In 2011 GoDaddy was at an inflection point. Small businesses were changing the way that they got online.
The GoDaddy Story
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How I Learned to Stop Worrying and Love Commoditization
Technology entrepreneurs and investors alike have long regarded commoditization as a dark and dangerous force, a destroyer of high-margin businesses, to be avoided at all costs.
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Commoditization Accelerants: Three Examples
In “How I Learned to Stop Worrying and Love Commoditization”, Peter Wagner introduces the concept of the “commoditization accelerant”. Here are three examples.…
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The Wing Manifesto, Part II: The DMC Shift
We are at a nexus of change in business markets that will likely take 15 years to play out, and be at least an order of magnitude greater than any that has come before.
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The DMC Shift is a Rogue Wave
Once thought to be only legend, rogue waves occur when previously distinct waves merge to form a new one of unprecedented scale. As far as technology shifts go, DMC is a rogue wave.
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The Wing Manifesto, Part I
Wing is an extremely focused venture firm that helps to build billion-dollar companies in the business technology markets. We are company builders. We are not portfolio managers.
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The DMC Shift
Looking at the history of our industry, we notice a pattern of transformations every 15 years or so. Each time, the number of computing devices within the new model increases by an order of magnitude…
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The Redback Story
I realized that there was a looming existential hurdle to the deployment of broadband networking itself.
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The Cumulus Networks Story
In 2011, I got a call from longtime friend and colleague Ed Bugnion, who wanted to introduce me to two guys working on a dangerous idea in data center networking – JR Rivers and Nolan Leake.
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The Opower Story
Dan and Alex follow an independent path well outside the industry dogma - such orthogonal, cross-grain thinking stands behind the biggest entrepreneurial success stories.
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The Nimble Story
Varun Mehta and Umesh Maheshwari founded Nimble Storage based on an observation at the foundation of data storage – the physical media itself.
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The Blue Jeans Story
Krish Ramakrishnan has an uncanny ability to detect fuzzy, early market signals and turn them into clear-eyed strategy. Blue Jeans is the latest example.
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Jasper Wireless
I first met Jahangir Mohammed, founder and CEO of Jasper in 2002 when he was the CEO of Kineto Wireless. I was struck by his clarity and audacity.