The late 1990’s saw the emergence of a truly disruptive technology in the Internet. Numerous low-hanging opportunities were suddenly exposed (many of which turned out to be mirages), and success went to those who could execute with speed and capture these opportunities. The early 2000’s have seen a return to a more stable landscape, where speed of execution is no longer sufficient to build a sustainable company.

We believe defensibility will be key in this environment. Technology IP will be one way in which barriers to entry can be built. Another way to build barriers-to-entry is through strong network effects.

Our focus is software. We are interested in both enabling technologies like database or storage software, as also applications like consumer apps, enterprise apps, wireless, EDA, etc. Very simply if you have software where you believe there is substantial technology IP, we are interested. Alternatively if you have an application where you believe there is substantial network-effects we are interested (if you can get to critical mass!)

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