Why should I care?
Hopefully I can breathe some life back into this newsletter. And the topic du jour in Silicon Valley and the broader tech ecosystem is AI – more…

July 2022

We have unicorns. We have other various animal-themed nomenclature for high growth businesses. So what do you call a software company with single digit…
There is a company in the Haystack portfolio that raised a seed round at the tail end of last year. They raised about $4M-$5M — plenty of capital for a…

March 2022

What are the common models for company creation in the enterprise?

January 2022

Making sense of the market in early 2022

September 2021

In the coming months and years, I suspect we will see increased M&A activity move through the technology industry. And while there could be a fair…

May 2021

I was talking about recent seed rounds with a friend the other day, discussing how they seemed to be inflating in size, with many creeping up to $10M of…

March 2021

I used to write more posts or essays covering ideas, trends, and themes that were compelling to me in the moment. In the current market, there may be an…
In December, I spent time thinking about the investing work I had done coming to that point. I gleaned lessons from companies we were lucky to be…

December 2020

The adage "software startups are cheaper than ever to start, but as expensive as ever to scale" is firmly embedding itself as part of canonical tech…
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November 2020

Almost exactly a year ago, I wrote a piece titled “Looking Back, Looking Ahead” sharing my reflections after spending ~6 months as an early stage…