Facebook and others think messaging as a platform is the next big thing. Are they right?

As investors in the mobile ecosystem, we are constantly working to better understand and predict how the unique aspects of the mobile computing platform will allow entrepreneurs to build new and lasting businesses across industries.  Inspired by recent industry developments and conversations we’ve been having with friends and founders creating mobile-first services, we decided to … Continue reading

Is AWS The Most Important Enterprise Company?

As Amazon wrapped up its 4th annual AWS re:Invent Conference last week, it became clear to me that the company is no longer just a developer platform; but rather a full-fledged enterprise company serving the needs of small businesses to Fortune 500 companies. AWS is dominating the public cloud market, and it is increasingly clear that this market represents … Continue reading

There’s a Dragon at the Door

All eyes are focused this week on Alibaba. The Chinese-based ecommerce powerhouse will make its debut as the largest technology initial public offering in history. By the time of the closing bell on its first day of trading, Alibaba could be the fifth most valuable Internet company in the world, sandwiched tightly between fellow behemoths … Continue reading

Redpoint Backs BitGo

At Redpoint, we are strong believers in the potential of bitcoin to change the way transactions are conducted, both online and offline.  But this promising system of digital currency is still in its infancy, a reality that has been underscored by a spate of security troubles. In numerous cases, bitcoins have been lost or stolen … Continue reading

Data-Driven Applications: The Next Generation of Big Data by John Walecka, Scott Raney and Chris Child

In a sign of things to come, a few months ago startup RelateIQ announced that it has raised $40 million in venture financing, the largest amount to date for an emerging class of enterprise applications driven by big data.  These applications combine the flexibility of SaaS with intelligence gleaned from big data that help users … Continue reading

Reflections On YCombinator Demo Day: How The Seed Market Has Changed

Earlier this week, I attended the Spring YCombinator Demo Day. I’ve been attending for six years now. Each time, I’m impressed by the intelligence, ambition and the polish of the founders presenting companies only a few weeks or months old. As I listened to the pitches, I wondered if the types of startups founders decide … Continue reading

ThredUp: Leveraging Data to Understand Customers

ThredUp, the leading online resale marketplace for women’s and children’s fashion, has gathered interesting data points on its customers’ shopping trends. Here’s a quick look. Ever wonder which clothes in your closet might fetch the most money? Or in which cities people shop the most for “practically new” shoes and dresses? Or which clothing brands … Continue reading