I really enjoyed my wide ranging and reflective conversation with Scott Belsky – Chief Product Officer at Adobe – about building great product, the creativity boom, the great refactoring, and seed stage investing. Scott has spent his career working to organize the creative world. Scott’s company Behance was acquired by Adobe in 2012. Scott works …

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I don’t gamble. In an era of Draft Kings being a public company that has actually cost me. If I was a sports bettor I likely would be long Draft Kings. I have friends that work there and I have followed the company for years as it went through the highs and lows of being …

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I’m settling into my Coronado, COVID life for the summer. Ellen is back in Phoenix working this week so I am home alone. I spend a few hours every day after the market closes on the porch reading, writing, smoking a cigar and drinking Corona… I have replaced my ‘sent from iPhone’ with ‘I am …

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I am hearing a lot of ‘Shoulda Coulda’s’ from my friends and people on Stocktwits. That will happen when the markets drop 30-40 percent and bounce back like they have. Charlie Bilello has a great post looking at the economic data and admits to being dazed and confused. I remember buying Zillow in March at …

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We are excited to announce our newest partner at Social Leverage – Ross Hoffman (@hoff on Twitter). Ross and I met in person a year ago in Phoenix, but knew each other from Twitter conversations. We hit it off immediately over steaks at my favorite Phoenix restaurant Steak 44. I asked him to come on …

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A few weeks back I had my friend Peter Yared, founder of InCountry, on ‘Panic With Friends’. We had an incredible conversation about technology, the clou and the future. Peter has founded six enterprise software companies that were acquired by Sun, Citrix, VMware and Oracle. I met Peter when he was CTO of CBS Interactive …

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Happy Memorial Day Everyone. I’m lucky to be in Coronado with Ellen for the holiday weekend. I am hoping the worst of the pandemic is behind us as the curve has been flattened in so many places. For the markets, the big question will be whether the economy will flatten the Nasdaq curve. Ivanhoff and …

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I’m working from home in Coronado for as long as I can this summer. This is what that looks like on a Saturday… I have worked from home for the better part of a decade and I love it. It is one of the perks of my career as a venture capitalist. The Pandemic has …

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The only place I use ‘if’ more than the golf course is when I talk about the stock market. In that vein… If the last 3 months are telling us anything this chart from JC sums it up … That money Mango Mussolini pissed away on ‘defense’ and ‘space wars’..poof..it’s gone. The virus does not …

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At the beginning if the year I just had one stock pick. I thought Shopify would reach $100 billion. Here is the blog post. Re Shopify: To be honest, the market has not played ball and a pandemic came along, but the stock is still brushing up against $100 billion. The “Shopify Miracle’! I sold …

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