Paul Kedrosky's Infectious Greed

Not In Love
Mary Meeker’s Latest Interwebile Slidefest-o-Rama
Twitter Digest: 2011-10-18

Posted: 19 Oct 2011 12:11 AM PDT

For reasons too unusual to explain, this came up in a conversation tonight here in Las Vegas. And, most importantly, my ability to convincingly create a Canadian hair band lineage from Rush, to Platinum Blonde won me a complex bet.

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Mary Meeker’s Latest Interwebile Slidefest-o-Rama

Posted: 18 Oct 2011 05:59 PM PDT

It’s October, so it’s the time Mary Meeker goes mad with the PowerPoint thing and puts more slides in a single deck than should be legal. Always worth asking oneself, of course, that if Mary’s slides are so great how come her stock picks didn’t do better, but that’s just being mean. Right?

KPCB Internet Trends (2011)

Twitter Digest: 2011-10-18

Posted: 18 Oct 2011 12:00 PM PDT

"Internet Killed The Radio Store" – Mall Vacancies Hit All Time Record – http://t.co/qPpmuME7 #
Excellent interview with Bill Clinton in Weekend FT. This link should transit the paywall. http://t.co/dUhqJILI #
The doing and undoings of film critic Pauline Kael – http://t.co/A1fN4WO1 /via @wrongologist #
On Brownian motion in a coffee cup, or the pointlessness of daily stock market reporting – http://t.co/2Yfoll33 #
Senate hearing on ETFs scheduled for Wed. http://t.co/RVMjYNJX #
Remarkable: 100-year-old marathoner sets world record by completing Toronto race http://t.co/ljjZCXT0 #
VC firms hiring HR people as partners. Didn't we do that at the peak of the last bubble? http://t.co/H3vVKSuJ #
Just finished it, & it's geekishly great: Mosquito Empires: Ecology and War in the Greater Caribbean, 1620-1914 http://t.co/wVyJX9iR #
"[The] whole damn war business is about nine hundred and ninety-nine parts diarrhea to one part glory." – Walt Whitman #
Briefly flipped on CNBC this morning and realized that @herbgreenberg is increasingly looking like Louis Rukeyser's younger brother. #
Anyone out there dropped Dropbox in favor of iCloud? I just can't get there. #
So, a bunch of quick responses (thanks!) on dropping Dropbox for iCloud, and it's unanimous: iCloud isn't there yet. #
iOS vs. Microsoft: Comparing the bottom lines http://t.co/GIQCtOHW #
Progressivity, tax rates, and Warren Buffett (via JP Morgan) – http://t.co/qAtTc6Ua #
Visualizing life expectancy changes http://t.co/SX9iSGqg #
Why people think they sweat more when they stop running. I have explained this so many times. http://t.co/4qxLSK2h #
RT @nytimesbusiness: IBM Earnings Meet Expectations http://t.co/W4syvi6C #
Have Web 2.0 Summit live video stream on in background. Going to see how long I last until exasperated. #
There are few public speaker cliches that say "I'm an idiot!" clear than bellowing "Good morning!" until your audience does same. #
.@BradCasemore I missed that. It took until this Intel guy. So … I'm out. #
Learned of Kristen Schaal on latest @Radiolab's episode. Apparently once went for 20 minutes. Love it. http://t.co/qRAicWFQ #
Canadian real estate bubble expands, with Toronto real estate price gains now touching Vancouver levels – http://t.co/7l4fKcDR #
The most remarkable figure if you want to compare Canada & U.S. real estate prices. http://t.co/FDutxq3D #
Two things on that real estate chart: 1) Vancouver skews market by 10-15%; & 2) CDN $ conversion makes gap wider. Gap still exists tho. #
Improvement in US mortgage delinquencies ends, as prime becomes new subprime – http://t.co/6bvfYic8 #
That real estate chart compares "median" U.S. prices to "average" Canadian prices. Bizarre and likely indefensible choice by BMO/G&M. #
The NYT is finally writing what I and others have only been saying about Groupon for … months – http://t.co/htdsBAoY #