If you look at companies with upside potential, Twitter's right there. They've established a brand in a world where it's extremely difficult to establish a brand. It's a global brand, people recognize it, people want to let you know what their Twitter handles are, etc.

The company I invested in is probably a leader in that area. They're a company called Second Spectrum, which happens to be based in LA but was started by two USC computer-science professors. It's filled with guys who love sports, who played sports, but really look like programmers.

Analytics only goes so far. Basketball, more than baseball, for example, is really a team sport.

I can tell you first-hand from my experiences with Sacramento, the league does try to honor the fan bases it has, and encourage teams to stay in their home markets.

Getting the big things right that make all the money, that's long cycle, really executing in a way that allows you to do it, that's short cycle.

I'd rather use Windows and Internet Explorer in Hell than I'd use Linux and Mozilla Firefox in Heaven!

The lifeblood of our business is that R&D spend. There's nothing that flows through a pipe or down a wire or anything else. We have to continuously create new innovation that lets people do something they didn't think they could do the day before.