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VC Investment in Mobile

Published: 11/22/2011 9:05:58 AM



It's a few days old, but Internet/mobile investor Fred Wilson has a good post up on "mobile gatekeepers":

View post here

He basically says that they try to avoid investing in companies where there is a gatekeeper in between the company and the user, which has been the case in the past in the mobile market with the carriers.

He goes on to say that he has seen Apple and Android recently pull a number of applications related to his portfolio companies and others, which has harmed those companies.

Seems like he is equating Apple and Android with the cellular carriers.

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Don Jones
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