All posts tagged “fred wilson

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Off the grid

Two things struck me today. First, I read Bloomberg Green’s daily newsletter (Nathaniel Bullard) and came across the following statistic. In 2001, the world installed 290 megawatts of solar generating capacity. This year, the world is likely to install more than 100 gigawatts of solar… Read More

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Focusing on fundamentals

When the financial crisis hit in 2008, I was living in the United States. At that time I remember developers and other people saying that it was going to take at least 20 years before the country would build another commercial office building. It felt… Read More

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A taxonomy of moats

Jerry Neumann’s recent blog post on the “taxonomy of moats” is a great summary of the ways in which companies — and perhaps even cities — can protect themselves against competition. Here’s an excerpt from his introduction: Value is created through innovation, but how much… Read More

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IPOs and home prices

Fred Wilson made an interesting remark in his recent post about the current “IPO bonanza” that is taking place in the tech space. He is, of course, talking about the recent IPO of Lyft, the recent S-1 filings from Pinterest and others, and the expected… Read More