tech, startups, internet

On fast markups in ventureland.

“When I started in VC, markups were useful validation that a new fund knew what it was doing. But there was relatively less fixation on performance numbers early in a fund’s life. This seems to have changed. Why?” | learn more

tech, startups, internet

DNA synthesis at scale.

This interview with Emily Leproust, co-founder and CEO of Twist Bioscience, is part personal bio, part founding story, and part glimpse into the future of a bio-based economy. I came away impressed by her as a businessperson and leader! | learn more

tech, startups, internet

Minsky moments in venture capital.

“Hyman Minsky was a 20th-century economist whose ‘financial instability hypothesis’ is probably the best-known explanation for the boom and bust cycles that characterize public financial markets. … We’re currently in the midst of an unprecedented boom in private market activity. […]

tech, startups, internet

Quant comes to venture capital.

“Advanced techniques are applied to study patterns of growth, failure, value evolution, and performance.” This form of analysis has proven valuable across multiple classes of investments. The pace of VC deals nowadays might provide enough data to apply the approach […]