We long held the belief that there is a strong case for greater Deep Tech venture investing. The rise of machine learning and AI only deepens our conviction on what is likely to be a generational investing opportunity.
China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be a US Deep Tech venture investor.
Is the Cloud Your Friend? – The big cloud service providers are buying up the world’s communications infrastructure and they are funding those purchases by the enormous profits they make on their core services. Hard to see this trend going on indefinitely
The Haves and the Have Nots – No one can predict how the economy will fare, for now the tech industry is propped up by a healthy dose of investor cash. Eventually this spigot will be shut off, and it is important to be prepared for a long winter.
Corporate Venture Capital teams often get short shrift by traditional firms, but when they are well structured, they can be a great fit for the right start-up.
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.
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.
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 – Even the best CEO needs help allocating capital, a wholly different skill than other CEO decisions.
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.