Note: A few weeks ago, we welcomed John Fanning to the Early Investing family. Today, we’re pleased to bring you his second column. If you’re not familiar with John, he’s worth getting to know. He was the founding chairman and CEO of napster. He has an impressive track record as both a founder and startup investor. And he’s one of the sharpest minds in the space. — Vin Narayanan, Vice President, Early Investing…