The Investing Edge
of Enterprise IT


03
Mar
2014

Innovation & Immigration: The Lesson of WhatsApp

My partner Matt Fates and I have been traveling through Europe this past week as part of the fundraising process for our new fund. After a busy prior few weeks of domestic travel, I am eager to return home, but I do so with enhanced perspective.  While Putin intended the Sochi Olympics to dominate the news, his connection to events
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21
Feb
2014

Data Analytics: We’ve Come a Long Way, Yet There is So Far Still to Go

Since the advent of IBM’s punch cards in the 1920s, the information technology industry has fostered improved decision making through data analysis. But the pace of progress has accelerated dramatically over the last decade, with storage costs dropping at an incredible pace (the price for a gigabyte of storage has fallen 99.5 percent since 2000), and internet connectivity becoming essentially
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07
Mar
2013

Selling Data Insights vs. Tools? Let’s Connect

I have written a number of times about the massive potential that resides in extracting insight from data. Leveraging new database, storage, parallel processing and cloud infrastructure, we can now get to these insights at cost levels and in timeframes that can impact decision making at very regular intervals and in major ways. This was just not possible a few
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30
Oct
2012

Big Data Still a Tough Nut to Crack

Last week, when I was at the Xconomy Future of Big Data event moderating a panel on analytics & data infrastructure, one of the speakers essentially said the term ‘Big Data’ is somewhat meaningless. He’s right, of course; there are too many important sub-categories for one overarching term to have any real meaning. He also made the point, which I
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