A VC

  • !Video Of The Week: What Is Kin?
    Our portfolio Kik announced last week that they plan to decentralize their messenger app and monetize via a cryptocurrency called Kin. Here’s a video they put together explaining how it will work and why it is important:
    - 8 hours ago 27 May 17, 3:12pm -
  • Fun Friday: Cavs Warriors
    Well we finally got to the matchup that it seems like we have been waiting all season to get to. It really wasn’t even close. These are the best two teams in the NBA by a lot and have been for three years now. So, who is going to win, in how many g…
    - 2 days ago 26 May 17, 10:28am -
  • Kin
    Our portfolio company Kik announced some big news today. They are going to decentralize Kik and use a new cryptocurrency called Kin to build a business model around a decentralized Kik and, hopefully, attract other developers to build decentralized c…
    - 2 days ago 25 May 17, 12:51pm -
  • I Paid $22.38 For This
    This is a virtual good, called a Rare Pepe. I blogged about it a few weeks ago. Hawkeye tweeted this at me a couple days ago: @aweissman @fredwilson Add to your art collection with PEPEBASQUIAT. Who knows, maybe someday a Japanese Billionaire will bu…
    - 3 days ago 24 May 17, 11:26am -
  • Blockstack – A New Internet
    The founders of our portfolio company Blockstack are ambitious. What they have built and are announcing today is effectively a new Internet, powered by the blockchain. This is what the Blockstack team is after: A new internet needs to have security…
    - 4 days ago 23 May 17, 2:55pm -

Both Sides of The Table

  • Why You Shouldn’t Be Fooled by Your Own Expertise
    I am wired to discount people who have total assuredness in their point-of-view, have dogmatic positions or use data as a crutch or substitute for logic. I appreciate people who have strong opinions or conviction but expect them to constantly be test…
    - 6 days ago 22 May 17, 4:42am -
  • The Surest Sign You’re Winning is When Goliath Takes a Swing at You
    I’ve been involved with several startups where a giant incumbent attacks you and tries to sue you out of existence. When you first receive the threat it feels like the local pizza shop when they first get a call from the local mafia boss and you ca…
    - 10 days ago 18 May 17, 4:59am -
  • Getting Your Head in the Game for Fund Raising
    When you run a startup you’re always on borrowed time. You have cash in the bank, a monthly burn rate and a “cash out” date that few in the company truly comprehend. I’ve never met a founder who wasn’t acutely aware of his or her ticking ti…
    - 34 days ago 24 Apr 17, 4:33am -
  • How MakeSpace Recently Closed $30 million in New Funding
    Just over a year ago I wrote about how MakeSpace had raised $17.5 million in capital to build out its operations in 4 cities: New York City, Los Angeles, Chicago and Washington D.C. I pointed out that the storage market in the US alone is ~$30 billio…
    - 37 days ago 20 Apr 17, 4:43pm -
  • Why Great Executives Avoid Shiny Objects
    The modern world is filled with constant distractions. Only those with maniacal focus on results and a willingness not to engage in every activity achieve extraordinary results.As executives we’re all seemingly accessible at any moment to anybody v…
    - 45 days ago 12 Apr 17, 6:54pm -

Tomasz Tunguz

  • Startup Best Practices 26 - Choosing Your Startup's Competitive Strategy
    When I was taught Michael Porter’s value chain analysis, I learned to analyze at the industry level. A beer supplier sells to wholesaler sells to distributor sales to retailers sells to customer. But as I went back last night and reread Porter’…
    - 2 days ago 26 May 17, 12:00am -
  • The Unbundling of Excel
    In January 2010, Andrew Parker wrote a post called the Spawn of Craigslist. Andrew identified companies that had built businesses by unbundling Craigslist. The vacation rentals link gave rise to AirBnB and HomeAway. Etsy dominated the arts and cra…
    - 4 days ago 24 May 17, 12:00am -
  • Bias Against Creativity
    In Bias Against Creativity, a team of researchers at Cornell discuss the bias against creativity they revealed in their study. Originally published in 2010, the article resurfaced yesterday on Hacker News. It raises the question of how to evaluate…
    - 6 days ago 22 May 17, 12:00am -
  • Data Middleware - The SaaS Ecosystem's Response to Fragmentation
    As the number of SaaS applications has exploded, the SaaS ecosystem is responding to data fragmentation with middleware. This isn’t the middleware of the early 2000s, which was focused on helping developers build software. This is middleware that…
    - 9 days ago 19 May 17, 12:00am -
  • Hiring for Bookings Capacity in Sales
    How much revenue do you want to book for your SaaS startup next quarter? And in 12 months? It is one thing to put a number down on the financial plan. It’s another thing altogether to have the sales team staffed to close that amount of business.…
    - 12 days ago 16 May 17, 12:00am -

Semil Shah

  • Guest Series On StrictlyVC: Q&A With Limited Partners In VC
    As longtime readers may recall, for the past few summers (2014, 2015, and 2016) when Connie Loizos from StrictlyVC takes off for a few weeks in the summer to meander around coastal Maine with her kids and family, I get the lucky opportunity to write…
    - 6 days ago 22 May 17, 4:11am -
  • The Story Behind My Investment In Remix
    A little over two years ago, the founder of Chariot, a company I was involved very early with, told me about another founder in his YC batch that he liked. He wasn’t sure if it was a good business (at the time), but he really vouched for the […]
    - 18 days ago 9 May 17, 3:40pm -
  • Recruiting A Board Member
    Working with many seed-stage companies, a large component of my decision-making and work revolves around being helpful as the company approaches a “Series A investment.” This term can mean different things to different people, so I’ll simply st…
    - 28 days ago 29 Apr 17, 1:37pm -
  • Visualizing Haystack

    - 41 days ago 17 Apr 17, 3:46am -
  • The Story Behind My Investment In Kubos
    After investing in Saildrone a year ago, I tweeted something late at night about meeting founders with “oceanic” ambitions. A friend on Twitter (Jonathan Van) from Texas wrote back, emailed me, and said he’d put a bit of money in this company i…
    - 49 days ago 8 Apr 17, 10:38pm -

Brad Feld

  • Phil Weiser For Colorado Attorney General
    Over the past fifteen years, Phil Weiser and I have worked together to make Colorado a stronger, more collaborative, and more innovative entrepreneurial community. Together, we co-chaired Governor Bill Ritter’s Innovation Council, worked to launch…
    - 1 day ago 26 May 17, 4:26pm -
  • Sphero’s Ultimate Lightning McQueen
    If you’ve been in our office recently, you’ve seen me fiddling around with one of my newest toys – Ultimate Lightning McQueen by Sphero. It’s now available for the world. Based on what I know about robotic toys, I believe it’s the most adv…
    - 2 days ago 25 May 17, 2:33pm -
  • Techstars AMA With Me On Mental Health – 5/25 @ 4pm EST
    On Thursday 5/25 at 4pm EST, I’ll be doing an AMA with Techstars titled Mental Health Awareness & the Startup Community.The post Techstars AMA With Me On Mental Health – 5/25 @ 4pm EST appeared first on Feld Thoughts.
    - 3 days ago 24 May 17, 1:09pm -
  • Shifting To Maker Mode For The Summer
    My favorite and most productive time of the year is from Memorial Day to Labor Day. Basically, summertime. Normally I’d declare this the Tuesday after the Memorial Day weekend but I’m just getting over a cold so fuck it, summertime starts today.…
    - 3 days ago 24 May 17, 1:06pm -
  • Maps for Unity: Location Based Games and Mapbox
    This morning’s launch of Maps for Unity brings the full stack of location tools to the world’s most popular game development platform and shows that location and maps are the new building blocks for AR and VR games. We think the maps look amazing…
    - 5 days ago 22 May 17, 10:23pm -

Om Malik

  • Taking over Leica USA’s Instagram
    I have the honor of taking over Leica USA’s Instagram account for two days — today and tomorrow. They are sharing photos made by me on recent trips to Iceland, Japan and the Pacific Northwest. Most of these are made with the y trusted Leica SL a…
    - 12 days ago 15 May 17, 9:11pm -
  • Snap’s Silver Lining
    Snap’s first quarterly earnings has taken a toll on the stock, thanks to Facebook and it’s all out assault on the company. User growth was more modest than expected. The company reported an adjusted EBITDA loss of about $188 million during the qu…
    - 15 days ago 12 May 17, 5:58pm -
  • The Om Show Podcast: w/guest Shakil Khan
    Shakil Khan, the head of special projects at Spotify and co-founder of Student.com is one of the fixtures in Internet circles. And connected as he is — is the guy who got many of my peers to support CharityWater — no one really knows him. These d…
    - 16 days ago 11 May 17, 7:10pm -
  • Dies Slowly 
    He who does not travel, who does not read, who does not listen to music, who does not find grace in himself, dies slowly. Pablo Neruda, Dies Slowly
    - 18 days ago 10 May 17, 4:19am -
  • On Apple’s Portrait Mode Ads
    Apple’s latest ads for the iPhone 7+ are touting the “Portrait Mode.” As I have written in the past, I love the bokeh-like capabilities of this mode which blurs out the background elements. Sure it isn’t the same as the real lens on a real ca…
    - 24 days ago 4 May 17, 12:11am -

LifeSciVC

Continuations

  • Some Lessons I Learned from the Dotcom Bubble for the Coming Crypto Bubble
    I spent a bunch of time at Consensus and Token Summit this week. If it wasn’t clear before, we are headed into a crypto currency bubble. Now a bubble isn’t in and of itself a bad thing. In fact almost every wave of technology has brought with it…
    - 1 day ago 26 May 17, 12:05pm -
  • Uncertainty Wednesday: Probability Distribution
    So far in Uncertainty Wednesday we have limited ourselves to looking at examples with only two states of the world and two possible signal values. When I introduced this I explained that these combine to form four elementary events and we looked at t…
    - 3 days ago 24 May 17, 12:16pm -
  • Who Controls our Attention? Separating Aggregation/Discovery from Publishing
    This weekend brought us both a big New York Times piece titled “The Internet is Broken: @ev​ Is Trying to Salvage It” and a Guardian article about Facebook’s guidelines for content moderators. Both speak to the question of who controls conten…
    - 5 days ago 22 May 17, 1:58pm -
  • Vocational Schools and Getting to the Knowledge Age: Finding a Calling
    I recently listened to a talk by David Autor about employment and technology. He praised the high school movement as being incredibly forward looking for addressing the rapid decline in farm employment. When asked about what the equivalent would be t…
    - 8 days ago 19 May 17, 1:43pm -
  • Uncertainty Wednesday: Intro to Measuring Uncertainty
    We have covered a lot of ground in Uncertainty Wednesday but we have yet to talk about measuring uncertainty. While most discussions introduce such concepts as mean and standard deviation early on, I have held off on them on purpose in order to devel…
    - 10 days ago 17 May 17, 12:15pm -

Hunter Walk

  • Death Race 2000: How Safe Will Autonomous Vehicles Need To Be?
    The technology behind autonomous navigation is developing quite rapidly. From our early investment in Cruise, we’ve gotten a vantage point on just how much progress has been made in the past three years alone. But if I’m confident about the tech,…
    - 3 days ago 24 May 17, 8:11pm -
  • Sometimes The Secret Is To Just Show Up & Do Your Job
    This is definitely the only blog post I’ve written from a Milan airport lounge, returning from my first trip abroad since we started Homebrew. So what got me out of my San Francisco routine? The chance to work with a group of global mayors to help…
    - 10 days ago 17 May 17, 1:12pm -
  • Why Trump’s Victory Caused Alec Ross To Run for Governor of Maryland – Five Question Interview
    My friend Alec Ross is running to be Governor of Maryland. I support him and hope you’ll join me, just go to his website to learn more. I’ve known Alec since early in Obama’s presidency. He was working for Secretary Clinton on an initiative on…
    - 12 days ago 15 May 17, 8:08pm -
  • Why You Shouldn’t Loan Money to Someone Who Thanks God
    Crunching data from Prosper, the peer to peer lending site, researchers correlated default rates with words most likely to appear in a loan application. From an article in New York magazine: Somewhat intuitive when you look at the types of words (the…
    - 17 days ago 11 May 17, 2:01am -
  • Four Years of Homebrew: Notes From Our 2017 Annual Investor Meeting
    “The days are long but the years are short” applies to parenting and venture firms. Satya and I raised Homebrew’s first fund Q1 2013 and now, four years later, we held our 4th annual meeting last week, just days before our official birthday (an…
    - 29 days ago 28 Apr 17, 6:46pm -