What are the common models for company creation in the enterprise?
Making sense of the market in early 2022
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…
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…
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…
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…
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…
“This made venture capital a good match for companies in which there was a medium-sized upfront investment with unpredictable but potentially very large…
One of the best tools I’ve found to understand a market or company opportunity is the cross-sectional view, what Phil Fisher calls “scuttlebutt.” How do…
“Only slight knowledge and simple machinery went into the manufacture of the first Ford. No trained engineers were used. The frame of the car was moved…
Over the long weekend, I thought it might be worth underscoring a few product areas that are top of mind. Data Integration for Regulated / Legacy…