A historical collection of our writing.
Today’s Uncertainty Wednesday is about the risk of inflation. I spend much of my time thinking about company valuations, both as we make new investments and also as we try to mark valuations in existing companies. Of course valuations for private companies are influenced by available public comps […] Read more (opens Continuations in a new tab)
Fred WilsonOur portfolio company Coinbase has been building an institutional grade regulated custodial service for crypto assets over the past 18 months. It is called Coinbase Custody and it is a qualified institutional custodian which means that investors that are regulated can use it to satisfy their […] Read more (opens AVC in a new tab)
Fred WilsonI worked for a VC named Bliss McCrum early in my career. He had been on wall street for about twenty five years before getting into VC mid/late career. He loved investing. He taught me technical analysis/charting and a lot of other things about stocks. I used to ask him “why did that stock go […] Read more (opens AVC in a new tab)
In October 2014 we were fortunate to lead the Series A financing in a company then called eshares. At that point the company was offering cap table management services for private companies in the cloud, at the time a novel idea. About a year later the company rolled out 409A valuation services, […] Read more
Bethany CrystalBack in college, I used to do this crazy thing every year called Dance Marathon. Here’s the premise: Dance for 3o hours with 800 other students on campus as part of a massive fundraising drive. “It’s for the kids,” we’d say. But let’s be real, it was also for all of us. And it was […] Read more (opens Medium in a new tab)
Fred WilsonLast summer I threw out our twenty year old satellite dish and decided to finally go over the top. I put a bunch of video streaming apps on our AppleTV to replace the “linear television” that we had been getting with the dish. Almost a year later, I’ve removed all but two of them and […] Read more (opens AVC in a new tab)
