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Tips of the Week

The Customer Volume-Value Curve

Below is the ‘Tip of the Week’ from Ep82: Getting Smart on a New Market, Part 2 (Charles Hudson) We’ve spoken a lot in the past about companies that receive more benefit as they increase their customer-base and customers become more active. Companies like LinkedIN, Netflix, Twitter, etc. all increase…

Delightful Trojan Horses

Below is the ‘Tip of the Week’ from Ep80: Hardware Investing, Part 2 (Avidan Ross) When we think of Trojan Horses, images of Greeks sneaking into Troy and destroying the city come to mind. What was a gift to be celebrated turned into a terrible, bloody nightmare. Today we talked…

Changing the Asset Value Equation

Below is the ‘Tip of the Week’ from Ep78: Artificial Intelligence Investing, Part 2 (Nathan Benaich) In the last few interviews the concept of a platform has come up while discussing very different types of technologies. With Jonathon Triest and Brett Demarais, we discussed Slack and how it is transitioning…

Give Me a Reason to Believe

Below is the ‘Tip of the Week’ from Ep76: No Fun Allowed, Part 2 (Jonathon Triest & Brett DeMarrais)   In my previous life leading breakthrough product innovation, we encouraged crazy ideas. But after a brainstorming session, each imaginative possibility that was worth exploring had to be framed in three parts;…

Zero-Sum Tech? Addition vs Replacement

Below is the ‘Tip of the Week’ from Ep74: Virtual Reality Investing, Part 2 (Adam Draper) In today’s interview, we discussed how, in many applications, VR won’t replace existing methods or use-models, rather it will be a new and different level of interaction, that’s additive. Many have a fear of…

External Drivers

Below is the ‘Tip of the Week’ from Ep72: Blockchain Investing, Part 2 (William Mougayar) When I worked for my previous employer doing M&A, we were chartered w/ building a strategy for targeting companies within specific sectors or verticals. But before we could target specific companies, we had to think about…

Finding the White Space

Below is the ‘Tip of the Week’ from Ep70: Building an Investor Brand, Part 2 (Jay Acunzo & John Gannon) Jay talked about how VCs are fast followers. They more often than not follow what others have done that is working, rather than create something innovative of their own. It’s a…

Check the Comps

Below is the ‘Tip of the Week’ from Ep68: The Bloomberg for Private Companies, Part 2 (Anand Sanwal) I often speak with investors about potential startup investments… and more often than not the conversation revolves around customers, competitors and mass market viability. All fine. But rarely, do I ever hear about…

Hunting, Gathering and Hoping

Below is the ‘Tip of the Week’ from Ep66: From Angel Group to Venture Fund, Part 2 (Maia Heymann) We began the conversation by disucssing Maia’s experience as an institutional LP, selecting venture funds to invest in. And the key decision criteria for her was why did the GP think…

Skip the Puffery

Below is the ‘Tip of the Week’ from Ep64: The Fast No, Part 2 (Mike Collett) Sensational language has permeated our everyday lives. I can’t make it through a scroll of my Twitter feed without encountering a provacative headline baiting me to click. And, unfortunatley, this exaggerated language has extended to…