The Velocity Better/Faster/Cheaper Capital flywheel that Tiger has created is real, and will continue to enable Tiger to offer a compelling, low-cost of capital product to Founders. Barring a dot-com bubble-like crash, Tiger will continue to generate strong cash returns and take share of the overall private venture/growth asset class over time, due... See more
I don’t make or sell art online, so this is just a theory, but one of the advantages of the centralized platforms seems to be democratization of the ability to promote yourself. Value comes from the amount of attention and interest (which I want to say is true for any piece of art, combined with the scarcity factor), so it’s an interesting thought ... See more
Rich Barton is hardly a household name. Perhaps this is because he’s not based here, and makes relatively few investments. However, while there are more visible founders (like Bezos and Zuckerberg) who’ve built bigger businesses, market cap and notoriety aren’t the only measures of a founder. And Barton is a strong contender for the title of best c... See more
Warby Parker might have started the DTC trend, but the true awakening came with Dollar Shave Club and Harry’s interrupting the somewhat ridiculous Gillette domination of razor blades at mass/retail. Would-be entrepreneurs and VC investors mistook this unique category situation (single dominant incumbent player, ridiculously high margins, small/ligh... See more
Quite clearly, inexpensive healthcare technology platforms such as telehealth, remote monitoring, and contact tracing will be an essential cornerstone of managing nursing homes going forward.