David Teten

DECEMBER 3, 2019

Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job. . In liquid markets, most of the calories expended on technology and analytics are focused on trade selection, or “ origination ”. 2) Market .

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VC Cafe

JULY 7, 2023

To put things in context, global venture funding in Q2 2023 reached $65 billion, an 18% decline quarter over quarter, and a 49% drop compared to the second quarter of 2022, when startup investors spent $127 billion, according to Crunchbase. I tried to consolidate my thoughts as well as other perspectives from leading venture capital funds.

Generative AI 88

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VC Cafe

NOVEMBER 7, 2022

Generative AI will really become magic when it moves from 'playful' to 'useful' – we will use multiple generative AI tools at work in the future, like we use grammarly and canned responses today… AI will become more vertical, and specific per role — Eze Vidra (@ediggs) November 5, 2022.

Generative AI 195

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Cracking the Code

JANUARY 25, 2021

More than 40% of B2B transactions in the US, which is roughly a $25 trillion market , are still made with paper checks compared to 5-7% for consumers. Israel produced three public cloud companies - Wix, Jfrog and Varonis - representing an aggregated market cap of more than $25b, c. over 190 rounds. This number represents c.

B2B 62

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Hearpreneur

DECEMBER 8, 2019

Throughout that development process the marketing team kept pressing, leading the company to 50,000 influencers over the Summer, which made us the largest warm contact influencer network in the market. I knew all the time I’m not that type of person to give in ever, regardless of difficult situations in life and in business.

Entrepreneur 117

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David Teten

AUGUST 19, 2019

I’ve been a traditional equity VC for 8 years, and I’m now researching new business models in venture capital. RBI normally requires founders to pay back their investors with a fixed percentage of revenue until they have finished providing the investor with a fixed return on capital, which they agree upon in advance.

Revenue 60

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Ben's Blog

MARCH 1, 2011

In my career, I have never seen a position in any industry with more varying criteria than General Partner at a venture capital firm. When we started Andreessen Horowitz, our vision was to build the kind of venture capital firm that we would have wanted to take money from. One night on my knees, here it comes, the prayer.

Partner 78

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Steve Blank

NOVEMBER 5, 2009

Knowing this venture firms have come up with a canonical checklist of what they would like to see. Do they believe you have a big enough vision and market. Tons of advice is available on how to pitch , present and market your company. Did the VC’s like your team ? Did the partner have a good or bad day, etc. Of course not.

Customer Development 262

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Steve Blank

OCTOBER 12, 2009

Nuclear Weapons Laboratories which used supercompurters to run their hydrodynamics codes to simulate what went on in the first microseconds in a nuclear weapon and the National Security Agency (with Cray putting in a special population count hardware instruction) used to facilitate decryption of codes. What Markets?

Silicon Valley 147

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Steve Blank

NOVEMBER 26, 2009

Yan , on December 20, 2009 at 5:57 pm Said: This post reconfirms my strong beliefs- efforts to secure you as an advisor once we get traction. After more customer interviews, we have shifted our market type hypothesis to- entering an existant market.

Silicon Valley 137

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Austin Startup

MARCH 7, 2018

janryan (@janryan) | Twitter Kerry Rupp Kerry is a Capital Factory Mentor and founding partner of True Wealth Ventures, an early-stage venture capital fund that invests in women-led companies in the sustainable consumer and consumer health verticals.

Technical Cofounder 48

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Both Sides of the Table

JUNE 18, 2010

What a pleasure that I got to spend an hour talking with both Om Malik (whom I’ve always respected his views) and Paul Jozefak , a venture capital partner at Neuhaus Partners in Germany (and formerly the head of Europe for SAP Ventures). The strategy of GigaOm and where they differentiate in the market.

Venture Capital 225

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VC Cafe

AUGUST 11, 2014

So he teamed up with a few PhDs and set off to write a book about each major vertical – Healthcare, Technology Media and Telecom, Energy and Industrials, Retail and Consumer Goods, etc. A Companies like Gartner, Forrester or eMarketer regularly produce reports about tech trends and verticals. 1) Industry reports.

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The Next Web

FEBRUARY 24, 2014

With a little knowledge of some of the key cultural differences and unique properties of the local tech scene, Russia can easily become one of the most attractive tech markets in the world for investors. Russia currently has the largest online market in Europe. Russia in numbers. There is no secret Russian handshake that lands a deal.

Russia 140

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Steve Blank

JULY 20, 2009

No mainframe or minicomputer company saw any market for these small machines. I tried to clear my head and remember what else I had said, like anything that would be really, really, really bad to say outside of a secure facility. If you wanted your own applications, you had to write them yourself. Something weird was happening to me.

Silicon Valley 175

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Cracking the Code

SEPTEMBER 19, 2017

12 cloud IPOs in the past 2 years: One from Europe SaaS companies are thriving in the public markets, with their aggregated market cap grew 350% since 2011, and 12 cloud companies going public in the past 24 months. billion in revenues (growing 39% year-on-year) and $25B of market cap. in the US, $2.6B in Europe and $0.9B

Europe 83

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Steve Blank

JUNE 29, 2009

The former manager had been fired because: ESL had a major military contract to deploy an intelligence gathering system to Korea they needed to train the Army Security Agency on maintenance of the system the 10 week training course (6-hours a day) hadn’t been written the class was supposed to start in 6 weeks.

Agile 245

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Steve Blank

OCTOBER 26, 2009

Yet one of the most remarkable things about the boom in microwave and silicon startups occurring in the 1950’s and 60’s was that it was done without venture capital. ARD was a publicly traded venture capital firm (raising $3.5 There was none. military and intelligence agencies and defense contractors. Whitney Co.

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Steve Blank

AUGUST 17, 2009

A security guard was stationed at the door of the Applied Electronics Lab to ensure that only those with proper security clearance could enter.

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techcrunch.com

FEBRUARY 19, 2010

Researchers polled experts in lending, mezzanine capital, private equity, venture capital and private businesses themselves. Not a big shock, but things don’t look pretty, especially in the venture capital world. 41% of them feel that they qualify for venture capital funding. just my opinion.

Venture Capital 62

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Cracking the Code

OCTOBER 13, 2020

There are now eight software companies north of a $100 billion market cap, representing $2.7 trillion of market value. If we zoom out and look at the overall cloud market, we can see momentum building. 2020 Cloud Market: Is The Sky the Limit? The momentum of Cloud companies is also seen in the public markets.

Europe 71

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cdixon.org

SEPTEMBER 17, 2011

Very, very few markets have room for only one player. Quite early on, you will be able to differentiate yourself – and having competitors help you grow the market can actually be a good thing. But it’s probably wise to be more secretive in some vertical markets: [link]. [link] Kristian Dupont. link] Nivi.

Stealth 68

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Steve Blank

APRIL 13, 2009

Although all the manuals were in safes, the whole site was so secure that anybody who had access to that site had access to everything – including other compartmentalized systems that had nothing to do with me – and that I wasn’t cleared for. Thank you to the security people who could tell the difference between an idiot and a spy.

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Steve Blank

JULY 1, 2009

The National Security Agency has a great website on the subject. ———— The VENONA Project One of the most interesting (declassified) stories of cryptography is the deciphering of Soviet communications to their diplomatic missions in the U.S during World War II.

Silicon Valley 135

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Steve Blank

MAY 18, 2009

I have seen other friends come from very stable environments who fall apart in chaos and feed off of security. Reply Kamal Ravikant , on May 26, 2009 at 11:07 pm Said: Interestingly, this is exactly what Hemingway said when asked for the one trait a great writer needed.

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The Next Web

OCTOBER 2, 2013

It is also the world’s largest smartphone market. In this aspect, China’s huge market seems ripe for the taking — and which firms are better-placed to do so than homegrown startups, especially app developers looking to conquer the mobile market? For mobile app developers, the impressive figures are enticing.

China 122

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Steve Blank

AUGUST 3, 2009

military, the CIA and the National Security Agency. Next, Terman used his military contacts to secure funding for the Lab from the Office of Naval Research, the Air Force and the Army Signal Corps. Frederick Terman, Stanford’s Dean of Engineering, enlisted Stanford University as a major arms suppliers in this war.

Silicon Valley 153

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Steve Blank

NOVEMBER 19, 2009

Nuclear Weapons Laboratories used supercomputers to run their hydrodynamics codes for nuclear weapon design and the National Security Agency used them to decrypt codes. The reality was that the U.S.

Silicon Valley 185

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Steve Blank

OCTOBER 29, 2009

McMicking and Terman introduced Ampex to the National Security Agency, and Ampex sales boomed when their audio and video recorders became the standard for Electronic Intelligence and telemetry signal collection recorders. A wave of silicon innovation was about to meet a pile of risk capital. More on this in the next post.

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abovethecrowd.com

NOVEMBER 14, 2017

market in terms of revenue dollars (there is no question that digital tools will successfully impact specific acute diseases/disorders, but it’s our intuition these are best left to 100% focused HC investors). Bill is a general partner at Benchmark, one of Silicon Valley’s really legendary venture capital firms.

Singapore 43

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blog.expensify.com

APRIL 24, 2012

I currently work in information security, and I help teach developers how to write better, more secure code. While.NET can no doubt service the enterprise market, so can everybody else. Its called flamebait marketing, and this is *exactly* how it’s done. It’s like arguing against vertical software.

Java 107

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