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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
1Mby1M Virtual Accelerator Investor Forum: With Gus Tai of Trinity Ventures (Part 3)
Sramana Mitra: The whole experience of curated personal shopping is just barely starting to come into the fore. The computer science required to power that is going to deliver a very different kind of experience once that starts to come into existence. As Gus said, is it a large enough segment? Fashion is a gigantic
1Mby1M Virtual Accelerator Investor Forum: With Julien Nguyen of IT Farm (Part 4)
Sramana Mitra: The next question I want to ask you is about unicorn mania. You said you have three. You actually experienced being a seed investor in companies that have gone on to raise very large amounts of money at very large valuations. As a seed investor, you could get buried under later-stage liquidation preferences.
1Mby1M Virtual Accelerator Investor Forum: With Gus Tai of Trinity Ventures (Part 2)
Sramana Mitra: The reason why I ask this question is to explain how a VC looks at an investment opportunity. Mark Vadon had his own investment thesis but Trinity Ventures and Gus also had their own investment thesis. The two thesis merged for an investment to happen. I’ve said this many a time. Over 99%
1Mby1M Virtual Accelerator Investor Forum: With Julien Nguyen of IT Farm (Part 3)
Julien Nguyen: Alzheimer’s certainly is a huge problem. It’s very important for everybody. It’s even more important because drug development to go against Alzheimers has hit a huge wall. All the major drugs have failed so far. One of the key reasons they have failed is they don’t know exactly how the patients are doing
1Mby1M Virtual Accelerator Investor Forum: With Gus Tai of Trinity Ventures (Part 1)
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Gus Tai was recorded in September 2014. Gus Tai, General Partner at Trinity Ventures, discusses their investment thesis around e-commerce over the years – from BlueNile in 1999, to Zulily, Dot, and Bo, and
1Mby1M Virtual Accelerator Investor Forum: With Julien Nguyen of IT Farm (Part 2)
Sramana Mitra: We’ve seen a bunch of unicorns come out of that part of the ecosystem. There’s Veeva and athenahealth on the payment side. Julien Nguyen: That is just the beginning. There are deeper problems that can be solved. The number two part is using technology to increase the efficacy of current practices. For example,
1Mby1M Virtual Accelerator Investor Forum: With Mark Achler of MATH Venture Partners (Part 5)
Sramana Mitra: I’m reflecting on what you said in answer to my question. Blockchain is expensive stuff to build. How do you mitigate the need for doing things in a capital-efficient manner and doing Blockchain deals? Mark Achler: We haven’t done one. Sramana Mitra: You agree that Blockchain is capital-intensive. Mark Achler: We are conservative
1Mby1M Virtual Accelerator Investor Forum: With Julien Nguyen of IT Farm (Part 1)
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Julien Nguyen was recorded in October 2017. Julien Nguyen is General Partner at IT Farm, a seed-stage fund focused on Digital Health. We explore trends in the industry, as well as what IT Farm’s sixth
