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Duncan Davidson

Affiliation: NetService Ventures

Duncan is an advisor to NetService Ventures, where he focuses on digital media and the mobile Internet.

Previously he was at four start-ups: Xumii, a mobile 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 | 211

The Social IPO Onslaught is About to Commence

Jan 26, 2011| 

The new wave of tech is the Social Mobile Web, and its leading companies are lining up to go public. We haven’t seen such a lineup since 1995, when Netscape... Read »

QE2 Working the Wrong Way – Has the Fed Redefined the Mission?

Jan 20, 2011| 1

Monetary policy responsibility cannot substitute for government irresponsibility – Jean-Claude Trichet A funny thing happened on the way to QE2: rates rose... Read »

Oil Approaches the Breaking Point

Jan 19, 2011| 

Oil has three cracking points: when it gets refined, when it stops rising, and when it breaks the economy. Econbrowser analyzed oil prices and the economy and concludes: Every... Read »

Will Steve Jobs Bring Down the Market?

Jan 17, 2011| 

It is difficult to imagine a world without Steve – he has been the prime driver for three generations of computing: Apple // begat PC and MSDOS; Mac begat... Read »

One Interesting Insight From CES

Jan 16, 2011| 

The public side of CES was very incremental. Nosing around the floor can sometimes unveil that which is hidden. I spent some time with a very well-connected character... Read »

Australian Real Estate At The Brink

Jan 11, 2011| 

While Northern Australia suffers from floods of Biblical proportions, the Southern (big city) property market seems poised for a devilish fall as the Oz Tulip Mania... Read »

Kindle Safe From CES Tablet Mania

Jan 5, 2011| 

iPad Not a Kindle Killer, TechCrunch survey says. Good thing too. CES is full of tablets but my family is full of Kindle lovers.  Read More →

Margin Debt Outpaces S&P

Jan 5, 2011| 

Margin debt – borrowing to buy stocks – has shot ahead of the S&P. It normally follows the index up and down. When margined stock gets ahead of... Read »

With 3D a Bust, TV Gets Smart

Jan 3, 2011| 

CES approacheth, and so do video dreams. Last year the industry bet on 3D, with Sony going all in. As I reported after the 2010 show, it was not ready for prime... Read »

Tesla Does Cars the Silicon Valley Way

Dec 29, 2010| 

Tesla Motors (TSLA) has bounced back after Monday’s lockup drop. Nonetheless, many comments I received on my Tesla posts show skepticism, and ask what is so... Read »

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