Blog

  • When too much private capital throws off the adoption curve

    Note: this post was originally published as a guest blog in VentureBeat on December 5, 2015 On its best days, the venture business offers a glimpse of tomorrow — a look at how things will be when our kids grow up. The chance to help those new technologies and markets take shape is one of the reasons I became an investor, and that drive has only intensified with time and experience. But as most good VCs will attest, predicting what will happen is not actually that difficult; it’s…

  • illusive networks: Why Honeypots are Stuck in the Past

    “All warfare is based on deception” – Sun Tzu Whether “Trojans” or “Phishing”, deception has long been a valuable technique used by hackers to gain unauthorized access to corporate networks.  Yet, the use of deception for the purpose of defending against these hackers has remained limited.  Defensive deception has traditionally taken the form of “Honeypots”, in which fake systems containing resources seemingly lucrative to…

  • Collective Health: Turning Information into Knowledge to Redefine American Healthcare

    “Information is not knowledge.” Einstein said it, and nowhere is the disconnect between information and knowledge more evident than the health insurance industry. Self-funded employers and their covered members are flooded with payment data, plan information, eligibility requirements, and care documentation, without a true understanding of what it all means and what needs to be done to maximize care and minimize cost. The 2014 Global Brand Simplicity Index surveyed thousands of…

  • Onshape – Why the Future of Manufacturing Relies on Full-Cloud Enabled Computer Aided Design

    The transition of modern software businesses from an upfront, expensive license fee to a monthly subscription model started over a decade ago. Salesforce led the charge when Marc Benioff declared “The End of Software.” He introduced a distributed software model, making customer information available to salespeople out of the home office, in the field. This was transformational, adding huge efficiencies to sales processes and, thereby, revenue for many of Salesforce’s…

  • Data Performance Management: Unlocking the Enterprise’s Greatest Asset

    As buzzwords go, “Big Data” has jumped the proverbial shark. The term is so rampantly overused (and misused) that it has virtually no meaning at all. That’s not to say, however, that there aren’t some highly compelling investment opportunities if you can manage to cut through the bull. We’ve backed a number of “big data” plays in recent years, both in infrastructure (e.g. MapR, Databricks) and applications (e.g. Lattice Engines, Conviva). And today we…