tech, startups, internet

You are not late.

This was written 10 years ago and is likely just as true today. “Right now, today, in 2014 is the best time to start something on the internet. There has never been a better time in the whole history of […]

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 […]