View from Seed

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A Behind-the-Scenes Look at Our Recent Seed-Stage VC Investments

View from Seed

As my partner Rob Go has written , our goal is to invest half in consumer web and mobile and half in business-focused ventures. Ecommerce has transcended merely shipping a box to your home — it’s about leveraging mobile plus the internet to create an elegant purchasing experience previously unavailable. The “Internet of Things”.

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AI, Blockchain, Web 2.0, and Self Driving Cars

View from Seed

Consequently, nearly every founder is attempting to weave an AI narrative into their ventures, regardless of its necessity or fit, which will likely lead to an unhealthy market environment and potentially drown out genuine opportunities. The stark difference between crypto and AI lies in their use cases. The other similarities with Web2.0

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Where We Are Investing in 2024

View from Seed

For example, the mobile wave was enabled by core telecom infrastructure and high-speed wireless capabilities as well as the device infrastructure of smartphones. Different innovation waves overlap and compound one another (cloud + mobile for example). Remember that Workday went public at a $7B+ market cap.

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Back to The Future: Power of SMS-Native

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Couple that noise with the flurry of AI/messaging startups from a few years back (set off by Facebook’s WhatsApp acquisition), in conjunction with app developers’ notification euphoria… all of which have resulted in a state on our mobile phones where “ our brains being overloaded with push notifications about nothing.”. They don’t.

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An Alternative to Board Decks Some Seed VCs Actually Prefer

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A seed-stage mobile startup’s housekeeping section might look something like this: Section 3: Core Metrics. Instead, smart founders focus on learning and on accelerating that feedback loop to gather data, iterate, and find initial product/market fit. An example using our fake mobile startup: Section 7: Burn, Budget, and Runway.

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The 4 Types of Stories Founders Need to Tell When Fundraising

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Then, also in the 1880s, some clever American entrepreneurs decided to market a “fast growing, shade generating” plant to the overly warm citizens living the waltz-dancing climate of the south-eastern United States. million acres of land. We are raising this seed to go do X”…. then go do X.

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Game On: Will gamers embrace the blockchain boom?

View from Seed

Since then, consoles, computers and mobile devices have continued to redefine the gaming experience and power dynamic between creators and players. It is true; there are secondary markets such as eBay where gamers have been buying and selling World of Warcraft (WoW) and RuneScape items for years. Opaque markets are now transparent.

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