Patient-Directed Care

Circling around all of this continues to be a more fundamental shift of how people are paying attention to biology and their own health.

While patient-directed care broadly is an increasingly consensus trend (borne out of the rise of the quantified self of yesterday and a large number of growing podcasters/authors today) the nua... See more

This has a significant impact on the competitive advantages of a firm in the market as it scales. When party rounds were the standard course for smaller seed firms, connections were the scarce skill set, enabling access to deals led by other reputable firms. As these funds have become larger and rounds have become increasingly tighter, conviction b... See more

As a founder, the goal then becomes to metaphorically peel each layer of the onion — Each fundraising milestone turning into a set of risks being evaluated and sidelined. The earliest investors become the partners to help figure out what to focus on. Good pre-seed angels and investors are often described as “having taste” for good startups — In tru... See more

Having this vessel that you’re motivated to fill encourages being more observant and analytical in daily life too.

The Impending VR Moment

The iPhone didn’t happen in a vacuum. Apple needed to learn to make low-power devices with the iPod; flash memory needed to become viable at an accessible price point; Samsung needed to make a good enough processor; 3G networking needed to be rolled out; the iTunes Music Store needed to provide the foundation for the App Stor... See more

“The greatest trick the devil ever played was making you believe that the pessimists are the good guys.” – Packy McCormick

Last week, Brad Gerstner and Bill Gurley discussed how Tech has grown from 5% to 15% of global GDP over the last 15 years, largely owing to faster growth rates.

As software companies get fitter and stack new S-curves of growth, later stage companies become highly effective capital allocators - which is why we’ve seen Tech outstrip the rest of the ec... See more

QUOTE OF THE DAY:

"Fiction reveals truths that reality obscures.”

-Jessamyn West (American author)