Call Your Customers Or Call Your Shot
December 21, 2024
December 13, 2024
December 06, 2024
November 29, 2024
November 22, 2024
November 15, 2024
November 08, 2024
Seed investors should buy common stock
November 01, 2024
October 25, 2024
October 18, 2024
October 11, 2024
October 04, 2024
How many ways can you make money?
October 01, 2024
Flipping from sellers’ agents to buyers’ agents
September 29, 2024
Customers pay much more for services than software
September 24, 2024
Fragmentation and market structure
September 11, 2024
July 09, 2024
Specialists and generalist investors
June 18, 2024
June 17, 2024
How to Back or Build The New Thing
June 10, 2024
April 02, 2024
Why We Don’t Believe in "VC Value Add" or Platform Teams
March 06, 2024
January 19, 2024
January 04, 2024
Series A’s Are Gone and They’re Not Coming Back Soon
January 03, 2024
January 02, 2024
The Future of Software Looks Like Services
December 12, 2023
The Future of Healthcare Should Be Private Practice
November 30, 2023
Franchises Can Be a vSaaS Trojan Horse
November 06, 2023
It’s Exit Ownership - Not Entry Price - That Matters.
October 02, 2023
September 07, 2023
Embedded Bets and Expected Value
August 11, 2023
Seed Investments Have to Be Reasonably Unreasonable.
July 28, 2023
April 05, 2023
VCs will learn to love franchises
January 30, 2023
January 24, 2023
I Don’t Get It: Climate Investing
January 09, 2023
January 03, 2023
December 14, 2022
December 06, 2022
November 10, 2022
Digital health is just ecommerce all over again
October 17, 2022
The best thing for your VC career
July 25, 2022
Digital Health is Dead. Long Live Digital Health.
July 19, 2022
June 30, 2022
If it isn't going to work, just shut it down.
June 13, 2022
Marketplaces are market failures
April 29, 2022
January 03, 2022
August 13, 2021
May 30, 2021
February 18, 2021
December 22, 2020
December 07, 2020
October 02, 2020
August 13, 2020
May 19, 2020
Can unemployment cause labor shortages?
May 06, 2020
April 20, 2020
January 07, 2020
December 11, 2019
December 02, 2019
July 31, 2019
July 10, 2019
June 20, 2019
April 29, 2019
April 22, 2019
April 08, 2019
March 29, 2019
March 20, 2019
February 20, 2019
January 29, 2019
January 11, 2019
January 10, 2019