Venture Capital blogs I read.

Venture Capital Blogs I read and a picture of a kitten

This is the list of the Venture Capital blogs that I read.

(and a picture of a kitten)

The list is incomplete, it is clay on the wheel and it will be raised and lowered.

Some write too frequently, or have too much visuals, some write excessively as a channel for their brand. All that is OK with me, I can parse quickly. When they hit on something good, it’s economically worded, creatively expressed and honest.

The best, which I have only begun to list here, (I will be adding more as their emails hit my inbox) I subscribe to. It’s a much more efficient way for me to synthesize. I am not ADD challenged, I don’t like to read in the foreground but obscured by too much of the background moving closer.

I started this last about two months ago in Greece on a long run. I don’t enjoy Business Insider too much. It’s good but it never feels nourishing. Ditto some tech oriented content sites that are infomercials for the daytime.

Venture Capital is a huge piece of my life, these blogs are my Sunday News, Magazine, Metropolitan, Theater sections. A few quick notes:

Repeating that the list is incomplete. Everything has to start and that’s what the list is. It’s a list for whoever finds it and it also for me.

  • Some names I have excluded. Fred Wilson is great (and I do get his email) but it’s a sound bite. It’s largely a 20,000 foot view, except when he drills down and many times those are videos of his discussions. Those I watch (or listen to) at the gym or on a run and these are great.
  • Some names are just too hip, they become required reading and i toggle them on and off. Some are good.
  • Some truly suck. They are the men behind the curtain.
  • Everyone is genius in a bull market and everyone who wins a game of chess wants to boast about their superior strategy. And then they lose, and they lose again and they fade away. I was neck deep in Internet 1.0, and then 2.0 and each had its soothsayers.

The people I like, I like a lot.

And the people I don’t like, I don’t like. I can’t stand the scattershot , um, strategy. I could write about it but time and inevitable market volatility will write it for me.

Back to the people I read: Some I disagree with on occasion and I might have a deeper perspective then theirs. Or I could be wrong. I dunno.

Some I am an investor in their funds, some I am not. Many of our managers at NEA and Sequoia just don’t write. I wish they would and I wish they wouldn’t. Some are friends, some I have never met.

One of the strangest things is that some of the smartest people in the room don’t blog much. I don’t know why. Someone should write a post about that, someone should solve that mystery and get the them to cross the self publishing literary chasm.

Lastly I should add that one of the most remarkable things I have seen mature over the last 20 years is the amount of sharing and transparency in the VC/PE marketplace. The bread and butter of VC and PE used to be to keep your mouth shut unless paid in full. Now it is the opposite.

And thats good. For everyone.

This has become my daily ‘must read’. Case closed. (I just wish i would hit my mail box a little earlier, 10am is a bit late)

In the last few months Larry Summers has become a regular read for me. This is a challenging economy and an unprecendented cycle. It is so big and complex that nobody knows what to do and what resources the Fed has preserved to impact make corrections. Summers commentary is superb

Everything I said above about Summers, ditto Krugman. They counterpoint each other marvelously.

Both columnists are (mis)quoted, (mis)abbreviated and (mis)characterized frequently – I think its infinitely more reliable to read the source material yourself.

Fred Wilson is one of the blogs that I clap on/clap off. Fred is extremely insightful, sometimes. The othertimes he can be a trivial and other times he is a pitchman for his investments.

But the market is correcting and Fred is one of the first people to openly discuss it.

Most Venture Capitalists have manic depressive qualities. In good times you can’t get them to stop patting themselves on the back, but in down markets they dissapear, they don’t return the phone calls from their LP’s.

Fred is not that. A person can live in New York City and still be a tourist, NYC is like that. And Fred is a participant in Venture Capital just as much as he is a candid observer and commentator.

Horace and his Asymco blog are a must read for me. He also has podcasts but I can’t be everywhere. One of my favorite of all his posts was not about venture capital, it was about the consumer and device consumption. A way to measure one’s life

One of my weaknesses is that I have very little understanding of the consumer experience, their habits and behaviors and the importanc eof the user experience.  I compensate for this lack by keeping Nir close. As an example, I am an investor in Slack because of the utility of it and the efficiencies to reducing the human intervention in sales and cross selling, but Nir really captures why  ‘it’ works. Read this post: The Psychology of a Billion-Dollar Enterprise App: Why is Slack so Habit-Forming?

Why Design Matters More than Moore

I have spent a good deal of time digging thru Kleiner’s blogs lately. It’s not one author, its written by the partners and on occasion the board memebers or C officers of their portfolio companies.

Design is not a subject I understand much, I just don’t get aesthetics far beyond the consumer experience. Kleiner does, they are design heavy, they produce some great deep think reports.

The blog of Bill Gross is not mass, it’s quality.
He doesnt write that frequenctly, but when he does it is a very thorough and well articulated. If you want to get some distance from Venture Capital mythology and get closer to the real, I strongly suggest Bill. Visit his bio…

Sramana is awesome. She curates a great blog with long (too long?) interiews. Its a bit much but I would rather have all of it then none. So i read most and skip the others.

IT IS A BUBBLE, WHEN PEOPLE WILL LOSE THEIR MONEY

T-Mobile is at the front of VC in Germany, probably the greatest hub in Europe. The country is still working thru some issues with few VC firms, too much dependence on Universities and Government and talent migrating to the U.S

If you are a visual learner and you’ve got a lot of right brain, Tom and you are going to get along just fine. Very strong analysis of mechanisms and levers with an emhasis on SaaS.

Straight up, honest and sharp. Deep insight into the ups and downs of depression (which is a common chacteristic of VC’ers and entrepreneurs)

Jason has been around a long time. I remember bumping into him in the halls of Pseudo Programs back when we were all younger, sigh. He has a great sense of design and UX and the consumer space.

Steven is a former msft’er and his posts are not VC but they are VC. A very awesome deepthink and commenting in the enterprise, market, organization.

It’s Harvard (ok, Stanford too) good

Smart guy but typepad…really…

A great blog, I spent a weekend pouring through it