Posts tagged with vc


A company we invested in is announcing both their Seed and Series A tomorrow, and I’m about to Open Source my investment memo. We are far from the first to do this, but I have to admit, every time I’ve seen it, I’ve thought: big deal. But I have to tell you I’m nervous af.…

One framework I like to think about in large developer tools opportunities is what I'm trying to call lowering the floor and raising the ceiling.…

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.…

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...…