時代遅れになったビジネスをつくり直す
- A VC: Retooling Stale Businesses (Aug 4, 2010 Fred Wilson)
When my partner Brad and I were starting Union Square Ventures in 2003, we both read Carlotta Perez' book called Technological Revolutions and Financial Capital. We were inspired by her description of the "second phase" of technological revolutions where the revolution is applied to the broad based business sector and society itself. An example from her book is the way the auto revolution allowed for fast food and malls to develop as big industries. They auto revolution reshaped the food and retail industries along with most other industries.
So when we wrote the business plan for Union Square Ventures, we consciously decided to focus on the "applications layer" (ie web services and now mobile web services) and not on the infrastructure layer which we saw as the largely played out "first phase" of the Internet technological revolution.
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