IP: Palo Alto Talk: [CSL Colloq] The Post Dot-Com Golden Age: Open and Now Serving

[David Farber <dave () farber net>]

>         Computer Systems Laboratory Colloquium
>           4:15PM, Wednesday, January 23, 2002
>      NEC Auditorium, Gates Computer Science Building B03
>                http://ee380.stanford.edu
>
>
> Topic:          The Post Dot-Com Golden Age: Open and Now Serving
>
> Speaker:        Andy Rappaport
>                 August Capital
>
> About the talk:
>
> It's too early to know whether history will treat the dot-com
> bubble of the late 1990s as another tulip scandal or as the first
> phase of an economic transformation as powerful as that created
> by steam power. But there's much evidence that the technologies
> and companies that will become emblematic of the internet era are
> those with which we'll become familiar over the next ten years,
> not those of the last ten. In fact, while counter-intuitive and
> ironic, it is nonetheless always the case that stock market
> speculation and free capital are impediments, not contributors,
> to long-term innovation. So, with the dot-com boom having shown
> the transformative potential of information technologies, and the
> bust having created an economic climate conducive to real
> innovation, we have now entered what is certain to be a golden
> age for technology, technology companies, and technologists. This
> talk will explore the underlying mechanisms that make this the
> case; the areas where long-term value is most likely to be
> created; and how smart technologists and entrepreneurs can escape
> the malaise of recent short-term dislocations and capitalize on
> the opportunities now before us all.
>
> About the speaker:
>
> Andy Rappaport is a partner at August Capital, a leading
> information technology venture capital firm based in Menlo Park.
> Before joining August Capital in 1996, Andy spent 13 years as
> president of the Technology Research Group, a strategy consulting
> firm he founded. Andy began participating in the formation of
> venture-financed start-ups in 1985. He has now been a founder,
> director and/or investor in scores of companies, including Actel,
> Atheros Communications, Genoa Corp, MMC networks, Silicon
> Architects, Silicon Image, and Transmeta. For the past 20 years,
> Andy has lectured and written extensively on the economics of
> changing technology. His article, The Computerless Computer
> Company, won the McKinsey award for Harvard Business Review
> article of the year in 1991. In the intervening 10 years, largely
> because of that article, Andy has been blamed for everything from
> making inevitable the global economic dominance of Japan to
> making possible the Enron scandal. When not investing in
> technology companies, Andy is guitarist in and songwriter for the
> bay area rock band Woodside.
>
> Contact information:
>
> Andy Rappaport
> August Capital
> 2480 Sand Hill Rd.
> Menlo Park, CA 94025
> 650-234-9900
> 650-234-9910
> Andyr () augustcap com

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