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Investor via @Haystack_Fund focused on seed-stage investments // Venture Partner w/ @LightspeedVP
Thought Leader
| #24 | Startups |
Last synced from Twitter 12h ago
Bay Area VCs agree that Silicon Valley may be losing its gravitational pull after all
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...
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Three of the strongest VCs in Bay Area with a broad perspective across stages & sectors talk real talk about costs of the recruiting battlefront
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The Long Haul Of Building A Venture Capital Firm
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...
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[new post] The Long Haul Of Building A Venture Capital Firm: haystack.vc/2018/09/05/the… (20MinVC w/ @BarryEggers who shares how @Lightspeed formed & scaled - a must-listen for new fund managers)
14d
San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters
San Francisco has decreed which scooters should win, and acquiesce to regulators appears to be top of the list. Plus, why the differences between scooters and ride-sharing should result in very dif…
Bullpen Capital is hiring a new analyst for Fund IV
Bullpen Capital is hiring a full-time analyst to join the investment team in San Francisco, and we hope you’re ready to brave the Wild…
Conviction, Diversification, and Portfolio Construction
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...
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[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...)
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Rolling Closes Versus Synchronous Closes
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...
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[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.)
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Peak Valley? – AVC
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.@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)
17d
Investor-Founder fit in day-zero startups – Parker Thompson
Faith, Faith is an island in the setting sun
But proof, yes
Proof is the bottom line for everyone — Proof by Paul Simon
Silicon Valley is changing, and its lead over other tech hubs narrowing
Great success has brought high costs and structural change
Putting The Money To Work
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...
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[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")
18d
Home
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.
Announcing LTE Beacon for asset tracking
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...
Scooters, Clear Lanes, And Permissionless Innovation
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....
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[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.)
19d
Why Venture Capital Is No Longer a ‘Lifecycle Business’
Engineering Capital founder Ashmeet Sidana explains that firms are trending toward a more specialized fund approach.
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Brief but poignant interview of Ashmeet Sidana on his current take of the VC landscape -- outstanding insights here
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Atoms and Bits – AVC
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@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
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Important @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....
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Crypto On Campus – AVC
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Really smart for Coinbase to start surveys & publish reports: buff.ly/2ok3gZB (h/t: @avc) pic.twitter.com/BsE206v9HI
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Davis’s Take: Andreessen Horowitz Opens Up the GP Club
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.
Tiger Woods Commercial: Earl and Tiger
Earl asks his son Tiger a few questions before Tiger's return to golf.
Michael Kiwanuka - Cold Little Heart (Live on The Current)
Michael Kiwanuka performs "Cold Little Hear" from his latest album "Love & Hate" in the studios of 89.3 The Current. Listen to the full session here at TheCu...
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“In my heart, in this cold heart
I can live or I can die
I believe if I just try
You believe in you and I”
-Michael Kiwanuka
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