I’ve been casually following Opendoor since they were just a tiny startup buying and selling houses in Arizona. Now they’re about to go public via a SPAC at a $4.8 billion valuation. Here’s the bull case for “the Amazon of […]
From team a16z bio: “As our engineering toolkit in bio expands to be more powerful than ever before, and the infrastructure to deliver, produce, and scale these solutions comes increasingly online, a whole new world of problems in biology begin […]
“Side hustles can grow and evolve, but to work they need to have a few traits. They need to: Solve a problem someone is already aware of, NOT require a lot of maintenance or hand-holding, Have a no-brainer path to […]
“Like the knight’s sword, the firefighter’s hose, and the lumberjack’s ax, venture capitalists courageously wield the memo.” So great to see some of their internal memos! I started with Shopify and LifeLock. | learn more
This is about the NYSE, who lost their dominant market position before rebuilding it. I appreciate that it’s an example of a long lived and rarely highlighted monopoly business. The article does a wonderful job of telling the story. There’s […]
Many cool announcements: A new generation of Echo products, Luna gaming service and controller, Ring Drone camera for home, car camera, car alarm, Alexa Care Hub to monitor family, and more. | learn more
Rocket Internet has been executing a fast-follower strategy for years, cherry picking markets and models from Silicon Valley and blitzscaling them in other markets. “Startup company builder Rocket Internet has always had its critics but, as it delists, is it time to […]
“With valuations of as-a-service companies and all-time highs or close to it, and more and more startups leveraging this model to serve an ever-larger number of consumers, I wondered how much more business is there to capture? Let’s try to […]
The note-taking software with just over $1 million in revenue just raised money at a valuation that raised many eyebrows. “How the tool for networked thought can grow into its $200m valuation.” | learn more
Peter Thiel is an outsized character even by Silicon Valley standards. He believes we’re in an era of technological stagnation. “This document consists only of direct quotes from Thiel, lightly edited for clarity (except for headings and where marked otherwise).” | learn […]