A VC

  • !Audio Of The Week: Going Direct To Consumer
    Jeff Raider founded/co-founded two “direct to consumer” businesses in the last ten years, Harry’s and Warby Parker. In this conversation with David and Andy, he lays out how he thinks about the ways that direct to consumer is changing the way b…
    - 5 hours ago 25 Mar 17, 3:02pm -
  • Fun Friday: The Story Of My Avatar
    I got this tweet today: @fredwilson have you ever told the story of your profile pic? — Jim Christie (@jamechristie) March 24, 2017 The answer is yes I have but it was eight years ago. I thought it would be fun to re-run that post. Here is is:  I…
    - 1 day ago 24 Mar 17, 1:18pm -
  • AI For Legal Cases
    Our portfolio Casetext was in the news yesterday for raising $12mm, but the more interesting thing about Casetext is their product, called CARA. CARA is a research assistant for lawyers that offers a super simple proposition: Securely upload a brief…
    - 2 days ago 23 Mar 17, 1:21pm -
  • The Disqus Demo Day Story
    I’ve told bits and pieces of this story here on AVC over the years but I don’t think I’ve ever told the whole story. Y Combinator (YC) Demo Day has been going on over the past few days up in Silicon Valley and it prompted me to remember a demo…
    - 3 days ago 22 Mar 17, 2:03pm -
  • Stocktoberfest East
    My friend Howard Lindzon, who I met on this blog something like twelve years ago, runs an annual conference for fintech entrepreneurs and investors called Stocktoberfest. Yesterday he hit me up on sms and told me they are doing Stocktoberfest East i…
    - 4 days ago 21 Mar 17, 5:25pm -

Both Sides of The Table

Tomasz Tunguz

  • When Should You Sell Your Startup?
    When should you sell your business? There is no universal to this answer because the question is multifaceted and unique to each company. But we can answer another related question. Given a declining growth rate, when is my company’s value maximi…
    - 3 days ago 23 Mar 17, 12:00am -
  • Lies Managers Tell Themselves to Avoid Firing Someone
    There are four lies managers tell themselves to avoid one of the hardest conversations in business. Things will improve. Someone in the seat is better than no one in the seat. Let’s transfer the person to another team where things might improve.…
    - 4 days ago 22 Mar 17, 12:00am -
  • 5 Charts on the State of the Seed Market in 2017
    In 2016, the number of seeds has fallen by a 27.6% reduction in the number of seed rounds. But as the chart above shows, the median amount invested in seed rounds continues to increase at about 40% annually. This trend started in 2014 and has cont…
    - 6 days ago 20 Mar 17, 12:00am -
  • The Three Types of SaaS Value Propositions
    There are three kinds of software value propositions. Software that increases revenue, software that reduces cost, and software that promises improved productivity. To maximize the effectiveness of your customer success efforts, you need to underst…
    - 9 days ago 17 Mar 17, 12:00am -
  • The Best Content Marketers in the World
    I once asked a VP of Marketing at a top SaaS company how she thought of content programming. What is the right type of content to create? I asked her. She replied with a brilliant little insight, “I look at way the best content marketers in the…
    - 11 days ago 15 Mar 17, 12:00am -

Semil Shah

  • Quickly Unpacking Intel’s Acquisition of Mobileye
    Another day, another mega-acquisition of a technology company — this time, it was the iconic Silicon Valley company, Intel, which shelled out $15B for Israel’s Mobileye (also a public company) in the high stakes battle to win the war in the shift…
    - 12 days ago 14 Mar 17, 6:36am -
  • The Story Behind My Investment In Cobalt Robotics
    Earlier this week, Cobalt Robotics came out of stealth mode. The idea behind Cobalt is to create security robots which patrol places of work, like financial institutions, hospitals, data centers, operational plants, and other secure infrastructure.…
    - 20 days ago 6 Mar 17, 12:09am -
  • In Conversation With Brad Feld (StrictlyVC Insider Series 2017)
    Earlier this month, Connie Loizos of StrictlyVC and TechCrunch gave me the opportunity to sit down with Brad Feld from Foundry Group at her latest “Insider Series” event. I love these events because everyone attending is genuinely interested in i…
    - 33 days ago 20 Feb 17, 9:17pm -
  • Investing Notes From The Upfront Summit (2017)
    How many years now — three? I had to check my back catalog, and lo and behold, I just wrapped up my third Upfront Summit. Every year, it’s an absolute blast, and each year becomes more memorable than the last. After two full days on the ground in…
    - 50 days ago 4 Feb 17, 5:41am -
  • Unpacking Cisco’s Last-Minute Acquisition Of AppDynamics
    It’s like a trick play in sports, like a flea flicker, or fake field goal kick, or a surprise bunt and suicide squeeze — the list goes on and on, but for AppDynamics, the dramatic sports analogies are plentiful. Set to IPO this week and begin tra…
    - 60 days ago 25 Jan 17, 3:49am -

Brad Feld

  • Kindred Spirits – Our Investment In Founder Collective
    Foundry Group is best known for our investments in startups, but our vehicle currently investing in other venture funds, Foundry Group Next, is off to what we believe to be a great start and I wanted to share an update about it by talking about our n…
    - 1 day ago 24 Mar 17, 4:06pm -
  • Venture Deals 3rd Edition Available via Kindle Matchbook
    If you have purchased the hardcopy edition of Venture Deals 3rd Edition, you can now buy the Kindle version also for $2.99 via the Amazon Kindle Matchbook program. Jason and I have been asking our publisher (Wiley) for this for a while and we are psy…
    - 2 days ago 23 Mar 17, 3:58pm -
  • Relationships Are 100/100, Not 50/50
    In a vox with my partner Seth recently, he said something that stuck with me. “Relationships are 100/100, not 50/50.” He was referring to a business dynamic between two people, but it applies to any relationship and any number of people. It’s a…
    - 3 days ago 22 Mar 17, 2:56pm -
  • Through the Looking Glass
    He took his vorpal sword in hand: Long time the manxome foe he sought — So rested he by the Tumtum tree, And stood awhile in thought. – from Lewis Carroll, Jabberwocky Jabberwocky and the vorpal sword always makes me think of Princess Leia saying…
    - 4 days ago 21 Mar 17, 1:48pm -
  • Back From Vacation
    Amy and I just took a two-week vacation. We were mostly off the grid, to the extent we could be given several things we were working on together. We hid from the world, caught our breath, and regrouped. I often get asked what my rhythm is on a vacati…
    - 5 days ago 20 Mar 17, 4:05pm -

Om Malik

  • Mount Fuji
    I had a chance to see Mount Fuji yesterday and managed to capture this image on my iPhone7Plus. I have been amazed by the sheer quality of the iPhone camera. This has no edits except slight adjustment of saturation and exposure. It was a 16 second ex…
    - 8 days ago 17 Mar 17, 9:54pm -
  • The Trouble with Silicon Valley’s IPO Optimism
    When Snap, the parent company of Snapchat, recently went public, tech investors rejoiced. But will the startup make good on the hype? But more importantly, will this lead to the resurgence of the IPO market. Jury is still out. Here is why!
    - 19 days ago 6 Mar 17, 2:00pm -
  • The Third Eye Era
    Yesterday, Snap (formerly known as Snapchat) went public and raised a whopping $3.4 billion dollars that valued the company at over $24 billion dollars. It was a confluence of events that the public debut of “the camera company” coincided with so…
    - 22 days ago 3 Mar 17, 2:45pm -
  • A Bridge in Porto 
    Ponte Dom Luis, Porto, Portugal. It is an engineering marvel that always amazes me!  Made with Fuji xPro2 and Fuji f2/23mm lens
    - 28 days ago 25 Feb 17, 12:23pm -
  • Why Apple Should Buy Netflix…Again!
    In light of Apple’s announcement that it was working on “Planet of the Apps” series, in August 2016, I wrote about why I thought Apple should buy Netflix. It led to an enthusiastic exchange of arguments with my dear friend John Gruber. Fast for…
    - 31 days ago 22 Feb 17, 4:54pm -

LifeSciVC

Continuations

  • Government Just Gave Your ISP Even More Power: You Can Take it Back!
    Yesterday the Republican-controlled Senate voted to allow ISPs to sell customer data including browsing history without prior customer consent. I tweeted that in response it is “Time to tunnel all home traffic through a proxy.” First let me expl…
    - 1 day ago 24 Mar 17, 11:43am -
  • Uncertainty Wednesday: PSA Test Example (Part 4)
    Last time in Uncertainty Wednesday, I announced that we would look at the PSA Test Example using absolute numbers instead of probabilities. Now you may recall that we defined probability as how likely something is to happen. And in introducing the PS…
    - 3 days ago 22 Mar 17, 11:27am -
  • When Will Blockchain-based Decentralization Matter?
    I became interested in Bitcoin reasonably early and was fortunate to invest in some early mining (although as with all good investments in retrospect not nearly enough). There is currently a fight brewing in Bitcoin world with the possibility of a ha…
    - 5 days ago 20 Mar 17, 11:27am -
  • What Price Change?
    The publication of the budget is a good moment to revisit my personal opposition to Trump. If you have read my draft book “World After Capital” you know that I want a lot of change. Much of the changes that I am looking for are more radical than…
    - 8 days ago 17 Mar 17, 6:28pm -
  • Uncertainty Wednesday: PSA Test Example (Part 3)
    OK, so technically it is Thursday but as it turns out I had kind of an epic day yesterday and so Uncertainty Wednesday is a day late (thus introducing some uncertainty about when you will get your next dose of Uncertainty Wednesday). Today I will co…
    - 9 days ago 17 Mar 17, 1:56am -

Hunter Walk

  • Magnet: Delightfully Simple Mac App for Window Mgmt
    I recommend Magnet. It’s a simple, cheap MacOS app that helps you manage windows to tile your screen productively. Want to set up the Notes on the right-hand side of screen while video chatting on the left? Want to watch Netflix on the upper half…
    - 10 days ago 15 Mar 17, 5:48pm -
  • How To Set Goals Like You’re Google (Even If You’re Not)
    Embrace the 10x factor. That is, ask the question, “what would we do differently if we were trying to increase revenue 10x instead of by 10%” or “instead of working on features which improve conversion by a few percentage points, what would we…
    - 18 days ago 8 Mar 17, 12:41am -
  • GOP’s Voter Suppression Playbook for 2017 Is Real and Treasonous
    An admission: as an upper-class white male in an unflinchingly Blue state, I was previously naive about the extent to which voter disenfranchisement had already impacted our country over the past decade. But the 2016 Presidential elections, along wi…
    - 41 days ago 12 Feb 17, 10:29pm -
  • Why Many Companies Mistakingly Think Trolls & Harassment Are Good for Business
    A live mic. They gave me a live mic at last week’s Upfront Summit to interview Reddit’s Alexis Ohanian. Our discussion lasted about 20 minutes but that was sufficient time to cover his open letter on immigration, Reddit’s community standards, h…
    - 46 days ago 8 Feb 17, 1:47am -
  • Why I’ve Had Trouble Writing About Politics Since The Election And How I’m Solving It
    There’ve been dozens of blog posts I’ve wanted to write since November 9th. Election Week I was working from New York City and had already blocked out Wednesday morning for “recovery.” I fully expected this was going to be a severe hangover f…
    - 62 days ago 23 Jan 17, 5:16am -