Sublime
An inspiration engine for ideas
“incubators” and “accelerators”
Sunil Gupta • Driving Digital Strategy: A Guide to Reimagining Your Business
VCs and especially the LP community.
Tony Fadell • Build: An Unorthodox Guide to Making Things Worth Making
higher margin structure.
Scott Kupor • Secrets of Sand Hill Road
The key drivers of the business are: number of ad impressions/clicks and the effective price per impression/click.
Tanay Jaipuria • Disrupting Google Search
We believe that the following things can happen to this business, to its revenues and costs and cash flows and assets, whether it is already an established market player or it can (re)emerge to be one. If we invest so much money in this or that way and make these changes to this company, partnering with these clever executives and hiring these expe
... See moreSachin Khajuria • Two and Twenty: How the Masters of Private Equity Always Win
As the ROI of SG&A spend becomes more predictable, a non-VC financial layer will emerge within Silicon Valley, similarly helping to fuel its growth. This capital layer can help partially compensate for the slowing market-based growth tailwinds. This suite of services will benefit from a tech-specific approach: real-time debt offerings based on oper... See more
John Luttig • When Tailwinds Vanish
Each of these investments collectively fall into what I call the Happiness Portfolio.