December 24th is more than just Christmas Eve to me: memories and turning pointsDecember 24th is more than just Christmas Eve to me: it’s a day of Life’s turning points and Memories — some sweet, some bittersweet.Dec 24, 2024Dec 24, 2024
AI is bringing chip innovation back to Silicon Valley7 of the 10 most valuable companies in the world are in the business of chipmaking for AIOct 23, 2024Oct 23, 2024
Understanding Capital Efficiency vs. Capital Intensity in VCMy 10x Rule: Ensure Every $1 Invested Creates at least $10 in Value at the time of exitSep 3, 2024Sep 3, 2024
Our investment in LimulaWe are excited to announce that we have led a $6.8M oversubscribed round in Limula, a leading Cell and Gene Therapy automation platform…May 22, 2024May 22, 2024
Reading Between the Lines: What Entrepreneurs Mean in VC PitchesIf you’re new to VC and haven’t been an entrepreneur pitching to VCs in the past, you might not be aware of all the subtle pitching tricks…May 1, 20241May 1, 20241
Why Startups Fail: A Look at Pre-Seed and Post-Seed RisksThis memo explores the reasons startups fail at different stages based on my own experience as an entrepreneur and long-term angel investor…Apr 9, 20246Apr 9, 20246
Remembering Prof Edward Roberts: An ICON of EntrepreneurshipYesterday’s news saddened me deeply: Prof Edward Roberts, my mentor and investor, has passed away. He was the godfather of academic…Mar 1, 20241Mar 1, 20241
Comparing Investment Returns in 2023: Traditional Biotech vs. SoftwareAnd why this might changeJan 12, 2024Jan 12, 2024
My Prediction for the 5 Hottest Investment and Innovation Trends of 2024Verticalized AI applications — with a focus on healthcare and life sciences: do more, do better, with less and faster. Clinical trials…Jan 6, 20241Jan 6, 20241
The Rise of Defense Tech Startups: Will Europe Follow America’s Lead?This week, Shield AI, the defensetech startup founded by my MIT Sloan classmate Ryan Tseng, announced a $300M round at a $2.8B valuation…Jan 2, 20241Jan 2, 20241
