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David Semeria › Comments

David Semeria
Re: Today, September 10th, Is A Day Of Protest - http://avc.com/2014...
"Spotty, very good Dave." - David Semeria
David Semeria
Re: Documenting A Trip - http://avc.com/2014...
"There are 7 tips in that list and they're in 6 different languages. The language issue isn't really felt in the USA, but it's a big issue in most other places. This is one of the few areas where European startups have an edge over US ones." - David Semeria
David Semeria
Re: Goodbye Italy, hello France - http://gothamgal.com/2014...
"Be careful if you go to Nice. On the surface is looks less dangerous than Genova, but the opposite is true. I was once at a red light when some kid tried to open the passenger door to steal my wife's handbag (the door was locked). Numerous friends of mine have also reported similar stories. That said, Nice is a lot of fun. The old market is great (if a little touristy) with some great restaurants. One of my favorite places (it's not in the market) is Cafè du Turin which is great for lunch. Boiled lobster and shelfish, etc." - David Semeria
David Semeria
Re: Casale, Alba, Piazza Duomo and Piedmonte - http://gothamgal.com/2014...
"I was wondering if you would make it to the Langhe. Best food in Italy, by a country mile. It's a pity you're a couple of months too early for the truffles." - David Semeria
David Semeria
"I love Genoa, its edginess is typical of many port towns and reminds me in particular of my hometown, Liverpool. Tourists generally flock to the far eastern part of the town which is very pretty and quite safe. That said, I can imagine how walking though the centre of Genova could be unnerving for the uninitiated. Just remember that person-person violence is extremely rare in Italy. You're infinitely more likely to have your car broken into or bag stolen in a restaurant." - David Semeria
David Semeria
David Semeria
"I recall Fred saying that he just wanted to chill with Joanne, which seems very reasonable to me. But then again you're right about the fish baked in 5 salt, it's worth crossing an ocean for!" - David Semeria
David Semeria
"As rare as hen's teeth as my mother would say." - David Semeria
David Semeria
"Nice one Arnold!" - David Semeria
David Semeria
"You've been amazingly lucky with the weather Fred. It's been the worst summer I can remember here." - David Semeria
David Semeria
Re: An Extended Vacation - http://avc.com/2014...
"Not *all* night Arnoldo ✌" - David Semeria
David Semeria
Re: The Unbundling of Scale - http://continuations.com/post...
"Broken record here. This again emphasizes the value of the local franchise. I always remember Peter Lynch's lesson on gravel pits: when transport represents the majority of the final cost and product differentiation is negligible, you'll very likely find yourself using local suppliers. Same goes for plumbers, electricians, car repair shops, hair dressers, dentists - the list is actually quite long -- and the list's length makes my point. An intermediate good like steel is an interesting example. A foreign supplier becomes interesting only when the extra transport costs don't outweigh the initial saving. This probably explains why the US has maintained a capacity to produce raw steel but has ceded many labour intensive manufacturing jobs to foreign companies. So you're right that services like AWS or Rackspace allow small companies to benefit vicariously from the scale of their suppliers, but the key question remains the same: to what extent can a given company effectively supply its..." - David Semeria
David Semeria
Re: Freemium In Education - http://avc.com/2014...
"Reputation on the web can frequently be an empty concept. Who cares how many badges you have on Foursquare? Or how many followers you have on Twitter? (What counts on Twitter is the followers/following ratio, not the absolute number of followers) Then again, not all reputations are created equal. A good Stackoverflow score is something to be proud of, to be sure . But this is where I think Duolingo has a huge opportunity. Unlike app localization, for which there are many companies who will translate your UI into Cantonese, there exists -- as far as I'm aware -- no equivalent service for UGC. The web is becoming ever more global, but language translation (especially for UGC) remains an unsolved problem. Duolingo has a clear opportunity to do for translations what Stackoverflow did for for technical support. And it all hinges on a respected measure of reputation." - David Semeria
David Semeria
Re: Video Of The Week: New Tools For Filmmakers - http://avc.com/2014...
"Yes, it's hard to disagree with anything that was said during the video." - David Semeria
David Semeria
Re: Video Of The Week: New Tools For Filmmakers - http://avc.com/2014...
"This is the first time I've seen Andy on Video (although I've read a lot of his stuff). He came across very well, as did Jason." - David Semeria
David Semeria
Re: Fun Friday: How Do You Take Your Coffee? - http://avc.com/2014...
"With those ingredients I suspect it just makes you *think* you're skiing better ;-)" - David Semeria
David Semeria
Re: Fun Friday: How Do You Take Your Coffee? - http://avc.com/2014...
"It is!" - David Semeria
David Semeria
Re: Fun Friday: How Do You Take Your Coffee? - http://avc.com/2014...
"Irish coffee is one my favourite beverages Richard. It was invented to calm the stomachs of passengers on transatlantic sea planes during the Irish stopover. However, it's quite different from caffè shakerato which is ice cold and contains no alcohol -- even though it's made in a cocktail shaker. The white head is simply the foam formed from vigorous shaking." - David Semeria
David Semeria
Re: Cassandra: tuning the JVM for read heavy workloads : Developers @ SHIFT - http://tech.shift.com/post...
"Highly useful information, presented very clearly. Many thanks!" - David Semeria
David Semeria
Re: Fun Friday: How Do You Take Your Coffee? - http://avc.com/2014...
"Caffè shakerato. Made with crushed ice and vanilla." - David Semeria
David Semeria
Re: The Pro-Rata Opportunity - http://avc.com/2014...
"That is clear. But the outcomes for the LPs would be the same in both cases. I suspect the reason is to keep each fund's performance separate so it can be compared like-for-like with similar funds." - David Semeria
David Semeria
"That reminds me of the Bill Gates quote regarding years and decades. Again, I'm not sure I agree 100%." - David Semeria
David Semeria
Re: The Pro-Rata Opportunity - http://avc.com/2014...
"If LP's are obliged to invest in both funds, I'm struggling to see the difference between two smaller funds and one big one." - David Semeria
David Semeria
"Albert, I don't want to sound like a broken record on this issue, but I still think you're overestimating how great the impact of technology will be. In many respects it's easier to create a self-driving car than a robotic plumber or carpenter or electrician. This is because the application domain for a car is actually much easier to define than for the others. If you've ever tried to install a fridge in a unit that was not designed to hold a fridge you'll know what I mean. I agree that many jobs -- where the application domain is more easily defined -- could shift either to other humans offshore or to machines. This includes previously "safe" professions such as doctors, lawyers, accountants, etc. But I see a large rump of professions that will be safe, given the necessity of either physical intervention and / or unpredictable application domains. We have a good track record of overestimating the impact of technology. Blade Runner is only five years from now..." - David Semeria
David Semeria
Re: Independent Directors - http://avc.com/2014...
"There's a lot wisdom there, JLM. Managing a board is like playing chess: it's not enough to know the rules, you also need know the most common gambits. A bit like being a politician, sort of." - David Semeria
David Semeria
Re: Independent Directors - http://avc.com/2014...
"Yes Charlie, that was a cracking post." - David Semeria
David Semeria
"Thanks an amazing clip, thanks for sharing. There were more insights into Job's psyche than in countless articles I have read." - David Semeria
David Semeria
Re: SeeChange: Video Will Be Everywhere (What Do We Want?) - http://continuations.com/post...
"I think we both agree regulation is pointless in this context. Real life will become like the web: default public (ie potentially captured on camera) unless expressly stated otherwise. It's interesting to think about Egger's monopolistic corporation in the light of Fred's recent post on winner-takes-all platforms -- in the sense the former is invented, whereas Fred's examples are not. If we can imagine a world in which millions (billions?) of live video streams are stored, indexed and searched, then we are also a forced to consider a world in which one dominant platform becomes the authoritative source for this information. Whilst the ability of one single organization to shape the future remains in the realm of science fiction, the ability to shape the recent past possibly might not..." - David Semeria
David Semeria
Re: Be Nice Or Leave - http://avc.com/2014...
"But I remember you saying on the blog several years ago that you frequently get low scores for empathy in psychology tests....." - David Semeria
David Semeria
Re: What Seed Financing Is For - http://avc.com/2014...
"Bingo Arnold!" - David Semeria
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