The fallacy fueling the ICO bubble
Growing up, I worked the cash register at my family's grocery store. Every Saturday like clockwork, a well-dressed elderly woman would...
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Sleeper Thoughts
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Why is there no dominant to-do list app?
A month ago, I led a dinner talk on the future of work with twelve fellows from Interact, a community of young technologists devoted to...
What Citron Research gets wrong on Shopify
In general, I'm a big fan of short sellers and think they play a valuable role in markets. Collectively, investors have saved billions of...
What an Uber ride taught me about the future of work
A few weeks ago, I woke up in San Francisco to drive down to an 8:30am meeting in Matrix's Palo Alto office. It was 7:15, and Uber showed...
Five signs a startup's go-to-market is scalable and repeatable
One of the things many investors look for in early stage startups (especially around a Series A or B) is the emergence of a scalable and...
How Uber pitched itself: four takeaways from the first deck
Yesterday, Garrett Camp shared Uber's first pitch deck. It is a great retrospective and absolutely worth a full scroll through. I found...
Introducing Lambda, a "new" SaaS metric designed to be useful for founders
LTV:CAC is a mainstay of SaaS analysis. Dozens of VC-marketing-blog posts have been written about its features and limitations, but they...
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