Dana Stalder

Nice post about my partner @jdh and our new Quora investment:

3 of 10 biggest exits @matrixpartners A rounds :-) 10 years of VC in mobile: investments ($34B) & exits ($54B)

Our newest "fabulous" investment..JustFab. Fun to be in business with @officialkimora

The basis for my investment in @textplus..." American teens text more than six times an hour while they are awake"

The @matrixpartners team could not be more excited about our investment in @zendesk announced today:

Excited about @MatrixPartners new Series A investment in CloudBees': Java dream team lands $4M from Matrix Partners

Happy to have @matrixpartners part of the new Quora fund raise round:

Ugh. Another corporate VC fund. Saw this same movie in 1998: NFL Owners Discuss Launching Venture Fund

$650M more capital for @MatrixPartners China & India, on heels of $600M US Fund kicked off last year:

Rarely published data on venture returns. 2 of the 3 highest performing funds in history were @MatrixPartners:

Matrix Partners in the Wall Street Journal: "The Daily Start-Up: Matrix Partners Makes Fund-Raising Look Easy":

fb concerned about mobile transition / monetization, just wait til GOOG starts feeling the pain! Inevitable.

Much pontification on fb's 50% mobile usage & the monetization challenge. Their greatest strength may be their greatest weakness

Puzzling story. Monetization? Its about defending Search share: Android No. 1, But Makes Little Money

Lots more share shift to Android to come. Still waiting for the monetization to show up though :-(

Good study iOS v Android monetization. Directionally correct, but we see lower Android performance with portfolio:

For fashion ecommerce followers, good read on AMZN strategy:

Vertical integ'n move for amzn. Wonder how Kiva's customers that compete w amzn will feel?

@semil amazement for amzn. The Fire is on fire :-)

Love my new Zappos VIP membership more than amzn prime. Its free and shipping is Next Day :-)

AMZN effort to push Android to device driver like role. More attempts to come. Amazon Silk Brower

Rumors of AMZN leasing LOTS more space in Cupertino > Lab 126 (kindle / tablets)... across street from Apple:

For fashion ecommerce followers, good read on AMZN strategy:

Nordstrom to spend $1B on ecommerce upgrades. Smart move.

Flexible Subscription one of the most important innovations that eCommerce has seen. JustFab + ShoeDazzle:

ComScore: US ecommerce +14 Y/Y in 2Q, largest increase since 4Q07. 70% Internet users made at least one online purchase.

Agree with @nytimes. I think Tablets will add several points of growth to US eCommerce over the next several years:

Drugstore.com acquired. More mediocre eCommerce comps: 0.7x'12 revenue. Zappos for 1x '10 revenue. Quidsi for ~1.5-1.8x revenue run rate.