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

technologyInternet Trends Report, 2018

The internet is the largest legal creation of wealth in the history of the planet.

investingAll Things D Conference, 2012

Mobile has surpassed desktop internet usage. That shift changes everything about how you build a product and how you reach customers.

technologyInternet Trends Report, 2014

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.

entrepreneurshipBond Capital announcement, 2019

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.

riskMorgan Stanley retrospective interview, 2005

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.

marketsInternet Trends Report, 2016