Money for (Almost) Nothing
Money for (Almost) Nothing – Many start-ups are sitting on valuable data. We think there is an opportunity for companies, such as Accounting Software makers to earn a healthy side income monetizing that data.
Category Archives: The Valley
China has won the AI Accelerator Race
AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or maybe ever will have.
Financial models – This is the Way
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.
Not a Drop for Thee
Not a Drop for You – To use a highly technical terms, capital markets are weird right now. We are seeing a growing divide between the haves and have-nots, with many start-ups rolling in investor interest and many more seeing their options decline.
Uncertainty – Are we going back to work?
Uncertainty – Are we going back to work? – After a week of speaking to a lot of large enterprises, we think a lot of big companies will not return to normal activity this year.
Raising Venture Funds under Uncertainty
Raising Venture Funds under Uncertainty – Fear of the virus and its impact on the economy are still pervasive, and while conditions will tighten for many, investors are nonetheless aware that there will be many compelling opportunities in coming months.
Uncertainty – Where are Venture Dollars Going?
A sea of venture dollars, but none for me? That is the common refrain we hear from CEOs lately. The headlines seem to be full of stories of companies getting […]
Raising and Spending Money in Uncertain Times
Raising and Spending Money in Uncertain Times – Even the best CEO needs help allocating capital, a wholly different skill than other CEO decisions.
Scenario Planning for the New Uncertainty
Scenario Planning for the New Uncertainty – the spread of the virus, the overall economy, and most importantly, the way individuals adjust their decision making – are going to play a big role in determining the fate of a lot of start-ups.
Raising Money in the New Uncertainty
Raising Money in the Great Uncertainty – If you run a business that relies on raising capital, start preparing to raise the next round now, even if you have plenty of money in the bank. The next round is going take a while.