eSports for Venture Capitalists
One of the surprising off-shoots of our recent blog posts on eSports has been the large number of venture investors who reached out to get a copy of the full report (drop […]
Category Archives: The Valley
Divining the Sheep Entrails of the Tech Bubble
The Ancient Romans used a variety of divination methods to predict the future. My favorite was the way in which they would slaughter a Ram right before a major battle […]
My basic theory on tech investing
Investing in technology is about product cycles. This holds for both outside investors as well as company decision makers weighing product investments. If a company has the right product at the […]
The Unicorn Ledge – Don’t Jump
That’s it. I am calling the top of the Bubble. I have been talking about the downturn for a while, but I have always been carefully vague about its timing. But I […]
The Bubble This Time
I have gone dark for a while, for reasons I may get into later, but there has been a lot happening in the market, so I wanted to put pen […]
Why Uber Should Not Go Public (Yet)
Last week, Venture investor Fred Wilson gave an onstage interview at the Upfront conference which made headlines. He argued that Uber should go public. One of my favorite VC bloggers […]
Finance is more than Accounting
This post is co-authored with James Blom of Data Factory Labs. Late last year Jim Stewart at True Ventures posted a piece entitled “10 Signs You May Need Finance Help” […]
Should I Stay or Should IPO?
I haven been working with a number of companies lately who are trying to evaluate the relative merits of staying Independent versus raising Institutional venture funding or selling themselves. This […]
Unicorn Problems? IPO Doldrums
There has been a lot of IPO news lately. First and foremost was the launch of my book on How to Take a Company Public. In the weeks since publication there […]
The Funded and The Dead
The Bay Area and the broader Tech Industry are currently operating in an inflationary phase. I know you hate the word ‘Bubble’, so I will not call it that, but […]
