What the @Facebook @Oculus acquisition tells me about the future

` Both the Internet and my own circle of friends have debated this issue to death (so price. much social.) And as Fred Wilson puts it,  It isn’t clear if the next thing is virtual reality, the internet of things, drones, machine learning, or something else. Larry doesn’t know. Zuck doesn’t know. I don’t know.… Continue reading What the @Facebook @Oculus acquisition tells me about the future

Unbundling @Facebook: what the Whatsapp acquisition tells us about Facebook’s mobile strategy

When the HTC First was released in early 2013, critics scoffed at the idea of a so-called “Facebook Phone”. It didn’t help that the product appeared half-baked – and many considered it to be Facebook’s first flop. AT&T quietly dropped the phone from its offerings mere months after launch.  Today’s announcement of Facebook’s $19B acquisition of… Continue reading Unbundling @Facebook: what the Whatsapp acquisition tells us about Facebook’s mobile strategy

End of an Era

New York Magazine recently published a feature on the state of New York’s finance industry, somberly titled The End of Wall Street As They Knew It. Much of the article focused on how new regulations, such as Dodd-Frank and Durbin, have dramatically changed how investment banks can continue to operate.  At the boom’s peak, banks like… Continue reading End of an Era