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Data is the new oil. But like oil, it's only valuable if it's refined.

technology— Internet Trends Report, 2018
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The internet is the largest legal creation of wealth in the history of the planet.

investing— All Things D Conference, 2012
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Mobile has surpassed desktop internet usage. That shift changes everything about how you build a product and how you reach customers.

technology— Internet Trends Report, 2014
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The best founders I've backed all have one thing in common: they're more obsessed with the problem than they are with being right.

entrepreneurship— Bond Capital announcement, 2019
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Amazon was a buy in 2001 at $8. The thesis didn't change when the stock went down 90%. I got the timing wrong but the business right.

risk— Morgan Stanley retrospective interview, 2005
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We are still in the early stages of internet adoption globally. Billions of people are coming online for the first time — most of them via smartphones.

markets— Internet Trends Report, 2016