SaaS Lifespans

This was part of an internal discussion about advice to give a SaaS company that I felt worth sharing.  There is a limited lifespan for microservices built with an outside platform dependency. The fragility of these businesses cannot be overstated. They need 1) market mechanics that favor the need for the tool and 2) deficiency in the …

In-Store Tech

I’ve been thinking about this topic a lot recently. Since a large part of our thematic focus (and portfolio share) is focused on the configuration of the retail store the question of how it will be tackled is top of mind. And based on this CB Insights data, we’re not alone. I think the general rule …

Hardcore History

Recently I’ve been enjoying the Hardcore History podcast from Dan Carlin. It’s an odd podcast as each episode averages 3-4 hours. Each episode is the equivalent of a short audiobook. I listen to spoken word when driving and at the gym. Often books. But my compulsive need to highlight passages and take notes when listening to audiobooks via Kindle is incompatible …

Founder Health

A journalist emailed me a question about our view that founder health is as if not more important than anything else. From Our View: Healthy people build healthy companies. A healthy body creates a healthy mind. Healthy minds build better companies. If you’re eating a microwave burrito at your desk at 2am on a Saturday …

Investing in Asana

Here’s another email I sent to our portfolio company leaders last week. When I checked in last week I failed to include an additional company we’ve had the pleasure of working with over the past few months. Asana We had an opportunity to join a highly non-traditional Series C of investors, customers and leaders that …

Exploring

I’m en route to spend a week with startups in Tbilisi, the capital of Georgia (the country not the state). I was invited to join a group from Silicon Valley by friend I’ve wanted to collaborate with for a while. Through the week I’ll be working with Tbilisi entrepreneurs. I’ll also be getting to know Georgia, …

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