The Mosaic Investment Thesis
Mosaic is a full-stack construction technology company. Mosaic’s technologies make construction more efficient- no small feat in an industry notorious for its lack of innovation and efficiency gains. Mosaic’s efficiencies come from its proprietary programming system that systematizes the construction process by decomposing blueprints into a rich construction model used to automate
Reflecting on recent VC history and where we go from here
The venture capital industry historically reinvents itself every few years, and 2020 accelerated that cycle significantly. As we enter 2021, we’ve seen the deployment periods for many seed funds shorten to 18 months. There is a sector-specific seed fund for every sector imaginable. Traditional Series-A firms have grown into full-stack shops with
The 2020s will be to Biotech what the 1970s were to Computing
Yesterday Google DeepMind announced that their deep learning system AlphaFold has achieved unprecedented levels of accuracy on the “protein folding problem”, a grand challenge problem in computational biochemistry. The ability to accurately predict protein structures from their amino-acid sequence represents a huge boon to life sciences and medicine. It potentially vastly accelerates efforts
The State of Seed Stage Investing
It’s often helpful to take a step back and review the early-stage venture investment landscape, including where we’re at today and the trends that carried us to our present market dynamics. This analysis helps us look forward. Starting with a look back. From 2005 to 2012, as company formation costs fell due to
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