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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

Gore Effect Strikes Cancun Climate Conference

Dec 8, 2010| 8

As if ClimateGate wasn’t bad enough, the climate politicos in Cancun are amidst record cold temperatures. The Gore Effect, of course, is the inconvenient coincidence... Read »

Will the Poor Unemployment Report Kill the Santa Rally?

Dec 6, 2010| 

The Santa Rally traditionally comes in mid December, but has it already started? This year we saw the seasonal strong period get off to an early start, in September... Read »

The Baton is Passed from CleanTech to the Social Mobile Web

Nov 30, 2010| 

Interesting meme racing around the tech blogosphere on this cybermonday: that one of the most respected venture firms, Kleiner Perkins, is switching gears from cleantech... Read »

Bubble Trouble

Nov 23, 2010| 

Funny juxtaposition. The media cannot get the story straight. First the WSJ publishes a Serious Editorial that Few Businesses Sprout, With Even Fewer Jobs, especially... Read »

GM IPO Driving Short Interest in Tesla

Nov 18, 2010| 3

Tesla Motors (TSLA) is by far the most shorted stock in the Russell 1000 at 64% of its public float sold short. This is incredibly high. The next highest are half... Read »

QE Stumbles at the Starting Blocks

Nov 11, 2010| 

Global interest rates are rising, which is not what Bernanke had in mind with QE. The US 30-year auction went poorly yesterday, reflecting a change in psychology... Read »

Dollar Reversal May Unwind The Presumptions Behind the September to Remember Rally

Oct 20, 2010| 

The Dollar has continued the break up since Friday. The reversal has been strong and has all the earmarks of a short squeeze. As I noted a few days ago, the net... Read »

Dollar Spike on Friday May Be the Bottom

Oct 18, 2010| 

Once a trend makes it to a major newsweekly, it is usually over. By the time the mainstream media spots a trend, it has already been fully baked into the market... Read »

Gridlock May Not Be Good as Double Dip Still Looms

Oct 15, 2010| 

There is a high expectation that the Repubs take at least one house of Congress, blocking any further expansion of the Obama agenda, and leading to gridlock for... Read »

Dollar is Finding a Bottom

Oct 13, 2010| 1

In the last two days the Dollar appears to be forming a bottom. You can see in the attached chart how its rapid decline has paused, and it even spiked above the... Read »

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