Agile VC

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Microsoft, Near Death, & Enterprise Cloud

Agile VC

Microsoft doesn’t need the cash… despite limited growth and paying a substantial dividend, MSFT still generates good cashflow and has >$70B on it’s balance sheet. But the company does need to become more focused in its strategy, operations, and personnel. Want names?

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Why VC’s Don’t “Crossover” Invest

Agile VC

A little more inside baseball from the VC biz… why VC’s rarely make “crossover” investments, with capital from multiple funds the VC firm manages invested in a single startup (see note 1). I was talking with an entrepreneur recently about this phenomenon.

LP 178