Robert ChenAI investment thesis for 2018A solid investment thesis for AI startups over the next ~1 year or so would be quite detailed. Here’s a broad summary that is worth…Feb 26, 20181Feb 26, 20181
Robert ChenShort ROKU. No, Roku is not the next Netflix. What a joke.Roku is a total joke. People think it’s the next Netflix that will triple in price. Remember when everyone thought Fitbit and GoPro were…Feb 21, 20181Feb 21, 20181
Robert ChenBottos (BTO): the best AI crypto of 2018A large problem with artificial intelligence today lies in the lack of reliable data sources. To be successful, most companies have had to…Jan 17, 2018Jan 17, 2018
Robert ChenDue diligence in the blockchain ageAnybody who lived through the dot-com bubble can probably draw parallels between the late 90s craze and the “ICO craze” of today. It’s the…Oct 4, 2017Oct 4, 2017
Robert ChenLifecycles of markets and buy-side investingThe famous Sequoia deck on the impending bear market (mid 2008). If Sequoia says it, then the rest of the VC world probably will start to…Sep 17, 2017Sep 17, 2017
Robert ChenDue diligence without any $1000/hour expert callsSay we are helping a private equity client that’s considering buying out a plastic bag company (e.g., something like Poly America)…Aug 22, 2017Aug 22, 2017