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 numb…
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 o…
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 a…
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 invol…
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 wi…
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 inves…
“This made venture capital a good match for companies in which there was a medium-sized upfront investment with unpredictable but potentially very larg…
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 d…
“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 Indus…
In the last edition of RFS 100, I touched upon my interest in App Clips, the new SDK from Apple that enables fast and ephemeral applications in iOS 14.…
There’s always something. Currently, early-stage investors are complaining about (yet participating in) a supposedly frothy funding environment, cataly…