Chess, Computers and the Time Value of MoneyVenture fund partners are rewarded for Return on Investment. Limited partners in venture funds focus on Internal Rate of Return. Interests…Oct 20Oct 20
When to Launch Your Startup: Fortune Favors the Prepared MindEntrepreneurship awakens when ambition converges on a lucrative opportunity. Insight inspires latent entrepreneurial intent. This describes…Oct 14Oct 14
Founder’s Dilemmas: Strategies to Anticipate and Avoid the Pitfalls that can Sink a StartupFounding teams must align on three Rs: Relationships, Roles & Rewards. Startups that do have resilient founding teams but misalignment on…Sep 29Sep 29
Seeking Alpha: Second Level Thinking in Venture CapitalContrarian thinking is required for investors to outperform the public markets. Innovation also relies on contrarian thinking. Yet the…Sep 9Sep 9
Art & Science of Attracting Talent: Who ScorecardWho is your number one problem. Not what. Talent is the key success factor for any startup. No other factor is close. The Who Scorecard…Aug 10Aug 10
TAM and its Many Misuses: How to Assess Opportunity in Emerging and Invisible MarketsTAM can be a valuable tool for founders, but it is often misused, especially when startups pursue markets that do not yet exist. This…Aug 5Aug 5
Seeking Alpha: Thesis Driven v. Thematic InvestingAs noted last week, Investment Filters establish boundary conditions for investment. Investment Filters conserve energy both for investors…Jul 28Jul 28
Investment Filters: Simple Rules to Hit Investment TargetsInvestment Filters set boundary conditions and provide simple guidelines for investments consistent with fund strategy. Filters coordinate…Jul 20Jul 20
DeepSeek’s “Sputnik Moment”: Data and the Global AI RaceSilicon Valley and Washington are missing the main point on DeepSeek. DeepSeek is a data not hardware play. Data is the new infrastructure…Mar 17Mar 17
Why We Read Books: The Value of Long Form Content in a Sound Bite EraBooks are taken a beating. In 2023, 767 million printed books were sold in the United States, down 2.7% from 2022 and 9% from a record 843…Feb 5A response icon1Feb 5A response icon1