The Formation StageMuch is made of the stage at which an investor invests.Aug 3, 2023A response icon1Aug 3, 2023A response icon1
AI — going back to basicsAs seed investors we are almost always centered on the founder in our consideration of a company.Jun 5, 2023A response icon1Jun 5, 2023A response icon1
Stepping outside the circle of competence.Over the last few years, I have been wanting to make a programmatic biology investment. At a high level, programmatic or synthetic bio uses…Jan 23, 2022Jan 23, 2022
Networks, as an investor’s competitive advantage.Many emerging managers fail to communicate why they are special.Jan 13, 2022Jan 13, 2022
The Deal MixAfter 8 years in venture, I generally find myself gravitating towards 4 types of early stage deal profiles.Sep 15, 2021Sep 15, 2021
The API EconomyNEW YORK — You’ve no doubt been seeing and hearing a lot about APIs, Application Programming Interfaces, and there’s a reason for that. It…Jun 4, 2018Jun 4, 2018
Friction and ecomNEW YORK — Over the last two years, e-commerce sales, as a percentage of total retail sales in the US, have risen from just seven percent…Jan 5, 2018A response icon1Jan 5, 2018A response icon1
Picks and ShovelsA brilliant young investor once walked me through his “pick and shovel” investment thesis. To give you a sense of portfolio, we are talking…Aug 18, 2017Aug 18, 2017
