In Hard tech, I talked about the overarching thesis at Root Ventures. But I mentioned that my area is hard software. What do I mean by that? I'm tempted to say, "you know it when you see it," but here's a few heuristics I think about.…
If you want to make something, anything at all, there's only 3 things you need…
Last week I wrote about how developer tools are consumer software, but there are also obvious ways in which they are enterprise software. Since this is more or less the traditional way to think about (and value) developer tools companies, I won’t belabor it, but there are a few interesting points…
I’m surprised how many firms put a partner from their enterprise software team on their developer tools thesis area. Don’t get me wrong, many of these investors are truly fantastic…
When I left Teespring to start angel investing full-time, the first two people I talked to were former Teespring board members — Keith Rabois and Sam Altman. Keith’s advice, as usual, was highly tactical and proven right over time...…