Feld Thoughts

OCTOBER 28, 2011

Part of the spend may be assigned to Cost of Goods Sold, part to Marketing, and part to General & Administrative, all of which can be separate line items on the Income Statement (the “where”). Creating a set of projected financial statements also requires understanding different types of expenses. and a spend type (e.g.

Revenue 127

Revenue Balance Sheet Forecast Software Review 127

Feld Thoughts

NOVEMBER 25, 2013

I’ve been arguing for years to rebuild it from scratch using modern processes (agile), modern architecture (decoupled web services), and modern technology (rails), and everyone has said “it’s impossible and it’ll cost too much.”

Agile 134

Agile Software Developers Software Development Architecture 134

Feld Thoughts

MARCH 14, 2023

We pledge to be supportive of founders treating the direct cost of caring for their mental health as a legitimate, worthwhile, and encouraged business expense – including therapy, coaching, group support, and app-based solutions. Founders should look at their mental health as a business priority.

Founder 168

Founder Silicon Valley LP Portfolio 168

Feld Thoughts

NOVEMBER 18, 2013

MobileDay quickly found out that mobile had disrupted the control that companies used to have over the cost of conference calls. Enter Least Cost Dialing (LCD). With LCD enabled, the MobileDay app automatically inserts the company’s lowest-cost conference phone numbers. MobileDay knew that they could save time.

Colorado 149

Colorado Green Mobile Cost 149

Feld Thoughts

JANUARY 22, 2015

Both are similar in size, both have educated populations, both are a short drive from a larger city, both are absolutely stunning in terms of the landscape and the outdoors, both are set in the foothills of the Rocky Mountains restricting their ability to grow in all but one direction and both have a high cost of living and a high cost of housing.

New Mexico 70

New Mexico Mexico Technical Review Colorado 70

Feld Thoughts

MAY 22, 2019

” This quickly evolved through “are there any ways around this” to land at “deal with the reality of increased cost, research, and compliance.” While some BigCos appear to be eating the cost of the tariff, this seems to be the exception. My fantasy at the beginning was “ignore and hope they go away.”

Startup 126

Startup China B2B Government 126

Feld Thoughts

JULY 9, 2019

GP = Net Sales – Cost of Goods Sold GM = ((Net Sales – Cost of Goods Sold ) / Revenue). Since we invest across a number of different themes, we’ve had to deal with very different revenue and gross margin profiles since the beginning, whether we realized it or not.

Revenue 179

Revenue Valuation .Net IPO 179

Feld Thoughts

DECEMBER 5, 2019

To avoid losing their location, they are raising $800,000 which would cover the cost of the building, parking lot, closing costs, and some much-needed renovations. But, the building and land that Community Ministry has leased for decades is up for sale.

Denver 92

Denver Campaign Community Cost 92

Feld Thoughts

MARCH 3, 2020

I’ve always been a huge absorber of other people’s worry, stress, and anxiety, which is a strength of mine, but at a real cost to me. Figuring out how to continue to be an absorber, without it having as much of a cost to me has been an important part of my last few years.

Restful 136

Restful Stock Global Cost 136

Feld Thoughts

OCTOBER 15, 2014

I could spend that time on Facebook, but at the cost of not writing. During this period, I helped Hewlett-Packard save on the order of ten million dollars a year on customer support costs, roughly a 100x return on my salary. By remaining truly focused on the few most important things, we can be far more effective than we are otherwise.

Technical Review 195

Technical Review Technical Cofounder Software Review Cofounder 195

Feld Thoughts

JANUARY 29, 2015

The opportunity cost for the big company is tiny while the opportunity cost, and often the direct costs, for the small company is enormous. In these cases, the large company puts up no money, but people engage to work with the small company. In hindsight this is a clear imbalance.

Venture Capital 70

Venture Capital Reputation Affiliate Conversion 70

Feld Thoughts

AUGUST 27, 2020

” That’s easy to answer, and when I remind CEOs that their all-in cost of being in an office is probably double what they pay in rent, they quickly realize it’s not a zero-sum game. I think we are in a phase of total denial by the commercial real estate industry about the dynamics going on.

Marketing 214

Marketing Portfolio Distribution Employee 214

Feld Thoughts

JANUARY 17, 2017

A company with $10m+ of revenue that is growing at 50% or more can often get profitable within 12 months if it focuses on its operating costs. Headcount is almost always the largest increasing operating cost. Given the focus on getting profitable, they are now clamping down on other discretionary costs around the system.

PR 70

PR Operations .Net Cost 70

Feld Thoughts

JULY 29, 2014

Predictably in the tech industry, what’s old is new again as all the infrastructure players roll out their public clouds and all the scaled companies start exploring ways to move off of AWS (and other cloud services) into much more cost effective configurations. Let’s pick apart the four points above a little bit.

Cloud 176

Cloud Partner Hosting Cost 176

Feld Thoughts

MAY 14, 2020

I highlighted what Josh Felser and his team at Freestyle were doing, which included underwriting 100% of the cost for two programs – Meru Health and Hoffman Institute , for all of their founders. We got to know Kristian Ranta and his team at Meru Health through Josh.

Denver 189

Denver Partner Hosting Leadership 189

Feld Thoughts

AUGUST 22, 2012

The trolls know that the cost of patent litigation is huge- millions of dollars for a thorough defense. The vast majority of companies do a simple cost benefit analysis and settle. It costs a pittance to file a lawsuit, a fortune to fight. My startup, all five employees and $0 revenue, is being sued by a patent troll.

Software 174

Software Entrepreneur Mobile Revenue 174

Feld Thoughts

OCTOBER 30, 2013

On average, as people age they resist adopting new technologies, only doing so slowly and where the benefits compellingly outweigh the time cost and inevitable frustrations. The following is an observation more purely from the perspective of the consumer of information technology.

Technology 168

Technology Coder Semantic Social Media 168

Feld Thoughts

AUGUST 14, 2013

My wife Amy is on the board of trustees of Wellesley College and cares passionately about her alma mater, the amazing experience of going to school there, as well as the increasing cost of education. Up to this point, I’ve been focused on the cost and content side of the equation.

United States 164

United States Cost Finance Conversion 164

Feld Thoughts

FEBRUARY 6, 2020

Everyone anticipates a big logistics clog once things start shipping, which will introduce delay and cost, although the magnitude of this is unknown. The Chinese border with Hong Kong is only open at a few places and many are afraid to enter China right now for fear that they won’t be able to leave.

China 141

China Startup Global Web 141

Feld Thoughts

JUNE 19, 2017

I succumbed to the siren song of growth at any cost and paid the price – both literally and figuratively. Given the exuberance, many of my mentors, who had been through other financial cycles, chose to ignore this. The phrase “it’s different this time” echoed broadly throughout the land.

Internet 162

Internet Revenue .Net Operations 162

Feld Thoughts

JUNE 22, 2012

What once cost $20,000 and was produced by skilled researchers in a lab, now costs $500 and is produced by hobbyists working part-time. In it, I examine how the hobbyist community is now building inexpensive unmanned aerial vehicle auto-pilot hardware and software. Once the hardware is capable enough, the invention is enabled.

Artificial Inteligence 182

Artificial Inteligence Technical Review Bandwidth Software Review 182

Feld Thoughts

JULY 11, 2010

Don’t get me wrong, I understand why the rules and policies are there, and they serve their purpose of guiding the many at the cost of few. While not my primary motivation, the thought of working without the rules and restrictions of corporate oversight seems like an interesting job perk.

New York 128

New York Software Developers Software Development Email 128

Feld Thoughts

MAY 8, 2020

As someone who personally has been shipping out a lot of money and time to help, it feels like private companies could be a little more generous about how they contract with State governments right now around the crisis, especially for things (like software) that have a marginal cost of almost zero. Back to Zoom fatigue.

Utah 143

Utah Video Email Government 143

Feld Thoughts

JULY 24, 2013

While many have contributed venues, there’s always some minor cost, especially as they scale up. Instead, we’ll be giving grants each quarter, ranging from $1,000 to $25,000, to underwrite the costs of these activities and events. Many of them are entrepreneur-driven events that are free to participants.

Colorado 172

Colorado Community Denver Startup 172

Feld Thoughts

JANUARY 31, 2012

Year-over-year progress in resolution, frame rate, dynamic range and cost continues unabated. Historically, adoption in cars has been one important way that new hardware gets to mass-market economies of scale. The general consumer imaging market continues to amaze me, though. JVC is showing a 4k video camera that will retail for $5,000.

Technical Review 127

Technical Review Cofounder Video Cloud 127

Feld Thoughts

MARCH 4, 2020

Regardless of the actions, the cost of the conversations will be high, generate more uncertainty and agitation, and the negative contagion will continue. They will become more agitated (negative contagion on hysteria), which will generate more conversations and potential actions. I’m not suggesting that Covid-19 is no big deal.

Denver 126

Denver Framework Conversion Government 126

Feld Thoughts

MAY 2, 2018

It cost $3,000 and changed the trajectory of my life. I got an Apple ][ computer forty years ago. Today, you can pre-order a Misty II for $1,599 , which is 50% off MSRP. From my perspective, Misty is today’s home robot analogy to the personal computer from 40 years ago.

Software Developers 23

Software Developers Software Development Software Campaign 23

Feld Thoughts

AUGUST 5, 2014

The other half is ever increasing labor costs across all aspects of the wage chain. The premise was that computers and automation would drastically improve productivity, making labor less important as tasks were automated, resulting in lower cost of labor. We know that extremely low cost of capital will not last forever.

Valuation 144

Valuation Venture Capital Flash Government 144

Feld Thoughts

JUNE 8, 2021

They happily traded equities for me, which mostly just cost me fees in the end, although I covered it all with a crazy transaction into a weird Exchange Fund that GS created in 2000. In the mid-1990s, when I had a bunch of money after the sale of my first company, I bought and sold some public company stocks.

Stock 172

Stock SEC Equity Matching 172

Feld Thoughts

APRIL 8, 2020

However, the reality is that receiving a loan for your business means it isn’t going to another business that might also deserve the money so receiving a SBA loan does come at a cost to the broader small business community.

SBA 229

SBA Balance Sheet Portfolio Affiliate 229

Feld Thoughts

NOVEMBER 27, 2011

Data Furances have three advantages over traditional data centers: 1) a smaller carbon footprint 2) reduced total cost of ownership per server 3) closer proximity to the users. From the home owner’s perspective, a DF is equivalent to a typical heating system: a metal cabinet is shipped to the home and added to the ductwork or hot water pipes.

New York 133

New York Cloud Cost 133

Feld Thoughts

OCTOBER 29, 2018

I would have loved to be in the meetings during the shift from “grow at all costs” to “keep growing fast, but flip the operating income switch.” The AWS numbers are remarkable to me – their YOY growth is 46% and their operating income is about 30%. That’s well above the rule of 40.

Forecast 119

Forecast B2B Stock Revenue 119

Feld Thoughts

OCTOBER 23, 2018

I never thought I’d recommend a web-based email client that costs $29 / month, but Superhuman is worth every penny of it. Superhuman has turned them all into either keyboard commands, a slightly different workflow, or a “snippet” that lets you create your own compound shortcuts.

Email 110

Email Web Cost Management 110

Feld Thoughts

NOVEMBER 18, 2013

Convertible debt financings have become an increasingly attractive approach for seed rounds because it delays the valuation discussion, costs less from a legal standpoint, and is an easier financial instrument to “keep raising more small amounts of money” on.

Burn Rate 152

Burn Rate Equity Software Review Early Stage 152

Feld Thoughts

JANUARY 14, 2019

And then I read the Bloomberg article Wall Street Rule for the #MeToo Era: Avoid Women at All Cost and got mad at some men. I learned a lot, was forced to think about a bunch of uncomfortable stuff, and formed some new ideas about how to address some gender-related issues in our society. The article starts strong. Avoid one-on-one meetings.”

Channel 86

Channel Finance Cost 86

Feld Thoughts

SEPTEMBER 4, 2014

” We are extremely confident in the value of Techstars and know that after someone goes through Techstars, they value it, often much higher than the cost of the program in the equity that they’ve given us to participate in it. So we decided to launch an equity back guarantee.

Equity 172

Equity Investment Bankers Programming Community 172

Feld Thoughts

MAY 27, 2014

You must register to attend and tickets cost $20 per person. Instead of having a secretive closing dinner for a small number of folks, we are going to have a big party to welcome Twitter to town. BoulderWin is happening on June 4th from 7pm – 10pm at the Boulder Theater.

Colorado 138

Colorado Matching Community Sales 138