From our January 20th newsletter. (Want to read them in real-time?  Please sign up!) ** We often show this diagram in presentations when talking about how Silicon Valley functions. Credit where credit is due: we developed this based on AnnaLee Saxenian’s Regional Advantage, which compared Silicon Valley and Boston / Route 128. Silicon Valley is already a functioning ecosystem. […]
Category Archives: Silicon Valley
The Signal #23: Competitive Advantage
We’ve been lax in posting our newsletter to this website. Below is #23, on immigration and competitive advantage. ** Friends, The story of business is the story of the search for competitive advantage, preferably sustainable competitive advantage. To Michael Porter, competitive advantage meant either cost advantage or differentiation. Morningstar talks about economic moats. These refer […]
The Signal #19: FujiFilm, social graph integrity, and peripatetic paneling
Reposted from our newsletter. ** Friends, Leapin’ lizards!  A month has passed from our last epistle. (Didn’t read it? Don’t worry, we’ll wait.)  With fall has come good news. We have started work for FujiFilm’s Open Innovation Hub in Santa Clara.  Open Innovation Hub is a showcase for core technologies developed by FujiFilm, and the company is now […]
The Signal #17: awkward board meetings
From our August 9 newsletter. (Don’t get it? sign up here) *** Friends, So you probably saw the news re Uber and Didi in China.  Uber will sell its operations in China to Didi and receive 20% of Didi. Uber joins Didi’s board; Didi joins Uber’s board.  The good folks at Pitchbook had a little […]