Ted Glasnow

Wave two, which we're entering now—and Fy is very much a part of this—is broadly fermented proteins. Mycoprotein and otherwise, I think, is this next big frontier, and it’s going to open up the market to a lot more formats, applications and cuisines. Beyond just a slightly different burger or a slightly different chicken nugget. Then, the third... See more

Type of company: Marketplaces and platforms; Most common North Star Metric: Consumption growth

Lubricants...optimize the efficiency of your engine. There are three broad categories of lubricants:1) Conversion: Increasing the rate at which customers sign up for your product. This includes optimizing clickthrough rate on ads, the effectiveness of sales people, and increasing signup funnel conversion rates.2) Activation: Increasing the rate at... See more

1) Over-communicate 2) Set realistic expectations3) Be proactive4) Prioritize + communicate5) Do great work

It’s a huge advantage to have a strong personal network in B2B, which you can also build by bringing on a connector investor or joining an incubator such as YC.

The 5 Components of Positioning: 1) Competitive Alternatives 2) Differentiated “Features” or “Capabilities” 3) Value for customers 4) Target Customer Segmentation 5) Market Category

The other thing that we’re seeing is that there are so many agents and aggregators up and down the stack in many industries. These represent opportunities for integrated software solutions to streamline the process. We think about how these low-value brokers and inefficient workflows can be replaced by machine-to-machine transactions. The value... See more

Since we’re seed investors, we’re looking for markets where significant dollars are flowing between businesses. These are often older, more established buying patterns where the innovation is launching the marketplace itself.