Writing

When fundraising gets tougher for startups, the existing investors (insiders) will often provide a bridge loan to the company to extend the runway for getting another round done. There is more of this sort of thing happening in today’s fundraising [...]  Read more

Tech:NYC is the industry association for NY’s tech sector. They play a number of important roles and one of them is to educate and inform about the impact of the tech sector in NY. To that end, they launched a [...]  Read more

We have been watching our portfolio of ~130 technology companies wrestle with this decision for the last two and a half years. Brought on by the covid pandemic and the work from home moment that it created, there has been [...]  Read more

Every quarter our firm goes through a process to value our entire portfolio. Those values, on a schedule of investments we publish to our investors every quarter, flow through to our financial statements and capital accounts and establish how much [...]  Read more

For a long time there was a narrative that computers would only be good at automating routine tasks, leaving creativity to us humans. I never believed this because creativity isn’t some kind of magic but rather much of it is [...]  Read more

For a long time there was a narrative that computers would only be good at automating routine tasks, leaving creativity to us humans. I never believed this because creativity isn’t some kind of magic but rather much of it is [...]  Read more

I wrote the post at the bottom and linked here when Elon Musk announced his intention to buy Twitter in late April. I am relieved that Musk has decided he does not want to own Twitter. I never thought he [...]  Read more

As humans we like to put things into categories. It makes communicating and thinking easier. Scratch that. It makes communicating and thinking possible. Categories go hand in hand with words as providing us with crucial compression of reality. Just like [...]  Read more

As humans we like to put things into categories. It makes communicating and thinking easier. Scratch that. It makes communicating and thinking possible. Categories go hand in hand with words as providing us with crucial compression of reality. Just like [...]  Read more