521 posts categorized "Web/Tech"

ad:tech chat with Dave Morgan

Dave Morgan is one of my favorite entrepreneurs. We've backed him twice at USV and he is also a very good friend to me and my partners. Dave has been building businesses at the intersection of madison avenue and the internet since the mid 90s. So when he asked me to do a fireside chat at ad:tech with him, I said yes in a nanosecond.

We did that chat yesterday and I thought it was a great wide ranging conversation that started with the mid 90s and ended with where we are headed in the coming years. It's long, but if you have an hour to watch/listen, I highly recommend it, particularly the Q&A at the end.

Please note that this embed only goes for 10mins. But once the pre-roll is finished, there is a spot on the lower right of the player that says "watch full program" that you can click to go to the full 58 minute video.

Fred Wilson and Dave Morgan: Tomorrow's Digital Landscape from ad:tech on FORA.tv

Disaster and the Cloud

About a dozen years ago, the Gotham Gal and I purchased a townhouse in Greenwich Village and did a gut renovation on it. Down in the basement, we built a large data room. There were racks and racks of equipment in this room. There was a home audio system with mp3 servers. There were network attached storage devices for family photos and videos. There was even an exchange server that I had taken from the offices of Flatiron Partners which ran our mail and related systems. It was an impressive room that would raise oohs and aahs from geeks who like that sort of thing. When we sold that house in 2007, we decided to decommission all of that equipment and put everything into the cloud.

The home audio system became Sonos units connected to Rhapsody, last.fm, and a number of other cloud based music systems that were available at the time. The family photos and videos went into cloud based file storage systems. The exchange server was scrapped and we all got onto Google Apps.

I thought of that room when we went back to visit our building on Tuesday in the aftermath of the storm. Our basement was filled with the Hudson River and I shivered to think about that townhouse data room filled with water to the ceiling. Of course that never happened. But what if it did?

We do have a data room in the basement of our building which was filled to the ceiling with water this week. But that data room mostly has network switches, routers, cable and DSL modems, and patch panels in it. We have redundant data networks in our home. When we get our basement cleaned up and dry, we will pull all of these switches, routers, amd modems out and replace them with new ones. And we will be back up and running. Because all of our systems are now up in the cloud. And I know they are operating fine. Because all week while we have been displaced from our home, I have been accessing all of them from our friend's home.

But it goes even deeper than that. For the next couple months, the Gotham Gal and I and our son will be living somewhere else. I have a home office that for over twenty years has had a windows desktop machine running Quicken on it. I am a bit obsessive about keeping good financial records and files. I thought briefly this week, "how am I going to manage all this stuff while we are displaced?" But then I remembered that we moved everything to Quickbooks Online a while back and I can make any place my home office because my data is in the cloud now.

And this applies to our portfolio companies as well. One of the companies I work with went down this week because their primary data center was flooded and has not come back online yet. Their engineering team worked pretty much around the clock to move their primary application to Amazon's cloud so they could get back up and running. As the CEO and I were emailing about this disaster, I mentioned that one good outcome of all of this is that our application is now redundant. We can run it in a data center and/or the cloud. Which of course is a good thing.

Whether it is a company or a family, moving your applications and your data to the cloud is a great disaster preparation effort. Most companies deal with disaster planning and redundancy when they "grow up". But many families do not. This week was an eye opening experience for me about the value of putting your applications and data in the cloud. We did that a while back and it has made being flooded and displaced a lot easier. I cringe to think about what would happen if we had replicated that big data room in the basement of our building. Thankfully we did not.

Feature Friday: Kickstarter Goes International

Lost in the crazy week that we are having in NYC is that fact that Kickstarter went international this past week. On Wednesday, Kickstarter announced that projects in the UK were now live on the site.

Folks from around the world have always been able to back Kickstarter projects, but until this week project creators had to be US residents. This is largely a payments issue, but there were a few other factors at work.

The good news is now that Kickstarter has gotten a payment system of its own live in the UK, it can more quickly roll out project creation status to other parts of the world. Payments is not something that you can do globally all at once. It is something you have to roll out country by country.

Here are a bunch of open projects from London. Maybe you'll find one to back. I backed this one because I'm a fan of time travel fiction.

Book Recommendation: Internet Architecture and Innovation

On the heels of its paperback release, I would like to recommend a book that is required reading in our shop, Internet Architecture and Innovation by Barbara van Schewick. I've mentioned Barbara before on this blog. She is a Law School Professor at Stanford and has written extensively on this important topic.

I am a fervent believer that everything that is great about the Internet emanates from its underlying architecture. That's where Barbara is coming from too, which is probably why we like her and her work so much at USV.

In this book, Barbara argues that the massive amount of innovation that has been made on top of the Internet is directly attributable to its architecture and that there are some parts of the architecture, most notably the last mile in wired and mobile, that are problematic and that do not benefit from the hypercompetitive nature of the open Internet.

This is an important piece of policy work and anyone who cares about the Internet ought to give it a read.

Video Of The Week: Joel Spolsky at Startup School

The startup school talks are great. I've watched a bunch of them. 

Joel Spolsky is the founder and CEO of our portfolio company Stack Exchange.

His talk is a great discussion of the difference between the "get big fast" strategy and the "organic growth" strategy. This is something every entrepreneur really needs to understand. We see a lot of folks pitching us to invest in "organic gowth" businesses and Joel explains why that is a mistake.

Here is his talk (sorry I can't for the life of me figure out how to embed the startup school talks).

The ConnectNYC Fiber Challenge

Possibly the biggest local policy issue in NYC for tech companies is the lack of good broadband infrastructure in the city. We could get into a debate about broadband policy at the local and national level, but this post isn't going to be about that. This post is about something City Hall is doing about the broadband issue.

In the spirit of "race to the top" and other contest based efforts to attack stubborn problems, NYC has launched the ConnectNYC Fiber Challenge in partnership with Time Warner Cable and Optimum Online (Cablevision) to provide fiber build out to businesses.

Here's how it works. You sign up at ConnectNYC, you get and sumbit a letter from your landlord saying they will allow fiber installation in your building, and then you describe how high speed broadband will positively impact your business.

The judges will select the winners and NYC EDC, Time Warner, and Optimum will invest $12mm over two years, with $7mm being invested in year one, into fiber buildouts for the winners. It is estimated that each installation will have a value of $50,000 of investment by Time Warner and Optimum.

In addition to getting a lot of local businesses high speed broadband, this contest will also give an indication to the city and local ISPs of where the most important neighborhoods are for broadband buildout.

We spend a lot of time with our portfolio companies dealing with infrastructure issues around real estate and broadband and I can tell you that this is big problem in NYC. Companies that want to move to low cost neighborhoods with interesting buildings like Red Hook, Gowanus, Vinegar Hill, the Greenpoint waterfront, Long Island City, and other similar places simply cannot do that due to the lack of good broadband. If the city wants to see these neighborhoods emerge commercially, they will need to deal wtih the broadband problem. ConnectNYC is a nice way to get going on the problem. If you are struggling to get a fiber installation in your building, give ConnectNYC a try.

Video Of The Week

The video of the week this week is from Popular Science and it comes from the ribbon cutting ceremony for our portfolio company Shapeways' Factory Of The Future in Long Island City. Notice that the Mayor cut the ribbon with 3D printed scissors. You can read more about the scissors here.

Second Screen, Third Screen, ...

It's pretty common practice these days to pull out a tablet or phone during big live events and watch on two screens. The industry has taken to calling this the second screen experience. Or social TV. It's an area our firm has a few bets in, most notably Twitter and GetGlue.

But last night during the debate, I found myself in need of more screens. I could have used something like this:

Trading desk
attribution link

I had the #debates feed on my personal Nexus 7. I had John Heilemann's twitter feed on my phone. I had Tumblr going on my laptop. And I had CNN on the family room Nexus 7. And I was actually watching the debate first and foremost.

The big surprise was how active Tumblr was. The memes were coming fast and furious during the debate. The binders full of women meme was active within minutes of that line emerging from Mitt's mouth. The debate tag was also a great one to follow on Tumblr last night.

Based on the tweets I was seeing flying by on Twitter last night, I am certain that I'm not the only one who watched the debates this way. Actually I am pretty certain that this is becoming more normal by the day.

It all makes me wonder if the current crop of social TV apps are missing a big aggregation opportunity. I suspect lots of good stuff was going on elsewhere last night (Facebook, Pinterest, Canvas, etc), but I just didn't have enough screens in my family room to be everywhere at the same time. Maybe we need an app for that.

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Public Sharing vs Private Sharing

Alexis Madrigal has an interesting post up on The Atlantic about "dark social" vs "public social". Alexis makes the point that private sharing via email, IM, and other means drives more traffic around the web than public social services like Twitter, Tumblr, Facebook, Pinterest, etc.

Alexis makes the broader point in the piece that the Internet has always been social and that the emergence of these newer social platforms is overblown. I agree with Alexis that "dark social" is a very powerful driver of traffic, but I think Alexis is missing a big point about the power of public sharing.

Public sharing opens up the share to all sorts of interesting engagement that is just not possible in "dark social" systems. 

I will give an example of something that happened yesterday to make my point. I went a walk on the High Line yesterday afternoon. As I was headed north at the 10th Avenue Ampitheater, I came across this huge billboard art installation:

Car

I was smitten with this piece and spent five or ten minutes taking it in. Then I snapped a few photos of it on my phone and posted them to Instagram, Foursquare, and Tumblr. I was curious about the artist and the piece but didn't really do anything to figure out who had created it.

This morning as I was looking through Tumblr, I saw that my post of the art installation on Tumblr had gotten quite a few reactions, including this reblog from Kevin Slavin. Here's what Kevin had to say about it:

I’m so excited to see this wash up in Fred’s feed and to see others responding to it.

It’s not labeled anywhere and there’s no obvious way to know, but this is an old piece by one of my two great early mentors: Thomas Bayrle.

Looking back, I realize I’ve blogged about him frequently in the last few years including Five filmsDocumentaan old piece I helped him witha quick reference in a post by Greg, and his inspiration in an old essay for Brockman.

There are so many things to know that give this piece additional gravity. To know, for example, that this was made by hand, back in the 70s, no computers, and that the distortion of the logo was done by stretching latex with pins and tracing it.

To know that Thomas was a textile designer before he was a full-time artist. To understand the direct connections between Thomas, Peter Roehr and yes, Andy Warhol, who had similar predilections and procedural approaches to repetition, all at the exact same time.

Twenty years ago exactly, I was an artist working in Thomas’ studio in Frankfurt, and it’s no exaggeration to say that he taught me how to see. Like any great artist, Thomas is an astronaut, and he’s brought back images of places we might someday get to.

That this car has arrived some 40 years after he made it… well, that’s because we’re slow. No matter how fast the network gets, no matter how fast the market moves, they’ll never catch up to artists who have all their sensors in play.

How awesome is that? Now we know who the artist is - Thomas Bayrle. And we know when he made this work, we know how he did it, and we know that Kevin studied with him. 

Public sharing of social media made all of that happen. Sharing a picture of the art installation with my wife and/or kids via gmail, sms, kik, or some other form of private sharing could not have and would not have produced this information. And even if it had, it would not have produced it publicly.

So say what you will about "dark social" and private sharing. I'll take brightly lit public social any day.

Fun Feature Friday: Voice Fan Mail

I learned about this cool Twilio SoundCloud hack and thought it would make a fun feature friday post.

The band Young Guns encourages fans to call them, leave a voicemail (powered by our portfolio company Twilio).

The voicemail gets transcribed and uploaded to our portfolio company SoundCloud, embedded to their site in custom SC player and band calls the person with the best voicemail.

http://voicemail.weareyoungguns.com/

I just called and called and left them a message. I hope I get the call back.