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Web Second, Mobile First

Both Sides of the Table

The titles were: Mobile First, Web Second. Mobile First, Web Second (continued). I loved the idea of “mobile first” but something always bothered me. People forgot that Fred also wrote “Web Second.” Thus I endorse Web Second. The power of large screen real estate. The power of a keyboard.

Web 334
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Some Reflections on VC Investment Decisions

Both Sides of the Table

I started in 2007 with a thesis that my primary investment decision would be about the team (70%) and only afterward about the market opportunity (30%). Web Summit. But they are also a tax on your time with portfolio companies, looking for new investments, running your shop and honestly they are a tax on your family life.

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The Changing Venture Landscape

Both Sides of the Table

However, to be a great VC you have to hold two conflicting ideas in your head at the same time. On the one hand, you’re over paying for every investment and valuations aren’t rational. They might be ideas they hatch internally (via a Foundry) or a founder who just left SpaceX and raises money to search for an idea.

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5 Entrepreneur Ideas That Investors See Too Often

Startup Professionals Musings

Those are hard, since someone has to invent something innovative, but I do have some views on other ideas whose time has come and gone. I still get about one business “idea” per week for a new networking site, which will combine the “best of all the sites” into a new one. Micro payments, micro loans, micro investments.

Ideas 110
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SpotOn raises $300M at a $3.15B valuation and acquires Appetize

TechCrunch LA

Existing investors DST Global, 01 Advisors, Dragoneer Investment Group, Franklin Templeton and Mubadala Investment Company too doubled down on their investments in SpotOn, joining new backers Wellington Management and Coatue Management. We are deeply invested in growing the business together. Image Credits: SpotOn.

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Why Did I Invest in the Company Pose?

Both Sides of the Table

What I’d like to do is tell you the story of how the investment came to be, what my thesis is / was and share some thoughts on macro trends. The Team – I’m on record as saying that 70% of my investment criteria are team related. I’m also on record as saying I invest in lines & not dots. He wanted to be an entrepreneur.

Invest 303
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7 New Business Ideas Whose Time Has Come and Gone

Startup Professionals Musings

As an angel investor, I sometimes worry that all the viable unique ideas must already be taken. We all want to get out there ahead of the crowd, and invest in that truly innovative idea that seems so obvious in its appeal that you wonder why nobody ever thought of it before. For other ideas, the wave has simply passed.

Ideas 87