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I read the entire 340 page "AI Trends" report by legendary investor Mary Meeker which was released 48 hours ago.
Mary used to publish the famous annual “Internet Trends” before most of us were born - her insights are invaluable.
Sharing 10 takeaways from this report ⤵️
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RevenueCatx.com"DPI is the New IRR: DPI is the term of the year for a reason. If you are a '17 or '18 fund with great TVPI and no DPI, it's a challenge. You should find a way to return some capital - manufactured DPI (eg, secondary sale before natural exit) is not only ok, it's celebrated."
Dave McClurex.com
one of the best performing startups in my portfolio includes a metrics section in every update that is essentially the one below (#'s redacted). it's surprising how few do, and it's revealing which metrics are omitted by some companies.
so important for metrics to serve truth, not vanity.