1.	I've been switching gears again.
2.	My last eight months were spent with my head down working on the server side of our content management system. After taking a vacation, a very good idea, I've been getting out more, I've been talking with people in the financial community in Silicon Valley and elsewhere, to get an idea of what the world looks like from the financial point of view. After four years of assumption-ripping growth (who would have predicted HotMail or GeoCities?), I wanted to know what their priorities are now, looking forward a few years.
3.	I've learned something very simple. If you show up with an ear and ask questions, even very direct ones, people will tell you what they know and how they're betting. The eyes are burning bright here in Silicon Valley these days, very high energy. People are doing big things. All kinds of unusual people are joining VC firms. Stay tuned, there are going to be some very interesting stories to tell.
4.	And if you see me at a Red Herring or Industry Standard party, take me aside and tell me what you think. It's time to make money, it's time to have more fun!
5.	Let's go!