Although it’s rather topical to mock Silicon Valley for its “elevated” housing prices, shortage of UHaul vans, and celebrity investors, there are some things that the Valley undeniably …
Read More
Earlier this week, Arteen Arabshahi at Fika Ventures released his Marketplace Calculator, which is a framework his firm uses to assess two/three sided businesses …
Read MoreHappy new year everyone! As many readers know, I’ve been actively writing about and investing in the cryptocurrency sector since early 2013. And 2017 was obviously a pretty extraordinary year …
Read MoreYou’d be forgiven for missing a small cap retail IPO last week in the midst of the global Snapchat mania. Last Thursday, without much fanfare …
Read MoreVenture is a cyclical business. But in spite of dire bubble warnings, recent unicorn implosions, and a February 2016 nosedive in public SaaS valuations …
Read MoreEarlier this month Jonathan Libov, an Analyst at Union Square Ventures penned a widely circulated piece on the importance of paying attention …
Read MoreFred Wilson’s much debated post, Second and Third Tier Markets and Beyond, sparked an important discussion about operating and investing in businesses outside …
Read MoreAmazon’s recent entries into home services, food delivery, private label clothes & shoes, as well as a wide range of private label home items represent its most brazen efforts …
Read More“In the strict formulation of the causal law – if we know the present, we can calculate the future – it not the conclusion that is wrong …
Read MoreMany of the first generation of large internet properties – often termed Web 1.0 (in my mind roughly 1998-2007) – were holding companies …
Read MoreOver the last several weeks, we’ve reached peak AI/Bot mania. Most of the conversation has centered around Chatbots and the potential emergence of …
Read MoreIt's always been easy to feel invincible. I’ve been blessed in life: growing up in an upper middle class family, well connected …
Read MoreIt feels like just yesterday that the subscription box craze had gone peak mainstream – and now boasts hundreds of options …
Read MoreA few weeks ago, a company I'm close to reached out to me seeking advice on their upcoming fundraise and expressing concerns …
Read More“What percentage of your investments have raised legitimate follow on rounds?” Entrepreneurs have become a lot more savvy …
Read MoreWhen I entered the venture world in 2012 and started learning the ropes, one of the lessons that was repeated heavily …
Read MoreAs digital commerce has evolved over the past decade to penetrate nearly every element of our lives, one category has largely been left in the dust …
Read MoreA couple of weeks ago, after an active conversation around one of our investments, I threw together the below e-mail to my team …
Read MoreIt’s hard to imagine much can be added to the discussion around marketplace theory and metrics. And yet there’s a concept – an obvious one …
Read More