Good Reading – 1.20.14

– Mobile messaging app usage grew by over 200% in 2013, beating out every other app category in both usage and growth. In my view, messaging apps are a fast, simple way of creating dark social networks. 1-1 and small group communication is the new social media broadcast.  My personal behavior mirrors this, and all of the research we’ve done in-house backs it up: large social networks are good for some types of content, but most of the communication we do isn’t designed to be shared with everyone. Because of the  fragmented networks involved, messaging app users will likely stay multi-home for a few more years. Link >>

– Charter Communications made a $61+ bn. cash offer to acquire Time Warner Cable. By itself, the transaction doesn’t mean a ton, but looking at the overall telco and wireless carrier consolidation over the past years in the U.S., coupled with the recent ruling against  the FCC’s Open Internet Rule, is it safe to think the balance of power is starting to go increasingly larger players in the space? I have no certainty on how all of this will affect innovation in the startup scene for media, but I have to assume that these trends are overall bad for consumers when it comes to content delivery innovation.  Link >>

– Andreessen Horowitz is in the process of raising t’s 4th round, another $1.5bn., the majority of which will be dedicated to early stage investments. Anyone who doesn’t already, follow Marc Andreessen on Twitter. Marc’s feed is optimistic, though-provoking and is evidence why his approach to investing has been so successful of late. This 4th fund is just anther supporting data point.  Link >>

– Dropbox raised $250mm at a $10bn. valuation. As a company I pay every month for a service that completely changed my life, my view is that Dropbox still has a ton of runway ahead of it and, in my opinion, is in the unique position of being better as an independent company than as part of a larger suite of solutions like Apple, Google or Oracle.  Link >>

– if you were under a rock , Nest was acquired by google for $3.2bn. No sense in writing about this, but in three years this is going to see like a very, very cheap acquisition. Link >>

 

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