On Technological Shifts and Golden Ages
As a early stage investor, one of the main components of my job is understanding how and when the world is going to change. The companies within my portfolio are creating or utilizing sizable societal and technological shifts to create valuable business. By understanding societal and technological shifts, the best investors are
Remote Play
What’s everyone been up to in quarantine? Playing a lot of games. As the COVID-19 pandemic goes on, it can be tricky to maintain social ties and have fun with your family and friends. We all want to hang out and do things, but in the interests of everyone remaining healthy, that’s not
The Confluence of Social and Gaming
The confluence of social and gaming is, I think, one of the most interesting trends happening in tech today. I've always been fascinated with the way mainstream tech traces its roots to video games. The first microprocessors in American households were in game consoles. The first apps that supported concurrent-users were LAN
Crypto Hype-Innovation Flywheels
If we look back at the history of crypto, we see a pattern emerge of the space evolving in flywheels. Each flywheel is characterized by 1) price hype and speculation peak, which leads to 2) increased social and media buzz about the sector, which leads to 3) more developers and teams entering
Consumer Tech Startup Key Metrics Template
I look at and invest in a lot of early stage consumer technology startups. As part of that process, I’ve compiled a metrics sheet to help benchmark performance versus other sucessful early stage consumer tech startups I’ve invested in. While no living document like this is ever perfect, this is currently my
Post-COVID: Which Behaviors Will Stick?
It’s a strange time right now. Humanity is collectively focused on COVID-19, and it is changing the way we live. An interesting question, and an important question for investors is- what are the major economic, social and individual behavioral changes from what's happening right now that will never really reverse? Which of