tech, startups, internet

Lessons from acquiring 586 companies.

This was a top notch discussion with Justin Ishbia of Shore Capital. They’ve deployed $7 billion of capital with an average transaction size of $12 million. It’s all down to the repeatable systems and tons of sports analogies by which […]

tech, startups, internet

The short case against Twist Bioscience.

I learned about Twist in October 2021, when I shared a link from Alex Danco. He was excited about an API for biotech, enabling a new class of bio founders. In April 2022 I was impressed by Twist’s CEO speaking on a podcast about […]

tech, startups, internet

Innovation in women’s health 2023.

A report by SVB based on their proprietary data. “Our inaugural Innovation in Women’s Health report unveils an optimistic outlook for this undervalued and rapidly growing sector, despite broader VC challenges and obstacles within the space.” One interesting chart shows […]

tech, startups, internet

Digital health at the turn of 2024.

A report from Rock Health, making use of their ‘maturity curve’ model that tech themes follow from nascent to mature. At maturity it should be clear whether a theme is a fad, a niche, or new table stakes. They, “selected […]