Version One Ventures

JANUARY 2, 2019

Each week we like share our thoughts on a range of topics from vertical markets to general startup advice and our reflections on investing. We’re proud to say that we wrote a blog post every week in 2018 – and we’ve done that now for the past three years. Changing the narrative on distributed teams in Silicon Valley”.

Silicon Valley 144

Silicon Valley Venture Capital Distribution Artificial Inteligence 144

Steve Blank

APRIL 23, 2018

When Sloan arrived at GM in 1920 he realized that the traditional centralized management structures organized by function (sales, manufacturing, distribution, and marketing) were a poor fit for managing GM’s diverse product lines. The next year, 1910, trouble hit.

Michigan 268

Michigan Cofounder Stock Forecast 268

View from Seed

SEPTEMBER 14, 2021

Back in 2018, my colleague Rob wrote a blog post about how the VC asset class is doing. That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. Source: AngelList.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

Back in 2018, my colleague Rob wrote a blog post about how the VC asset class is doing. That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. Source: AngelList.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

VC Cafe

NOVEMBER 25, 2019

Entertainment is more than newspapers, more than Hollywood, and more than the sum of specific verticals jousting for consumer eyeballs. A Nielsen survey from 2018 shows that U.S Startup landscapes, while not perfect, are useful as they provide a way for us to define a space/category and the players of that vertical.

Vertical 113

Vertical Artificial Inteligence Distribution IPO 113

View from Seed

SEPTEMBER 14, 2021

Back in 2018, my colleague Rob wrote a blog post about how the VC asset class is doing. That’s a bit of a cautionary tale to VC investors today who might think it’s inevitable that the private value they are enjoying in their portfolios will certainly translate to distributions in the near future. Source: AngelList.

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

Occam's Razor

JULY 24, 2018

At the top-right, you’ll discover my obsession with Profit and Incrementality, which form the basis of competitive advantage in 2018 (and beyond). Slice the matrix vertically along the time-to-useful dimension…. Is the distribution optimal? Oh, and don’t get me started on time! Why are there only 24 hours in a day??

Analytics 93

Analytics Framework Metrics Algorithm 93