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Technology
Doug Clinton
The Five Categories of Tech Investing
Most investors think about the world in terms of growth or value. Growth investments tend to be in companies relatively early in their growth curve with high revenue growth. Growth companies are often unprofitable as they invest heavily to capture…
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Startup
,
Technology
,
Venture Capital
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,…
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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…
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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…
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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…
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Apple
,
Google
,
Meta
,
Netflix
,
Nvidia
,
Technology
,
Tesla
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