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Marc Andreessen on what VCs look for in startups
“The conventional statistics are that about 200 of the 4,000 venture-fundable companies per year will be funded by a top-tier VC. About 15 of those will someday get to $100MM of revenue, and those 15 will generate something on the order of 97% of all of the returns for... See more
Startup Archivex.comBen Horowitz on the ideal founding team for a startup
Ben looks for two people on a founding team:
1. The inventor. “It’s the inventor’s job to build a product that’s 10x better than anything that’s available to solve that problem.”
2. The entrepreneur. “The... See more
Startup Archivex.com
The Changing Venture Landscape. The World Around Us Is Being Disrupted… | by Mark Suster | Sep, 2021 | Both Sides of the Table
bothsidesofthetable.combothsidesofthetable.com
.@zebulgar on capital intense businesses having more tangible moats compared to typical SaaS startups.
"If you have zero marginal cost it also means you have zero moat." https://t.co/zy89Pdnqxo
Gross margins are in fact the single most important indicator of business quality -- not some abstract projection of future GM, but rather what it is now. It's always been the case, and it's more true than ever today.
<10% of VC seem to understand this. Everyone is underwriting AI revenue like it's SaaS. It's really,... See more
hari raghavanx.com