Jessica Lessin on Muck Rack

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Editor-in-Chief, The Information
As seen in:  Guardian, Wall Street Journal

I am the founder and Editor-In-Chief of The Information. Thanks for following!

On Valuations, Stop Looking at the Outliers

theinformation.com — Like most of you, I’ve been searching for some numbers to make sense of the private tech market, the dollars flowing in and the upward pressure on pricing. And while I haven’t devised one perfect indicator, I have concluded that the method many people are using to evaluate whether the market is overpriced is deeply flawed.

Artificial Intelligence: The Challenges

theinformation.com — ldquo;If humans can build an intelligent AI…” Enthusiasm for the notion that humans will create an artificial intelligence that can act and think like they do is running high across the tech industry.

Silicon Valley’s Frontman Problem

theinformation.com — Media interest in Silicon Valley is intensifying, often around a few vocal individuals. Marc Andreessen’s tweets about all matter of topics are being picked up by media outlets right and left. Every word out of Elon Musk, crazy or otherwise, spawns some (highly clickable) headlines.

Why the Conventional Wisdom Around Messaging is Wrong

theinformation.com — Investors are tripping over themselves to invest in messaging startups again. Eric, Tom and I hear Sequoia Capital and other VCs have been considering putting another round into productivity service Slack. We also hear Slack, which launched last year, has been seeking a valuation of as much as $1 billion, citing as a comparable the $1.2 billion Microsoft paid for Yammer.

Why the Convention Wisdom Around Messaging is Wrong

theinformation.com — Investors are tripping over themselves to invest in messaging startups again. Eric, Tom and I hear Sequoia Capital and other VCs have been considering putting another round into productivity service Slack. We also hear Slack, which launched last year, has been seeking a valuation of as much as $1 billion, citing as a comparable the $1.2 billion Microsoft paid for Yammer.

Please PayPal, Do Something Crazy

theinformation.com — Ebay and PayPal finally announced their breakup this week, and so the online payments juggernaut will have the chance to chart its own destiny. And when it does next year, I have some advice: Do something most people in Silicon Valley think is crazy. Become a bank.

The Question Entrepreneurs Should Ask Themselves

theinformation.com — Every week, someone in Silicon Valley writes an essay (or rant) questioning the sanity of investors who are pouring money into tech companies at higher and higher valuations. I have a different question: What about the sanity of entrepreneurs who are raising more money at ever higher valuations?

Former Apple Exec, J.C. Penney CEO to Launch Delivery Startup

theinformation.com — The godfather of Apple’s retail stores is trying to reinvent shopping again, this time by getting rid of stores. Ron Johnson, who left Apple in 2011 for a controversial stint as the CEO of J.C. Penney, is launching a high-end, on-demand delivery service for gadgets, according to several people who have talked to him about it.

U.S. and Chinese Internet Sectors are Diverging

theinformation.com — To understand China’s Internet sector, start by thinking of the services you know and love in the U.S. Then change all their names, combine four of them into one, drop any fees and reduce the number of ads. Substitute Google and Apple with Tencent and Alibaba.

Android, Not Alibaba, is Rage in China Tech

theinformation.com — In case you’ve been living under a rock, Alibaba shares begin trading today, a moment hailed in the U.S. as “a major landmark event in the evolution of global online activity” and “a coming of age of the Internet in China.” But if you’re wondering what technology business leaders, entrepreneurs and early adopters in China are saying about Alibaba, you might be surprised.
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Oct 24, 2014

Nice story from @Recode about changes in $goog org structure. Hear there are littler ones too around geo, etc. recode.net/2014/10/24/goo…

Oct 24, 2014

"Extent of tech correction .. will be dictated by to what degree the big winners make up for losers." theinformation.com/On-Valuations-…

Oct 24, 2014

My column this week is abt problems with how people size up whether tech is overvalued. Solutions coming later :) theinformation.com/On-Valuations-…

Oct 24, 2014

RT @om: The only virus I am worried about is the one that is infecting CNN and other cable networks.



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