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Does Your VC have an Investment Thesis, or a Hypothesis?

David Teten

Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. “Europe” means a handful of countries, for instance, France, UK, and Germany. Foundry Group, investing primarily in “ Software and Internet ”, follows six major themes, e.g., Human Computer Interaction (HCI) or Distribution.

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The iconic VC-Backed founders are all White & Asian men. So why invest in diversity?

David Teten

based founders, 35 were white* American; four were white immigrant/first generation, from France, Ukraine, Russia and Iran; and four were Indian immigrant/first generation. This would be easy to detect: among their portfolio companies, do startups with female founders outperform those without? Of the 43 U.S.-based ” .

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The most important 2021 Predictions in entertainment tech and gaming

VC Cafe

Disclaimer: we have three portfolio companies in the consumer mobile space, still in stealth). From Zwift’s virtual tour de France to Aston Martin’s AMR-C01 racing simulator, at-home amateur athletes will increasingly be able to compete against top-level professionals, according to the Future 100: 2021 by Wunderman.

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Embrace Losing – It Will Make You Stronger

Both Sides of the Table

I’m not looking to invest there – I’m looking to understand the trends, the people, the innovation, the regions and how China can become an integral part of any of my portfolio companies as they scale. I’m dropping everything non-portfolio related in the next few weeks and setting my sights on righting my wrong.

China 333
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Embrace Losing – It Will Make You Stronger

Both Sides of the Table

I’m not looking to invest there – I’m looking to understand the trends, the people, the innovation, the regions and how China can become an integral part of any of my portfolio companies as they scale. I’m dropping everything non-portfolio related in the next few weeks and setting my sights on righting my wrong.

China 328
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Is gust.com a difficult platform to replicate?

Gust

When people would ask a similar question back then about the difficulty of software development, my usual response was “anyone can write a TAP program over a weekend that will work with 80% of the paging systems in the world…but getting it to work on the other 20% will take you a year.” despite having lots of competitors.

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Startup IPO Market: A Fickle Mistress ? AGILEVC

Agile VC

In the software an internet space a number of companies obviously had strong public offerings (LinkedIn, Yandex, Pandora, RenRen, et al). Startup IPO Market: A Fickle Mistress. September 15, 2011. The IPO market, she is a fickle mistress. In the first half of 2011, the IPO markets were looking strong for VC-backed companies.

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