No one's fearful, everyone's greedy, and it will eventually end..

Silicon Valley is way more correlated with Nasdaq than anyone admits..

Over the past 10 years, the majority of value creation in the venture community has been in consumer Internet..

Venture capital is unscalable. Production equals the time each partner has..

Marketing executives like big budgets, as big budgets make it easier to grow the top line..

You can't make money with a consensus accurate prediction..

There is no fear in Silicon Valley right now..