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Duncan Davidson

Affiliation: VantagePoint Venture Partners

Duncan is a venture partner with VantagePoint Venture Partners, where he focuses on digital media and the mobile Internet.

Previously he was at four start-ups: Xumii, a mobole social service based on a Social Addressbook; SkyPilot Networks, the performance leader of wireless mesh systems for last-mile access, where he was the founding CEO; Covad Communications (Amex: DVW, $9B market cap at the peak), the leading independent DSL access provider, where he was the founding Chairman; InterTrust Technologies ($9B market cap at the peak), the pioneer in digital rights management technologies, now owned by Sony and Philips, where he was SVP Business Development and the pitchman for the IPO.

Before these ventures, Duncan was a partner at Cambridge Venture Partners, an early-stage venture firm, and managing partner of Gemini McKenna, a joint venture between Regis McKenna's marketing firm and Gemini Consulting, the global management consulting arm of Cap Gemini.

He serves on the board or is an adviser to Aggregate Knowledge (content discovery), Livescribe (digital pen), AllVoices (citizen journalism), Xumii (mobile social addressbook), Verismo (Internet settop box), and Widevine (DRM for IPTV).

Visit: Duncan Davidson's Blogs




Duncan Davidson's Latest Articles | 93

PE Ratios About to Normalize – And Be Too High

Mar 15, 2010| 

We had negative quarters in the S&P on 2008 which made the PE ratio skyrocket to ridiculous levels. The trailing-twelve-month (TTM) earnings had to deal with... Read »

Be Wary of Friday’s Retail Report

Mar 15, 2010| 

As we anticipate the pattern of a Monday Pump up at the open, consider that a lot of positive excitement last week came from a positive retail report on Friday.... Read »

The Economy Abides

Mar 12, 2010| 

We have a lot of confusion in economic forecasts right now. I have mentioned how in the middle of a correction, the market reaches a moment of maximum entropy, in... Read »

The Next IPO Boom

Mar 10, 2010| 

Paul Kedrosky made a wish for the new year: “Remember IPOs? Way back when your parents were messing about with technology stocks in the late 1990s, pretty... Read »

Krugman in Wonderland

Mar 9, 2010| 

Sometimes you cannot make this stuff up. The lead Keynesian Cheerleader, Paul Krugman, contradicts himself when trying to throw a Repub down the rabbit hole. In... Read »

Gold is Going Nuts!

Mar 3, 2010| 

I do not often comment on gold but as Hank Wernicki posted in a comment, “Gold is Going Nuts!” Even George Soros has jumped in, saying: “When I... Read »

Is Global Warming a Pseudo Science?

Mar 1, 2010| 4

Al Gore’s bizarre editorial brings to the surface that question of whether what he calls Climate Change is a science or not. Is his emotive, Chicken Little... Read »

Secular Bull Market Confirmed

Mar 1, 2010| 

They drank a bit too much this weekend over at SlopeofHope. Rooting for the Canadians, eh? This comes from their PPPT (plunge protection protection team). Enjoy,... Read »

GDP Revised Up But Future Growth Revised Down

Feb 27, 2010| 

This is discouraging news: GDP for Q4 was increased to 5.9% from 5.7% but the sustainable components were revised down. This table from Calculated Risk shows consumption... Read »

The Logic For Bonds: Fundamentals

Feb 25, 2010| 

When the Fed truly begins to back off its low rates and quantitative easing (QE), we should expect bond rates to rise and bonds to fall. The right strategy is to... Read »

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