This post, written by Matthew Bell the former head of strategy for Amazon Studios, offers an interesting way to think about video gaming. “It’s replicating the most lucrative entertainment businesses on earth… and then adding a lot more.” | learn more
Benedict Evans offers a thoughtful opinion about tech and anti-trust regulation. “Microsoft and IBM each dominated their generation of tech, and they each lost that dominance, not because of anything they did, nor because of anti-trust, but because the business […]
Not in Chicago, at least, according to Pitchbook data. Someday I’d like to reconcile a few narratives and personal experiences: 1) Most startups fail, 2) VC-backed startups make bold bets, and 3) I’ve only seen a handful of local funded […]
Imagine you own an apartment complex. You’re awoken late one night by a barrage of panicked tenants: a criminal snuck in and changed each and every lock. Worse, any attempt to pick or change the locks releases a stink spray […]
A sober warning for startup employees and investors. “How Eero went from a promising start-up to a company facing mass attrition and debt, and what it says about the hardware market today.” | learn more
Alex Iskold explains why startups should think about customers as a network rather than as rows in their CRM. | learn more
I love so much about this article by Roy Bahat (same guy as above, whose LinkedIn profile is stellar). Much of this mirrors the mindset we convey to Kellogg MBA students developing new ventures. “Startups, by definition, traffic in the […]
Rob May, editor of the Inside AI newsletter and prolific AI investor, kicked off the new year with “some thoughts on where AI is going and in particular where [he] think[s] the best opportunities lie.” He has one of the […]
Tom Tunguz analyzed the venture market to understand where in the cycle we are. “We are 12 years into the longest bull market in US history and this bullishness has powered the venture market. Investors deployed $117 billion in 2019 […]
AngelList analyzed seven years of deals to test assumptions about the nature of venture capital returns. One finding: “At the seed stage, investors would increase their expected return by broadly indexing into every credible deal.” | learn more