BLOG STARTUPS, VENTURE AND THE TECH BUSINESS

December 29 2013
by Todd Hixon

Why Android Is Winning The Tablet Wars

Android tablets took the lead from Apple’s iOS tablets in Q1 of 2013 (source). This is a huge change from three years ago, when Apple invented the modern tablet. Global electronic tablet market share by OS and Vendor; data via IDC and Strategy Analytics.   What is happening and where is this going? I see four driving forces: ...

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November 27 2013
by John Backus

Forget the Bubble. Consumer Tech is Under-Valued!

A lot has been written lately about a valuation bubble in VC-backed consumer technology companies. In the New York Times, the Wall Street Journal, and inc Magazine. I am on record saying that this is not anything like 1999. That today’s crop of highly-valued companies are very different than those which led to the tech ...

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November 20 2013
by Todd Hixon

Should Doctors Be Paid Like Hedge Fund Managers?

  Uwe E. Reinhardt: Debating Doctors’ Compensation – NYTimes.com. I seldom disagree with Uwe Reinhardt [much as I seldom agree with Robert Raich], however Reinhardt’s post linked above on physician compensation prompts a rebuttal. Not a place of healing**   Reinhardt argues that the best standard for judging the level of doctors’s pay is the ...

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November 20 2013
by Todd Hixon

Android: The OS For Serious People?

A VC: Android and iOS Demographics In The US. CivicScience: How To Tell An Android User From An iOS User (Credit: CivicScience, Inc. www.civicscience.com)   Recently some good minds have dug into the difference between customers who choose Android and iOS devices (in most cases, phones). Fred Wilson of Union Square Ventures in his blog “A VC” ...

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November 14 2013
by Todd Hixon

The Health Insurer Could Be A Better Friend

In a previous post I argued that the health insurance company is the buyer’s friend going forward. Bending the cost curve is to a significant extent a wrestling match between payers and providers. Health insurers are the heavyweights for the payer team (more). Ebeneezer Scrooge, A Role In Which Health Insurers Are Frequently Cast. Image credit: marzolino ...

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November 14 2013
by Todd Hixon

LED Light Bulbs Mature At Last

About ten years ago I invested in an LED (light emitting diode) company, and [cutting to the chase] we were too early. The technology and the market did not come together as soon as we had expected, our first application win was short-lived, and the venture turned a lot of dollars into dimes. Along the ...

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November 8 2013
by Todd Hixon

Budget, or Fudge-It?

Photo credit: 123RF stock photo.   Now is the season of the annual budget: it starts in November, and in the tough cases, the budget is not settled until January or February. There is always negotiation between management and the board: how high targets should be, how much it will cost. Why do we do ...

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November 8 2013
by Todd Hixon

How Your Health Insurance Will Be Turned On Its Head

In the next decade most health insurance will change from a defined-benefit — you know what services you will receive — to a defined-contribution — you know how much money your employer will pay towards the cost of your healthcare. This very profound change has already swept through retirement benefits, the other main category of ...

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November 8 2013
by Todd Hixon

Tough Truth About Defensive Exits

A few weeks ago I was talking with a co-investor in a company that is missing its numbers seriously, and he said, “Let’s just sell this thing!” I often have that urge too, when progress is slow and cash keeps burning. Sisyphus: Greek king condemned to perpetually push a rock up a hill. Image from ...

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November 4 2013
by Thanasis Delistathis

Raise your (recycled) glass to Bambeco

New Atlantic Ventures just welcomed the entrepreneurs behind Bambeco to our portfolio. Bambeco sells sustainable goods for the home. My favorite item Bambeco sells right now is the Vintage Champagne Ice Bucket, reclaimed from French champagne caves and hotels in Paris (while supplies last) – fitting for the occasion. Today, Bambeco announced it raised $4.5 ...

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