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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 | 213

A Tale of Two VC Industries

Sep 23, 2010| 1

A blog post by SuperAngel investor Fred Wilson of Union Square Ventures in NYC has struck a nerve. He argues that the venture industry is splitting in two: the traditional... Read »

Is a New Tech Bubble Brewing?

Sep 23, 2010| 

Last April I reported on venture valuations going into Wascally Wabid land: insanely great levels from very small beginnings. Today the WSJ headlined the phenomenon... Read »

Beware the Elephant!

Sep 22, 2010| 

“Gridlock is good” – apologies to Gordon Gecko, Wall Street This is curiously interesting: The Curious Capitalist (part of Time) reports that the... Read »

Cooling is Warming

Sep 18, 2010| 

“Ignorance is Strength” - George Orwell, 1984 “Global Warming” is Dead. So is “Climate Change”. Long live “Global Climate Disruption!” Now... Read »

Big Bond Bubble Beckons Bears, Buries Treasuries, And Busts Fixed Income Investors

Sep 13, 2010| 

Back in March, Barron’s ran The Case For Bonds, poo-pooing a spate of articles back then on a bond bubble. The expectations were that the ending of Quantitative... Read »

SuperAngel VC Smackdown!

Sep 11, 2010| 

Yesterday morning I attended a fascinating session in Palo Alto that points to the future of venture capital in Silicon Valley. Provocatively framed as a “smackdown”... Read »

September is the Cruelest Month For Stocks, But Kicks Off Very Positive

Sep 2, 2010| 

It is well known that September is the poorest month for sticks, worse than October. It gets less press because a lot of the well-known crashes occur in October... Read »

A Simple Explanation of the Great Recession and Why It Has Years To Go

Aug 31, 2010| 

From 1987 when Greenspan took over the Fed until 2009 when the US hit Peak Debt, the US private sector added $34T of debt while US GDP only went up by $9T. Rather... Read »

Global Warming Drives GDP Revision Up

Aug 28, 2010| 

I may have scooped The Onion with this headline. Revised GDP ay 1.6% beat the expectations of 1.3%, although fell below ZH’s revised revision at 1.8%, but... Read »

Electronics Going Gangbusters and Signaling a Coming New Tech Boom (But Not Now)

Aug 27, 2010| 

History does not repeat itself, but it does rhyme – Mark Twain In spite of the increasing doom & gloom in economic indicators – the market clearly... Read »

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