Luke deWilde

" Positioning the company for a sale and charting a new path forward, Blackwells said Peloton should focus on fitness-as-a-service, or FaaS, by: focusing on softwareoutsourcing manufacturingcreating an open ecosystempartnering with equipment makers"

What I try to look for, and I'll tell you how I look for these things, but I try to look for companies that are early and inevitable. This is the combination of words that I think about. Stripe did an amazing job of this.Their mission is to increase the GDP of the Internet. Cool. Most people probably believe it's inevitable, that the GDP of the... See more

And then the soft things that I look for, I like this metric, I try to figure out, how will I feel if this person called me at 10:30 at night? I like really try to think about the way it will feel. The phone rings, it's this founder. Am I excited to talk to them?