A VC

  • !Airbnb and NYC
    There is a bill in front of the NYC City Council called Intro 981 that will impose reporting requirements on Airbnb and their hosts in NYC. There will be a public debate on that bill this coming week. The backdrop here is the growing housing affordab…
    - 21 hours ago 24 Jun 18, 1:05pm -
  • Video Of The Week: Consensus 2018 Discussion
    Last month, at the Consensus 2018 Conference, Paul Vigna of the WSJ, Coinbase CTO Balaji Srinivasan, and I had a 30min discussion of all things crypto. Here is a video of that discussion:
    - 2 days ago 23 Jun 18, 1:14pm -
  • Funding Friday: Ai’s Poems
    I hit the play button and heard her voice say “My poems are harsh, but they are meant to show the truth, which a lot of people are afraid to face.” That sold me. I made a significant contribution to this project to bring Ai’s Killing Floor back…
    - 3 days ago 22 Jun 18, 9:52am -
  • Some Words Of Wisdom
    I saw this tweetstorm today from Suhail Doshi, founder of Mixpanel. 1/ Getting my first 100 customers always felt like a puzzle. The next 1000 seemed unreachable. Besides, how can you get feedback to make the product better w/o users? After many year…
    - 4 days ago 21 Jun 18, 4:28pm -
  • Thirty One Years
    Today is our thirty-first wedding anniversary. We got married on a hot steamy June night in the Washington DC area. During the official part of the event, the skies opened up and it poured. After that, the heat and humidity dissipated and we had a re…
    - 5 days ago 20 Jun 18, 7:05am -

Both Sides of The Table

  • Be Careful Not to Lose Twice

    - 3 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…
    - 4 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…
    - 12 days ago 13 Jun 18, 2:05pm -
  • How to Talk About Valuation When a VC Asks
    One of the hardest things about the fund-raising process for entrepreneurs is that you’re trying to raise money from people who have “asymmetric information.” VC firms see thousands of deals and have a refined sense of how the market is valuing…
    - 26 days ago 30 May 18, 2:19pm -
  • How Much Should You Raise in Your VC Round? And What is a VC Looking at in Your Model?
    There’s a quick litmus-test conversation any early-stage VC will have with the founder and it’s one that you should be as prepared for as your elevator pitch. It goes something like this …VC: “How much money are you raising?”Founder: “$8…
    - 27 days ago 29 May 18, 4:41am -

Tomasz Tunguz

  • Untitled
    In the last six years, the median time between seed and Series A has more than tripled from about 200 days to about 750 days.
    - 1 day ago 24 Jun 18, 12:00am -
  • What I'm Grateful For
    Earlier this week, Redpoint announced its 7th stage fund of $400M. Over the past 10 years that I’ve been Redpoint, I have seen our firm learn, evolve and grow in many different ways - important ways - that fill me with gratitude and pride.First,…
    - 4 days ago 21 Jun 18, 12:00am -
  • The Three Layers of Management
    Imagine you come across three builders working on the same project. You ask each the same question: what are you working on? The first says, “I lay one brick after the other.” The second says, “I’m building a wall.” The third, “I’m er…
    - 7 days ago 18 Jun 18, 12:00am -
  • Our Investment in Kustomer
    We’re excited to announce our partnership with and investment in Kustomer. Kustomer is a New York City-based company building the next-generation of customer support platform.In my first role at Google, I provided account management and custome…
    - 11 days ago 14 Jun 18, 12:00am -
  • The Blockbuster Software M&A Market of 2018
    2018 is a blockbuster year for software M&A multiples. The prices companies fetch relative to their revenues surpass any of those in the past 7 years. Billion-dollar plus acquisitions in 2018 have commanded a median 17.7x trailing enterprise value…
    - 13 days ago 12 Jun 18, 12:00am -

Semil Shah

  • When The Profile Gets Ahead Of The Proof
    I heard this line this past week, and it’s been like a catchy lyric playing over and over again inside my head: “Their profile is ahead of their proof.” Written another way, when Profile > Proof. It could apply to a company, a startup, a ventu…
    - 2 days ago 23 Jun 18, 6:10am -
  • Bourdain On Writing
    I’ve been listening to lots of old Bourdain interviews and episodes. This re-run of a 2016 Fresh Air interview caught my ear, specifically the excerpt below. DAVIES: Now, the book and the article is this, like, grab-your-attention look at things yo…
    - 10 days ago 15 Jun 18, 4:17am -
  • Response To A Thought-Provoking Tweetstorm
    A stranger (hopefully a future friend, Pietro Invernizzi) on Twitter tagged me as part of his tweetstorm earlier today about his hope for how VCs and founders should interact around and during a pitch. It was a longer tweetstorm, and I felt it would…
    - 13 days ago 12 Jun 18, 6:02am -
  • Thank You, Anthony Bourdain
    I woke up a few minutes before 5am PST on Friday. I always look at my phone right away. I know it’s “not good for me,” but whatever. And, within seconds, I saw the news about Anthony Bourdain. I wasn’t surprised. Maybe I’m desensitized to…
    - 15 days ago 10 Jun 18, 7:01am -
  • Quickly Unpacking Microsoft’s Acquisition Of GitHub
    Satya strikes again. After being installed in 2014 as Microsoft’s new CEO, Nadella has turned around the Seattle ocean liner on a new course after the Ballmer regime. With Microsoft’s stock price (and technology brand) soaring of late, Nadella an…
    - 20 days ago 5 Jun 18, 5:51pm -

Brad Feld

  • I’m Honored That I Get To Work With Ayah Bdeir At littleBits
    I’ve been consistently public, for almost a decade, about my belief that we should significantly change our approach to immigration in the US, especially for entrepreneurs. As one of the original advocates of the Startup Visa, I continue to be bumm…
    - 3 days ago 22 Jun 18, 10:37am -
  • Happy 25th Anniversary Amy
    Amy Batchelor and I have been married for 25 years today. Here’s what we looked like a long time ago on a vacation together in Cabo. R.E.M. and Dilbert together kind of says it all. Here’s another picture of us in our apartment at 15 Sleeper Stre…
    - 4 days ago 21 Jun 18, 10:51am -
  • Do You Consider Yourself a Texan?
    Did you know that 28.5714% of the partners at Foundry Group are Texans? Recently, I was asked if I consider myself a Texan. I answered that I grew up in Texas, live in Colorado, was born in Arkansas, and went to school in Massachusetts. While I have…
    - 5 days ago 20 Jun 18, 4:24pm -
  • Capital Should Follow Talent
    I love today’s post from Fred Wilson titled The Valuation Obsession. It has some good hints in it about valuation vs. ownership dynamics for founders, employees, and investors. It also calls out the silliness about focusing on the wrong things. Go…
    - 12 days ago 13 Jun 18, 12:54pm -
  • Colorado Health & Wellness Interview On Depression
    Since I wrote about depression yesterday, I figured I’d highlight a long interview with Colorado Health & Wellness magazine on my history dynamics with depression titled Brad Feld’s Village. I was interviewed by Sarah Protzman Howlett, who did…
    - 13 days ago 12 Jun 18, 1:44pm -

Om Malik

  • What do YouTube, Instagram & GitHub have in common?
    I have had a few days to think about Microsoft’s decision to buy GitHub for $7.5 billion and I am increasingly convinced that this is a good deal for Microsoft, as long as they don’t pull the same shenanigans they did with Skype. The acquisition…
    - 8 days ago 17 Jun 18, 1:00pm -
  • You know that thing called blogging
    It has been almost ten days since I have been able to read properly. The bug I picked on my recent travels along with severe conjunctivitis turned out to be a forced vacation from screens. I am woefully behind on emails and also on my reading. And as…
    - 10 days ago 15 Jun 18, 9:15pm -
  • Leica, ready to flip?
    After five years of using Leica products, I can safely say that Leica does make fantastic products, and expensive as they might be, they are going to last what seems like a lifetime. I bought my Leica SL, about three years ago. It was so advanced and…
    - 10 days ago 15 Jun 18, 12:37am -
  • Coming Home
    “I usually don’t plan ahead for my work, what interests me most about taking pictures is responding to the world around me.” Johnny Patience, friend, and a fellow photographer, writes a heart felt piece about finding one’s place in the wide w…
    - 13 days ago 12 Jun 18, 4:06pm -
  • Junk
    Our homes are filled with essentials (aka things we can’t live without), non-essentials (aka things that add comfort and enhance our daily life) and junk. In fact, most of our life is full of junk. These are the artifacts we like—or, more accurat…
    - 14 days ago 11 Jun 18, 3:33pm -

LifeSciVC

  • Float Like A Butterfly: Agility In Biotech
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    - 12 days ago 13 Jun 18, 10:34am -
  • Farewell to Zafgen: A Personal Reflection On Board Evolution
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    - 18 days ago 7 Jun 18, 11:52am -
  • Biotech CEO Pay: Inflation Held At Bay
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    - 24 days ago 1 Jun 18, 11:53am -
  • Trains, Bicycles, And Business Development
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    - 26 days ago 30 May 18, 4:45am -
  • New Directions In Alzheimer’s Disease Research And Development
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    - 41 days ago 15 May 18, 11:19am -

Continuations

  • !Personal Responsibility in the Age of TrumpYesterday, I tweeted that I considered Sarah Sanders...
    Personal Responsibility in the Age of TrumpYesterday, I tweeted that I considered Sarah Sanders tweet about being asked to leave the Red Hen restaurant an abuse of government power. Since I got quite a few questions on Twitter about that I want to el…
    - 16 hours ago 24 Jun 18, 5:24pm -
  • Back (Well, Almost)
    After nearly four weeks of not posting due to shoulder surgery I am almost back. I am saying almost because even though I can type very well again, I am spending a fair bit of time every day on physical therapy. That is time I would have spent writin…
    - 8 days ago 17 Jun 18, 1:34pm -
  • Shoulder Surgery
    No Uncertainty Wednesday today. I had shoulder surgery yesterday to repair a rotator cuff injury. That means I won’t be able to type for quite a few days. I am creating this post using Voice on my Android phone. Impressively I did not have to corre…
    - 33 days ago 23 May 18, 12:15pm -
  • World After Capital: Getting Past Capital (Attention)
    NOTE: Today’s excerpt from World After Capital is about attention. It argues why attention is scarce in the sense of scarcity introduced earlier in the book. This section sets up the demands on attention and then talks about scarcity of attention f…
    - 35 days ago 21 May 18, 11:22am -
  • Uncertainty Wednesday: Updating (Intro)
    Now that we have spent the last few Uncertainty Wednesdays on modeling beliefs as probability distributions, we can now get to the topic of updating. Updating is what we are supposed to do with our beliefs when we have new observations. We first enco…
    - 40 days ago 16 May 18, 3:10pm -

Hunter Walk