August 2010
72 posts
On the way home from a fun and productive trip to SF/Valley. SO much to do… (@ San Francisco International Airport (SFO) w/ 52 others)
Chillin’ - it has been awhile… (@ Haight Ashbury) http://4sq.com/2aJdM8
I just unlocked the “Super Swarm” badge on @foursquare! http://4sq.com/cYD9eR
Catching a few innings before winging home… (@ AT&T Park w/ 43 others) http://4sq.com/9fNlfJ
Craziest dim sum ever! (@ Yank Sing w/ 2 others) http://4sq.com/5rtt13
RT @marketfolly: Best investments during deflation http://bit.ly/aCs4iT $$ (ht @howardlindzon)
I’m at Yank Sing (101 Spear St, inside Rincon Center, San Francisco) w/ 2 others. http://4sq.com/5rtt13
The best peaches EVER! (@ Frog Hollow Farm) http://4sq.com/6zjuxY
doing bidness in the lobby of the hotel vitale. back to nyc on the red-eye tonight. super productive/fun trip.
I’m at Cafe Trieste (San Francisco). http://4sq.com/d3IS71
I’m at City Lights Bookstore (261 Columbus Ave, at Broadway, San Francisco) w/ 2 others. http://4sq.com/5hBVg9
Hanging with family…Yum! (@ Chez Papa Resto) http://4sq.com/6e7fS3
Back again - sunny SF (@ Hotel Vitale) http://4sq.com/75XcT2
I’m at Pfeiffer State Park. http://4sq.com/bcOb6q
Netflix Stays One Step Ahead of Creative Destruction - http://nyti.ms/9kAIWH PERHAPS THE BEST EXAMPLE OF LEADERSHIP 2.0 I’VE SEEN $$
Heaven, I’m in heaven… good night. See you Monday… (@ Post Ranch Inn) http://4sq.com/dfCxpa
Great hanging with @satyapatel (@ Steelhead Brewing Company) http://4sq.com/4SrGGA
Back again, meeting w/BofA trading tech (@ Starbucks - Sansome) http://4sq.com/9F6TI6
W/Roy Bahat through friend @dataspora (@ IGN Entertainment w/ 2 others) http://4sq.com/avXPYN
Nice place, great location. Thanks to all for the recommendation (@ Hotel Vitale) http://4sq.com/75XcT2
Congrats to the @mycityway team on its official launch http://bit.ly/9NniIo @iaventures @firstmark
The next stop on my SF magical mystery tour…ready for a drink! (@ XYZ) http://4sq.com/42rfGX
Hanging, talking, meeting, etc… (@ Rapleaf HQ) http://4sq.com/d5DVEB
Hanging w/pal @davemcclure (@ Starbucks - Sansome w/ 3 others) http://4sq.com/9F6TI6
No @tonysphere or @jcal7, but good to meet Adam and the other @trueventures folks (@ True Ventures - Pier 38) http://4sq.com/8GG0bd
Roger, we have touch-down… (@ San Francisco International Airport (SFO) w/ 49 others) http://4sq.com/MTivk
In a world with no (or little) prop desk affiliation, the best alternative will be an outright sale to a $MAN Group or non-US entity $$
If the large Wall Street firms must sever affiliation (no GP interest) w/prop ops, then spin-offs will cause massive value leakage $$
The key issue with prop desk spin-offs is how much “affiliation” the Fed will permit. Can $GS hold a GP stake? http://bit.ly/9l5etj
New Post: The Quest for Publisher Empowerment http://bit.ly/aWiNFe $$
Google and Verizon in Talks on Selling Internet Priority - http://nyti.ms/9pruzN The break-down of net neutrality?? $$
RT @jdrive: The 100 Most Powerful Women On Twitter http://bit.ly/9Wh9h3. Nice going @christinelu @pistachio @christine @charleneli @jbruin!
RT @JeffRagovin: Need a global strategy for Facebook? Call Buddy Media http://bit.ly/c4wNTN @buddymedia @lazerow
getting ready to hit sf and the valley the next two days. super productive line-up. then off to the post ranch for a few days of r&r…
Which will pay off - $MSFT’s Home/Entertainment strategy or $GOOG’s nascent social strategy? Answer: $GOOG http://tcrn.ch/azhsqW
Looking forward to getting a little tipsy - watermelon limeade w/tequila! (@ Tipsy Parson) http://4sq.com/B9rqs
RT @aweissman: Chartbeat tracks 1mm visitors: “… It is one million visitors right now” http://tcrn.ch/bSoXwP. I love chartbeat!
I’m at tbsp (17 W.20th St, btw 5th & 6th Ave, New York). http://4sq.com/8SUqq0
Och-Ziff continues to defy critics with outperformance at massive scale http://bit.ly/b1ocsH $$
Great post from @joshk on the importance of backing great people first - because the plan will often change http://bit.ly/dyluLe $$
Hanging w/pal @aweissman at the grumps (@ Cafe Grumpy w/ 2 others) http://4sq.com/hExSJ
Interesting post on why it may not be necessary to have a co-founder http://bit.ly/9lXXZx but I think a lone founder needs to code $$
can i tell you how sick i am of the nyc/silicon valley comparison contest? enough already. waste of time. just do it.
At a tasting dinner with an old pal. Great wine. Great food in store. Psyched! (@ Daniel) http://4sq.com/7Tlg8D
Hanging at the $GOOG (@ Google NYC w/ 3 others) http://4sq.com/4uC0th
New Post: Engineering Talent Dilution or Why Every Start-up SHOULD NOT Get funded http://bit.ly/9ysMgd $$
RT @wallstreettech: Selerity Offers U.S. Earnings Preannouncement Event Data for Traders and Risk Professionals: Corporate preannounce.. …
RT @vacanti: New Blog Post: How New Ideas Almost Killed Our Startup: http://bit.ly/bBoFlm (thanks @tferriss for curing me). Well-said, Vin
Good catching up with @davetisch (@ Markt) http://4sq.com/IOnxQ
Is it just me or is there a spate of adtech companies raising way, WAY too much money? Where will the exits come from at those vals?