categories
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
venture capital
Investment Thesis: Warren Weiss (Part 2 – Final)
SM:What are your key investments and the rationale behind making those investments. This will help entrepreneurs understand how you process deals. WW: Energy markets present great opportunity for using IT to lower costs and improve operations. In the 90s there were companies — such as CellNet — that spotted this trend ahead of its time.
Investment Thesis: Warren Weiss (Part 1)
Warren Weiss of Foundation Capital is our next interviewee in the series. The DNA of Foundation as a firm is “Sales”. Most of the partners come from a deep enterprise sales background, and hence, they’re very focused on trying to figure out whether or not whatever you are trying to market, can be sold, and
Saying YES to $1.65 Billion
YouTube said YES to Google. No surprises there. Sequoia strikes again. Mike Moritz plays a perfect game. Again. Moritz leveraged Google with Yahoo, and now he has leveraged YouTube with Google. This time, faster. All the nuances were thought through. Just in case the SEC raises concerns, notice, Moritz is not on the YouTube Board.
Investment Thesis: Peter Redford
Some of you have read my previous coverage of the TVI vs. Microsoft case in which TVI sued Microsoft over the Autoplay patent. Peter Redford, CEO of TVI, won that case earlier this year, and has since joined the Band of Angels, as an Angel investor. The Band is one of the best organized Angel
The Seed Quest Continues
It is true. Most VCs don’t do much early-stage investment anymore. But since you would have to continue building your businesses, you need to find angels & perhaps some smaller VCs who would do your seed round. There are a few exceptions. Here are four interviews with VCs from my Investment Thesis series that might
Investment Thesis: Alessandro Biral
Here’s my interview with Alessandro Biral from Dali Hook Ventures. They actually do seed or very early stage deals. Paul Dali, the Managing Partner of the firm, is the former CEO of Regis McKenna, Inc. I am working on a deal with Paul and Alessandro at the moment, and have good first hand experience of
Investment Thesis: Sumir Chadha
I interviewed Sumir Chadha, as a follow-up to the Investment Thesis series. I met Sumir 7 years back when I was doing Uuma, and Sumir was still at Goldman Sachs. Since then, he moved to Silicon Valley, and started one of the early efforts in venture investing in India, with Westbridge Capital. Westbridge was recently
Investment Thesis: George Zachary
I interviewed George Zachary, as a follow-up to the recurring theme in conversations with entrepreneurs: “VCs are only interested in coming to the rescue of victory”. George happens to be one of the authentic and consummate consumer internet and media investors – someone who did not blow with the wind on the topic of consumer
