A VC

  • !Funding Friday: Don Giovanni Records
    I got such a chuckle(s) watching this Kickstarter video that I immediately backed this project. I love it.
    - 23 hours ago 20 Jul 18, 10:02am -
  • Opportunity Zones
    I was at dinner with my friend Stephen a month or so ago and he was bending my ear about a provision in last year’s tax bill that provides very significant tax incentives to invest in businesses or real estate in certain locations around the US tha…
    - 2 days ago 19 Jul 18, 11:56am -
  • Priorities and Triage
    When my life gets crazy, which it is right now, it helps me to internalize what is most important and triage around that. And I’m not just talking about what tasks to do and what not to do. I’m also talking about prioritizing friends and family,…
    - 3 days ago 18 Jul 18, 12:54pm -
  • It Feels Like Summer
    Speaking of doing things on our phones, I made this playlist on my phone on the train ride into NYC yesterday morning. It was inspired by the Donald Glover/Childish Gambino track of the same name that kicks off the playlist. I got off the train into…
    - 4 days ago 17 Jul 18, 10:05am -
  • Writing On My Phone
    We write on our phones all day long. Texts, emails, searches, etc. But long form writing is a different thing. I’m not sure how much long form writing happens on phones. I’ve been mostly writing my daily posts on my phone in the last month and I…
    - 5 days ago 16 Jul 18, 10:44am -

Both Sides of The Table

  • Some Quick Things Every Founder Should Know
    One thing that comes with being a venture capitalist is you see hundreds and hundreds of businesses. You get to have interesting conversations with founders and review business plans and then see how these businesses evolve over the years. A firm lik…
    - 4 days ago 17 Jul 18, 5:33pm -
  • All The Questions You Wanted Answered about Bird Scooters and Their Recent $300 Million Funding
    My friend Michael Broukhim, founder & co-CEO of FabFitFun and I recently had a catch-up meeting for 3-miles on the Santa Monica “Bird Trail”No company has ever elicited so many questions by friends, colleagues, entrepreneurs, fellow VCs and jour…
    - 23 days ago 28 Jun 18, 5:39pm -
  • Be Careful Not to Lose Twice

    - 28 days ago 22 Jun 18, 9:33pm -
  • My Top Movie Recommendation for 2018
    For Father’s Day I was watching the most heartfelt movies I’ve seen in a long time, “Won’t You Be My Neighbor.” It is a movie that will both lift you up with the possibilities of how much of an individual person can have a positive impact o…
    - 30 days ago 21 Jun 18, 3:25pm -
  • What Should You Send a VC Before Your Meeting?
    One of the hardest things to know when you’re new to fund raising is what you’re supposed to send to an investor, when and will they keep your information confidential. As a VC and former entrepreneur let me offer you some advice.(This is part o…
    - 38 days ago 13 Jun 18, 2:05pm -

Tomasz Tunguz

  • Why Your Startup Doesn't Invest Sufficiently in its Differentiators
    There are three types of product features, a seasoned head of product told me recently. MMRs, neutralizers, and differentiators. MMRs are minimum market requirements; basic features that every customer expects and demands. Neutralizers mitigate com…
    - 1 day ago 20 Jul 18, 12:00am -
  • The Startup Founder's Almanac
    I first met Elad Gil when I became an associate product manager at Google. Back then, he had an unusual habit I noticed right away. Most people carry their laptop in the same way. The laptop is closed, in hand, between the hand and the hip. Elad ca…
    - 2 days ago 19 Jul 18, 12:00am -
  • Timing Cashflows of Your Sales Commissions and Your Customers
    Your sales team is starting to close some terrific accounts. As your startup grows, your sales team will experiment with different sales techniques. For example, qualification, pricing, positioning, incentives and contract structure. This is a wond…
    - 6 days ago 15 Jul 18, 12:00am -
  • Lessons Learned from 20 Years at the Leading Edge of SaaS
    Over the weekend, I read Tien Tzuo’s book, Subscribed. Tien is the founder and CEO of Zuora, and former CSO/CMO at Salesforce, where he started in 1999. He has been working in SaaS for nearly 20 years. He’s a thought leader in the world of subs…
    - 11 days ago 10 Jul 18, 12:00am -
  • Does Winner Take Most in SaaS?
    There’s a theory to the idea that winner takes most in Startupland. The startup that grows a bit faster at the beginning demonstrates more momentum. The startup raises capital sooner, hires people, builds the product, markets and sells the produc…
    - 13 days ago 8 Jul 18, 12:00am -

Semil Shah

  • !Investing Outside The Bay Area
    This is a post I’ve wanted to write for a long time, but I needed the time to digest all the other great posts on the topics by other investors, and to analyze specific portfolio data from Haystack over the last five years. Well, that...
    - 3 hours ago 21 Jul 18, 6:39am -
  • The First Live Meeting With A Founder
    Recently on this blog, I’ve been attempting to unpack how an investor can sort through deal flow and potential investment opportunities. After writing about “the quick kill” to discard of inbound flow, next I wrote about what actually captures…
    - 6 days ago 15 Jul 18, 5:47pm -
  • Paying Attention To Inbound Deal Flow
    About a month ago, I wrote a post about how the Bay Area seed ecosystem is generating deal flow levels that are nearly impossible to keep up with. In the post, titled “Seed Deal Flow Tsunami And The Quick Kill,” I attempted to explain how,...
    - 8 days ago 13 Jul 18, 3:16pm -
  • The Harsh Reality Of The Preference Stack
    I recently shared this article and tweeted this, and I was quite surprised by the thread it triggered and the reaction it generated. After reflecting on it for a day, I began to understand why — even though this topic has been written about many...
    - 12 days ago 9 Jul 18, 2:35am -
  • Quickly Unpacking Amazon’s Acquisition Of PillPack
    By now, one wonders what tech news will be tucked into the public record the days before a major holiday travel week approaches. While I have no horse in this particular race, I was really excited to read that Boston’s PillPack was being sold to...
    - 21 days ago 30 Jun 18, 12:23am -

Brad Feld

  • !Glowforge Plus Launches on Amazon Exclusives
    Glowforge recently launched their 3D laser printers to the public, making their product line available within 10-day delivery. As an early investor (and a huge fan) this was an incredibly gratifying moment, as Glowforge is now shipping – in volume…
    - 17 hours ago 20 Jul 18, 3:58pm -
  • Early Stage VCs – Be Careful Out There
    In addition to our own funds, we are investors in a number of other early-stage VC funds as part of our Foundry Group Next strategy. Yesterday, in one of the quarterly updates that we get, I saw the following paragraph. “Historically, the $10 milli…
    - 2 days ago 19 Jul 18, 4:19pm -
  • Binary Star Startup Communities
    I had dinner with Ian Hathaway a few weeks ago when I was in London. It was a delight to see him in person. While we’ve been collaborating on Startup Communities 2 (which we are now calling The Startup Community Way), which will come out at the “…
    - 3 days ago 18 Jul 18, 4:09pm -
  • The REPL For Hardware
    We’ve been soaking (and investing) in the world of 3D printing since our investment in MakerBot in 2011. Since then, we’ve made three other investments in the world of 3D printing – Formlabs, Glowforge, and Looking Glass. While Looking Glass is…
    - 4 days ago 17 Jul 18, 4:19pm -
  • Google Boulder’s Gift to NCWIT
    Google Boulder recently did a phenomenal thing. They recently gave a gift of over $2 million to CU Boulder, which included free office space for NCWIT for the next six years (valued at $1.3 million.) As of a few weeks ago, NCWIT now has a great long-…
    - 5 days ago 16 Jul 18, 12:06pm -

Om Malik

  • Companies, like people, don’t change
    Not a month goes by when we hear about another snafu or scandal about Facebook and Uber. And each time I wonder if they will change. It seems both these companies are genetically pre-programmed to obey what their DNA tells them — unfettered growth…
    - 3 days ago 18 Jul 18, 6:30pm -
  • “Fake Followers” are “Social Spam”
    Just about 12 years ago, at a costume party hosted by Ruby Red Labs in the SOMA district of San Francisco, I got a chance to talk to one of the now-forgotten founders of Twitter, Noah Glass. He showed me Twitter (or Twttr as it was known back then).…
    - 5 days ago 16 Jul 18, 9:00pm -
  • Facebook & Its Lies: Facial Recognition Edition

    - 12 days ago 9 Jul 18, 6:51pm -
  • BitCoin & Energy Usage
    …the current global power consumption for the servers that run bitcoin’s software is a minimum of 2.55 gigawatts (GW), which amounts to energy consumption of 22 terawatt-hours (TWh) per year—almost the same as Ireland. Google, by comparison, us…
    - 12 days ago 9 Jul 18, 5:30pm -
  • Federer goes to Uniqlo
    When it comes to men’s tennis, there is no one better, cooler and nicer than Roger Federer. A man of an insatiable appetite for winning (with a smile) and lover of beautiful watches, hit a fierce backhand when after 20-years of being a Nike guy, he…
    - 12 days ago 9 Jul 18, 1:31pm -

LifeSciVC

  • Hotspot Therapeutics Turns Up The Heat On Natural Allostery
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    - 4 days ago 17 Jul 18, 10:49am -
  • A Hat Trick Of Cell And Gene Therapy IPOs: Avro, Magenta, and Unum
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    - 23 days ago 28 Jun 18, 11:52am -
  • Float Like A Butterfly: Agility In Biotech
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    - 38 days ago 13 Jun 18, 10:34am -
  • Farewell to Zafgen: A Personal Reflection On Board Evolution
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    - 44 days ago 7 Jun 18, 11:52am -
  • Biotech CEO Pay: Inflation Held At Bay
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    - 50 days ago 1 Jun 18, 11:53am -

Continuations

  • !Facebook’s Travails and the Decentralized Future
    Facebook is in the unique position today to face both the problems of centralization and decentralization. On its centralized core platform it is confronted with making content decisions, while on WhatsApp it struggles with slowing down the spread of…
    - 15 hours ago 20 Jul 18, 6:28pm -
  • Uncertainty Wednesday: Updating (Conclusion)
    The last few Uncertainty Wednesdays had us look at how to model beliefs using probability distributions and then update those with a specific example of using the beta distribution. You may have noticed something odd about the way we updated the para…
    - 2 days ago 18 Jul 18, 11:54pm -
  • World After Capital: Limits of Capitalism (Self-Conservation)
    NOTE: Today’s excerpt from World After Capital rounds out the section on limits of capitalism. We already saw the issue of missing prices, the problem of power laws and today talks about how the self-conservation of capitalism through the political…
    - 5 days ago 16 Jul 18, 12:01pm -
  • Principles (Introduction)
    While I am working on my book World After Capital, I am also collecting ideas for an important project that I want to tackle afterwards: a compendium of principles. Before you think, oh Albert is going full on Ray Dalio, let me provide the definition…
    - 7 days ago 14 Jul 18, 12:43am -
  • Uncertainty Wednesday: Updating (Beta Distribution 2)
    Last Uncertainty Wednesday, I introduced the beta distribution to model our prior belief about the probability of Heads in a coin toss. We saw that for the parameters α = β = 1 the beta distribution gives us a uniform prior, which expresses the hi…
    - 9 days ago 12 Jul 18, 2:42am -

Hunter Walk

  • Communities Can Grow Too Quickly
    I was recently granted access to a Slack community associated with a newsletter I’ve been reading for a while. The kinetic energy of new members started on the #Welcome channel and then flowed to other discussions on themed channels. Whether intent…
    - 7 days ago 14 Jul 18, 1:47pm -
  • The One Problem Most Publishing Platforms Forget To Solve
      Do you get excited reading about email newsletter platforms? I do. And there were two notes in this week’s article about Substack which made me clap my hands. First, they’ve hired Nathan Bashaw, previously of Gimlet and Hardbound, who is someo…
    - 9 days ago 12 Jul 18, 8:31pm -
  • What Do You Want From Me Besides Capital?
    I live for that moment of flicker in an entrepreneur’s eye during a pitch discussion. The one which suggests I’ve asked a question which is simultaneously both new to their fundraising experiences AND interesting to them personally. “What do yo…
    - 37 days ago 14 Jun 18, 8:41pm -
  • FAANG Anxious
    Subconscious anxieties hover over my FAANG relationships FB: eventually every product becomes 50% ads AAPL: they’ll release a $10k iPhone I can’t resist AMZN: beats everyone & raises prices NFLX: they’ll realize my HunterPatel login isn’t Sat…
    - 42 days ago 9 Jun 18, 8:05pm -
  • Cancer is Bad. Bid On Lunch With Me To Raise $$$ To Fight It.
    Lunch or coffee with me and Satya. Money goes to Leukemia and Lymphoma Society.  Auction ends May 31st. We are tossing in BONUS ITEMS to raise even more money! The winner gets: Lunch/coffee with me and Satya Patel 30 minute call with Beth Scheer, Ho…
    - 59 days ago 23 May 18, 5:36pm -