A VC

  • !The End Of Net Neutrality As We Know It
    I have written about net neutrality frequently here at AVC. I believe that for as long as we have local monopolies and duopolies for last mile broadband internet in most parts of the US, we need our federal government to actively reign in the broad…
    - 17 hours ago 22 Nov 17, 12:22pm -
  • 200x Growth
    Back in 2011, my partner Brad suggested that USV invest in a search engine called DuckDuckGo. I laughed at the idea, “why would we ever want to compete with Google?” “Because they do something Google will never do”, Brad explained. That thing…
    - 2 days ago 21 Nov 17, 12:42pm -
  • Hashpower Podcasts
    I sent these three Hashpower podcasts to a friend who was trying to make sense of the whole crypto thing and she found them valuable. So I am sharing all of them with you today:
    - 3 days ago 20 Nov 17, 11:59am -
  • The Top Of The Funnel
    Whether you have a e-commerce business, a SAAS business, a media business, a marketplace business, or some other business model, you are going to start thinking about customer acquisition at some point. And there are a lot of options out there for ac…
    - 4 days ago 19 Nov 17, 2:34pm -
  • Video Of The Week: AirCraft By Dronebase
    I saw this video a drone enthusiast made on AirCraft and thought I’d share it with all of you this week:
    - 5 days ago 18 Nov 17, 1:22pm -

Both Sides of The Table

  • What Happens When Startups Turn from Their Innovation Stage to Operational Excellence?
    Nearly every successful tech startup I’ve observed over the past 20 years has gone through a similar growth pattern: Innovate, systematize then scale operations.An alternate outcome that I also unfortunately observe in some cases are companies who…
    - 8 days ago 14 Nov 17, 9:09pm -
  • One Small Change I Made That Improved My Daily Mental State
    We all have a pretty good idea about things that drag down our productivity or suck up time that would be better spent on more fulfilling activities.Two years ago I made a commitment to stop bringing my mobile phone into my bedroom and with like a 95…
    - 30 days ago 24 Oct 17, 5:45am -
  • Why the Former President of Nickelodeon Joined mitú as CEO.
    Why the Former President of Nickelodeon Joined mitú as CEO. (Hint: 60 million US Latinos driving US growth engine)I am beyond excited to announce the Herb Scannell has agreed to move from NYC to Los Angeles to take on the role of CEO at mitú, the…
    - 64 days ago 19 Sep 17, 7:45pm -
  • Want to Really Understand What all the Hype of Cryptocurrency is About?
    If you read the headlines you may well think cryptocurrencies are a either a radically new way of paying that is our savior from ossified, corrupt governments or on the other side that they are speculative Ponzi schemes. The reality of course is that…
    - 66 days ago 18 Sep 17, 3:44pm -
  • Finding My Tribe — The Upside of the Downcast Year
    It’s been a tough year globally. Many feel the division in our families and societies. It has been heart-breaking to see progress reversed and social & racial tensions exacerbated unnecessarily.Much of the focus on the public discourse has been how…
    - 98 days ago 17 Aug 17, 3:09pm -

Tomasz Tunguz

  • An Antifragile Thanksgiving
    I’m grateful for all the entrepreneurs who have spent time teaching me how to build their companies. Over these past few days, I have been reading the book Antifragile written by Nassim Taleb. In the book, he writes about many provocative things…
    - 1 day ago 22 Nov 17, 12:00am -
  • False Competition - Why Defining Axes of Competition Matters
    In the eleventh episode of Masters of Scale, Reid Hoffman interviews Peter Thiel. The episode revolves around the idea that to truly succeed, a startup must not beat the competition, but break free of competition entirely. The episode has many grea…
    - 4 days ago 19 Nov 17, 12:00am -
  • Disagree and Commit - A Management Principle for Highly Functioning Teams
    Disagree and commit. I first read about this idea in the 2016 Amazon Shareholders letter. But the idea can be traced back to Andy Grove at Intel. Grove wrote about this topic in High Output Management. Disagree and commit is a management technique…
    - 12 days ago 11 Nov 17, 12:00am -
  • The False Confidence of the LTV/CAC Ratio for Early Stage SaaS Startups
    Founders often describe their unit economics in terms of their LTV/CAC ratio - the ratio of the Lifetime Value (LTV) of a customer to the Cost of Customer Acquisition (CAC). The LTV/CAC metric can be a powerful metric to unpack the health of the g…
    - 14 days ago 9 Nov 17, 12:00am -
  • The Latent Purchasing Power in the SaaS Acquisition Market
    The startup acquisition market is off by roughly 35% year-over-year. Why the decline? One consistent response from potential acquirers is that they are waiting for tax reform to happen. If it does happen, and when acquirers do decide to pursue acquis…
    - 15 days ago 8 Nov 17, 12:00am -

Semil Shah

  • The Story Behind My Investment In Perlara
    Almost two years ago, I met a founding team during Y Combinator batch. It was in a field I haven’t invested in before, but I have spent time in during a previous life and career. We met for coffee on the Embarcadero, and while my “life sciences l…
    - 17 days ago 5 Nov 17, 10:36pm -
  • The Story Behind My Investment In Optimus Ride
    About a year ago, thanks to an investor friend who, in this particular case, shall remain nameless (but you know who you are, and thank you!) was kind enough to tip me off about a great team he met on the east coast but one that he couldn’t […]
    - 20 days ago 3 Nov 17, 2:14pm -
  • Podcast: The Backstory Of Raising Haystack IV (The Full Ratchet)
    As my Podcast 2017 Tour continues, Nick Moran from Chicago’s The Full Ratchet was kind enough to have me on his show again a second time. Two years ago, I was a guest on The Full Ratchet discussing the intricacies of how seed-stage companies gradua…
    - 20 days ago 2 Nov 17, 5:39pm -
  • My Second 20 Minute VC Appearance: The Mechanics Of Raising A First Institutional VC Fund
    About a year and a half ago, I had my first experience on as a guest on Harry Stebbings‘ famous podcast, The 20 Minute VC. In that older episode, we mainly covered the importance of individual and firm branding in today’s ecosystem. Fast-forward…
    - 31 days ago 23 Oct 17, 2:56pm -
  • “Leveling Up”
    I have been emailing Haystack founders a bit more often with some stream-of-conscious thoughts, and many of them have encouraged me to publish them publicly. Below, I was thinking about how relatively easy it is (in the Bay Area) to raise a seed roun…
    - 35 days ago 18 Oct 17, 7:08pm -

Brad Feld

  • Making Holograms Real
    Looking Glass, a Brooklyn-based company we recently led the Series A investment in, just released HoloPlayer One, the world’s first interactive lightfield development kit. This is a new interface that lets groups of people see and interact with flo…
    - 2 days ago 21 Nov 17, 3:12pm -
  • Good Bad Like Dislike
    There’s a magnificent exercise that I like to do for myself on a periodic basis. I’m sure it has a more formal name but I call it “Good Bad Like Dislike.” I create a two by two matrix that looks like this: I then go through my calendar for th…
    - 3 days ago 20 Nov 17, 4:29pm -
  • Book: The Entrepreneur’s Roadmap – From Concept to IPO
    The NYSE recently published a book – The Entrepreneur’s Roadmap – From Concept to IPO that I’ve been involved in. I wrote a chapter and made a number of introductions to the team working on the book that resulted in a number of other chapters…
    - 5 days ago 18 Nov 17, 2:07pm -
  • Do You Reduce Stress Or Increase Stress?
    Mark Cuban had a great line a few weeks ago at the interview I did with him and Charlie Ergen at Denver Startup Week. He said: “I like to invest in people who reduce stress and avoid people who increase stress.” As I was dealing with something ye…
    - 6 days ago 16 Nov 17, 5:20pm -
  • Backing Up Your Stem Cells
    The science fiction of the last 30 years is rapidly becoming reality as technologies such as virtual reality and artificial intelligence are becoming more real and present with each passing day. While my jetpack still seems ponderously far away and c…
    - 8 days ago 15 Nov 17, 4:25pm -

Om Malik

  • The Real Genius of Tesla Roadster
      The new Tesla Roadster is quite a beauty, even though it is not quite a roadster in the classic sense. It is more like a 4-seater with a removable roof. But still, hubba hubba! I mean who would not want a supercar. Especially the Founders edition…
    - 3 days ago 20 Nov 17, 4:59pm -
  • Pico Shorts: Mark Cho
    I’d like to introduce you to my new Pi.co shorts series, where I sit down with voracious readers to chat about their reading and information consumption habits in today’s world. My first interview in this series is with Mark Cho, a menswear indus…
    - 6 days ago 16 Nov 17, 7:12pm -
  • Fake news is here to stay…
    I tweeted this earlier: So Forbes published a story based on a fake police report. Amazon vehemently denied an AdAge report. But the original stories spread like wildfire because it was what the narrative masses wanted to read. The apologies, correct…
    - 7 days ago 15 Nov 17, 9:44pm -
  • Random Notes from a Rainy Wednesday
    It has been almost two months since I quit visiting Facebook. I still post photos from my Instagram and occasional notes via Buffer, but if there is anything I miss it is publishing random musings, which are too small for a blog post and too long to…
    - 7 days ago 15 Nov 17, 8:10pm -
  • Tuscany on Film
    My most recent trip to Tuscany was a first of sorts. I took along a film camera and some film to understand why everyone makes such a fuss about film photography. With my Konica Hexar AF camera, I knew at least I would at least get the photos right…
    - 10 days ago 13 Nov 17, 2:48am -

LifeSciVC

  • Painful Truth: Successful Failure Of A Biotech Startup
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    - 6 days ago 17 Nov 17, 11:56am -
  • Living Medicines With Curative Intent: Small N’s Go Viral
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    - 16 days ago 7 Nov 17, 12:10pm -
  • Drugging The Undruggable: Kymera’s Targeted Protein Degradation
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    - 24 days ago 30 Oct 17, 11:01am -
  • To IPO or Not To IPO
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    - 29 days ago 25 Oct 17, 10:50am -
  • Transplant Tailwinds and Momentum
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    - 38 days ago 16 Oct 17, 10:49am -

Continuations

  • !Uncertainty Wednesday: Pay Extra to Read (Or Fight to Protect Net Neutrality)
    Just imagine for a moment the world we can easily find ourselves in. You love my series of blog posts called “Uncertainty Wednesday” but when you try to access it instead of seeing the content, you receive a notice from you ISP (the company you…
    - 17 hours ago 22 Nov 17, 12:22pm -
  • Wenger Design: Men’s Wear
    I have mentioned here on Continuations before that we have been home schooling our children. The main reason for doing so is to give them plenty of time to pursue their interests. Interest that over time can deepen into passions and have the possibil…
    - 3 days ago 20 Nov 17, 12:16pm -
  • Twitter’s Verified Mess
    One of the problems with a relatively open platform such as Twitter is impersonation. I can claim to be somebody else, upload their picture to my profile and tweet away. This is particularly problematic for public figures and businesses but anyone ca…
    - 6 days ago 17 Nov 17, 3:12pm -
  • Uncertainty Wednesday: Sample Mean under Fat Tails (Cont’d)
    Today’s Uncertainty Wednesday will be quite short as I am super swamped. Last week I showed some code and an initial graph for sample means of size 100 from a Cauchy distribution. Here is a plot (narrowed down to the -25 to +25 range again) for sam…
    - 8 days ago 15 Nov 17, 12:12pm -
  • Call Your Senators to Preserve Equity Compensation for Startups
    The latest Senate version of the “Tax Cuts and Jobs Act” has a stab in the eye for startups. It proposes to tax certain stock options and RSUs at the time of vesting. An earlier House version also contained this provision, but the House removed i…
    - 10 days ago 13 Nov 17, 1:10pm -

Hunter Walk