Notes from the first few months on the job
Originally, I planned on writing a post on the tradeoffs of thematic investing at the seed stage. As I was making notes, I landed on a working theory…
I hope everyone is staying safe and healthy. I continue to remain opportunistic in my approach with a bottoms-up lens, but every time I share specific…
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…
A new collaboration with Mario Gabriele of Charge Ventures
Happy New Year everyone. I’ve spent some time the past few months (like most VCs) looking at opportunities for new products and services within business…
“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…
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…
A quick temperature check of the tech and investing zeitgeist gives away an obsession with developer tools and software infrastructure. The excitement…
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…
There’s always something. Currently, early-stage investors are complaining about (yet participating in) a supposedly frothy funding environment…
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…