A VC

  • !Funding Friday: Saving Brinton
    I backed this project today to bring a film about saving some of the earliest movies made to the big screen.
    - 19 hours ago 20 Apr 18, 10:33am -
  • I Can’t Do Math In Prose
    I wrote those words to a friend of mine yesterday. We are working on a project together. He wrote me an email listing a whole bunch of investments to be made and where we are on them. I read it and understood it, but it didn’t really register with…
    - 2 days ago 19 Apr 18, 9:38am -
  • Earn.com
    The news broke earlier this week that our portfolio company Coinbase has acquired Earn.com. A lot of the press attention was centered around the fact that Earn’s CEO Balaji Srinivasan is becoming Coinbase’s CTO and the backstory about how Earn…
    - 3 days ago 18 Apr 18, 9:51am -
  • The Employee Equity Project
    In the fall of 2010, I wrote a series of nine blog posts about Employee Equity as part of MBA Mondays. You can read all of them at the links below: Employee Equity: How Much? November 22, 2010 Employee Equity: Vesting November 15, 2010 Employee Equi…
    - 4 days ago 17 Apr 18, 11:19am -
  • Are We Decentralized Yet?
    My friend Chris Burniske told me about this site last week and then tweeted about it last night: So the answer to the question posed by the name of the website is “not really.” But that doesn’t mean we won’t be someday. This chart also shows…
    - 5 days ago 16 Apr 18, 10:17am -

Both Sides of The Table

  • What Can You Learn From Ring’s Astounding Success?
    Many people will write the history on why Ring became an enormously successful company and why it became a real-world unicorn in a world when many startups are anointed that merely on paper. Since I had a ringside seat to the company before it really…
    - 9 days ago 12 Apr 18, 3:03pm -
  • The VC Inclusion Clause #MovingForward
    Upfront Ventures has a deep-seated commitment to equality in funding & building diverse teams across all ethnicities, nationalities and genders. We do this not just because it’s the right thing to do but also we believe it will help drive large and…
    - 39 days ago 13 Mar 18, 12:57am -
  • “Visibility” — A Powerful Lesson on DACA and The American Dream from @LeonKrauze
    León Krauze from Univisión gave an impassioned keynote presentation at The Upfront Summit on the topic of “invisibility” of immigrant workers in our society. It moved people to tears, was widely Tweeted and several people asked me to share this…
    - 46 days ago 6 Mar 18, 5:11pm -
  • “What Unites Us” —Important Lessons from @danrather at the #UpfrontSummit
    “The institution of a free press in America is in a state of crisis greater than I have ever seen in my lifetime, and perhaps in any moment in this nation’s history.” — Dan RatherI sat down to interview Dan Rather at the 2018 Upfront Sum…
    - 49 days ago 3 Mar 18, 4:56pm -
  • How to Succeed as an eCommerce Brand in an Era of Dominant Retailers?
    There has always been tension between CPG (consumer packaged goods) companies and the retailers who sell their products to consumers. If a consumer will pay a fixed price for a product or service then the battle over who gets the margin in any sale i…
    - 51 days ago 1 Mar 18, 2:44am -

Tomasz Tunguz

  • The Disappearance of the Fundraising Demo
    Ten years ago, Guy Kawasaki took this photograph of me. I was attending my first YCombinator Demo Day, maybe three months into my time at Redpoint. Much has changed. I’m am not as young or as green. YCombinator has thrived and scaled. And the sta…
    - 7 days ago 14 Apr 18, 12:00am -
  • How to Reach More People with Content Marketing by Changing How You Write
    Ben Franklin’s edits to the Declaration of IndependenceThe average English sentence has been shortened by half over the last five hundred years. Read the first sentence of the Declaration of Independence to see why. It is 71 words long and cont…
    - 13 days ago 8 Apr 18, 12:00am -
  • The Importance of Time Value of Money for Startups
    A dollar today is worth more than a dollar tomorrow. This statement underpins all of finance. The idea has a fancy name: the Time Value of Money. It applies to all types of investments, including startups. Time Value of Money is the economic argume…
    - 20 days ago 1 Apr 18, 12:00am -
  • An Often Forgotten Characteristic About Your Startup's Ideal Customer Profile
    The Ideal Customer Profile. The perfect customer. Can you describe it for your startup? The more precisely you can describe it, the better. That will simplify disqualification. But articulating the ICP well isn’t enough.Vague ICPs are problemat…
    - 27 days ago 25 Mar 18, 12:00am -
  • The Salesforce/Mulesoft Acquisition is a Bellwether for the 2018 M&A Market
    Yesterday, Salesforce announced it will acquire Mulesoft for $6.5B. A recent addition to the list of public software companies, Mulesoft is a tremendous business. The company generated $297M of revenue in 2017 at a 73% gross margin, and grew by 58%…
    - 32 days ago 20 Mar 18, 12:00am -

Semil Shah

  • Investing Notes From The Inaugural Pre-Seed Summit
    Earlier today, the folks from Afore Capital hosted their inaugural “Pre-Seed Summit” in San Francisco. About 150 people showed up, a healthy mix of founders, seed-stage investors and big fund VCs, and a bunch of LPs of various sizes. Some press s…
    - 10 days ago 11 Apr 18, 1:43am -
  • Quickly Unpacking Uber’s Acquisition Of Jump Bikes
    Today it was revealed that Uber, the largest startup/private-unicorn juggernaut reported spent $200M (cash & stock) to acquire San Francisco’s Jump Bikes, a local startup founded all the way back in 2010. There are lots of interesting transit-junki…
    - 11 days ago 10 Apr 18, 5:52am -
  • As Venture Grows, There Are More Ways To “Get Into The Carry”
    Last week, I wrote about the one ingredient required to “get into” venture capital – context. For folks investing today, there are countless more opportunities to invest and some of them actually do not require that much context. It’s the sub…
    - 13 days ago 7 Apr 18, 10:47pm -
  • The One Ingredient Required To Get Into Venture Capital
    Earlier this week, a super-smart recent college grad pinged me to talk about a potential career in venture. I took the meeting. It was funny to me, in a way, that I myself had those meetings 7-8 years ago. I can’t remember all the advice...
    - 19 days ago 1 Apr 18, 6:46pm -
  • Some Things Change And Some Things Stay The Same
    A bit of personal news for readers of this Haystack blog — as it was announced earlier this week, starting Monday (tomorrow) I will become a Venture Partner with Lightspeed Venture Partners. I will continue to run Haystack independently as a singl…
    - 26 days ago 25 Mar 18, 7:28pm -

Brad Feld

  • !Does Every Senior Leader On Your Team Have A Backup?
    I said some version of the following statement several times in the past few weeks. Assume aliens came down and one of your senior leaders was taken away to their home planet. Do they have a person reporting to them who could step into their role, ev…
    - 16 hours ago 20 Apr 18, 1:00pm -
  • Hanging Out In Pioneer Square
    I’m in Seattle for the next few days. I’ve built this trip around Techstars Seattle Demo, a bunch of time at PSL, and a Moz board meeting. Oh – and time with several of our portfolio companies as well as some nice social stuff with long time fr…
    - 4 days ago 17 Apr 18, 4:37pm -
  • Evolving My Writing
    While I’ve been writing my entire adult life, I started writing consistently on May 4, 2004, when I began this blog with my first post To Blog or Not to Blog. I ended that first post with the sentence: “I’m still not sure if the world needs my…
    - 5 days ago 16 Apr 18, 1:15pm -
  • The Price of Free is Actually Too High
    I loved this quote by Tristan Harris in the New York Magazine article The Internet Apologizes … “We cannot afford the advertising business model. The price of free is actually too high. It is literally destroying our society, because it incentiv…
    - 6 days ago 15 Apr 18, 4:40pm -
  • My Search for a Thinking Machines CM-1 or CM-2
    I have a Cray-2 showing up at our Carriage House in the next few weeks. It’ll be a permanent fixture there and, while it’s not functional, it’ll be fun to have around. I’m now on a quest to find a Thinking Machines CM-1 or CM-2. Every superco…
    - 16 days ago 5 Apr 18, 4:55pm -

Om Malik

  • !Allo & Goodbye
    The standout part of this article is that the latest Google attempt to enter the messaging market, Allo, is dead. Despite being a Google product with full access to the Play store, it got mere 50 million downloads. It is yet another example of Google…
    - 15 hours ago 20 Apr 18, 1:59pm -
  • Is this the future of retail?
    The other big Seattle retailer, Nordstrom, that is, doesn’t think that retail is doomed. Instead, what it needs is a reinvention. And they are willing to spend tens of millions to create a store that takes the best of online and marries it to the b…
    - 1 day ago 20 Apr 18, 12:53am -
  • Are Uber drivers entrepreneurs?
    Benchmark Capital’s Bill Gurley has been at the eye of the storm called Uber, that included cutting the cord with its lightning rod CEO Travis Kalanick, in a public manner. He also has been the service’s biggest champion. In this Uber-long (no pu…
    - 2 days ago 19 Apr 18, 3:35pm -
  • Who am I buying this for?
    The brands themselves aren’t the problem, though: we all need some stuff, so we rely on brands to create the things we need. The problem arises when we feel external pressure to acquire as if new trinkets are a shortcut to a more complete life. Tha…
    - 5 days ago 16 Apr 18, 3:12am -
  • What to read this weekend?
    The Facebook Hearings have kept me distracted, and I wasn’t doing much other than keeping up with the torrent of news and hot takes. Not much was said, not much was done. No surprise, as I have written in the past. It was a great exercise in “how…
    - 6 days ago 15 Apr 18, 3:30pm -

LifeSciVC

  • Little by Little: Real Life Lessons In Business Development
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    - 5 days ago 16 Apr 18, 10:55am -
  • Life After ECHO-301: Lessons Learned About Modulating IDO/TDO To Treat Cancer
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    - 9 days ago 12 Apr 18, 10:41am -
  • Caravans of Biotech Immigrant Executives
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    - 16 days ago 5 Apr 18, 10:27am -
  • Two Really Big Fish That Got Away
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    - 29 days ago 23 Mar 18, 11:54am -
  • Just a Little Patience: In-licensing from Biopharma
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    - 32 days ago 20 Mar 18, 10:46am -

Continuations

  • !An Alternative to Mandatory APIs: Let Me “Hack Myself”
    I recently wrote a post about requiring APIs for social and other applications that have more then 1 million users. Now that is an approach to the problem of market power that adds new regulations. There is an alternative that would go the route of r…
    - 7 hours ago 20 Apr 18, 10:24pm -
  • Uncertainty Wednesday: The Problem with P-Values (Learning)
    Today’s Uncertainty Wednesday will be the concluding post in my mini-series on the problem with p-values. We have already seen that it is much easier than expected to reject a null hypothesis if you have incentives to do so. We also saw that the ab…
    - 3 days ago 18 Apr 18, 1:07pm -
  • World After Capital: Laying a Foundation (Scarcity)
    NOTE: I am continuing to publish revised sections from my book World After Capital. Today’s section provides a technological definition of scarcity (instead of an economic one) and provides a brief history of how scarcity has shifted over time from…
    - 5 days ago 16 Apr 18, 11:26am -
  • Whither Facebook Regulation?
    The Zuckerberg hearings were predictably pretty weak. First, the format does not lend itself to a deeper inquiry on a complex topic. Whenever someone seemed close to getting somewhere, the next questioner would take it somewhere else (or weirdly star…
    - 8 days ago 13 Apr 18, 11:36am -
  • Uncertainty Wednesday: The Problem with P-Values (Generating Hypotheses)
    Today’s Uncertainty Wednesday continues our exploration into p-values and why they are problematic. Last Wednesday we saw that if you have incentives to reject a null hypothesis, it takes less work than you would initially think to find data that g…
    - 10 days ago 11 Apr 18, 11:44am -

Hunter Walk