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But my take: Gaikai had superior technology & a superior business strategy. He talked in the video about how he finds it helpful in companies to think about practical theory and frameworks for thinking about company strategy. That let people play popular titles, for example, directly in Facebook. I agree with him.
As CTO, Raj Yavatkar is responsible for charting Juniper Networks ' technology strategy through the execution of the company’s innovations and products for intelligent self-driving networks, security, mobile edge cloud, network virtualization, packet-optical integration and hybrid cloud. Raj Yavatkar. Contributor. Share on Twitter.
It seems reasonable to assume that USV’s investment strategy (i.e., Amar Bhide, my former professor, wrote in Harvard Business Review, “ Strategy is Bunk.” He points out that Morgan Stanley and Goldman Sachs have virtually identical strategies. – Thoughtful fund management. – Incubating companies.
The first is Momentum Investing , “a strategy to capitalize on the continuance of an existing market trend”, which usually meaning that the price has been rising in the recent past. In 2000, LPs invested $104b into 638 funds, but by 2003, LPs’ commitment rate had dropped to just $11b into 161 funds. Why, yes, they are.
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