At The Gilder Conference

I’ve arrived here in Squaw Valley, Lake Tahoe at around 8AM. I haven’t been to Tahoe in 7 years and forgot how beautiful it is up here.

I had a whirlwind trip to get here. On my way to the airport, I squeezed in a quick visit at the Cycle Loft , the shop that sponsors the amateur racing team I ride with, NEBC. Why? Gregg LeMond, 3 time Tour de France Champion was in town. I had a chance to talk with him for about 10 minutes before running for my plane.

I left too late to get  a flight to Reno, so I flew into SFO and drove up this morning. It was snowing at the top of Donner Pass on the way in.

The 8AM Net Neutrality debate just ended, and it was entertaining and informative. I’ll blog my notes at the next break. The conference appears to be very well organized and the location is spectacular.

Sitting at my table are two guys from Ez-Chip (LNOP). I’ll try and talk to them later to share perspectives on the NPU business (My previous thoughts on NPU’s here and here.)