Earlier today, we took the stage at TechCrunch’s Disrupt event with top VCs Megan Quinn of Spark Capital, Sarah Tavel of Benchmark Capital, and Aileen Lee of Cowboy Ventures to explore some of the trends rippling through the startup investing...
SemilThree of the strongest VCs in Bay Area with a broad perspective across stages & sectors talk real talk about costs of the recruiting battlefront
There are countless posts flying around the web now about “How to build a startup.” It’s great that all this knowledge has made its way online. On a slightly smaller impact scale, there isn’t a lot of content out there about “How to build a...
Sometime within the last 48 hours, I tweeted about a potential test for an investor’s true conviction in a company he or she invests in. Specifically, I wrote: Investment “conviction” is a really overused term. If you want to test it, most...
Semil[new post] Conviction, Diversification, and Portfolio Construction: haystack.vc/2018/09/03/con… (Request for feedback & examples, I posed some questions at the end & would love to hear your thoughts...)
Earlier this week, in the wake of Y Combinator’s Demo Day, I saw a tweet go viral and generate lots of chatter. The tweet was written by YC’s President, Michael Seibel. I’ve never met Seibel (yet) though, of course, have heard amazing things about...
Semil[new post] Rolling Closes vs. Synchronous Closes: haystack.vc/2018/09/02/rol… (inside baseball topic for seed rounds, but one that surfaced this week -- here's how I think about them as an investor.)
Semil.@fredwilson comments on The Economist's "Peak Valley" issue cover: avc.com/2018/09/peak-v… (rising Valley costs raise bar on return for that capital + global innovation (esp in Asia) is rising fast)
About two years ago, when I was starting to raise Haystack IV, I sat down with one of my VC mentors at The Upfront Summit in LA to get his quick feedback on my slides. He ended up focusing only on 2-3 slides and then...
Semil[new post] Putting The Money To Work: haystack.vc/2018/09/01/put… (for those who've raised seed rounds or small funds, the bigger VCs & LPs are watching how you actually "put the money to work")
Interviews by Tom Ashbrook with Kori Schake, Salman Habib, Maya Jasanoff, Sir John Sawers. Topics include social media, cryptcurrency, global security, globalization, international affairs, Russia, intelligence agencies, Joseph Conrad.
At Estimote we believe apps of the future won’t be downloaded to phones, computers or tablets. Developers of tomorrow will use the physical world as their canvas. Precise location of people and objects will be accessed programmatically and apps will...
It’s been a summer of change. I had been meaning for weeks to write a longer post on scooters, as an attempt to collect my thoughts on the topic, specifically around the market size, unit economics, and defensibility– but life got in the way....
Semil[new post] Scooters, Clear Lanes, and Permissionless Innovation: haystack.vc/2018/08/31/sco… (For those moving atoms around in a post-Uber world, permission may be required.)
Semil@fredwilson 2/ Realization around AV timelines starting to slip into tech/VC chatter, folks questioning investing in atoms vs bits + great imagery of Fred laboring over the dishes after dinner
SemilImportant @fredwilson post from today for a host of reasons - 1/ "When you are investing other people’s money, you need to be mindful of where the timelines are shortest & the path easiest." avc.com/2018/08/atoms-… ... con't....
A16Z has long made no bones about the idea that its general partners should be cut from the same cloth as the renowned former entrepreneurs who founded the firm. But that old rule has vanished with this summer’s naming of three women as GPs.