Health services Leveraging healthy addiction Augmentation These opportunities can be visualized along a…
Read more
Investment Philosophy
,
Tech Addiction
,
Technology
Doug Clinton
The Good Phone: Superhumans Will Use Less Technology, Not More
Two weeks ago, I tested using a distraction-free iPhone – no social media, no email, no entertainment, no news, and no web browser. I loved it so much that I named the device the “Good Phone” in my settings. I don’t think I’ll ever go…
Read more
Investment Philosophy
,
Tech Addiction
,
Technology
Doug Clinton, Will Thompson
There’s Still No Such Thing as a Value Stock in Tech
Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…
Read more
Apple
,
Google
,
Meta
,
Netflix
,
Nvidia
,
Technology
,
Tesla
Back To Top
Search
Submit