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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 | 216

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 »

IPO Pipeline Building But Quality is Falling

Oct 9, 2010| 

As we go into the final stretch this year, the IPO pipeline is building, but their valuations are sinking. TechCrunch reports 67 deals entered the pipeline since... Read »

Tech Startup Valuations Continue to Rise

Oct 9, 2010| 

More indications of a coming tech boom are showing up. Not so long ago, the angel or seed round would value a company at around $1-2M. With the rise of the SuperAngels... Read »

Intrade Markets Make the Mid-Term Anything But Dull for Investors

Oct 8, 2010| 

One of the most interesting phenoms of the Internet Era is the remarkable predictive value of synthetic trading markets like Intrade. My son did a study of the predictors... Read »

Three Things to Know About 3DTV

Oct 5, 2010| 

Everywhere you looked at CES this year was filled with the promise of 3D. Sony made a huge commitment to 3D, betting the company it seems. Nine months later, it... Read »

IPOs in the Fourth Quarter

Oct 1, 2010| 

While the IPO market in 2010 has not turned out as hoped, there is some promise looking forward. A handful of IPOs have performed well. JinkoSolar (JKS) is particularly... Read »

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