F*CK TRUMP

Entrepreneurship begins and ends with a powerful immigrant spirit. It is about knocking down walls, moving people toward a common goal, and creating the unthinkable from scratch with small odds of winning. That is what makes the U.S. great and what drives meaningful innovation and change.

Thesis: The Next Great Consumer App/Network (Mobile or Web)

These days, it seems like everyone thinks consumer mobile and web is dead. This is likely from a combination of factors:

First, the biggest players — Facebook leading the charge — are ever more mindful…

Thesis: Subscriptions and the Future of Digital Media

It remains a widely held belief that media companies make poor businesses. Production costs for content remain high, and while distribution costs have certainly decreased from the days of newspapers on trucks, the final business model is…

Thesis: Infrastructure As Code (“Scale or Die”)

The stakes for running an agile development & IT operations organization are higher than they have ever been. The confluence of public cloud adoption, the shift towards software-driven business front ends, and the microservice-based…

Housing Thesis

Despite the 2008 Global Financial Crisis, housing prices have continued to soar throughout the United States and much of the developed world, placing affordable shelter out of reach of the middle class. Coupled with a continuing global population boom and a projected 1 billion people migrating to…

Mobile-Enabled Marketplaces Thesis

The mobile phone is helping people complete jobs and find work in ways that were not possible before. For example, at Laurel&Wolf (CRV led the Series A), consumers can now post photos of a room using their camera phone to get help from interior designers to help them…

Thesis: 5G and Beyond

We have an insatiable need for more mobility, more throughput and more coverage. Yet mobile networks have never been under so much strain to reduce costs, as global customers are using 4x the amount of bandwidth but actually paying LESS money each month to the carriers. This is driving a…

Serverless Computing Thesis

Serverless Computing allows developers to run their code without worrying about the underlying infrastructure. This modern approach to computing will redefine what’s possible by giving birth to a new generation of applications that are elegantly simple, extremely scalable and…