Both Sides of the Table
APRIL 20, 2017
In the early days this is expensive because the logistics & warehouses are amortized over a small customer base but with scale this infrastructure and the technology that drives it becomes a powerful moat and hard for new entrants to compete. years of software development.
Both Sides of the Table
DECEMBER 11, 2022
There were startups and a software industry but barely. I was in it for the love of working with entrepreneurs on business problems and marveling at technology they had built. There was no money train. It was 1991. We still loved every moment. Starting in 2009 I began writing checks consistently, year-in and year-out.
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Both Sides of the Table
MARCH 19, 2013
The era of VCs investing in successful consumer Internet startups such as eBay led to a belief system that seemed to permeate many enterprise software startups that hiring sales or implementation people was a bad thing. We only want software revenue.” We prefer to sell software, not get involved with client systems.”
Both Sides of the Table
MAY 20, 2020
Even more likely is eventual technology disruption where drones deliver foods and make it hard for existing car delivery services to compete. So while many restaurants knew they eventually needed to invest in better order management software, many had been putting it off.
Both Sides of the Table
APRIL 18, 2019
This year we’re in > 100+ cities and 100+ campuses and we’re operational with street teams, better software, better bikes and a more informed ridership. Last year I pointed out that software would help build competitive moats and we’re already seeing that. It really does put things into perspective, doesn’t it?
Both Sides of the Table
OCTOBER 8, 2014
Let me start with the obvious baseline that most people probably know instinctively: Los Angeles is the 3rd largest technology startup ecosystem in the US. What is perhaps different from other regions is that we have large indigenous aerospace industry and a big high-tech import/export trade as opposed to a lot of software companies.
Both Sides of the Table
APRIL 13, 2011
My initial desire to blog came from something that’s always been my approach to investing – I’m a nerd and I love to play with the technology and part of my approach has really been to understand things both at a user level and at a reasonably deep tentacle level. If you are outside internet software we are not going to invest.
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