Notes

Thinking About “The State of Venture Capital and the Internet”

re: http://www.bothsidesofthetable.com/2011/10/20/5259/

If I were an investor today (I’m not), I’d invest in internet television & high quality content in general. Entertainment is not going away. 

Just the opposite: We’re in the early years of a golden age in content creation. 

But, I would only put 10% of an investment portfolio in backing it (if I had one).

With the rest, I’d go 20% in custom production, %30 in hacking work, and %40 in making meaningful information out of data. 

Those are the biggest growth markets I see today, in that order. 

What we can count on is that everything is subject to change… more quickly than we can imagine. That’s the only surefire bet.

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